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      GDE vs. IVW ETF Comparison

      Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to iShares S&P 500 Growth ETF (IVW)
      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
      IVW

      iShares S&P 500 Growth ETF

      IVW Description The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P 500® Growth Index (the "underlying index"), which measures the performance of the large-capitalization growth sector of the U.S. equity market.

      Grade (RS Rating)

      Last Trade

      $99.62

      Average Daily Volume

      1,876,242

      Number of Holdings *

      233

      * may have additional holdings in another (foreign) market
      Performance
      Period GDE IVW
      30 Days 2.47% 3.28%
      60 Days 7.08% 4.93%
      90 Days 12.48% 6.28%
      12 Months 63.68% 37.80%
      204 Overlapping Holdings
      Symbol Grade Weight in GDE Weight in IVW Overlap
      AAPL C 6.27% 11.96% 6.27%
      ABBV D 0.53% 0.38% 0.38%
      ABNB C 0.07% 0.1% 0.07%
      ADBE C 0.46% 0.81% 0.46%
      ADI D 0.25% 0.21% 0.21%
      ADP B 0.24% 0.17% 0.17%
      ADSK A 0.16% 0.12% 0.12%
      AJG B 0.11% 0.11% 0.11%
      AKAM D 0.02% 0.02% 0.02%
      ALGN D 0.01% 0.03% 0.01%
      AMAT F 0.22% 0.53% 0.22%
      AMD F 0.43% 0.77% 0.43%
      AME A 0.1% 0.07% 0.07%
      AMP A 0.14% 0.1% 0.1%
      AMT D 0.17% 0.13% 0.13%
      AMZN C 4.05% 6.81% 4.05%
      ANET C 0.22% 0.34% 0.22%
      ANSS B 0.04% 0.06% 0.04%
      APH A 0.18% 0.17% 0.17%
      AVGO D 1.46% 2.73% 1.46%
      AXON A 0.07% 0.15% 0.07%
      AXP A 0.39% 0.39% 0.39%
      AZO C 0.11% 0.13% 0.11%
      BA F 0.12% 0.15% 0.12%
      BKNG A 0.31% 0.57% 0.31%
      BLDR D 0.03% 0.07% 0.03%
      BR A 0.04% 0.05% 0.04%
      BRO B 0.04% 0.07% 0.04%
      BSX B 0.22% 0.24% 0.22%
      BX A 0.39% 0.32% 0.32%
      CARR D 0.1% 0.1% 0.1%
      CAT B 0.3% 0.38% 0.3%
      CDNS B 0.09% 0.29% 0.09%
      CDW F 0.04% 0.04% 0.04%
      CE F 0.06% 0.03% 0.03%
      CEG D 0.13% 0.11% 0.11%
      CF B 0.04% 0.03% 0.03%
      CHD B 0.06% 0.04% 0.04%
      CHTR C 0.15% 0.06% 0.06%
      CL D 0.1% 0.1% 0.1%
      CME A 0.13% 0.1% 0.1%
      CMG B 0.1% 0.28% 0.1%
      COP C 0.16% 0.31% 0.16%
      COST B 0.73% 0.59% 0.59%
      CPAY A 0.05% 0.09% 0.05%
      CPRT A 0.08% 0.17% 0.08%
      CRM B 0.53% 1.11% 0.53%
      CRWD B 0.16% 0.27% 0.16%
      CSGP D 0.03% 0.05% 0.03%
      CSX B 0.21% 0.12% 0.12%
      CTAS B 0.17% 0.14% 0.14%
      CTRA B 0.01% 0.04% 0.01%
      DAL C 0.05% 0.08% 0.05%
      DE A 0.13% 0.2% 0.13%
      DECK A 0.07% 0.09% 0.07%
      DELL C 0.19% 0.07% 0.07%
      DFS B 0.08% 0.08% 0.08%
      DHI D 0.09% 0.17% 0.09%
      DLR B 0.1% 0.08% 0.08%
      DPZ C 0.02% 0.02% 0.02%
      DRI B 0.08% 0.04% 0.04%
      DXCM D 0.01% 0.06% 0.01%
      EA A 0.1% 0.06% 0.06%
      ECL D 0.12% 0.11% 0.11%
      EFX F 0.06% 0.04% 0.04%
      ENPH F 0.02% 0.01% 0.01%
      EOG A 0.27% 0.18% 0.18%
      EPAM C 0.0% 0.02% 0.0%
      EQIX A 0.14% 0.14% 0.14%
      ERIE D 0.02% 0.02% 0.02%
      EW C 0.03% 0.05% 0.03%
      EXPD D 0.06% 0.02% 0.02%
      EXPE B 0.05% 0.08% 0.05%
      FANG D 0.04% 0.12% 0.04%
      FAST B 0.1% 0.08% 0.08%
      FCX D 0.08% 0.11% 0.08%
      FDS B 0.05% 0.03% 0.03%
      FI A 0.22% 0.22% 0.22%
      FICO B 0.07% 0.2% 0.07%
      FTNT C 0.14% 0.21% 0.14%
      FTV C 0.07% 0.09% 0.07%
      GDDY A 0.03% 0.09% 0.03%
      GE D 0.34% 0.29% 0.29%
      GEV B 0.14% 0.13% 0.13%
      GOOGL C 4.12% 3.55% 3.55%
      GWW B 0.08% 0.13% 0.08%
      HCA F 0.14% 0.11% 0.11%
      HD A 0.75% 0.51% 0.51%
      HES B 0.03% 0.14% 0.03%
      HLT A 0.13% 0.21% 0.13%
      HST C 0.05% 0.03% 0.03%
      HSY F 0.04% 0.03% 0.03%
      HUBB B 0.02% 0.04% 0.02%
      HWM A 0.08% 0.09% 0.08%
      IDXX F 0.05% 0.07% 0.05%
      INTU C 0.32% 0.68% 0.32%
      IQV D 0.09% 0.05% 0.05%
      IR B 0.04% 0.11% 0.04%
      IRM D 0.03% 0.06% 0.03%
      ISRG A 0.36% 0.43% 0.36%
      IT C 0.08% 0.14% 0.08%
      ITW B 0.16% 0.12% 0.12%
      JBL B 0.01% 0.03% 0.01%
      KKR A 0.25% 0.35% 0.25%
      KLAC D 0.14% 0.3% 0.14%
      KO D 0.49% 0.33% 0.33%
      LEN D 0.09% 0.08% 0.08%
      LLY F 1.37% 2.14% 1.37%
      LRCX F 0.23% 0.34% 0.23%
      LVS C 0.01% 0.04% 0.01%
      LW C 0.0% 0.03% 0.0%
      LYV A 0.07% 0.07% 0.07%
      MA C 0.95% 1.07% 0.95%
      MAR B 0.09% 0.23% 0.09%
      MAS D 0.03% 0.03% 0.03%
      MCD D 0.38% 0.32% 0.32%
      MCHP D 0.04% 0.07% 0.04%
      MCO B 0.13% 0.12% 0.12%
      MDLZ F 0.17% 0.13% 0.13%
      META D 2.7% 4.35% 2.7%
      MGM D 0.1% 0.02% 0.02%
      MLM B 0.03% 0.08% 0.03%
      MMC B 0.2% 0.2% 0.2%
      MNST C 0.03% 0.08% 0.03%
      MOH F 0.03% 0.04% 0.03%
      MPC D 0.08% 0.1% 0.08%
      MPWR F 0.07% 0.1% 0.07%
      MRK F 0.36% 0.34% 0.34%
      MRO B 0.06% 0.03% 0.03%
      MSCI C 0.11% 0.09% 0.09%
      MSFT F 5.58% 10.94% 5.58%
      MSI B 0.09% 0.16% 0.09%
      MTD D 0.07% 0.03% 0.03%
      NFLX A 0.66% 1.24% 0.66%
      NKE D 0.11% 0.13% 0.11%
      NOW A 0.4% 0.74% 0.4%
      NTAP C 0.04% 0.03% 0.03%
      NUE C 0.03% 0.08% 0.03%
      NVDA C 6.47% 12.44% 6.47%
      NVR D 0.03% 0.1% 0.03%
      ODFL B 0.07% 0.14% 0.07%
      OKE A 0.17% 0.13% 0.13%
      ON D 0.04% 0.04% 0.04%
      ORCL B 0.92% 1.03% 0.92%
      ORLY B 0.13% 0.18% 0.13%
      OTIS C 0.08% 0.05% 0.05%
      PANW C 0.23% 0.44% 0.23%
      PAYX C 0.1% 0.06% 0.06%
      PCAR B 0.07% 0.15% 0.07%
      PEP F 0.34% 0.28% 0.28%
      PG A 0.76% 0.53% 0.53%
      PGR A 0.24% 0.26% 0.24%
      PH A 0.16% 0.24% 0.16%
      PHM D 0.04% 0.09% 0.04%
      PLTR B 0.26% 0.41% 0.26%
      PM B 0.37% 0.25% 0.25%
      PODD C 0.05% 0.02% 0.02%
      POOL C 0.01% 0.03% 0.01%
      PSA D 0.09% 0.08% 0.08%
      PTC A 0.02% 0.05% 0.02%
      PWR A 0.09% 0.11% 0.09%
      QCOM F 0.31% 0.33% 0.31%
      REGN F 0.16% 0.17% 0.16%
      ROK B 0.11% 0.05% 0.05%
      ROL B 0.03% 0.02% 0.02%
      ROP B 0.14% 0.09% 0.09%
      ROST C 0.12% 0.16% 0.12%
      RSG A 0.09% 0.08% 0.08%
      SBAC D 0.03% 0.03% 0.03%
      SBUX A 0.22% 0.23% 0.22%
      SHW A 0.17% 0.16% 0.16%
      SMCI F 0.0% 0.03% 0.0%
      SNA A 0.04% 0.03% 0.03%
      SNPS B 0.1% 0.29% 0.1%
      SPG B 0.12% 0.07% 0.07%
      SPGI C 0.3% 0.25% 0.25%
      STLD B 0.1% 0.04% 0.04%
      SYK C 0.28% 0.29% 0.28%
      TDG D 0.13% 0.25% 0.13%
      TJX A 0.29% 0.3% 0.29%
      TMO F 0.42% 0.27% 0.27%
      TRGP B 0.09% 0.14% 0.09%
      TSCO D 0.05% 0.04% 0.04%
      TSLA B 1.93% 2.98% 1.93%
      TTWO A 0.08% 0.05% 0.05%
      TXN C 0.36% 0.24% 0.24%
      TYL B 0.06% 0.09% 0.06%
      UBER D 0.25% 0.52% 0.25%
      ULTA F 0.01% 0.04% 0.01%
      UNH C 1.03% 0.72% 0.72%
      UNP C 0.3% 0.22% 0.22%
      URI B 0.1% 0.19% 0.1%
      V A 1.19% 1.17% 1.17%
      VMC B 0.04% 0.08% 0.04%
      VRSK A 0.08% 0.08% 0.08%
      VRSN F 0.08% 0.03% 0.03%
      VRTX F 0.23% 0.28% 0.23%
      VST B 0.07% 0.16% 0.07%
      WAT B 0.06% 0.03% 0.03%
      WM A 0.1% 0.13% 0.1%
      WMB A 0.12% 0.09% 0.09%
      WST C 0.02% 0.08% 0.02%
      YUM B 0.08% 0.06% 0.06%
      ZTS D 0.18% 0.15% 0.15%
      GDE Overweight 284 Positions Relative to IVW
      Symbol Grade Weight
      BRK.A B 1.83%
      JPM A 1.24%
      WMT A 1.23%
      XOM B 0.97%
      JNJ D 0.7%
      BAC A 0.68%
      TMUS B 0.49%
      CSCO B 0.48%
      MS A 0.43%
      WFC A 0.37%
      ABT B 0.37%
      GS A 0.36%
      DHR F 0.35%
      CVX A 0.35%
      VZ C 0.32%
      IBM C 0.32%
      RTX C 0.32%
      HON B 0.31%
      T A 0.29%
      LOW D 0.28%
      NEE D 0.28%
      BLK C 0.28%
      AMGN D 0.28%
      APO B 0.25%
      CMCSA B 0.24%
      LMT D 0.23%
      PLD D 0.22%
      GILD C 0.21%
      DIS B 0.21%
      PFE D 0.21%
      C A 0.21%
      PYPL B 0.19%
      EMR A 0.19%
      CI F 0.18%
      SO D 0.18%
      MO A 0.18%
      APP B 0.17%
      EPD A 0.17%
      ELV F 0.17%
      TEAM A 0.16%
      PNC B 0.16%
      ICE C 0.16%
      MCK B 0.16%
      WDAY B 0.16%
      COF B 0.16%
      SCHW B 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%
      NOC D 0.14%
      CVS D 0.14%
      TTD B 0.14%
      FDX B 0.14%
      ET A 0.14%
      BMY B 0.14%
      DASH A 0.13%
      SRE A 0.13%
      NSC B 0.13%
      WELL A 0.13%
      KMI A 0.12%
      COIN C 0.12%
      MRVL B 0.12%
      TFC A 0.12%
      OVV B 0.12%
      MMM D 0.12%
      BKR B 0.11%
      AIG B 0.11%
      CTSH B 0.11%
      O D 0.1%
      AFL B 0.1%
      MOS F 0.1%
      PCG A 0.1%
      TRV B 0.1%
      D C 0.1%
      APD A 0.1%
      KMB D 0.09%
      CTVA C 0.09%
      MPLX A 0.09%
      CCI D 0.09%
      CPNG D 0.09%
      EXC C 0.09%
      HPQ B 0.09%
      PRU A 0.09%
      BK A 0.09%
      ZS C 0.09%
      KDP D 0.09%
      FIS C 0.09%
      NEM D 0.09%
      AEP D 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%
      BDX F 0.08%
      TGT F 0.08%
      TDY B 0.08%
      ZM B 0.08%
      ALL A 0.08%
      KVUE A 0.08%
      A D 0.08%
      BEN C 0.08%
      TWLO A 0.08%
      LHX C 0.08%
      XYL D 0.08%
      ILMN D 0.07%
      H B 0.07%
      PSX C 0.07%
      TPL A 0.07%
      AWK D 0.07%
      VICI C 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%
      EIX B 0.06%
      SYF B 0.06%
      FITB A 0.06%
      CG A 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%
      WEC A 0.06%
      INTC D 0.06%
      MTB A 0.06%
      BALL D 0.06%
      HPE B 0.06%
      TER D 0.06%
      CNP B 0.06%
      RMD C 0.06%
      ZBRA B 0.06%
      DD D 0.06%
      SQ B 0.05%
      NTRS A 0.05%
      IOT A 0.05%
      ACI C 0.05%
      UPS C 0.05%
      COR B 0.05%
      CNC D 0.05%
      ETR B 0.05%
      XEL A 0.05%
      AVB B 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%
      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%
      GEHC F 0.04%
      UAL A 0.04%
      HUM C 0.04%
      GEN B 0.04%
      RIVN F 0.04%
      SWK D 0.04%
      NET B 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%
      K A 0.04%
      SUI D 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%
      EQR B 0.04%
      FCNCA A 0.04%
      ROKU D 0.04%
      CSL C 0.04%
      CFG B 0.04%
      HBAN A 0.04%
      VTR C 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%
      SNAP C 0.04%
      MKC D 0.04%
      SJM D 0.04%
      BAH F 0.03%
      LDOS C 0.03%
      KHC F 0.03%
      PINS D 0.03%
      WY 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%
      NDSN B 0.03%
      FNF B 0.03%
      WSM B 0.03%
      INVH D 0.03%
      SNOW C 0.03%
      VLTO D 0.03%
      HEI B 0.03%
      MKL A 0.03%
      J F 0.03%
      GPN B 0.03%
      AGR B 0.03%
      WDC D 0.03%
      FE C 0.03%
      ESS B 0.03%
      SIRI C 0.03%
      LII A 0.03%
      PPG F 0.03%
      PKG A 0.03%
      SOLV C 0.03%
      OMC C 0.03%
      IP B 0.03%
      MAA B 0.03%
      F C 0.03%
      CLX B 0.03%
      BMRN D 0.02%
      HAL C 0.02%
      RS B 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%
      LPLA A 0.02%
      OC A 0.02%
      DKNG B 0.02%
      ADM D 0.02%
      BIIB F 0.02%
      WSO A 0.02%
      GGG B 0.02%
      DG F 0.01%
      KIM A 0.01%
      EL F 0.01%
      DLTR F 0.01%
      RPM A 0.01%
      MRNA F 0.01%
      BAX D 0.01%
      IEX B 0.01%
      DVN F 0.01%
      WBA F 0.0%
      LKQ D 0.0%
      ALB C 0.0%
      GDE Underweight 29 Positions Relative to IVW
      Symbol Grade Weight
      GOOG C -2.94%
      ACN C -0.42%
      LIN D -0.39%
      ETN A -0.31%
      TT A -0.22%
      RCL A -0.19%
      NXPI D -0.15%
      AON A -0.14%
      ACGL D -0.13%
      LULU C -0.13%
      CCL B -0.06%
      GRMN B -0.06%
      TEL B -0.06%
      CBOE B -0.05%
      NCLH B -0.04%
      STE F -0.04%
      PNR A -0.04%
      STX D -0.03%
      COO D -0.03%
      APA D -0.03%
      WYNN D -0.03%
      RL B -0.02%
      ALLE D -0.02%
      PAYC B -0.02%
      CZR F -0.02%
      AOS F -0.02%
      DAY B -0.02%
      GNRC B -0.02%
      DVA B -0.01%

      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

      IVW: Top Represented Industries & Keywords

      Industries: Software - Application Business Services Semiconductors Diversified Industrials Oil & Gas E&P Diagnostics & Research Restaurants Insurance Brokers Internet Content & Information Leisure Medical Devices Software - Infrastructure Specialty Industrial Machinery Specialty Retail Building Materials Capital Markets Credit Services Information Technology Services Medical Instruments & Supplies Residential Construction
      Keywords: S&P 500 Nasdaq 100 Computing Dow Jones Component Electronics Natural Gas Cloud Computing IBD 50 Integrated Circuits Mobile Devices Semiconductor Chemical Insurance Software Work From Home Medicine Smartphones Telecommunications Transport Aerospace
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