GDE vs. JCTR ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to JPMorgan Carbon Transition U.S. Equity ETF (JCTR)
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
JCTR

JPMorgan Carbon Transition U.S. Equity ETF

JCTR Description The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JPMorgan Asset Management Carbon Transition U.S. Equity Index. The fund will invest at least 80% of its assets in securities included in index. The index is designed to capture the performance of companies which have been identified through its rules-based process as better positioned to benefit from a transition to a lower carbon economy while also providing broader U.S. market exposure.

Grade (RS Rating)

Last Trade

$81.11

Average Daily Volume

149

Number of Holdings *

428

* may have additional holdings in another (foreign) market
Performance
Period GDE JCTR
30 Days 2.47% 4.02%
60 Days 7.08% 5.04%
90 Days 12.48% 6.88%
12 Months 63.68% 32.99%
275 Overlapping Holdings
Symbol Grade Weight in GDE Weight in JCTR Overlap
A D 0.08% 0.14% 0.08%
AAPL C 6.27% 6.5% 6.27%
ABBV D 0.53% 0.4% 0.4%
ABNB C 0.07% 0.22% 0.07%
ABT B 0.37% 0.19% 0.19%
ACI C 0.05% 0.03% 0.03%
ADBE C 0.46% 0.65% 0.46%
ADI D 0.25% 0.03% 0.03%
ADM D 0.02% 0.08% 0.02%
ADP B 0.24% 0.46% 0.24%
ADSK A 0.16% 0.25% 0.16%
AFL B 0.1% 0.23% 0.1%
AGR B 0.03% 0.01% 0.01%
AIG B 0.11% 0.16% 0.11%
AJG B 0.11% 0.24% 0.11%
ALB C 0.0% 0.06% 0.0%
ALNY D 0.06% 0.11% 0.06%
AMAT F 0.22% 0.46% 0.22%
AMD F 0.43% 0.66% 0.43%
AME A 0.1% 0.17% 0.1%
AMGN D 0.28% 0.54% 0.28%
AMT D 0.17% 0.02% 0.02%
AMZN C 4.05% 3.3% 3.3%
ANET C 0.22% 0.37% 0.22%
ANSS B 0.04% 0.12% 0.04%
APO B 0.25% 0.29% 0.25%
ARES A 0.04% 0.1% 0.04%
AVB B 0.05% 0.12% 0.05%
AVGO D 1.46% 1.63% 1.46%
AVY D 0.04% 0.06% 0.04%
AWK D 0.07% 0.2% 0.07%
AXP A 0.39% 0.6% 0.39%
AZO C 0.11% 0.11% 0.11%
BAC A 0.68% 0.41% 0.41%
BAH F 0.03% 0.07% 0.03%
BKNG A 0.31% 0.69% 0.31%
BLK C 0.28% 0.22% 0.22%
BRK.A B 1.83% 0.96% 0.96%
BSX B 0.22% 0.5% 0.22%
BSY D 0.06% 0.02% 0.02%
BX A 0.39% 0.45% 0.39%
C A 0.21% 0.49% 0.21%
CAG D 0.02% 0.04% 0.02%
CARR D 0.1% 0.21% 0.1%
CAT B 0.3% 0.67% 0.3%
CBRE B 0.08% 0.15% 0.08%
CCI D 0.09% 0.15% 0.09%
CDNS B 0.09% 0.3% 0.09%
CDW F 0.04% 0.09% 0.04%
CE F 0.06% 0.03% 0.03%
CHD B 0.06% 0.1% 0.06%
CI F 0.18% 0.31% 0.18%
CLX B 0.03% 0.08% 0.03%
CMCSA B 0.24% 0.34% 0.24%
CME A 0.13% 0.31% 0.13%
CMG B 0.1% 0.3% 0.1%
CMI A 0.09% 0.11% 0.09%
CNP B 0.06% 0.07% 0.06%
COF B 0.16% 0.25% 0.16%
COP C 0.16% 0.75% 0.16%
COR B 0.05% 0.15% 0.05%
COST B 0.73% 0.57% 0.57%
CPRT A 0.08% 0.17% 0.08%
CRM B 0.53% 0.33% 0.33%
CSCO B 0.48% 0.77% 0.48%
CSGP D 0.03% 0.11% 0.03%
CSL C 0.04% 0.07% 0.04%
CTAS B 0.17% 0.28% 0.17%
CVS D 0.14% 0.27% 0.14%
CVX A 0.35% 0.27% 0.27%
DDOG A 0.06% 0.15% 0.06%
DE A 0.13% 0.35% 0.13%
DECK A 0.07% 0.1% 0.07%
DFS B 0.08% 0.16% 0.08%
DHI D 0.09% 0.18% 0.09%
DHR F 0.35% 0.2% 0.2%
DIS B 0.21% 0.18% 0.18%
DLR B 0.1% 0.02% 0.02%
DOV A 0.06% 0.1% 0.06%
DUK C 0.15% 0.02% 0.02%
DXCM D 0.01% 0.11% 0.01%
EA A 0.1% 0.17% 0.1%
EBAY D 0.06% 0.11% 0.06%
ECL D 0.12% 0.23% 0.12%
ED D 0.05% 0.13% 0.05%
EFX F 0.06% 0.11% 0.06%
EIX B 0.06% 0.14% 0.06%
EL F 0.01% 0.06% 0.01%
ELV F 0.17% 0.32% 0.17%
EMR A 0.19% 0.28% 0.19%
ENPH F 0.02% 0.06% 0.02%
EOG A 0.27% 0.13% 0.13%
EPAM C 0.0% 0.06% 0.0%
ES D 0.05% 0.16% 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%
EXPE B 0.05% 0.08% 0.05%
EXR D 0.06% 0.13% 0.06%
FANG D 0.04% 0.24% 0.04%
FE C 0.03% 0.03% 0.03%
FI A 0.22% 0.47% 0.22%
FIS C 0.09% 0.18% 0.09%
FSLR F 0.04% 0.15% 0.04%
FTNT C 0.14% 0.22% 0.14%
GEN B 0.04% 0.06% 0.04%
GGG B 0.02% 0.05% 0.02%
GILD C 0.21% 0.41% 0.21%
GIS D 0.05% 0.13% 0.05%
GOOGL C 4.12% 3.05% 3.05%
GPC D 0.05% 0.03% 0.03%
GPN B 0.03% 0.11% 0.03%
GS A 0.36% 0.68% 0.36%
GWW B 0.08% 0.19% 0.08%
HAL C 0.02% 0.2% 0.02%
HD A 0.75% 1.04% 0.75%
HES B 0.03% 0.03% 0.03%
HIG B 0.06% 0.1% 0.06%
HLT A 0.13% 0.15% 0.13%
HOLX D 0.06% 0.07% 0.06%
HSY F 0.04% 0.09% 0.04%
HUBB B 0.02% 0.09% 0.02%
HUBS A 0.04% 0.13% 0.04%
IBM C 0.32% 0.55% 0.32%
ICE C 0.16% 0.33% 0.16%
IDXX F 0.05% 0.13% 0.05%
IEX B 0.01% 0.06% 0.01%
IFF D 0.04% 0.09% 0.04%
INCY C 0.06% 0.04% 0.04%
INTC D 0.06% 0.04% 0.04%
INTU C 0.32% 0.62% 0.32%
IPG D 0.04% 0.04% 0.04%
IQV D 0.09% 0.13% 0.09%
IR B 0.04% 0.16% 0.04%
ISRG A 0.36% 0.68% 0.36%
IT C 0.08% 0.15% 0.08%
ITW B 0.16% 0.3% 0.16%
JNJ D 0.7% 0.69% 0.69%
K A 0.04% 0.07% 0.04%
KDP D 0.09% 0.13% 0.09%
KEYS A 0.06% 0.11% 0.06%
KHC F 0.03% 0.09% 0.03%
KIM A 0.01% 0.06% 0.01%
KKR A 0.25% 0.35% 0.25%
KLAC D 0.14% 0.31% 0.14%
KMB D 0.09% 0.15% 0.09%
KR B 0.05% 0.12% 0.05%
LEN D 0.09% 0.16% 0.09%
LII A 0.03% 0.07% 0.03%
LLY F 1.37% 1.36% 1.36%
LOW D 0.28% 0.09% 0.09%
LPLA A 0.02% 0.08% 0.02%
LRCX F 0.23% 0.06% 0.06%
LW C 0.0% 0.04% 0.0%
LYV A 0.07% 0.07% 0.07%
MA C 0.95% 1.13% 0.95%
MAR B 0.09% 0.19% 0.09%
MAS D 0.03% 0.06% 0.03%
MCD D 0.38% 0.67% 0.38%
MCK B 0.16% 0.3% 0.16%
MCO B 0.13% 0.28% 0.13%
MDB C 0.02% 0.07% 0.02%
MET A 0.09% 0.18% 0.09%
META D 2.7% 1.93% 1.93%
MKC D 0.04% 0.07% 0.04%
MMC B 0.2% 0.02% 0.02%
MNST C 0.03% 0.14% 0.03%
MORN B 0.02% 0.03% 0.02%
MRK F 0.36% 0.32% 0.32%
MRNA F 0.01% 0.04% 0.01%
MRVL B 0.12% 0.29% 0.12%
MS A 0.43% 0.57% 0.43%
MSCI C 0.11% 0.17% 0.11%
MSFT F 5.58% 5.59% 5.58%
MSI B 0.09% 0.3% 0.09%
MTD D 0.07% 0.1% 0.07%
MU D 0.15% 0.08% 0.08%
NDAQ A 0.06% 0.11% 0.06%
NDSN B 0.03% 0.05% 0.03%
NEE D 0.28% 0.56% 0.28%
NEM D 0.09% 0.17% 0.09%
NET B 0.04% 0.11% 0.04%
NFLX A 0.66% 1.07% 0.66%
NKE D 0.11% 0.33% 0.11%
NOW A 0.4% 0.73% 0.4%
NVDA C 6.47% 6.75% 6.47%
O D 0.1% 0.18% 0.1%
OKE A 0.17% 0.48% 0.17%
OMC C 0.03% 0.07% 0.03%
ORCL B 0.92% 0.33% 0.33%
OTIS C 0.08% 0.15% 0.08%
PANW C 0.23% 0.45% 0.23%
PAYX C 0.1% 0.17% 0.1%
PCAR B 0.07% 0.21% 0.07%
PEG A 0.05% 0.17% 0.05%
PFE D 0.21% 0.11% 0.11%
PGR A 0.24% 0.56% 0.24%
PH A 0.16% 0.34% 0.16%
PHM D 0.04% 0.1% 0.04%
PINS D 0.03% 0.06% 0.03%
PLD D 0.22% 0.4% 0.22%
PLTR B 0.26% 0.47% 0.26%
PODD C 0.05% 0.07% 0.05%
POOL C 0.01% 0.05% 0.01%
PRU A 0.09% 0.17% 0.09%
PSA D 0.09% 0.2% 0.09%
PTC A 0.02% 0.08% 0.02%
PYPL B 0.19% 0.32% 0.19%
QCOM F 0.31% 0.19% 0.19%
REGN F 0.16% 0.29% 0.16%
RMD C 0.06% 0.13% 0.06%
ROK B 0.11% 0.13% 0.11%
ROP B 0.14% 0.22% 0.14%
ROST C 0.12% 0.06% 0.06%
RSG A 0.09% 0.16% 0.09%
SBAC D 0.03% 0.09% 0.03%
SBUX A 0.22% 0.02% 0.02%
SCCO F 0.15% 0.03% 0.03%
SCHW B 0.15% 0.45% 0.15%
SHW A 0.17% 0.12% 0.12%
SIRI C 0.03% 0.01% 0.01%
SJM D 0.04% 0.04% 0.04%
SMCI F 0.0% 0.05% 0.0%
SNA A 0.04% 0.07% 0.04%
SNPS B 0.1% 0.3% 0.1%
SPG B 0.12% 0.22% 0.12%
SPGI C 0.3% 0.56% 0.3%
SQ B 0.05% 0.19% 0.05%
SRE A 0.13% 0.2% 0.13%
STZ D 0.05% 0.13% 0.05%
SYF B 0.06% 0.1% 0.06%
SYK C 0.28% 0.52% 0.28%
SYY B 0.06% 0.12% 0.06%
T A 0.29% 0.17% 0.17%
TAP C 0.08% 0.03% 0.03%
TDY B 0.08% 0.08% 0.08%
TEAM A 0.16% 0.14% 0.14%
TJX A 0.29% 0.05% 0.05%
TMO F 0.42% 0.21% 0.21%
TRGP B 0.09% 0.33% 0.09%
TRV B 0.1% 0.22% 0.1%
TSCO D 0.05% 0.11% 0.05%
TSLA B 1.93% 2.19% 1.93%
TSN B 0.05% 0.06% 0.05%
TTWO A 0.08% 0.12% 0.08%
TW A 0.02% 0.05% 0.02%
TWLO A 0.08% 0.07% 0.07%
TXN C 0.36% 0.15% 0.15%
TYL B 0.06% 0.1% 0.06%
UBER D 0.25% 0.48% 0.25%
ULTA F 0.01% 0.06% 0.01%
UNH C 1.03% 1.18% 1.03%
UNP C 0.3% 0.09% 0.09%
URI B 0.1% 0.2% 0.1%
V A 1.19% 1.21% 1.19%
VEEV C 0.05% 0.12% 0.05%
VLTO D 0.03% 0.1% 0.03%
VRSK A 0.08% 0.3% 0.08%
VRTX F 0.23% 0.43% 0.23%
VZ C 0.32% 0.15% 0.15%
WAB B 0.06% 0.13% 0.06%
WAT B 0.06% 0.08% 0.06%
WBA F 0.0% 0.02% 0.0%
WFC A 0.37% 0.25% 0.25%
WM A 0.1% 0.33% 0.1%
WMB A 0.12% 0.52% 0.12%
WMT A 1.23% 0.5% 0.5%
WPC D 0.04% 0.04% 0.04%
WRB A 0.04% 0.07% 0.04%
WSM B 0.03% 0.09% 0.03%
XYL D 0.08% 0.11% 0.08%
YUM B 0.08% 0.14% 0.08%
ZBRA B 0.06% 0.07% 0.06%
ZS C 0.09% 0.03% 0.03%
GDE Overweight 213 Positions Relative to JCTR
Symbol Grade Weight
JPM A 1.24%
XOM B 0.97%
PG A 0.76%
KO D 0.49%
TMUS B 0.49%
PM B 0.37%
PEP F 0.34%
GE D 0.34%
RTX C 0.32%
HON B 0.31%
LMT D 0.23%
CSX B 0.21%
DELL C 0.19%
ZTS D 0.18%
APH A 0.18%
SO D 0.18%
MO A 0.18%
APP B 0.17%
EPD A 0.17%
MDLZ F 0.17%
PNC B 0.16%
CRWD B 0.16%
WDAY B 0.16%
CHTR C 0.15%
USB A 0.15%
GM B 0.15%
GD F 0.14%
EQIX A 0.14%
NOC 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%
DASH A 0.13%
CEG D 0.13%
ORLY B 0.13%
NSC B 0.13%
TDG D 0.13%
WELL A 0.13%
KMI A 0.12%
BA F 0.12%
COIN C 0.12%
TFC A 0.12%
OVV B 0.12%
MMM D 0.12%
BKR B 0.11%
CTSH B 0.11%
STLD B 0.1%
FAST B 0.1%
MGM D 0.1%
MOS F 0.1%
PCG A 0.1%
CL D 0.1%
D C 0.1%
APD A 0.1%
CTVA C 0.09%
PWR A 0.09%
MPLX A 0.09%
CPNG D 0.09%
HPQ B 0.09%
BK A 0.09%
AEP D 0.09%
RJF A 0.08%
RBLX C 0.08%
MPC D 0.08%
BDX F 0.08%
TGT F 0.08%
VRSN F 0.08%
ZM B 0.08%
ALL A 0.08%
DRI B 0.08%
HWM A 0.08%
KVUE A 0.08%
BEN C 0.08%
FCX D 0.08%
LHX C 0.08%
MPWR F 0.07%
ILMN D 0.07%
H B 0.07%
VST B 0.07%
PSX C 0.07%
TPL A 0.07%
AXON A 0.07%
FTV C 0.07%
FICO B 0.07%
ODFL B 0.07%
VICI C 0.06%
WMG C 0.06%
VRT B 0.06%
FITB A 0.06%
CG A 0.06%
STT A 0.06%
GLW B 0.06%
VLO C 0.06%
SWKS F 0.06%
WLK D 0.06%
WEC A 0.06%
MRO B 0.06%
MTB A 0.06%
BALL D 0.06%
HPE B 0.06%
TER D 0.06%
DD D 0.06%
NTRS A 0.05%
IOT A 0.05%
CPAY A 0.05%
FDS B 0.05%
UPS C 0.05%
DAL C 0.05%
CNC D 0.05%
ETR B 0.05%
XEL A 0.05%
HRL D 0.05%
LUV C 0.05%
CAH B 0.05%
HST C 0.05%
DT C 0.05%
GLPI C 0.04%
BBY D 0.04%
MANH D 0.04%
CF B 0.04%
GEHC F 0.04%
UAL A 0.04%
HUM C 0.04%
RIVN F 0.04%
VMC B 0.04%
SWK D 0.04%
BRO B 0.04%
ATO A 0.04%
SSNC B 0.04%
RF A 0.04%
LH C 0.04%
SUI D 0.04%
TXT D 0.04%
AVTR F 0.04%
CINF A 0.04%
AEE A 0.04%
EQR B 0.04%
FCNCA A 0.04%
ROKU D 0.04%
BR A 0.04%
MCHP D 0.04%
CFG B 0.04%
HBAN A 0.04%
VTR C 0.04%
CRBG B 0.04%
ON D 0.04%
NTAP C 0.04%
CMS C 0.04%
NWSA B 0.04%
LBRDK C 0.04%
DTE C 0.04%
SNAP C 0.04%
LDOS C 0.03%
IRM D 0.03%
BLDR 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%
FNF B 0.03%
INVH D 0.03%
SNOW C 0.03%
ROL B 0.03%
NUE C 0.03%
HEI B 0.03%
MKL A 0.03%
GDDY A 0.03%
J F 0.03%
WDC D 0.03%
PPG F 0.03%
PKG A 0.03%
SOLV C 0.03%
IP B 0.03%
MAA B 0.03%
MLM B 0.03%
NVR D 0.03%
F C 0.03%
MOH F 0.03%
BMRN D 0.02%
WST C 0.02%
DPZ C 0.02%
RS B 0.02%
AKAM D 0.02%
ERIE D 0.02%
ENTG D 0.02%
ARE D 0.02%
ZBH C 0.02%
EQT B 0.02%
DGX A 0.02%
TROW B 0.02%
WBD C 0.02%
JBHT C 0.02%
OC A 0.02%
DKNG B 0.02%
BIIB F 0.02%
WSO A 0.02%
JBL B 0.01%
DG F 0.01%
DLTR F 0.01%
ALGN D 0.01%
RPM A 0.01%
LVS C 0.01%
BAX D 0.01%
DVN F 0.01%
CTRA B 0.01%
LKQ D 0.0%
GDE Underweight 153 Positions Relative to JCTR
Symbol Grade Weight
ACN C -0.7%
LIN D -0.67%
SLB C -0.46%
CB C -0.43%
TT A -0.31%
AON A -0.28%
SPOT B -0.23%
NU C -0.16%
LULU C -0.14%
ACGL D -0.12%
HOOD B -0.09%
AR B -0.08%
CBOE B -0.08%
TOST B -0.07%
NTRA B -0.07%
TRU D -0.07%
IBKR A -0.07%
EG C -0.06%
RGA A -0.06%
Z A -0.06%
GWRE A -0.06%
RBA A -0.06%
NI A -0.06%
TRMB B -0.06%
CLH B -0.05%
CASY A -0.05%
AFRM B -0.05%
REG B -0.05%
USFD A -0.05%
RNR C -0.05%
JEF A -0.05%
PSTG D -0.05%
ACM A -0.05%
FOXA B -0.05%
UDR B -0.05%
AYI B -0.04%
CUBE D -0.04%
SSD D -0.04%
MKTX D -0.04%
PCTY B -0.04%
TPR B -0.04%
MTZ B -0.04%
WFRD D -0.04%
GME C -0.04%
OHI C -0.04%
FND C -0.04%
NVT B -0.04%
FRT B -0.04%
JLL D -0.04%
TTEK F -0.04%
FLS B -0.04%
BG F -0.04%
PRI A -0.04%
JKHY D -0.04%
ALLY C -0.04%
PFGC B -0.04%
WTRG B -0.04%
LAD A -0.04%
DAY B -0.04%
ALLE D -0.04%
CHRW C -0.04%
KMX B -0.04%
GLOB B -0.04%
AMH D -0.04%
BXP D -0.04%
GNRC B -0.04%
BRX A -0.03%
CFLT B -0.03%
FMC D -0.03%
G B -0.03%
CPB D -0.03%
WEX D -0.03%
VFC C -0.03%
ESI A -0.03%
CIEN B -0.03%
RGEN D -0.03%
LSCC D -0.03%
INGR B -0.03%
RHI B -0.03%
ELS C -0.03%
CNH C -0.03%
BBWI D -0.03%
ONTO D -0.03%
REXR F -0.03%
WCC B -0.03%
MDT D -0.03%
OKTA C -0.03%
HAS D -0.03%
YETI C -0.02%
HUN F -0.02%
LSTR D -0.02%
CWEN C -0.02%
FLO D -0.02%
COTY F -0.02%
WEN D -0.02%
CGNX C -0.02%
STAG F -0.02%
W F -0.02%
POST C -0.02%
HAYW B -0.02%
PAG B -0.02%
AGNC D -0.02%
WHR B -0.02%
RYN D -0.02%
U C -0.02%
DV C -0.02%
MTCH D -0.02%
WU D -0.02%
XP F -0.02%
STWD C -0.02%
ASH D -0.02%
MKSI C -0.02%
ETSY D -0.02%
MIDD C -0.02%
VVV F -0.02%
AMG B -0.02%
PLNT A -0.02%
NFG A -0.02%
SLM A -0.02%
FCN D -0.02%
AXS A -0.02%
RL B -0.02%
OLED D -0.02%
FRPT B -0.02%
DLB B -0.02%
MSA D -0.02%
SKX D -0.02%
LYFT C -0.02%
PATH C -0.02%
UGI A -0.02%
AL B -0.02%
CROX D -0.02%
NFE D -0.01%
PEGA A -0.01%
CHH A -0.01%
TPG A -0.01%
CERT F -0.01%
DNB B -0.01%
GNTX C -0.01%
CPRI F -0.01%
HXL D -0.01%
COLM B -0.01%
MAN D -0.01%
IONS F -0.01%
ELF C -0.01%
ENOV C -0.01%
IRDM D -0.01%
ZI D -0.01%
VNT B -0.01%
BHF B -0.0%
PINC B -0.0%
MPW F -0.0%
SMG D -0.0%
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