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TDSA vs. GDT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TDSA vs. GDT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cabana Target Drawdown 5 ETF (TDSA) and WisdomTree Efficient TIPS Plus Gold Fund (GDT). The values are adjusted to include any dividend payments, if applicable.

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TDSA vs. GDT - Yearly Performance Comparison


Returns By Period


TDSA

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

GDT

1D
1.43%
1M
-10.12%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TDSA vs. GDT - Expense Ratio Comparison

TDSA has a 0.83% expense ratio, which is higher than GDT's 0.30% expense ratio.


Return for Risk

TDSA vs. GDT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cabana Target Drawdown 5 ETF (TDSA) and WisdomTree Efficient TIPS Plus Gold Fund (GDT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

TDSA vs. GDT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


TDSAGDTDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.30

Dividends

TDSA vs. GDT - Dividend Comparison

TDSA has not paid dividends to shareholders, while GDT's dividend yield for the trailing twelve months is around 0.09%.


Drawdowns

TDSA vs. GDT - Drawdown Comparison

The maximum TDSA drawdown since its inception was 0.00%, smaller than the maximum GDT drawdown of -18.06%. Use the drawdown chart below to compare losses from any high point for TDSA and GDT.


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Drawdown Indicators


TDSAGDTDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-18.06%

+18.06%

Current Drawdown

Current decline from peak

0.00%

-11.04%

+11.04%

Average Drawdown

Average peak-to-trough decline

0.00%

-7.38%

+7.38%

Volatility

TDSA vs. GDT - Volatility Comparison


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Volatility by Period


TDSAGDTDifference

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

42.83%

-42.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

42.83%

-42.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

42.83%

-42.83%