Fund comparison · from official SEC filings
GDT vs PBTP: how much do they overlap?
WisdomTree Efficient TIPS Plus Gold Fund and Invesco 0-5 Yr US TIPS ETF
vs
GDT and PBTP are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
GDT
PBTP
T
TII 0.5 01.15.28TSY INFL IX N/B
7.18%
4.69%
T
TII 1.125 10.15.30TSY INFL IX N/B
6.42%
5.02%
T
TII 2.375 10.15.28TSY INFL IX N/B
6.39%
4.28%
T
TII 1.625 04.15.30TSY INFL IX N/B
6.36%
4.99%
T
TII 2.125 04.15.29TSY INFL IX N/B
6.13%
4.32%
T
TII 0.125 01.15.31TSY INFL IX N/B
5.70%
4.70%
T
TII 1.25 04.15.28TSY INFL IX N/B
5.60%
4.03%
T
TII 0.125 01.15.30TSY INFL IX N/B
5.40%
4.62%
T
TII 0.125 07.15.30TSY INFL IX N/B
5.39%
4.78%
T
TII 1.625 10.15.29TSY INFL IX N/B
5.34%
4.53%
T
TII 0.375 01.15.27TSY INFL IX N/B
5.10%
4.73%
T
TII 0.375 07.15.27TSY INFL IX N/B
5.02%
4.52%
T
TII 0.125 04.15.27TSY INFL IX N/B
4.99%
4.18%
T
TII 0.875 01.15.29TSY INFL IX N/B
4.71%
4.30%
T
TII 0.25 07.15.29TSY INFL IX N/B
4.45%
4.58%
T
TII 1.625 10.15.27TSY INFL IX N/B
4.46%
4.13%
T
TII 0.75 07.15.28TSY INFL IX N/B
4.43%
4.37%
Only in GDT
T
TII 1.25 04.15.31TSY INFL IX N/B
3.05%
D
DTRXXBNY DREYFUS TREASURY OBLIGAT
1.66%
?
—DREYFUS TRSY OBLIG CASH M
1.53%
?
—CME GROUP INC.
0.72%
Only in PBTP
T
TII 0.125 07.15.26TSY INFL IX N/B
4.69%
T
TII 0.125 10.15.26TSY INFL IX N/B
4.26%
T
TII 3.875 04.15.29TSY INFL IX N/B
3.82%
T
TII 3.625 04.15.28TSY INFL IX N/B
3.27%
T
TII 2.375 01.15.27TSY INFL IX N/B
2.49%
T
TII 1.75 01.15.28TSY INFL IX N/B
2.26%
T
TII 2.5 01.15.29TSY INFL IX N/B
2.06%
A
AGPXXINVESCO GVT & AGNCY-INST
0.39%
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81% overlap
PBTP vs ALMIXInvesco Short Duration Inflation Protected Fund
80% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.