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      FELV vs. GDE ETF Comparison

      Comparison of Fidelity Enhanced Large Cap Value ETF (FELV) to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
      FELV

      Fidelity Enhanced Large Cap Value ETF

      FELV Description

      The fund will normally invest at least 80% of assets in common stocks included in the Russell 1000® Value Index, which is a market capitalization-weighted index designed to measure the performance of the large-cap value segment of the U.S. equity market. The adviser will generally use computer-aided, quantitative analysis of historical valuation, growth, profitability, and other factors to select a broadly diversified group of stocks that may have the potential to provide a higher total return than that of the index. It will invest in domestic and foreign issuers.

      Grade (RS Rating)

      Last Trade

      $32.56

      Average Daily Volume

      106,908

      Number of Holdings *

      332

      * may have additional holdings in another (foreign) market
      GDE

      WisdomTree Efficient Gold Plus Equity Strategy Fund

      GDE Description WisdomTree Efficient Gold Plus Equity Strategy Fund seeks total return by investing, either directly or through a wholly-owned subsidiary, in a portfolio comprised of U.S.-listed gold futures contracts and U.S. large-cap equity securities.

      Grade (RS Rating)

      Last Trade

      $38.88

      Average Daily Volume

      20,561

      Number of Holdings *

      488

      * may have additional holdings in another (foreign) market
      Performance
      Period FELV GDE
      30 Days 4.38% 2.47%
      60 Days 5.85% 7.08%
      90 Days 7.57% 12.48%
      12 Months 29.90% 63.68%
      215 Overlapping Holdings
      Symbol Grade Weight in FELV Weight in GDE Overlap
      A D 0.09% 0.08% 0.08%
      AAPL C 0.19% 6.27% 0.19%
      ABBV D 0.85% 0.53% 0.53%
      ABT B 0.54% 0.37% 0.37%
      ADBE C 0.37% 0.46% 0.37%
      ADI D 0.04% 0.25% 0.04%
      ADM D 0.1% 0.02% 0.02%
      ADP B 0.1% 0.24% 0.1%
      AEP D 0.08% 0.09% 0.08%
      ALL A 0.19% 0.08% 0.08%
      AMAT F 0.42% 0.22% 0.22%
      AMD F 0.02% 0.43% 0.02%
      AME A 0.26% 0.1% 0.1%
      AMGN D 0.15% 0.28% 0.15%
      AMT D 0.14% 0.17% 0.14%
      AMZN C 0.08% 4.05% 0.08%
      ANSS B 0.01% 0.04% 0.01%
      AVGO D 0.12% 1.46% 0.12%
      AXP A 0.2% 0.39% 0.2%
      BAC A 1.77% 0.68% 0.68%
      BBY D 0.15% 0.04% 0.04%
      BDX F 0.74% 0.08% 0.08%
      BIIB F 0.3% 0.02% 0.02%
      BK A 0.63% 0.09% 0.09%
      BKR B 0.1% 0.11% 0.1%
      BLDR D 0.01% 0.03% 0.01%
      BLK C 0.37% 0.28% 0.28%
      BMRN D 0.11% 0.02% 0.02%
      BMY B 0.84% 0.14% 0.14%
      BRK.A B 3.64% 1.83% 1.83%
      BSX B 0.19% 0.22% 0.19%
      C A 0.48% 0.21% 0.21%
      CAH B 0.3% 0.05% 0.05%
      CAT B 0.54% 0.3% 0.3%
      CCI D 0.57% 0.09% 0.09%
      CEG D 0.17% 0.13% 0.13%
      CI F 0.6% 0.18% 0.18%
      CINF A 0.22% 0.04% 0.04%
      CL D 0.54% 0.1% 0.1%
      CLX B 0.25% 0.03% 0.03%
      CMCSA B 1.13% 0.24% 0.24%
      CME A 0.57% 0.13% 0.13%
      CMG B 0.07% 0.1% 0.07%
      CMI A 0.34% 0.09% 0.09%
      CNC D 0.23% 0.05% 0.05%
      CNP B 0.15% 0.06% 0.06%
      COF B 0.47% 0.16% 0.16%
      COP C 0.56% 0.16% 0.16%
      CRM B 0.22% 0.53% 0.22%
      CSCO B 1.07% 0.48% 0.48%
      CSGP D 0.04% 0.03% 0.03%
      CSX B 0.34% 0.21% 0.21%
      CTAS B 0.43% 0.17% 0.17%
      CTRA B 0.05% 0.01% 0.01%
      CVS D 0.3% 0.14% 0.14%
      CVX A 0.53% 0.35% 0.35%
      DASH A 0.08% 0.13% 0.08%
      DD D 0.48% 0.06% 0.06%
      DELL C 0.08% 0.19% 0.08%
      DFS B 0.05% 0.08% 0.05%
      DGX A 0.01% 0.02% 0.01%
      DHI D 0.03% 0.09% 0.03%
      DHR F 0.17% 0.35% 0.17%
      DIS B 0.8% 0.21% 0.21%
      DTE C 0.19% 0.04% 0.04%
      DUK C 0.28% 0.15% 0.15%
      DVN F 0.34% 0.01% 0.01%
      EA A 0.11% 0.1% 0.1%
      ECL D 0.5% 0.12% 0.12%
      ED D 0.22% 0.05% 0.05%
      EIX B 0.17% 0.06% 0.06%
      ELV F 0.11% 0.17% 0.11%
      EOG A 0.53% 0.27% 0.27%
      EQIX A 0.2% 0.14% 0.14%
      EQR B 0.17% 0.04% 0.04%
      ES D 0.13% 0.05% 0.05%
      EW C 0.06% 0.03% 0.03%
      EXC C 0.24% 0.09% 0.09%
      F C 0.33% 0.03% 0.03%
      FANG D 0.09% 0.04% 0.04%
      FTV C 0.33% 0.07% 0.07%
      GD F 0.14% 0.14% 0.14%
      GE D 1.05% 0.34% 0.34%
      GEHC F 0.16% 0.04% 0.04%
      GEV B 0.28% 0.14% 0.14%
      GILD C 0.92% 0.21% 0.21%
      GIS D 0.05% 0.05% 0.05%
      GLPI C 0.05% 0.04% 0.04%
      GLW B 0.01% 0.06% 0.01%
      GPN B 0.09% 0.03% 0.03%
      GS A 0.34% 0.36% 0.34%
      HAL C 0.13% 0.02% 0.02%
      HD A 0.45% 0.75% 0.45%
      HON B 0.08% 0.31% 0.08%
      HPE B 0.21% 0.06% 0.06%
      HUM C 0.14% 0.04% 0.04%
      HWM A 0.12% 0.08% 0.08%
      IBM C 0.27% 0.32% 0.27%
      ICE C 0.18% 0.16% 0.16%
      IFF D 0.08% 0.04% 0.04%
      ILMN D 0.15% 0.07% 0.07%
      INCY C 0.22% 0.06% 0.06%
      INTC D 0.85% 0.06% 0.06%
      IQV D 0.17% 0.09% 0.09%
      ITW B 0.12% 0.16% 0.12%
      JNJ D 1.02% 0.7% 0.7%
      JPM A 2.93% 1.24% 1.24%
      KEY B 0.18% 0.03% 0.03%
      KHC F 0.12% 0.03% 0.03%
      KLAC D 0.03% 0.14% 0.03%
      KMB D 0.14% 0.09% 0.09%
      KMI A 0.24% 0.12% 0.12%
      KR B 0.31% 0.05% 0.05%
      L A 0.35% 0.03% 0.03%
      LDOS C 0.47% 0.03% 0.03%
      LH C 0.08% 0.04% 0.04%
      LHX C 0.45% 0.08% 0.08%
      LMT D 0.64% 0.23% 0.23%
      LOW D 0.07% 0.28% 0.07%
      MA C 0.28% 0.95% 0.28%
      MCD D 0.28% 0.38% 0.28%
      MCK B 0.09% 0.16% 0.09%
      MDLZ F 0.06% 0.17% 0.06%
      META D 0.21% 2.7% 0.21%
      MGM D 0.21% 0.1% 0.1%
      MKC D 0.08% 0.04% 0.04%
      MKL A 0.17% 0.03% 0.03%
      MMC B 0.38% 0.2% 0.2%
      MMM D 0.6% 0.12% 0.12%
      MO A 0.28% 0.18% 0.18%
      MS A 0.54% 0.43% 0.43%
      MSCI C 0.19% 0.11% 0.11%
      MSI B 0.2% 0.09% 0.09%
      MU D 0.86% 0.15% 0.15%
      NEE D 0.81% 0.28% 0.28%
      NEM D 0.05% 0.09% 0.05%
      NFLX A 0.19% 0.66% 0.19%
      NOC D 0.63% 0.14% 0.14%
      NSC B 0.57% 0.13% 0.13%
      NTAP C 0.12% 0.04% 0.04%
      NUE C 0.34% 0.03% 0.03%
      NVDA C 0.17% 6.47% 0.17%
      NWSA B 0.06% 0.04% 0.04%
      OC A 0.22% 0.02% 0.02%
      OXY D 0.15% 0.03% 0.03%
      PCAR B 0.39% 0.07% 0.07%
      PCG A 0.39% 0.1% 0.1%
      PEG A 0.1% 0.05% 0.05%
      PFE D 0.85% 0.21% 0.21%
      PFG D 0.16% 0.03% 0.03%
      PG A 1.24% 0.76% 0.76%
      PGR A 0.35% 0.24% 0.24%
      PH A 0.12% 0.16% 0.12%
      PHM D 0.01% 0.04% 0.01%
      PKG A 0.13% 0.03% 0.03%
      PM B 1.31% 0.37% 0.37%
      PNC B 0.7% 0.16% 0.16%
      PPG F 0.57% 0.03% 0.03%
      PRU A 0.17% 0.09% 0.09%
      PSA D 0.52% 0.09% 0.09%
      PYPL B 0.79% 0.19% 0.19%
      QCOM F 0.5% 0.31% 0.31%
      RJF A 0.03% 0.08% 0.03%
      ROP B 0.01% 0.14% 0.01%
      ROST C 0.11% 0.12% 0.11%
      RSG A 0.66% 0.09% 0.09%
      RTX C 0.7% 0.32% 0.32%
      SCHW B 0.88% 0.15% 0.15%
      SO D 0.12% 0.18% 0.12%
      SOLV C 0.12% 0.03% 0.03%
      SPG B 0.18% 0.12% 0.12%
      SPGI C 0.63% 0.3% 0.3%
      SQ B 0.7% 0.05% 0.05%
      SSNC B 0.5% 0.04% 0.04%
      STLD B 0.33% 0.1% 0.1%
      STT A 0.15% 0.06% 0.06%
      SWKS F 0.13% 0.06% 0.06%
      SYF B 0.03% 0.06% 0.03%
      SYK C 0.26% 0.28% 0.26%
      T A 1.02% 0.29% 0.29%
      TAP C 0.16% 0.08% 0.08%
      TFC A 0.24% 0.12% 0.12%
      TGT F 0.01% 0.08% 0.01%
      TJX A 0.28% 0.29% 0.28%
      TMO F 0.73% 0.42% 0.42%
      TMUS B 0.56% 0.49% 0.49%
      TRGP B 0.09% 0.09% 0.09%
      TROW B 0.13% 0.02% 0.02%
      TRV B 0.28% 0.1% 0.1%
      TWLO A 0.3% 0.08% 0.08%
      TXN C 0.16% 0.36% 0.16%
      TXT D 0.53% 0.04% 0.04%
      UAL A 0.03% 0.04% 0.03%
      UNH C 1.57% 1.03% 1.03%
      UNP C 0.75% 0.3% 0.3%
      UPS C 0.06% 0.05% 0.05%
      VEEV C 0.28% 0.05% 0.05%
      VICI C 0.25% 0.06% 0.06%
      VLTO D 0.04% 0.03% 0.03%
      VMC B 0.28% 0.04% 0.04%
      VRTX F 0.09% 0.23% 0.09%
      VST B 0.07% 0.07% 0.07%
      VZ C 0.68% 0.32% 0.32%
      WAB B 0.45% 0.06% 0.06%
      WBD C 0.09% 0.02% 0.02%
      WDAY B 0.13% 0.16% 0.13%
      WDC D 0.14% 0.03% 0.03%
      WFC A 1.22% 0.37% 0.37%
      WM A 0.25% 0.1% 0.1%
      WMB A 0.12% 0.12% 0.12%
      WMT A 1.76% 1.23% 1.23%
      XEL A 0.25% 0.05% 0.05%
      XOM B 2.51% 0.97% 0.97%
      ZBRA B 0.32% 0.06% 0.06%
      ZM B 0.52% 0.08% 0.08%
      FELV Overweight 117 Positions Relative to GDE
      Symbol Grade Weight
      ETN A 0.76%
      CVNA B 0.62%
      AON A 0.59%
      SEIC B 0.58%
      ALLE D 0.54%
      TT A 0.52%
      CACI D 0.46%
      LIN D 0.46%
      DBX B 0.42%
      MDT D 0.4%
      UNM A 0.38%
      IGT F 0.36%
      EXEL B 0.35%
      TPH D 0.35%
      EVRG A 0.35%
      BRX A 0.35%
      ACN C 0.34%
      LPX B 0.33%
      FR C 0.28%
      TOL B 0.28%
      GL B 0.28%
      ANF C 0.28%
      TDC D 0.27%
      WTW B 0.26%
      GAP C 0.25%
      SEE C 0.25%
      FLS B 0.25%
      Z A 0.22%
      DOCU A 0.22%
      DOC D 0.22%
      SKYW B 0.21%
      JCI C 0.21%
      VMI B 0.2%
      PNR A 0.19%
      USFD A 0.19%
      FTI A 0.19%
      ITT A 0.18%
      TMHC B 0.18%
      ZG A 0.18%
      LNW D 0.17%
      ACA A 0.17%
      QGEN D 0.16%
      MEDP D 0.16%
      CCK C 0.16%
      AES F 0.16%
      JXN C 0.15%
      RCL A 0.15%
      CCL B 0.13%
      EEFT B 0.12%
      UHS D 0.12%
      BLD D 0.11%
      AIZ A 0.11%
      QRVO F 0.11%
      ENS D 0.11%
      BCC B 0.11%
      GRMN B 0.11%
      AMH D 0.11%
      TPR B 0.1%
      ADTN A 0.1%
      CRC B 0.1%
      MHO D 0.1%
      CNO A 0.09%
      MTDR B 0.09%
      KD B 0.09%
      ACT D 0.09%
      CRUS D 0.09%
      TENB C 0.08%
      BBWI D 0.08%
      ALRM C 0.08%
      REG B 0.07%
      BYD C 0.07%
      LYFT C 0.07%
      WCC B 0.07%
      NWL B 0.06%
      LEG F 0.06%
      ARW D 0.06%
      VSTS C 0.06%
      OGE B 0.06%
      NMRK B 0.06%
      TRMB B 0.05%
      SAM C 0.05%
      FHI A 0.05%
      CW B 0.05%
      PLTK B 0.05%
      AM A 0.04%
      INGR B 0.04%
      VAC B 0.04%
      HL D 0.04%
      CWEN C 0.04%
      BKH A 0.04%
      CTRE D 0.04%
      AXTA A 0.03%
      MSA D 0.03%
      TFX F 0.03%
      RGA A 0.03%
      EXTR B 0.03%
      WS B 0.03%
      ALKS B 0.03%
      NWS B 0.03%
      MATX C 0.03%
      CWEN C 0.02%
      AYI B 0.02%
      SWI B 0.02%
      OKTA C 0.02%
      OGN D 0.02%
      BERY B 0.02%
      ITRI B 0.02%
      BIO D 0.02%
      WOOF D 0.02%
      MWA B 0.01%
      TNL A 0.01%
      FTDR A 0.01%
      MUR D 0.01%
      CXT B 0.01%
      AXS A 0.01%
      SON D 0.01%
      M D 0.01%
      FELV Underweight 273 Positions Relative to GDE
      Symbol Grade Weight
      MSFT F -5.58%
      GOOGL C -4.12%
      TSLA B -1.93%
      LLY F -1.37%
      V A -1.19%
      ORCL B -0.92%
      COST B -0.73%
      KO D -0.49%
      NOW A -0.4%
      BX A -0.39%
      MRK F -0.36%
      ISRG A -0.36%
      PEP F -0.34%
      INTU C -0.32%
      BKNG A -0.31%
      PLTR B -0.26%
      UBER D -0.25%
      KKR A -0.25%
      APO B -0.25%
      PANW C -0.23%
      LRCX F -0.23%
      ANET C -0.22%
      FI A -0.22%
      PLD D -0.22%
      SBUX A -0.22%
      EMR A -0.19%
      ZTS D -0.18%
      APH A -0.18%
      APP B -0.17%
      EPD A -0.17%
      OKE A -0.17%
      SHW A -0.17%
      TEAM A -0.16%
      REGN F -0.16%
      CRWD B -0.16%
      ADSK A -0.16%
      CHTR C -0.15%
      SCCO F -0.15%
      USB A -0.15%
      GM B -0.15%
      FTNT C -0.14%
      HCA F -0.14%
      AMP A -0.14%
      TTD B -0.14%
      FDX B -0.14%
      ET A -0.14%
      HLT A -0.13%
      ORLY B -0.13%
      SRE A -0.13%
      DE A -0.13%
      TDG D -0.13%
      WELL A -0.13%
      MCO B -0.13%
      BA F -0.12%
      COIN C -0.12%
      MRVL B -0.12%
      OVV B -0.12%
      ROK B -0.11%
      NKE D -0.11%
      AZO C -0.11%
      AIG B -0.11%
      CTSH B -0.11%
      AJG B -0.11%
      FAST B -0.1%
      O D -0.1%
      AFL B -0.1%
      URI B -0.1%
      CARR D -0.1%
      MOS F -0.1%
      PAYX C -0.1%
      SNPS B -0.1%
      D C -0.1%
      DLR B -0.1%
      APD A -0.1%
      CTVA C -0.09%
      PWR A -0.09%
      MPLX A -0.09%
      CPNG D -0.09%
      HPQ B -0.09%
      LEN D -0.09%
      ZS C -0.09%
      CDNS B -0.09%
      MAR B -0.09%
      KDP D -0.09%
      FIS C -0.09%
      MET A -0.09%
      RBLX C -0.08%
      CBRE B -0.08%
      TTWO A -0.08%
      MPC D -0.08%
      IT C -0.08%
      VRSK A -0.08%
      CPRT A -0.08%
      VRSN F -0.08%
      TDY B -0.08%
      YUM B -0.08%
      DRI B -0.08%
      OTIS C -0.08%
      KVUE A -0.08%
      GWW B -0.08%
      BEN C -0.08%
      FCX D -0.08%
      XYL D -0.08%
      MPWR F -0.07%
      DECK A -0.07%
      H B -0.07%
      MTD D -0.07%
      PSX C -0.07%
      TPL A -0.07%
      ABNB C -0.07%
      AWK D -0.07%
      AXON A -0.07%
      LYV A -0.07%
      FICO B -0.07%
      ODFL B -0.07%
      CE F -0.06%
      NDAQ A -0.06%
      EXR D -0.06%
      DOV A -0.06%
      WMG C -0.06%
      VRT B -0.06%
      SYY B -0.06%
      HIG B -0.06%
      DDOG A -0.06%
      TYL B -0.06%
      CHD B -0.06%
      FITB A -0.06%
      CG A -0.06%
      WAT B -0.06%
      EBAY D -0.06%
      HOLX D -0.06%
      BSY D -0.06%
      VLO C -0.06%
      KEYS A -0.06%
      ALNY D -0.06%
      WLK D -0.06%
      EFX F -0.06%
      WEC A -0.06%
      MRO B -0.06%
      MTB A -0.06%
      BALL D -0.06%
      TER D -0.06%
      EXPD D -0.06%
      RMD C -0.06%
      TSCO D -0.05%
      PODD C -0.05%
      IDXX F -0.05%
      NTRS A -0.05%
      IOT A -0.05%
      ACI C -0.05%
      CPAY A -0.05%
      FDS B -0.05%
      DAL C -0.05%
      COR B -0.05%
      ETR B -0.05%
      EXPE B -0.05%
      AVB B -0.05%
      HRL D -0.05%
      GPC D -0.05%
      LUV C -0.05%
      TSN B -0.05%
      HST C -0.05%
      DT C -0.05%
      STZ D -0.05%
      WRB A -0.04%
      HUBS A -0.04%
      MANH D -0.04%
      CF B -0.04%
      SNA A -0.04%
      GEN B -0.04%
      RIVN F -0.04%
      SWK D -0.04%
      NET B -0.04%
      BRO B -0.04%
      CDW F -0.04%
      HSY F -0.04%
      FSLR F -0.04%
      ATO A -0.04%
      RF A -0.04%
      IR B -0.04%
      K A -0.04%
      SUI D -0.04%
      AVTR F -0.04%
      IPG D -0.04%
      AEE A -0.04%
      WPC D -0.04%
      FCNCA A -0.04%
      ROKU D -0.04%
      BR A -0.04%
      CSL C -0.04%
      MCHP D -0.04%
      CFG B -0.04%
      HBAN A -0.04%
      VTR C -0.04%
      CRBG B -0.04%
      ON D -0.04%
      CMS C -0.04%
      AVY D -0.04%
      ARES A -0.04%
      LBRDK C -0.04%
      SNAP C -0.04%
      SJM D -0.04%
      BAH F -0.03%
      IRM D -0.03%
      PINS D -0.03%
      WY D -0.03%
      PPL B -0.03%
      DOW F -0.03%
      NDSN B -0.03%
      FNF B -0.03%
      WSM B -0.03%
      INVH D -0.03%
      SNOW C -0.03%
      ROL B -0.03%
      MAS D -0.03%
      HEI B -0.03%
      GDDY A -0.03%
      J F -0.03%
      AGR B -0.03%
      FE C -0.03%
      ESS B -0.03%
      SIRI C -0.03%
      LII A -0.03%
      HES B -0.03%
      SBAC D -0.03%
      MNST C -0.03%
      OMC C -0.03%
      IP B -0.03%
      MAA B -0.03%
      MLM B -0.03%
      NVR D -0.03%
      MOH F -0.03%
      WST C -0.02%
      DPZ C -0.02%
      RS B -0.02%
      AKAM D -0.02%
      ERIE D -0.02%
      ENTG D -0.02%
      MORN B -0.02%
      ARE D -0.02%
      ZBH C -0.02%
      EQT B -0.02%
      MDB C -0.02%
      CAG D -0.02%
      JBHT C -0.02%
      TW A -0.02%
      PTC A -0.02%
      LPLA A -0.02%
      HUBB B -0.02%
      ENPH F -0.02%
      DKNG B -0.02%
      WSO A -0.02%
      GGG B -0.02%
      JBL B -0.01%
      DG F -0.01%
      KIM A -0.01%
      EL F -0.01%
      DLTR F -0.01%
      ALGN D -0.01%
      RPM A -0.01%
      LVS C -0.01%
      MRNA F -0.01%
      BAX D -0.01%
      IEX B -0.01%
      DXCM D -0.01%
      ULTA F -0.01%
      POOL C -0.01%
      WBA F -0.0%
      SMCI F -0.0%
      LKQ D -0.0%
      LW C -0.0%
      ALB C -0.0%
      EPAM C -0.0%

      FELV: Top Represented Industries & Keywords

      Industries: Diversified Industrials Utilities - Regulated Electric Diagnostics & Research Semiconductors Oil & Gas E&P Software - Application Asset Management Drug Manufacturers - Major Insurance - Property & Casualty Capital Markets Communication Equipment Credit Services Health Care Plans Residential Construction Aerospace & Defense Apparel Stores Biotechnology Building Materials Business Services Household & Personal Products
      Keywords: S&P 500 Nasdaq 100 Natural Gas Computing Dow Jones Component Electricity Insurance Aerospace Electronics Telecommunications Chemical Medicine Mining Mobile Devices Bank Building Materials Cloud Computing Construction Insurance Products Biotechnology

      GDE: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Utilities - Regulated Electric Business Services Asset Management Semiconductors Diagnostics & Research Banks - Regional - US Capital Markets Oil & Gas E&P Aerospace & Defense Drug Manufacturers - Major Specialty Retail Packaged Foods Software - Infrastructure Specialty Chemicals Credit Services Health Care Plans Household & Personal Products Insurance - Property & Casualty
      Keywords: S&P 500 Nasdaq 100 Natural Gas Computing Dow Jones Component Insurance Electricity Electronics Aerospace Bank Semiconductor Medicine Telecommunications Banking Chemical Cloud Computing Mining Real Estate Investment Trust Investment Bank Petroleum Industry
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