GDE vs. IYG ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to iShares U.S. Financial Services ETF (IYG)

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

$33.89

Average Daily Volume

7,423

Number of Holdings ^*

492

* may have additional holdings in another (foreign) market

IYG

iShares U.S. Financial Services ETF

IYG Description

The investment seeks to track the investment results of an index composed of U.S. equities in the financial services sector. 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 Dow Jones U.S. Financial Services Index (the "underlying index"), which measures the performance of the financial services sector of the U.S. equity market. It is a subset of the Dow Jones U.S. Financials Index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$65.22

Average Daily Volume

60,875

Number of Holdings ^*

102

* may have additional holdings in another (foreign) market

Performance

Period	GDE	IYG
30 Days	5.13%	0.32%
60 Days	11.52%	-0.17%
90 Days	11.52%	2.15%
12 Months	42.28%	27.58%

44 Overlapping Holdings

Symbol	Grade	Weight in GDE	Weight in IYG	Overlap
AMP	C	0.09%	0.87%	0.09%
APO	C	0.11%	1.01%	0.11%
ARES	C	0.04%	0.47%	0.04%
AXP	C	0.29%	2.71%	0.29%
BAC	A	0.57%	5.44%	0.57%
BK	A	0.08%	0.9%	0.08%
BLK	D	0.23%	2.13%	0.23%
BRK.A	B	1.5%	14.89%	1.5%
BX	D	0.18%	1.71%	0.18%
C	C	0.25%	2.35%	0.25%
CFG	D	0.04%	0.33%	0.04%
CME	D	0.16%	1.44%	0.16%
COF	D	0.11%	1.04%	0.11%
COIN	B	0.1%	0.76%	0.1%
DFS	D	0.06%	0.6%	0.06%
FCNCA	C	0.04%	0.4%	0.04%
FDS	F	0.03%	0.3%	0.03%
FITB	D	0.05%	0.5%	0.05%
GS	B	0.31%	2.94%	0.31%
HBAN	D	0.03%	0.4%	0.03%
ICE	B	0.16%	1.51%	0.16%
JPM	C	1.23%	11.57%	1.23%
KEY	D	0.02%	0.27%	0.02%
KKR	C	0.16%	1.35%	0.16%
LPLA	C	0.04%	0.42%	0.04%
MA	D	0.76%	7.29%	0.76%
MCO	B	0.13%	1.23%	0.13%
MS	C	0.26%	2.42%	0.26%
MSCI	D	0.08%	0.77%	0.08%
MTB	C	0.05%	0.5%	0.05%
NDAQ	D	0.05%	0.44%	0.05%
NTRS	D	0.04%	0.34%	0.04%
PNC	D	0.13%	1.24%	0.13%
RF	D	0.03%	0.35%	0.03%
RJF	D	0.05%	0.45%	0.05%
SCHW	C	0.22%	2.15%	0.22%
SPGI	B	0.29%	2.71%	0.29%
STT	D	0.04%	0.45%	0.04%
SYF	C	0.04%	0.35%	0.04%
TFC	D	0.1%	0.99%	0.1%
TROW	C	0.06%	0.52%	0.06%
USB	D	0.13%	1.25%	0.13%
V	C	0.86%	8.51%	0.86%
WFC	C	0.45%	4.26%	0.45%

GDE Overweight 448 Positions Relative to IYG

Symbol	Grade	Weight
MSFT	B	6.6%
AAPL	B	5.93%
NVDA	B	5.9%
AMZN	C	3.64%
GOOGL	A	2.25%
META	C	2.07%
GOOG	A	1.9%
LLY	A	1.39%
AVGO	B	1.12%
XOM	D	1.09%
TSLA	C	1.06%
UNH	C	0.95%
PG	A	0.82%
COST	A	0.77%
JNJ	F	0.71%
HD	D	0.7%
MRK	B	0.64%
WMT	A	0.61%
NFLX	B	0.6%
CVX	D	0.58%
ABBV	C	0.56%
AMD	B	0.54%
PEP	D	0.5%
KO	A	0.5%
QCOM	B	0.47%
TMO	C	0.45%
CRM	F	0.45%
LIN	D	0.45%
ACN	F	0.41%
ORCL	B	0.4%
DIS	D	0.4%
ADBE	F	0.4%
MCD	D	0.38%
DHR	A	0.38%
ABT	D	0.38%
CSCO	F	0.38%
INTU	F	0.35%
CAT	D	0.34%
NEE	C	0.34%
VZ	B	0.34%
AMAT	A	0.34%
PFE	B	0.34%
TXN	B	0.33%
GE	C	0.33%
CMCSA	D	0.32%
AMGN	B	0.32%
ISRG	A	0.31%
IBM	D	0.31%
MU	B	0.3%
UNP	F	0.3%
PM	A	0.28%
ETN	C	0.28%
HON	A	0.28%
NOW	D	0.28%
UBER	D	0.27%
T	A	0.27%
COP	F	0.27%
RTX	A	0.26%
LRCX	B	0.26%
ADI	A	0.26%
INTC	F	0.26%
PGR	C	0.26%
SYK	B	0.26%
LOW	D	0.26%
ELV	A	0.25%
BKNG	B	0.25%
TJX	A	0.25%
BA	C	0.23%
CB	C	0.23%
NKE	C	0.23%
UPS	D	0.22%
LMT	A	0.22%
MDT	D	0.22%
CI	D	0.21%
MMC	A	0.21%
ADP	C	0.21%
VRTX	A	0.21%
BSX	A	0.21%
SBUX	D	0.2%
PANW	C	0.2%
PLD	D	0.2%
DE	D	0.2%
AMT	B	0.19%
MDLZ	D	0.19%
KLAC	A	0.19%
SNPS	C	0.18%
REGN	A	0.18%
SO	C	0.18%
CMG	A	0.18%
TMUS	A	0.18%
MO	A	0.17%
BMY	F	0.17%
ANET	C	0.17%
DUK	B	0.16%
WM	D	0.16%
FCX	C	0.16%
CL	A	0.16%
ZTS	C	0.16%
MCK	A	0.16%
CDNS	C	0.16%
GILD	F	0.15%
HCA	A	0.15%
EQIX	C	0.15%
GD	A	0.15%
CVS	D	0.15%
CRWD	B	0.15%
EOG	F	0.15%
APH	C	0.15%
SHW	D	0.15%
NOC	D	0.14%
MELI	C	0.14%
NXPI	C	0.14%
TGT	D	0.14%
TT	C	0.14%
PH	D	0.14%
PYPL	C	0.14%
BDX	D	0.13%
MRVL	C	0.13%
CTAS	B	0.13%
ECL	A	0.13%
ABNB	D	0.13%
ITW	D	0.13%
CSX	F	0.13%
EMR	D	0.13%
FDX	D	0.12%
WELL	A	0.12%
MAR	D	0.12%
MMM	C	0.12%
AON	D	0.12%
PSX	D	0.12%
ORLY	D	0.12%
MPC	D	0.12%
MCHP	C	0.12%
AZO	D	0.12%
SLB	F	0.12%
JCI	C	0.11%
TDG	C	0.11%
MRNA	B	0.11%
NSC	D	0.11%
AIG	C	0.11%
EW	D	0.11%
AJG	B	0.11%
HLT	D	0.11%
PCAR	D	0.11%
APD	B	0.11%
MSI	A	0.11%
CEG	C	0.11%
WDAY	F	0.1%
KMB	B	0.1%
DELL	C	0.1%
ADSK	D	0.1%
TRV	D	0.1%
O	C	0.1%
SNOW	F	0.1%
CPRT	D	0.1%
OKE	C	0.1%
WMB	A	0.1%
TEL	B	0.1%
AEP	C	0.1%
VLO	D	0.1%
STZ	D	0.1%
ROP	B	0.1%
GM	B	0.1%
CCI	B	0.09%
SMCI	D	0.09%
LEN	D	0.09%
HES	F	0.09%
CARR	C	0.09%
PWR	C	0.09%
PSA	C	0.09%
DLR	B	0.09%
FIS	B	0.09%
IDXX	F	0.09%
WCN	C	0.09%
DHI	D	0.09%
HUM	C	0.09%
MNST	D	0.09%
ROST	B	0.09%
OTIS	A	0.09%
PLTR	C	0.09%
DOW	D	0.09%
DXCM	F	0.09%
AFL	A	0.09%
D	C	0.09%
SPG	B	0.09%
NEM	B	0.09%
GWW	D	0.09%
MET	D	0.09%
F	D	0.09%
ALL	D	0.09%
ACGL	C	0.08%
AME	D	0.08%
MLM	D	0.08%
VRSK	A	0.08%
YUM	A	0.08%
SQ	D	0.08%
EXC	F	0.08%
ODFL	F	0.08%
HPQ	B	0.08%
A	D	0.08%
LNG	C	0.08%
PRU	C	0.08%
SPOT	B	0.08%
FTNT	D	0.08%
DDOG	F	0.08%
LHX	B	0.08%
RSG	D	0.08%
MPWR	B	0.08%
URI	D	0.08%
IQV	F	0.08%
TTD	A	0.08%
KDP	A	0.07%
GEHC	D	0.07%
PCG	C	0.07%
VMC	D	0.07%
VRT	C	0.07%
BIIB	C	0.07%
DVN	D	0.07%
MTD	B	0.07%
RMD	B	0.07%
KVUE	F	0.07%
BKR	F	0.07%
PAYX	C	0.07%
FICO	C	0.07%
SYY	D	0.07%
HSY	B	0.07%
NU	B	0.07%
HUBS	D	0.07%
IR	D	0.07%
VST	C	0.07%
GIS	D	0.07%
KR	D	0.07%
CHTR	C	0.07%
CMI	D	0.07%
KMI	A	0.07%
CTVA	D	0.07%
IT	D	0.07%
FAST	F	0.07%
OXY	F	0.07%
HWM	C	0.07%
DD	C	0.07%
FANG	D	0.07%
NUE	F	0.07%
DASH	D	0.07%
SRE	B	0.07%
HIG	C	0.06%
NVR	D	0.06%
ADM	D	0.06%
EBAY	B	0.06%
TRGP	A	0.06%
CDW	F	0.06%
WEC	F	0.06%
PPG	F	0.06%
GPN	F	0.06%
EA	B	0.06%
ETR	B	0.06%
EL	F	0.06%
ANSS	D	0.06%
LULU	D	0.06%
TER	B	0.06%
WAB	C	0.06%
CTSH	F	0.06%
AWK	B	0.06%
PEG	A	0.06%
KHC	D	0.06%
RCL	A	0.06%
CSGP	F	0.06%
DAL	C	0.06%
ROK	F	0.06%
VEEV	F	0.06%
XYL	C	0.06%
CNC	F	0.06%
CMS	C	0.05%
ZBH	F	0.05%
WDC	C	0.05%
FTV	F	0.05%
ON	D	0.05%
IFF	B	0.05%
ES	D	0.05%
EIX	C	0.05%
DOV	C	0.05%
EFX	D	0.05%
GRMN	B	0.05%
LYB	D	0.05%
DTE	C	0.05%
DECK	B	0.05%
CTRA	D	0.05%
AVB	A	0.05%
TTWO	B	0.05%
CPNG	C	0.05%
CBRE	D	0.05%
WTW	D	0.05%
XEL	C	0.05%
HAL	F	0.05%
GLW	A	0.05%
PINS	A	0.05%
ED	C	0.05%
EXR	B	0.05%
TSCO	C	0.05%
FSLR	B	0.05%
CAH	D	0.05%
WRB	D	0.04%
RBLX	D	0.04%
SUI	D	0.04%
BALL	B	0.04%
LYV	D	0.04%
WAT	F	0.04%
GPC	D	0.04%
ALGN	D	0.04%
AVY	A	0.04%
WBD	D	0.04%
AXON	D	0.04%
LDOS	C	0.04%
EQR	B	0.04%
TYL	B	0.04%
UAL	B	0.04%
WY	D	0.04%
MSTR	B	0.04%
BRO	B	0.04%
ULTA	F	0.04%
VICI	D	0.04%
DKNG	D	0.04%
STE	B	0.04%
HUBB	D	0.04%
CCEP	A	0.04%
TDY	F	0.04%
ZBRA	C	0.04%
APTV	C	0.04%
MDB	F	0.04%
CHD	A	0.04%
SBAC	D	0.04%
SSNC	C	0.04%
ARE	D	0.04%
ENTG	D	0.04%
MKL	C	0.04%
BLDR	F	0.04%
BR	D	0.04%
NTAP	A	0.04%
HPE	B	0.04%
CSL	C	0.04%
TEAM	D	0.04%
STLD	D	0.04%
GDDY	B	0.04%
PHM	B	0.04%
WST	F	0.04%
KEYS	F	0.04%
IRM	A	0.04%
BAH	C	0.04%
VLTO	C	0.04%
DG	F	0.04%
DLTR	F	0.04%
AEE	D	0.04%
VTRS	F	0.03%
POOL	F	0.03%
TRMB	D	0.03%
OC	C	0.03%
LW	C	0.03%
ALB	F	0.03%
GGG	F	0.03%
LUV	D	0.03%
JBHT	F	0.03%
DRI	D	0.03%
NDSN	F	0.03%
AKAM	F	0.03%
DGX	B	0.03%
MKC	F	0.03%
SWKS	D	0.03%
ALNY	F	0.03%
TRU	D	0.03%
L	D	0.03%
HOLX	D	0.03%
AVTR	D	0.03%
WSO	C	0.03%
STX	B	0.03%
WBA	F	0.03%
SNA	D	0.03%
MANH	F	0.03%
IEX	F	0.03%
BBY	A	0.03%
CE	D	0.03%
EXPE	D	0.03%
LII	C	0.03%
EME	C	0.03%
TPL	C	0.03%
ZS	D	0.03%
CHKP	D	0.03%
APP	B	0.03%
DPZ	B	0.03%
ESS	A	0.03%
MAA	B	0.03%
LVS	F	0.03%
IP	C	0.03%
TXT	D	0.03%
ILMN	F	0.03%
EQT	C	0.03%
ROL	A	0.03%
CLX	D	0.03%
MAS	D	0.03%
CCL	B	0.03%
ZM	D	0.03%
CINF	D	0.03%
MOH	F	0.03%
BAX	F	0.03%
EXPD	B	0.03%
MRO	B	0.03%
NRG	C	0.03%
SJM	D	0.03%
K	B	0.03%
PSTG	B	0.03%
J	D	0.03%
FE	C	0.03%
PTC	D	0.03%
ENPH	B	0.03%
PKG	B	0.03%
ATO	D	0.03%
NET	D	0.03%
VTR	A	0.03%
EG	C	0.03%
CPAY	F	0.03%
OMC	D	0.03%
AER	C	0.03%
FNF	D	0.03%
RS	D	0.03%
PPL	C	0.03%
PFG	D	0.03%
INVH	C	0.03%
TSN	D	0.03%
EPAM	F	0.02%
PNR	D	0.02%
AMCR	B	0.02%
LKQ	F	0.02%
LECO	F	0.02%
CAG	D	0.02%
CRL	D	0.02%
BMRN	D	0.02%
NTNX	D	0.02%
KMX	D	0.02%
RPM	D	0.02%
SWK	F	0.02%
CNP	B	0.02%
CF	D	0.02%
OKTA	D	0.02%
JBL	F	0.02%
VRSN	D	0.02%
RPRX	D	0.02%
YUMC	D	0.02%
DOC	B	0.02%
HST	F	0.02%

GDE Underweight 58 Positions Relative to IYG

Symbol	Grade	Weight
IBKR	C	-0.27%
EQH	C	-0.26%
TW	C	-0.25%
EWBC	D	-0.21%
ALLY	D	-0.21%
HOOD	A	-0.21%
FHN	C	-0.18%
CG	D	-0.18%
SF	C	-0.17%
VOYA	B	-0.16%
JEF	C	-0.16%
OWL	D	-0.15%
MKTX	D	-0.15%
WBS	F	-0.15%
MORN	D	-0.15%
HLI	C	-0.14%
IVZ	C	-0.14%
BEN	F	-0.14%
CFR	F	-0.13%
CBSH	C	-0.13%
BPOP	C	-0.13%
SOFI	D	-0.13%
CMA	D	-0.13%
SEIC	D	-0.13%
WAL	C	-0.13%
MTG	B	-0.12%
PB	F	-0.12%
SSB	F	-0.12%
PNFP	D	-0.12%
OMF	D	-0.12%
WTFC	D	-0.12%
ESNT	B	-0.12%
ZION	D	-0.12%
AMG	D	-0.11%
SNV	C	-0.11%
SLM	D	-0.1%
RDN	B	-0.1%
FNB	D	-0.1%
UBSI	F	-0.09%
FCFS	D	-0.09%
OZK	F	-0.09%
HOMB	D	-0.09%
JHG	C	-0.09%
LAZ	C	-0.09%
GBCI	D	-0.08%
TPG	D	-0.07%
UMBF	D	-0.07%
FFIN	D	-0.07%
VLY	F	-0.06%
CACC	D	-0.06%
NYCB	F	-0.05%
BOKF	D	-0.05%
FHI	D	-0.05%
RKT	B	-0.04%
NATL	C	-0.04%
VIRT	C	-0.04%
TFSL	C	-0.02%
UWMC	B	-0.02%