GDE vs. FTHI ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to First Trust High Income ETF (FTHI)

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

$39.24

Average Daily Volume

12,939

Number of Holdings ^*

484

* may have additional holdings in another (foreign) market

FTHI

First Trust High Income ETF

FTHI Description

The investment seeks current income; capital appreciation is a secondary objective. The fund will pursue its objectives by investing in large cap equity securities listed on U.S. exchanges and by utilizing an "option strategy" consisting of writing (selling) U.S. exchange-traded covered call options on the Standard & Poor's 500(c) Index (the "index"). The market value of the option strategy may be up to 20% of the fund's overall net asset value. The equity securities in which the fund will invest and the options which the fund will write will be limited to U.S. exchange-traded securities and options. It is non-diversified.

Grade (RS Rating)

Last Trade

$23.06

Average Daily Volume

192,117

Number of Holdings ^*

165

* may have additional holdings in another (foreign) market

Performance

Period	GDE	FTHI
30 Days	9.88%	3.10%
60 Days	19.45%	8.19%
90 Days	11.33%	2.46%
12 Months	77.30%	19.94%

101 Overlapping Holdings

Symbol	Grade	Weight in GDE	Weight in FTHI	Overlap
AAPL	C	6.21%	6.07%	6.07%
ABBV	C	0.59%	0.76%	0.59%
ADBE	F	0.45%	0.48%	0.45%
ADP	A	0.2%	0.32%	0.2%
AJG	C	0.1%	0.05%	0.05%
AMAT	C	0.23%	0.37%	0.23%
AMD	C	0.52%	0.58%	0.52%
AMGN	D	0.28%	0.35%	0.28%
AMT	D	0.19%	0.37%	0.19%
AMZN	C	3.56%	3.65%	3.56%
ARES	A	0.04%	0.4%	0.04%
AVGO	B	1.48%	1.72%	1.48%
BAC	B	0.55%	0.51%	0.51%
BAH	C	0.04%	0.34%	0.04%
BDX	C	0.08%	0.08%	0.08%
BKNG	B	0.27%	0.31%	0.27%
BLK	A	0.24%	0.22%	0.22%
BMY	A	0.12%	0.44%	0.12%
BRK.A	B	1.75%	1.78%	1.75%
BX	C	0.31%	0.12%	0.12%
CAT	A	0.29%	0.43%	0.29%
CCI	D	0.09%	0.66%	0.09%
CL	D	0.14%	0.24%	0.14%
CME	A	0.12%	0.38%	0.12%
COP	D	0.14%	0.24%	0.14%
COST	C	0.7%	0.84%	0.7%
CRM	B	0.4%	0.57%	0.4%
CVX	B	0.3%	0.25%	0.25%
D	A	0.1%	0.09%	0.09%
DECK	B	0.06%	0.39%	0.06%
DELL	C	0.18%	0.42%	0.18%
DHR	D	0.38%	0.4%	0.38%
DUK	C	0.14%	0.34%	0.14%
ELV	F	0.21%	0.13%	0.13%
EQIX	C	0.12%	0.21%	0.12%
EXR	D	0.06%	0.16%	0.06%
FNF	C	0.03%	0.37%	0.03%
GE	B	0.32%	0.39%	0.32%
GEV	A	0.1%	0.14%	0.1%
GGG	C	0.02%	0.28%	0.02%
GILD	A	0.18%	0.45%	0.18%
GIS	C	0.06%	0.09%	0.06%
GOOGL	B	3.68%	2.16%	2.16%
GS	B	0.31%	0.29%	0.29%
HD	A	0.7%	0.92%	0.7%
HON	C	0.26%	0.29%	0.26%
IBM	A	0.33%	0.39%	0.33%
INTU	F	0.27%	0.4%	0.27%
ISRG	C	0.34%	0.36%	0.34%
ITW	C	0.15%	0.41%	0.15%
JPM	C	1.09%	1.28%	1.09%
KO	C	0.53%	0.58%	0.53%
LLY	D	1.51%	1.47%	1.47%
LMT	A	0.23%	0.29%	0.23%
LOW	C	0.27%	0.32%	0.27%
MA	A	0.88%	0.87%	0.87%
MDLZ	D	0.19%	0.09%	0.09%
META	A	2.6%	2.64%	2.6%
MMC	D	0.18%	0.44%	0.18%
MO	D	0.15%	0.87%	0.15%
MRK	F	0.38%	0.62%	0.38%
MSFT	D	5.32%	6.96%	5.32%
MSI	A	0.12%	0.16%	0.12%
NEE	C	0.31%	0.28%	0.28%
NFLX	A	0.53%	0.63%	0.53%
NOW	B	0.35%	0.38%	0.35%
NVDA	B	5.15%	5.73%	5.15%
O	C	0.1%	0.29%	0.1%
ORCL	A	0.77%	0.5%	0.5%
PAYX	B	0.08%	0.2%	0.08%
PEP	F	0.33%	0.49%	0.33%
PFE	D	0.22%	0.31%	0.22%
PG	D	0.76%	0.86%	0.76%
PM	D	0.34%	0.37%	0.34%
PSA	C	0.09%	0.35%	0.09%
QCOM	D	0.31%	0.37%	0.31%
RTX	A	0.3%	0.35%	0.3%
SCCO	B	0.18%	0.42%	0.18%
SO	A	0.17%	0.22%	0.17%
SPG	A	0.11%	0.05%	0.05%
SPGI	C	0.31%	0.35%	0.31%
SYK	C	0.25%	0.05%	0.05%
T	B	0.27%	0.37%	0.27%
TGT	C	0.07%	0.12%	0.07%
TJX	D	0.27%	0.33%	0.27%
TMO	D	0.45%	0.48%	0.45%
TMUS	A	0.41%	0.27%	0.27%
TSLA	C	1.46%	1.21%	1.21%
TXN	C	0.37%	0.38%	0.37%
UNH	B	0.95%	1.11%	0.95%
UNP	F	0.28%	0.33%	0.28%
V	B	1.01%	0.95%	0.95%
VEEV	C	0.05%	0.3%	0.05%
VST	A	0.05%	0.87%	0.05%
VZ	C	0.32%	0.4%	0.32%
WEC	B	0.06%	0.16%	0.06%
WFC	B	0.27%	0.4%	0.27%
WMT	A	1.1%	0.68%	0.68%
WSO	C	0.02%	0.33%	0.02%
XEL	C	0.04%	0.19%	0.04%
XOM	A	0.84%	1.0%	0.84%

GDE Overweight 383 Positions Relative to FTHI

Symbol	Grade	Weight
JNJ	D	0.7%
CSCO	A	0.43%
MCD	A	0.38%
MS	A	0.36%
AXP	A	0.35%
ABT	C	0.34%
LRCX	D	0.32%
PGR	B	0.28%
ADI	B	0.27%
UBER	C	0.25%
EOG	B	0.24%
PLD	D	0.23%
KKR	A	0.22%
REGN	D	0.22%
CMCSA	B	0.21%
VRTX	D	0.2%
ANET	A	0.2%
SBUX	B	0.2%
APH	D	0.19%
CSX	D	0.19%
BSX	A	0.19%
CI	D	0.18%
C	B	0.18%
PANW	B	0.18%
ZTS	C	0.18%
APO	A	0.18%
DIS	D	0.18%
PYPL	A	0.17%
FI	A	0.17%
KLAC	B	0.17%
ICE	A	0.16%
PLTR	A	0.16%
EPD	A	0.16%
SHW	C	0.16%
CEG	A	0.15%
EMR	B	0.15%
HCA	C	0.15%
MU	D	0.15%
CVS	D	0.15%
MMM	C	0.14%
ADSK	B	0.14%
PH	A	0.14%
CTAS	C	0.14%
MCO	D	0.13%
OVV	D	0.13%
AMP	A	0.13%
CRWD	D	0.13%
PNC	C	0.13%
MCK	F	0.13%
ET	A	0.13%
OKE	A	0.13%
NOC	B	0.13%
DE	C	0.13%
ROP	D	0.13%
WDAY	D	0.13%
NKE	D	0.12%
MGM	D	0.12%
MPWR	B	0.12%
WELL	C	0.12%
NEM	C	0.12%
ORLY	A	0.12%
ROST	D	0.12%
ECL	C	0.12%
BA	F	0.12%
GD	C	0.12%
COF	A	0.12%
USB	C	0.12%
FDX	F	0.12%
TTD	A	0.12%
TDG	A	0.12%
TEAM	D	0.11%
SRE	C	0.11%
CTSH	B	0.11%
HLT	A	0.11%
CHTR	D	0.11%
SCHW	D	0.11%
FTNT	A	0.11%
NSC	C	0.11%
GM	D	0.11%
AFL	A	0.1%
CARR	A	0.1%
MSCI	B	0.1%
KDP	C	0.1%
STLD	C	0.1%
YUM	C	0.1%
MPLX	B	0.1%
DASH	A	0.1%
AIG	C	0.1%
CE	D	0.1%
EA	D	0.1%
TFC	D	0.1%
DHI	C	0.1%
AZO	D	0.1%
WM	B	0.09%
EXC	C	0.09%
KMB	D	0.09%
A	B	0.09%
XYL	C	0.09%
PCG	C	0.09%
ZS	F	0.09%
TRV	B	0.09%
URI	C	0.09%
ALL	A	0.09%
MET	A	0.09%
DLR	C	0.09%
AWK	D	0.09%
WMB	A	0.09%
SNPS	F	0.09%
LEN	C	0.09%
MRVL	C	0.09%
CMG	C	0.09%
IQV	F	0.09%
ROK	D	0.09%
AEP	C	0.09%
APD	C	0.09%
KMI	A	0.09%
MOS	F	0.09%
FCX	B	0.09%
DRI	C	0.08%
VRSN	C	0.08%
PWR	A	0.08%
CDNS	D	0.08%
RSG	D	0.08%
SWKS	F	0.08%
CMI	A	0.08%
FAST	C	0.08%
KVUE	C	0.08%
BEN	F	0.08%
OTIS	A	0.08%
COIN	F	0.08%
PRU	B	0.08%
FIS	A	0.08%
CTVA	A	0.08%
AME	C	0.08%
CPNG	C	0.08%
BKR	B	0.08%
HPQ	B	0.08%
TER	C	0.08%
MTD	C	0.08%
BK	A	0.08%
EFX	D	0.07%
CBRE	C	0.07%
CPRT	B	0.07%
WLK	C	0.07%
ZM	B	0.07%
TRGP	A	0.07%
VRSK	D	0.07%
TDY	A	0.07%
APP	A	0.07%
LHX	A	0.07%
TAP	D	0.07%
SJM	D	0.07%
FICO	C	0.07%
FTV	C	0.07%
GWW	B	0.07%
HWM	A	0.07%
MPC	D	0.07%
IT	A	0.07%
MAR	A	0.07%
HST	D	0.06%
GPC	D	0.06%
VLO	F	0.06%
EIX	C	0.06%
EBAY	A	0.06%
ES	D	0.06%
WMG	D	0.06%
STZ	D	0.06%
ZBRA	B	0.06%
INTC	D	0.06%
CNP	B	0.06%
VLTO	A	0.06%
KEYS	B	0.06%
BSY	D	0.06%
ETR	A	0.06%
INCY	B	0.06%
CNC	F	0.06%
TTWO	D	0.06%
LYV	A	0.06%
DFS	A	0.06%
ALNY	C	0.06%
RBLX	D	0.06%
ILMN	B	0.06%
ODFL	F	0.06%
H	B	0.06%
TWLO	B	0.06%
RMD	C	0.06%
EXPD	D	0.06%
BALL	C	0.06%
PEG	A	0.06%
ABNB	D	0.06%
PSX	D	0.06%
DD	C	0.06%
LUV	B	0.05%
UPS	D	0.05%
AXON	A	0.05%
ACI	F	0.05%
MCHP	F	0.05%
FDS	C	0.05%
WPC	C	0.05%
TYL	D	0.05%
TSN	D	0.05%
NDAQ	C	0.05%
DDOG	B	0.05%
AVB	C	0.05%
LBRDK	C	0.05%
WAT	B	0.05%
KR	C	0.05%
FITB	C	0.05%
FSLR	C	0.05%
DT	B	0.05%
CAH	B	0.05%
DOV	C	0.05%
STT	A	0.05%
CHD	D	0.05%
IDXX	D	0.05%
MKC	C	0.05%
PCAR	D	0.05%
HIG	A	0.05%
CG	B	0.05%
MTB	A	0.05%
GLW	C	0.05%
HRL	F	0.05%
MRO	B	0.05%
IRM	B	0.05%
SYY	D	0.05%
WAB	A	0.05%
RJF	B	0.05%
HOLX	D	0.05%
VICI	C	0.05%
ED	C	0.05%
NTAP	D	0.05%
HPE	B	0.05%
HSY	D	0.04%
K	B	0.04%
MOH	F	0.04%
ANSS	D	0.04%
NTRS	B	0.04%
TXT	F	0.04%
BR	B	0.04%
GEHC	C	0.04%
MKL	B	0.04%
BBY	C	0.04%
PPL	C	0.04%
EQR	C	0.04%
NWSA	D	0.04%
DAL	C	0.04%
ROKU	C	0.04%
CRBG	B	0.04%
HUM	F	0.04%
GDDY	B	0.04%
FANG	D	0.04%
CPAY	A	0.04%
VTR	C	0.04%
SUI	D	0.04%
CSL	A	0.04%
EXPE	B	0.04%
IPG	D	0.04%
SYF	A	0.04%
IOT	C	0.04%
ENPH	F	0.04%
TPL	A	0.04%
SSNC	C	0.04%
IFF	D	0.04%
CDW	D	0.04%
CMS	A	0.04%
BRO	A	0.04%
SWK	C	0.04%
VRT	B	0.04%
PODD	C	0.04%
SNAP	D	0.04%
PHM	C	0.04%
ON	F	0.04%
FCNCA	D	0.04%
TSCO	A	0.04%
DTE	B	0.04%
AVTR	D	0.04%
NVR	C	0.04%
AVY	D	0.04%
BLDR	C	0.03%
GPN	F	0.03%
BIIB	F	0.03%
ADM	F	0.03%
PFG	A	0.03%
KHC	F	0.03%
SNA	C	0.03%
EW	F	0.03%
WY	C	0.03%
NDSN	C	0.03%
IP	C	0.03%
PINS	D	0.03%
ROL	C	0.03%
NUE	D	0.03%
HEI	C	0.03%
MNST	D	0.03%
HES	D	0.03%
ESS	D	0.03%
MLM	F	0.03%
INVH	D	0.03%
AGR	C	0.03%
CSGP	F	0.03%
LII	C	0.03%
SOLV	C	0.03%
J	F	0.03%
NET	D	0.03%
MAS	C	0.03%
MAA	D	0.03%
WRB	C	0.03%
VMC	D	0.03%
OMC	C	0.03%
F	D	0.03%
RF	B	0.03%
FE	C	0.03%
PKG	B	0.03%
CLX	C	0.03%
DOW	B	0.03%
HBAN	B	0.03%
SBAC	C	0.03%
CINF	A	0.03%
CF	A	0.03%
ATO	A	0.03%
SQ	D	0.03%
IR	A	0.03%
WSM	C	0.03%
PPG	D	0.03%
CFG	C	0.03%
WDC	C	0.03%
LDOS	A	0.03%
GLPI	C	0.03%
RIVN	F	0.03%
MANH	A	0.03%
AEE	A	0.03%
BMRN	F	0.02%
MORN	B	0.02%
MRNA	F	0.02%
LPLA	D	0.02%
WBD	F	0.02%
AKAM	D	0.02%
MDB	D	0.02%
ZBH	F	0.02%
TROW	D	0.02%
JBHT	D	0.02%
ENTG	D	0.02%
HUBB	A	0.02%
ARE	D	0.02%
PTC	B	0.02%
TW	A	0.02%
OC	C	0.02%
ERIE	A	0.02%
DKNG	C	0.02%
CAG	D	0.02%
UAL	A	0.02%
KEY	B	0.02%
L	C	0.02%
OXY	D	0.02%
DGX	D	0.02%
SNOW	F	0.02%
HUBS	D	0.02%
KIM	C	0.01%
DG	F	0.01%
DLTR	F	0.01%
SMCI	F	0.01%
RPM	A	0.01%
ALGN	D	0.01%
EL	D	0.01%
IEX	D	0.01%
LVS	B	0.01%
DXCM	F	0.01%
ULTA	D	0.01%
POOL	D	0.01%
DPZ	D	0.01%
WST	D	0.01%
CTRA	D	0.01%
BAX	D	0.01%
DVN	F	0.01%
HAL	D	0.01%
RS	D	0.01%
EQT	C	0.01%
WBA	F	0.0%
LW	D	0.0%
ALB	D	0.0%
LKQ	F	0.0%
JBL	C	0.0%
EPAM	F	0.0%

GDE Underweight 64 Positions Relative to FTHI

Symbol	Grade	Weight
GOOG	B	-1.83%
BXMT	C	-1.72%
SLG	C	-1.39%
UL	D	-1.12%
JXN	A	-1.04%
CCEP	C	-1.03%
LADR	D	-0.91%
CRNX	C	-0.89%
BRBR	A	-0.66%
CALM	A	-0.65%
PTVE	D	-0.64%
INGR	B	-0.62%
NVS	D	-0.58%
IDA	D	-0.55%
STNG	B	-0.54%
MDT	C	-0.5%
TOL	C	-0.48%
SLM	B	-0.48%
INSM	D	-0.47%
MEDP	F	-0.46%
EXP	C	-0.46%
CVLT	B	-0.45%
LIN	C	-0.45%
ALSN	A	-0.44%
AM	A	-0.4%
HLI	A	-0.39%
PPC	C	-0.39%
USFD	C	-0.38%
UMBF	C	-0.38%
IIPR	C	-0.38%
EHC	C	-0.38%
LANC	F	-0.37%
SFM	A	-0.37%
SLVM	C	-0.37%
DTM	A	-0.37%
KNSL	B	-0.36%
IDCC	A	-0.36%
HESM	C	-0.36%
EWBC	B	-0.35%
FTI	B	-0.33%
KRC	C	-0.32%
SBRA	C	-0.32%
REYN	D	-0.32%
NVO	F	-0.31%
GAP	F	-0.3%
DHT	B	-0.3%
SBLK	C	-0.3%
MGEE	C	-0.29%
BKU	D	-0.28%
LOPE	D	-0.27%
MATX	C	-0.27%
ATR	A	-0.24%
AMH	D	-0.24%
CNA	D	-0.24%
FLO	D	-0.23%
OTTR	F	-0.22%
OGN	F	-0.22%
PFGC	A	-0.21%
NEU	F	-0.18%
MUSA	D	-0.18%
CVBF	B	-0.16%
SFNC	B	-0.13%
NHI	C	-0.13%
KAR	F	-0.13%