THRO vs. GDT
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. At a 0.39 correlation, their price movements are largely independent. THRO charges 0.60%/yr vs 0.30%/yr for GDT.
Performance
THRO vs. GDT - Performance Comparison
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Returns By Period
THRO
- 1D
- -0.55%
- 1M
- 6.78%
- YTD
- 12.78%
- 6M
- 12.56%
- 1Y
- 26.45%
- 3Y*
- 24.41%
- 5Y*
- —
- 10Y*
- —
GDT
- 1D
- -0.85%
- 1M
- -1.71%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
THRO vs. GDT - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
THRO iShares U.S. Thematic Rotation Active ETF | 12.14% |
GDT WisdomTree Efficient TIPS Plus Gold Fund | -8.05% |
Correlation
The correlation between THRO and GDT is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jan 23, 2026 | 0.39 |
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Return for Risk
THRO vs. GDT — Risk / Return Rank
THRO
GDT
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.
| THRO | GDT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.36 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.44 | — | — |
| Martin ratioReturn relative to average drawdown | 10.84 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| THRO | GDT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | -0.63 | +1.37 |
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 -18.06%. Use the drawdown chart below to compare losses from any high point for THRO and GDT.
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Drawdown Indicators
| THRO | GDT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.54% | -18.06% | -8.48% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -19.07% | — | — |
Current DrawdownCurrent decline from peak | -0.55% | -16.07% | +15.52% |
Average DrawdownAverage peak-to-trough decline | -6.69% | -9.90% | +3.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.45% | — | — |
Volatility
THRO vs. GDT - Volatility Comparison
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Volatility by Period
| THRO | GDT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.09% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.00% | 33.36% | -20.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.72% | 33.36% | -14.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.72% | 33.36% | -14.64% |
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 0.16%, less than GDT's 1.77% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
GDT WisdomTree Efficient TIPS Plus Gold Fund | 1.77% | 0.00% | 0.00% | 0.00% | 0.00% |
THRO iShares U.S. Thematic Rotation Active ETF | 0.16% | 0.15% | 0.73% | 0.55% | 0.90% |
Frequently Asked Questions
THRO and GDT have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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.
GDT is cheaper with a 0.30% expense ratio, compared with 0.60% for THRO.
GDT has the higher dividend yield at 1.77%, compared with 0.16% for THRO.
They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.60% for THRO and 0.30% for GDT.
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