GDE vs. IQSU ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to IQ Candriam ESG US Equity ETF (IQSU)

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

IQSU

IQ Candriam ESG US Equity ETF

IQSU Description

The investment seeks investment results that track (before fees and expenses) the price and yield performance of its underlying index, the IQ Candriam ESG US Equity Index. The Advisor employs a passive management - or indexing - investment approach designed to track the performance of the underlying index. The underlying index is designed to deliver exposure to equity securities of companies meeting environmental, social and corporate governance (ESG) criteria developed by Candriam and weighted using a market capitalization weighting methodology.

Grade (RS Rating)

Last Trade

$49.60

Average Daily Volume

10,845

Number of Holdings ^*

281

* may have additional holdings in another (foreign) market

Performance

Period	GDE	IQSU
30 Days	2.47%	4.52%
60 Days	7.08%	4.59%
90 Days	12.48%	6.02%
12 Months	63.68%	24.96%

256 Overlapping Holdings

	Symbol	Grade	Weight in GDE	Weight in IQSU	Overlap
	AAPL	C	6.27%	9.29%	6.27%
	ABNB	C	0.07%	0.22%	0.07%
	ADBE	C	0.46%	0.91%	0.46%
	ADI	D	0.25%	0.43%	0.25%
	ADM	D	0.02%	0.1%	0.02%
	ADP	B	0.24%	0.49%	0.24%
	ADSK	A	0.16%	0.26%	0.16%
	AFL	B	0.1%	0.22%	0.1%
	AGR	B	0.03%	0.01%	0.01%
	AIG	B	0.11%	0.19%	0.11%
	AJG	B	0.11%	0.25%	0.11%
	AKAM	D	0.02%	0.05%	0.02%
	ALL	A	0.08%	0.2%	0.08%
	ALNY	D	0.06%	0.13%	0.06%
	AMAT	F	0.22%	0.6%	0.22%
	AMD	F	0.43%	0.89%	0.43%
	AMP	A	0.14%	0.22%	0.14%
	AMT	D	0.17%	0.35%	0.17%
	ANSS	B	0.04%	0.12%	0.04%
	APD	A	0.1%	0.27%	0.1%
	APO	B	0.25%	0.26%	0.25%
	ARE	D	0.02%	0.06%	0.02%
	AVB	B	0.05%	0.13%	0.05%
	AVTR	F	0.04%	0.05%	0.04%
	AWK	D	0.07%	0.1%	0.07%
	AXP	A	0.39%	0.64%	0.39%
	AZO	C	0.11%	0.21%	0.11%
	BAC	A	0.68%	1.21%	0.68%
	BALL	D	0.06%	0.07%	0.06%
	BBY	D	0.04%	0.07%	0.04%
	BIIB	F	0.02%	0.09%	0.02%
	BK	A	0.09%	0.23%	0.09%
	BKR	B	0.11%	0.17%	0.11%
	BMRN	D	0.02%	0.05%	0.02%
	BMY	B	0.14%	0.47%	0.14%
	BR	A	0.04%	0.1%	0.04%
	BX	A	0.39%	0.49%	0.39%
	C	A	0.21%	0.5%	0.21%
	CAG	D	0.02%	0.05%	0.02%
	CAH	B	0.05%	0.12%	0.05%
	CARR	D	0.1%	0.23%	0.1%
	CBRE	B	0.08%	0.16%	0.08%
	CCI	D	0.09%	0.17%	0.09%
	CDNS	B	0.09%	0.31%	0.09%
	CDW	F	0.04%	0.1%	0.04%
	CFG	B	0.04%	0.08%	0.04%
	CHD	B	0.06%	0.1%	0.06%
	CHTR	C	0.15%	0.15%	0.15%
	CI	F	0.18%	0.37%	0.18%
	CL	D	0.1%	0.29%	0.1%
	CLX	B	0.03%	0.08%	0.03%
	CMCSA	B	0.24%	0.66%	0.24%
	CME	A	0.13%	0.32%	0.13%
	CMG	B	0.1%	0.32%	0.1%
	COF	B	0.16%	0.27%	0.16%
	CPAY	A	0.05%	0.1%	0.05%
	CRM	B	0.53%	1.25%	0.53%
	CRWD	B	0.16%	0.3%	0.16%
	CSCO	B	0.48%	0.92%	0.48%
	CTAS	B	0.17%	0.3%	0.17%
	CTSH	B	0.11%	0.16%	0.11%
	DASH	A	0.13%	0.22%	0.13%
	DD	D	0.06%	0.12%	0.06%
	DELL	C	0.19%	0.14%	0.14%
	DFS	B	0.08%	0.17%	0.08%
	DG	F	0.01%	0.06%	0.01%
	DGX	A	0.02%	0.07%	0.02%
	DIS	B	0.21%	0.72%	0.21%
	DLR	B	0.1%	0.23%	0.1%
	DLTR	F	0.01%	0.05%	0.01%
	DOV	A	0.06%	0.11%	0.06%
	DXCM	D	0.01%	0.11%	0.01%
	EA	A	0.1%	0.15%	0.1%
	EBAY	D	0.06%	0.12%	0.06%
	ECL	D	0.12%	0.24%	0.12%
	ED	D	0.05%	0.13%	0.05%
	EFX	F	0.06%	0.13%	0.06%
	EL	F	0.01%	0.05%	0.01%
	ELV	F	0.17%	0.38%	0.17%
	EMR	A	0.19%	0.28%	0.19%
	ENPH	F	0.02%	0.03%	0.02%
	EQIX	A	0.14%	0.33%	0.14%
	EQR	B	0.04%	0.1%	0.04%
	ES	D	0.05%	0.08%	0.05%
	ESS	B	0.03%	0.07%	0.03%
	EW	C	0.03%	0.15%	0.03%
	EXC	C	0.09%	0.15%	0.09%
	EXPD	D	0.06%	0.06%	0.06%
	EXR	D	0.06%	0.13%	0.06%
	FAST	B	0.1%	0.19%	0.1%
	FCX	D	0.08%	0.24%	0.08%
	FDX	B	0.14%	0.25%	0.14%
	FI	A	0.22%	0.48%	0.22%
	FICO	B	0.07%	0.22%	0.07%
	FIS	C	0.09%	0.19%	0.09%
	FITB	A	0.06%	0.12%	0.06%
	FTNT	C	0.14%	0.24%	0.14%
	FTV	C	0.07%	0.1%	0.07%
	GE	D	0.34%	0.77%	0.34%
	GEN	B	0.04%	0.06%	0.04%
	GILD	C	0.21%	0.46%	0.21%
	GIS	D	0.05%	0.14%	0.05%
	GLW	B	0.06%	0.14%	0.06%
	GOOGL	C	4.12%	2.9%	2.9%
	GPN	B	0.03%	0.12%	0.03%
	GWW	B	0.08%	0.19%	0.08%
	HAL	C	0.02%	0.11%	0.02%
	HBAN	A	0.04%	0.1%	0.04%
	HD	A	0.75%	1.55%	0.75%
	HIG	B	0.06%	0.14%	0.06%
	HLT	A	0.13%	0.24%	0.13%
	HOLX	D	0.06%	0.07%	0.06%
	HPE	B	0.06%	0.11%	0.06%
	HPQ	B	0.09%	0.14%	0.09%
	HRL	D	0.05%	0.03%	0.03%
	HSY	F	0.04%	0.1%	0.04%
	HUBS	A	0.04%	0.13%	0.04%
	HUM	C	0.04%	0.13%	0.04%
	IBM	C	0.32%	0.75%	0.32%
	ICE	C	0.16%	0.34%	0.16%
	IDXX	F	0.05%	0.14%	0.05%
	IFF	D	0.04%	0.09%	0.04%
	INCY	C	0.06%	0.06%	0.06%
	INTC	D	0.06%	0.4%	0.06%
	INTU	C	0.32%	0.74%	0.32%
	INVH	D	0.03%	0.07%	0.03%
	IR	B	0.04%	0.16%	0.04%
	IRM	D	0.03%	0.13%	0.03%
	IT	C	0.08%	0.16%	0.08%
	ITW	B	0.16%	0.32%	0.16%
	JBHT	C	0.02%	0.06%	0.02%
	K	A	0.04%	0.08%	0.04%
	KDP	D	0.09%	0.14%	0.09%
	KEY	B	0.03%	0.07%	0.03%
	KEYS	A	0.06%	0.11%	0.06%
	KHC	F	0.03%	0.1%	0.03%
	KKR	A	0.25%	0.4%	0.25%
	KLAC	D	0.14%	0.35%	0.14%
	KMB	D	0.09%	0.17%	0.09%
	KMI	A	0.12%	0.21%	0.12%
	KR	B	0.05%	0.15%	0.05%
	KVUE	A	0.08%	0.18%	0.08%
	LH	C	0.04%	0.08%	0.04%
	LOW	D	0.28%	0.6%	0.28%
	LRCX	F	0.23%	0.38%	0.23%
	MA	C	0.95%	1.7%	0.95%
	MAA	B	0.03%	0.07%	0.03%
	MAR	B	0.09%	0.27%	0.09%
	MAS	D	0.03%	0.07%	0.03%
	MCO	B	0.13%	0.29%	0.13%
	MDB	C	0.02%	0.08%	0.02%
	MDLZ	F	0.17%	0.35%	0.17%
	MET	A	0.09%	0.19%	0.09%
	MKC	D	0.04%	0.07%	0.04%
	MLM	B	0.03%	0.15%	0.03%
	MMC	B	0.2%	0.43%	0.2%
	MMM	D	0.12%	0.28%	0.12%
	MPC	D	0.08%	0.21%	0.08%
	MPWR	F	0.07%	0.12%	0.07%
	MRVL	B	0.12%	0.31%	0.12%
	MS	A	0.43%	0.65%	0.43%
	MSCI	C	0.11%	0.18%	0.11%
	MSFT	F	5.58%	9.64%	5.58%
	MSI	B	0.09%	0.32%	0.09%
	MTB	A	0.06%	0.14%	0.06%
	MTD	D	0.07%	0.1%	0.07%
	MU	D	0.15%	0.45%	0.15%
	NDAQ	A	0.06%	0.11%	0.06%
	NEE	D	0.28%	0.58%	0.28%
	NEM	D	0.09%	0.19%	0.09%
	NKE	D	0.11%	0.36%	0.11%
	NOW	A	0.4%	0.83%	0.4%
	NTAP	C	0.04%	0.1%	0.04%
	NTRS	A	0.05%	0.08%	0.05%
	NUE	C	0.03%	0.14%	0.03%
	NVR	D	0.03%	0.1%	0.03%
	OKE	A	0.17%	0.24%	0.17%
	OMC	C	0.03%	0.08%	0.03%
	ON	D	0.04%	0.12%	0.04%
	OTIS	C	0.08%	0.16%	0.08%
	PANW	C	0.23%	0.49%	0.23%
	PAYX	C	0.1%	0.19%	0.1%
	PCG	A	0.1%	0.18%	0.1%
	PEG	A	0.05%	0.17%	0.05%
	PEP	F	0.34%	0.88%	0.34%
	PFG	D	0.03%	0.08%	0.03%
	PG	A	0.76%	1.52%	0.76%
	PGR	A	0.24%	0.6%	0.24%
	PH	A	0.16%	0.35%	0.16%
	PINS	D	0.03%	0.07%	0.03%
	PKG	A	0.03%	0.08%	0.03%
	PLD	D	0.22%	0.4%	0.22%
	PNC	B	0.16%	0.33%	0.16%
	PPG	F	0.03%	0.11%	0.03%
	PRU	A	0.09%	0.18%	0.09%
	PSA	D	0.09%	0.2%	0.09%
	PWR	A	0.09%	0.18%	0.09%
	PYPL	B	0.19%	0.35%	0.19%
	QCOM	F	0.31%	0.71%	0.31%
	RF	A	0.04%	0.09%	0.04%
	RJF	A	0.08%	0.12%	0.08%
	RMD	C	0.06%	0.14%	0.06%
	ROK	B	0.11%	0.12%	0.11%
	ROP	B	0.14%	0.23%	0.14%
	SBAC	D	0.03%	0.09%	0.03%
	SBUX	A	0.22%	0.43%	0.22%
	SHW	A	0.17%	0.35%	0.17%
	SNAP	C	0.04%	0.04%	0.04%
	SNOW	C	0.03%	0.15%	0.03%
	SNPS	B	0.1%	0.33%	0.1%
	SPG	B	0.12%	0.22%	0.12%
	SPGI	C	0.3%	0.61%	0.3%
	SRE	A	0.13%	0.23%	0.13%
	SSNC	B	0.04%	0.06%	0.04%
	SWKS	F	0.06%	0.05%	0.05%
	SYF	B	0.06%	0.1%	0.06%
	SYY	B	0.06%	0.15%	0.06%
	TEAM	A	0.16%	0.15%	0.15%
	TER	D	0.06%	0.06%	0.06%
	TFC	A	0.12%	0.24%	0.12%
	TGT	F	0.08%	0.28%	0.08%
	TJX	A	0.29%	0.53%	0.29%
	TRV	B	0.1%	0.23%	0.1%
	TSCO	D	0.05%	0.12%	0.05%
	TSLA	B	1.93%	3.51%	1.93%
	TTWO	A	0.08%	0.11%	0.08%
	TXN	C	0.36%	0.75%	0.36%
	ULTA	F	0.01%	0.07%	0.01%
	UNH	C	1.03%	2.2%	1.03%
	UPS	C	0.05%	0.37%	0.05%
	URI	B	0.1%	0.22%	0.1%
	USB	A	0.15%	0.29%	0.15%
	V	A	1.19%	1.9%	1.19%
	VEEV	C	0.05%	0.14%	0.05%
	VLO	C	0.06%	0.17%	0.06%
	VMC	B	0.04%	0.15%	0.04%
	VRSK	A	0.08%	0.16%	0.08%
	VRSN	F	0.08%	0.06%	0.06%
	VRTX	F	0.23%	0.49%	0.23%
	VTR	C	0.04%	0.1%	0.04%
	WAB	B	0.06%	0.14%	0.06%
	WAT	B	0.06%	0.09%	0.06%
	WBD	C	0.02%	0.08%	0.02%
	WDAY	B	0.16%	0.22%	0.16%
	WDC	D	0.03%	0.08%	0.03%
	WELL	A	0.13%	0.32%	0.13%
	WM	A	0.1%	0.36%	0.1%
	WMB	A	0.12%	0.27%	0.12%
	WST	C	0.02%	0.09%	0.02%
	WY	D	0.03%	0.09%	0.03%
	XYL	D	0.08%	0.12%	0.08%
	YUM	B	0.08%	0.15%	0.08%
	ZBH	C	0.02%	0.09%	0.02%
	ZBRA	B	0.06%	0.08%	0.06%
	ZS	C	0.09%	0.07%	0.07%
	ZTS	D	0.18%	0.31%	0.18%

GDE Overweight 232 Positions Relative to IQSU

	Symbol	Grade	Weight
	NVDA	C	6.47%
	AMZN	C	4.05%
	META	D	2.7%
	BRK.A	B	1.83%
	AVGO	D	1.46%
	LLY	F	1.37%
	JPM	A	1.24%
	WMT	A	1.23%
	XOM	B	0.97%
	ORCL	B	0.92%
	COST	B	0.73%
	JNJ	D	0.7%
	NFLX	A	0.66%
	ABBV	D	0.53%
	KO	D	0.49%
	TMUS	B	0.49%
	TMO	F	0.42%
	MCD	D	0.38%
	WFC	A	0.37%
	ABT	B	0.37%
	PM	B	0.37%
	MRK	F	0.36%
	GS	A	0.36%
	ISRG	A	0.36%
	DHR	F	0.35%
	CVX	A	0.35%
	VZ	C	0.32%
	RTX	C	0.32%
	BKNG	A	0.31%
	HON	B	0.31%
	UNP	C	0.3%
	CAT	B	0.3%
	T	A	0.29%
	BLK	C	0.28%
	AMGN	D	0.28%
	SYK	C	0.28%
	EOG	A	0.27%
	PLTR	B	0.26%
	UBER	D	0.25%
	LMT	D	0.23%
	ANET	C	0.22%
	BSX	B	0.22%
	CSX	B	0.21%
	PFE	D	0.21%
	APH	A	0.18%
	SO	D	0.18%
	MO	A	0.18%
	APP	B	0.17%
	EPD	A	0.17%
	REGN	F	0.16%
	COP	C	0.16%
	MCK	B	0.16%
	SCHW	B	0.15%
	SCCO	F	0.15%
	DUK	C	0.15%
	GM	B	0.15%
	GD	F	0.14%
	NOC	D	0.14%
	CVS	D	0.14%
	HCA	F	0.14%
	GEV	B	0.14%
	TTD	B	0.14%
	ET	A	0.14%
	CEG	D	0.13%
	ORLY	B	0.13%
	DE	A	0.13%
	NSC	B	0.13%
	TDG	D	0.13%
	ROST	C	0.12%
	BA	F	0.12%
	COIN	C	0.12%
	OVV	B	0.12%
	STLD	B	0.1%
	O	D	0.1%
	MGM	D	0.1%
	AME	A	0.1%
	MOS	F	0.1%
	D	C	0.1%
	CTVA	C	0.09%
	MPLX	A	0.09%
	CPNG	D	0.09%
	RSG	A	0.09%
	LEN	D	0.09%
	IQV	D	0.09%
	AEP	D	0.09%
	TRGP	B	0.09%
	DHI	D	0.09%
	CMI	A	0.09%
	RBLX	C	0.08%
	TAP	C	0.08%
	BDX	F	0.08%
	CPRT	A	0.08%
	TDY	B	0.08%
	ZM	B	0.08%
	DRI	B	0.08%
	HWM	A	0.08%
	A	D	0.08%
	BEN	C	0.08%
	TWLO	A	0.08%
	LHX	C	0.08%
	DECK	A	0.07%
	ILMN	D	0.07%
	PCAR	B	0.07%
	H	B	0.07%
	VST	B	0.07%
	PSX	C	0.07%
	TPL	A	0.07%
	AXON	A	0.07%
	LYV	A	0.07%
	ODFL	B	0.07%
	CE	F	0.06%
	VICI	C	0.06%
	WMG	C	0.06%
	VRT	B	0.06%
	DDOG	A	0.06%
	EIX	B	0.06%
	TYL	B	0.06%
	CG	A	0.06%
	STT	A	0.06%
	BSY	D	0.06%
	WLK	D	0.06%
	WEC	A	0.06%
	MRO	B	0.06%
	CNP	B	0.06%
	SQ	B	0.05%
	PODD	C	0.05%
	IOT	A	0.05%
	ACI	C	0.05%
	FDS	B	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%
	GPC	D	0.05%
	LUV	C	0.05%
	TSN	B	0.05%
	HST	C	0.05%
	DT	C	0.05%
	STZ	D	0.05%
	GLPI	C	0.04%
	WRB	A	0.04%
	MANH	D	0.04%
	CF	B	0.04%
	GEHC	F	0.04%
	UAL	A	0.04%
	SNA	A	0.04%
	RIVN	F	0.04%
	SWK	D	0.04%
	PHM	D	0.04%
	NET	B	0.04%
	BRO	B	0.04%
	FSLR	F	0.04%
	ATO	A	0.04%
	SUI	D	0.04%
	TXT	D	0.04%
	CINF	A	0.04%
	IPG	D	0.04%
	AEE	A	0.04%
	WPC	D	0.04%
	FCNCA	A	0.04%
	ROKU	D	0.04%
	CSL	C	0.04%
	MCHP	D	0.04%
	CRBG	B	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%
	FANG	D	0.04%
	SJM	D	0.04%
	BAH	F	0.03%
	LDOS	C	0.03%
	BLDR	D	0.03%
	L	A	0.03%
	OXY	D	0.03%
	PPL	B	0.03%
	DOW	F	0.03%
	NDSN	B	0.03%
	FNF	B	0.03%
	WSM	B	0.03%
	ROL	B	0.03%
	VLTO	D	0.03%
	HEI	B	0.03%
	MKL	A	0.03%
	GDDY	A	0.03%
	J	F	0.03%
	FE	C	0.03%
	CSGP	D	0.03%
	SIRI	C	0.03%
	LII	A	0.03%
	HES	B	0.03%
	MNST	C	0.03%
	SOLV	C	0.03%
	IP	B	0.03%
	F	C	0.03%
	MOH	F	0.03%
	DPZ	C	0.02%
	RS	B	0.02%
	ERIE	D	0.02%
	ENTG	D	0.02%
	MORN	B	0.02%
	EQT	B	0.02%
	TROW	B	0.02%
	TW	A	0.02%
	PTC	A	0.02%
	LPLA	A	0.02%
	HUBB	B	0.02%
	OC	A	0.02%
	DKNG	B	0.02%
	WSO	A	0.02%
	GGG	B	0.02%
	JBL	B	0.01%
	KIM	A	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%
	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 25 Positions Relative to IQSU

	Symbol	Grade	Weight
	GOOG	C	-2.61%
	ACN	C	-0.94%
	LIN	D	-0.85%
	MELI	D	-0.36%
	TT	A	-0.36%
	SLB	C	-0.25%
	JCI	C	-0.22%
	RCL	A	-0.2%
	LNG	B	-0.19%
	LULU	C	-0.14%
	ACGL	D	-0.14%
	WTW	B	-0.13%
	TRU	D	-0.08%
	CBOE	B	-0.08%
	LYB	F	-0.08%
	STE	F	-0.08%
	TRMB	B	-0.07%
	STX	D	-0.07%
	APTV	D	-0.06%
	DOC	D	-0.06%
	EG	C	-0.06%
	OKTA	C	-0.05%
	RPRX	D	-0.04%
	DOX	D	-0.04%
	CPB	D	-0.03%

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

IQSU: Top Represented Industries & Keywords

Industries: Software - Application Business Services Diversified Industrials Banks - Regional - US Semiconductors Credit Services Household & Personal Products Packaged Foods Software - Infrastructure Specialty Chemicals Asset Management Diagnostics & Research Specialty Retail Biotechnology Capital Markets Information Technology Services Internet Content & Information REIT - Residential Semiconductor Equipment & Materials Utilities - Regulated Electric

Keywords: S&P 500 Nasdaq 100 Computing Insurance Natural Gas Bank Dow Jones Component Semiconductor Banking Real Estate Investment Trust Electronics Integrated Circuits Investment Bank Work From Home Chemical Cloud Computing Disability Insurance Products Mobile Devices Telecommunications