GDE vs. HOMZ ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to Hoya Capital Housing ETF (HOMZ)

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

HOMZ

Hoya Capital Housing ETF

HOMZ Description

The investment seeks to track the performance, before fees and expenses, of the Hoya Capital Housing 100TM Index. The index is a rules-based index composed of 100 companies that collectively represent the performance of the U.S. residential housing industry. The index is designed to track total spending on housing and housing-related services across the U.S. The fund attempts to invest all, or substantially all, of its assets in the component securities that make up the index. Under normal circumstances, at least 80% of the fund’s total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index.

Grade (RS Rating)

Last Trade

$50.16

Average Daily Volume

2,692

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	GDE	HOMZ
30 Days	2.47%	2.83%
60 Days	7.08%	-1.48%
90 Days	12.48%	2.69%
12 Months	63.68%	39.19%

39 Overlapping Holdings

Symbol	Grade	Weight in GDE	Weight in HOMZ	Overlap
ALL	A	0.08%	0.7%	0.08%
AMZN	C	4.05%	0.76%	0.76%
AVB	B	0.05%	1.53%	0.05%
BAC	A	0.68%	0.68%	0.68%
BLDR	D	0.03%	0.67%	0.03%
CARR	D	0.1%	0.77%	0.1%
CFG	B	0.04%	0.76%	0.04%
COST	B	0.73%	0.78%	0.73%
CSGP	D	0.03%	0.52%	0.03%
DHI	D	0.09%	1.48%	0.09%
EQR	B	0.04%	1.47%	0.04%
ESS	B	0.03%	1.52%	0.03%
EXR	D	0.06%	1.52%	0.06%
FNF	B	0.03%	0.69%	0.03%
HD	A	0.75%	3.23%	0.75%
INVH	D	0.03%	1.28%	0.03%
JPM	A	1.24%	0.7%	0.7%
LEN	D	0.09%	1.41%	0.09%
LII	A	0.03%	0.81%	0.03%
LOW	D	0.28%	3.2%	0.28%
MAA	B	0.03%	1.55%	0.03%
MAS	D	0.03%	0.73%	0.03%
NVR	D	0.03%	1.59%	0.03%
OC	A	0.02%	0.7%	0.02%
PGR	A	0.24%	0.74%	0.24%
PHM	D	0.04%	1.47%	0.04%
PNC	B	0.16%	0.77%	0.16%
PPG	F	0.03%	0.63%	0.03%
PSA	D	0.09%	1.6%	0.09%
SHW	A	0.17%	0.83%	0.17%
SUI	D	0.04%	1.41%	0.04%
TFC	A	0.12%	0.7%	0.12%
TRV	B	0.1%	0.7%	0.1%
VTR	C	0.04%	1.77%	0.04%
WELL	A	0.13%	1.79%	0.13%
WFC	A	0.37%	0.71%	0.37%
WSM	B	0.03%	0.83%	0.03%
WSO	A	0.02%	0.71%	0.02%
WY	D	0.03%	0.67%	0.03%

GDE Overweight 449 Positions Relative to HOMZ

Symbol	Grade	Weight
NVDA	C	6.47%
AAPL	C	6.27%
MSFT	F	5.58%
GOOGL	C	4.12%
META	D	2.7%
TSLA	B	1.93%
BRK.A	B	1.83%
AVGO	D	1.46%
LLY	F	1.37%
WMT	A	1.23%
V	A	1.19%
UNH	C	1.03%
XOM	B	0.97%
MA	C	0.95%
ORCL	B	0.92%
PG	A	0.76%
JNJ	D	0.7%
NFLX	A	0.66%
CRM	B	0.53%
ABBV	D	0.53%
KO	D	0.49%
TMUS	B	0.49%
CSCO	B	0.48%
ADBE	C	0.46%
MS	A	0.43%
AMD	F	0.43%
TMO	F	0.42%
NOW	A	0.4%
BX	A	0.39%
AXP	A	0.39%
MCD	D	0.38%
ABT	B	0.37%
PM	B	0.37%
MRK	F	0.36%
GS	A	0.36%
TXN	C	0.36%
ISRG	A	0.36%
DHR	F	0.35%
CVX	A	0.35%
PEP	F	0.34%
GE	D	0.34%
VZ	C	0.32%
IBM	C	0.32%
INTU	C	0.32%
RTX	C	0.32%
QCOM	F	0.31%
BKNG	A	0.31%
HON	B	0.31%
UNP	C	0.3%
SPGI	C	0.3%
CAT	B	0.3%
TJX	A	0.29%
T	A	0.29%
NEE	D	0.28%
BLK	C	0.28%
AMGN	D	0.28%
SYK	C	0.28%
EOG	A	0.27%
PLTR	B	0.26%
UBER	D	0.25%
KKR	A	0.25%
APO	B	0.25%
ADI	D	0.25%
CMCSA	B	0.24%
ADP	B	0.24%
VRTX	F	0.23%
PANW	C	0.23%
LMT	D	0.23%
LRCX	F	0.23%
AMAT	F	0.22%
ANET	C	0.22%
FI	A	0.22%
BSX	B	0.22%
PLD	D	0.22%
SBUX	A	0.22%
CSX	B	0.21%
GILD	C	0.21%
DIS	B	0.21%
PFE	D	0.21%
C	A	0.21%
MMC	B	0.2%
PYPL	B	0.19%
EMR	A	0.19%
DELL	C	0.19%
CI	F	0.18%
ZTS	D	0.18%
APH	A	0.18%
SO	D	0.18%
MO	A	0.18%
CTAS	B	0.17%
APP	B	0.17%
EPD	A	0.17%
AMT	D	0.17%
OKE	A	0.17%
MDLZ	F	0.17%
ELV	F	0.17%
TEAM	A	0.16%
REGN	F	0.16%
COP	C	0.16%
CRWD	B	0.16%
ICE	C	0.16%
MCK	B	0.16%
ADSK	A	0.16%
WDAY	B	0.16%
ITW	B	0.16%
COF	B	0.16%
PH	A	0.16%
SCHW	B	0.15%
CHTR	C	0.15%
SCCO	F	0.15%
DUK	C	0.15%
USB	A	0.15%
MU	D	0.15%
GM	B	0.15%
GD	F	0.14%
ROP	B	0.14%
EQIX	A	0.14%
NOC	D	0.14%
FTNT	C	0.14%
CVS	D	0.14%
HCA	F	0.14%
GEV	B	0.14%
AMP	A	0.14%
TTD	B	0.14%
FDX	B	0.14%
ET	A	0.14%
BMY	B	0.14%
KLAC	D	0.14%
HLT	A	0.13%
DASH	A	0.13%
CEG	D	0.13%
ORLY	B	0.13%
SRE	A	0.13%
DE	A	0.13%
NSC	B	0.13%
TDG	D	0.13%
MCO	B	0.13%
CME	A	0.13%
KMI	A	0.12%
ROST	C	0.12%
BA	F	0.12%
COIN	C	0.12%
WMB	A	0.12%
MRVL	B	0.12%
OVV	B	0.12%
SPG	B	0.12%
ECL	D	0.12%
MMM	D	0.12%
ROK	B	0.11%
NKE	D	0.11%
AZO	C	0.11%
BKR	B	0.11%
MSCI	C	0.11%
AIG	B	0.11%
CTSH	B	0.11%
AJG	B	0.11%
STLD	B	0.1%
FAST	B	0.1%
O	D	0.1%
MGM	D	0.1%
AME	A	0.1%
AFL	B	0.1%
URI	B	0.1%
EA	A	0.1%
MOS	F	0.1%
PCG	A	0.1%
PAYX	C	0.1%
CMG	B	0.1%
WM	A	0.1%
CL	D	0.1%
SNPS	B	0.1%
D	C	0.1%
DLR	B	0.1%
APD	A	0.1%
KMB	D	0.09%
CTVA	C	0.09%
PWR	A	0.09%
MPLX	A	0.09%
CCI	D	0.09%
CPNG	D	0.09%
RSG	A	0.09%
EXC	C	0.09%
HPQ	B	0.09%
IQV	D	0.09%
PRU	A	0.09%
BK	A	0.09%
ZS	C	0.09%
CDNS	B	0.09%
MAR	B	0.09%
KDP	D	0.09%
MSI	B	0.09%
FIS	C	0.09%
NEM	D	0.09%
AEP	D	0.09%
TRGP	B	0.09%
CMI	A	0.09%
MET	A	0.09%
RJF	A	0.08%
RBLX	C	0.08%
TAP	C	0.08%
CBRE	B	0.08%
TTWO	A	0.08%
MPC	D	0.08%
IT	C	0.08%
BDX	F	0.08%
VRSK	A	0.08%
CPRT	A	0.08%
TGT	F	0.08%
VRSN	F	0.08%
DFS	B	0.08%
TDY	B	0.08%
ZM	B	0.08%
YUM	B	0.08%
DRI	B	0.08%
OTIS	C	0.08%
HWM	A	0.08%
KVUE	A	0.08%
GWW	B	0.08%
A	D	0.08%
BEN	C	0.08%
TWLO	A	0.08%
FCX	D	0.08%
LHX	C	0.08%
XYL	D	0.08%
MPWR	F	0.07%
DECK	A	0.07%
ILMN	D	0.07%
PCAR	B	0.07%
H	B	0.07%
VST	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%
FTV	C	0.07%
LYV	A	0.07%
FICO	B	0.07%
ODFL	B	0.07%
CE	F	0.06%
VICI	C	0.06%
NDAQ	A	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%
EIX	B	0.06%
SYF	B	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%
INCY	C	0.06%
HOLX	D	0.06%
STT	A	0.06%
WAB	B	0.06%
GLW	B	0.06%
BSY	D	0.06%
VLO	C	0.06%
KEYS	A	0.06%
ALNY	D	0.06%
SWKS	F	0.06%
WLK	D	0.06%
EFX	F	0.06%
WEC	A	0.06%
INTC	D	0.06%
MRO	B	0.06%
MTB	A	0.06%
BALL	D	0.06%
HPE	B	0.06%
TER	D	0.06%
EXPD	D	0.06%
CNP	B	0.06%
RMD	C	0.06%
ZBRA	B	0.06%
DD	D	0.06%
TSCO	D	0.05%
SQ	B	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%
UPS	C	0.05%
DAL	C	0.05%
COR	B	0.05%
CNC	D	0.05%
ETR	B	0.05%
EXPE	B	0.05%
XEL	A	0.05%
HRL	D	0.05%
GPC	D	0.05%
LUV	C	0.05%
GIS	D	0.05%
VEEV	C	0.05%
PEG	A	0.05%
TSN	B	0.05%
ED	D	0.05%
CAH	B	0.05%
HST	C	0.05%
DT	C	0.05%
ES	D	0.05%
STZ	D	0.05%
KR	B	0.05%
GLPI	C	0.04%
WRB	A	0.04%
BBY	D	0.04%
HUBS	A	0.04%
MANH	D	0.04%
CF	B	0.04%
GEHC	F	0.04%
UAL	A	0.04%
HUM	C	0.04%
SNA	A	0.04%
GEN	B	0.04%
RIVN	F	0.04%
VMC	B	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%
IFF	D	0.04%
SSNC	B	0.04%
RF	A	0.04%
LH	C	0.04%
IR	B	0.04%
K	A	0.04%
TXT	D	0.04%
AVTR	F	0.04%
CINF	A	0.04%
IPG	D	0.04%
AEE	A	0.04%
WPC	D	0.04%
ANSS	B	0.04%
FCNCA	A	0.04%
ROKU	D	0.04%
BR	A	0.04%
CSL	C	0.04%
MCHP	D	0.04%
HBAN	A	0.04%
CRBG	B	0.04%
ON	D	0.04%
NTAP	C	0.04%
CMS	C	0.04%
NWSA	B	0.04%
AVY	D	0.04%
ARES	A	0.04%
LBRDK	C	0.04%
DTE	C	0.04%
SNAP	C	0.04%
FANG	D	0.04%
MKC	D	0.04%
SJM	D	0.04%
BAH	F	0.03%
LDOS	C	0.03%
IRM	D	0.03%
KHC	F	0.03%
PINS	D	0.03%
L	A	0.03%
OXY	D	0.03%
PPL	B	0.03%
PFG	D	0.03%
DOW	F	0.03%
KEY	B	0.03%
EW	C	0.03%
NDSN	B	0.03%
SNOW	C	0.03%
ROL	B	0.03%
VLTO	D	0.03%
NUE	C	0.03%
HEI	B	0.03%
MKL	A	0.03%
GDDY	A	0.03%
J	F	0.03%
GPN	B	0.03%
AGR	B	0.03%
WDC	D	0.03%
FE	C	0.03%
SIRI	C	0.03%
HES	B	0.03%
SBAC	D	0.03%
MNST	C	0.03%
PKG	A	0.03%
SOLV	C	0.03%
OMC	C	0.03%
IP	B	0.03%
MLM	B	0.03%
F	C	0.03%
MOH	F	0.03%
CLX	B	0.03%
BMRN	D	0.02%
WST	C	0.02%
DPZ	C	0.02%
HAL	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%
DGX	A	0.02%
MDB	C	0.02%
CAG	D	0.02%
TROW	B	0.02%
WBD	C	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%
ADM	D	0.02%
BIIB	F	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%
DVN	F	0.01%
CTRA	B	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%

GDE Underweight 55 Positions Relative to HOMZ

Symbol	Grade	Weight
IRT	A	-1.69%
UMH	C	-1.67%
NXRT	B	-1.64%
TOL	B	-1.62%
MHO	D	-1.62%
TMHC	B	-1.57%
CPT	B	-1.53%
ELS	C	-1.5%
CUBE	D	-1.5%
UDR	B	-1.49%
KBH	D	-1.45%
TPH	D	-1.43%
CSR	B	-1.4%
AMH	D	-1.36%
MTH	D	-1.34%
ELME	D	-1.31%
Z	A	-1.14%
COMP	B	-0.92%
CVCO	A	-0.9%
SKY	A	-0.9%
RH	B	-0.9%
WHR	B	-0.86%
EXP	A	-0.83%
LZB	B	-0.81%
LPX	B	-0.81%
RMAX	C	-0.8%
MHK	D	-0.79%
RDFN	D	-0.77%
TPX	B	-0.73%
BECN	B	-0.73%
AMWD	C	-0.72%
ORI	A	-0.7%
MTG	C	-0.7%
LGIH	D	-0.7%
FAF	A	-0.7%
AZEK	A	-0.69%
LEG	F	-0.69%
CCS	D	-0.68%
SSD	D	-0.68%
RYN	D	-0.67%
ABR	C	-0.64%
PCH	D	-0.64%
IBP	D	-0.64%
RDN	C	-0.63%
FND	C	-0.62%
STWD	C	-0.61%
SNBR	F	-0.59%
RKT	F	-0.58%
AGNC	D	-0.58%
BLD	D	-0.56%
PMT	D	-0.56%
AOS	F	-0.55%
TREX	C	-0.53%
UWMC	D	-0.49%
W	F	-0.47%