THRO vs. GDT

Last updated Aug 4, 2026

THRO (iShares U.S. Thematic Rotation Active ETF) and GDT (WisdomTree Efficient TIPS Plus Gold Fund) are both Tactical Allocation funds. Both are actively managed. Their 0.42 correlation means their historical movements had little consistent relationship. THRO charges 0.60%/yr vs 0.30%/yr for GDT.

Performance

THRO vs. GDT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Thematic Rotation Active ETF (THRO) and WisdomTree Efficient TIPS Plus Gold Fund (GDT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

THRO

• 1D: 1.43%
• 1M: 1.36%
• 6M: 10.09%
• YTD: 12.26%
• 1Y: 22.01%
• 3Y*: 22.13%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 12.99%

GDT

• 1D: -0.04%
• 1M: -1.97%
• 6M: -12.09%
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
GDT WisdomTree Efficient TIPS Plus Gold Fund	$108.93K	$73.53K	$104.60K
THRO iShares U.S. Thematic Rotation Active ETF	$20.83M	$25.08M	$80.87M

THRO vs. GDT - Yearly Performance Comparison

	2026 (YTD)
THRO iShares U.S. Thematic Rotation Active ETF	12.17%
GDT WisdomTree Efficient TIPS Plus Gold Fund	-15.61%

Correlation

The correlation between THRO and GDT is 0.42, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jan 22, 2026	0.42

Return for Risk

THRO vs. GDT — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

THRO

THRO Risk / Return Rank: 61
THRO Sharpe Ratio Rank: 63
THRO Sortino Ratio Rank: 63
THRO Omega Ratio Rank: 59
THRO Calmar Ratio Rank: 55
THRO Martin Ratio Rank: 66

GDT

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

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

THRO vs. GDT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Thematic Rotation Active ETF (THRO) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	THRO	GDT	Difference
Sharpe ratio: Return per unit of total volatility	1.53	—	—
Sortino ratio: Return per unit of downside risk	2.17	—	—
Omega ratio: Gain probability vs. loss probability	1.27	—	—
Calmar ratio: Return relative to maximum drawdown	2.03	—	—
Martin ratio: Return relative to average drawdown	8.29	—	—

Drawdowns

THRO vs. GDT - Drawdown Comparison

The maximum THRO drawdown since its inception was -26.54%, which is greater than GDT's maximum drawdown of -24.66%. Use the drawdown chart below to compare losses from any high point for THRO and GDT.

Drawdown Indicators

	THRO	GDT	Difference
Max Drawdown Largest peak-to-trough decline	-26.54%	-24.66%	-1.88%
Max Drawdown (1Y) Largest decline over 1 year	-10.87%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-19.07%	—	—
Current Drawdown Current decline from peak	-1.01%	-23.67%	+22.66%
Average Drawdown Average peak-to-trough decline	-6.54%	-13.61%	+7.07%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.66%	—	—

Volatility

Volatility by Period

	THRO	GDT	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.62%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.78%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.50%	30.68%	-16.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.70%	30.68%	-11.98%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.70%	30.68%	-11.98%

THRO vs. GDT - Expense Ratio Comparison

THRO has a 0.60% expense ratio, which is higher than GDT's 0.30% expense ratio.

Dividends

THRO vs. GDT - Dividend Comparison

THRO's dividend yield for the trailing twelve months is around 0.25%, less than GDT's 3.50% yield.

Position	TTM	2025	2024	2023	2022
GDT WisdomTree Efficient TIPS Plus Gold Fund	3.50%	0.00%	0.00%	0.00%	0.00%
THRO iShares U.S. Thematic Rotation Active ETF	0.25%	0.15%	0.73%	0.55%	0.90%

Frequently Asked Questions

Can I hold both THRO and GDT in my portfolio?

THRO and GDT have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, THRO or GDT?

On fees, GDT is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, THRO or GDT?

GDT is cheaper with a 0.30% expense ratio, compared with 0.60% for THRO.

Which ETF pays a higher dividend yield, THRO or GDT?

GDT has the higher dividend yield at 3.50%, compared with 0.25% for THRO.

What is the main difference between THRO and GDT?

They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.60% for THRO and 0.30% for GDT.