GDE vs. JEPQ ETF Comparison
Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to J.P. Morgan Nasdaq Equity Premium Income ETF (JEPQ)
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
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
JEPQ Description
J.P. Morgan Nasdaq Equity Premium Income ETF its a fund to list on the Nasdaq, is an active equity ETF that seeks to deliver an attractive distributable yield while also delivering a significant portion of the returns associated with the fund’s primary benchmark, the Nasdaq-100 Index, with less volatility. This Fund was built for investors that are seeking income while also owning companies that provide exposure to Nasdaq's innovative marketplace. This strategy benefits from the intentionality of an active manager while being delivered through the ETF technology.Grade (RS Rating)
Last Trade
$56.57
Average Daily Volume
3,052,605
Number of Holdings
*
89
* may have additional holdings in another (foreign) market
Performance
| Period | GDE | JEPQ |
|---|---|---|
| 30 Days | 2.47% | 3.94% |
| 60 Days | 7.08% | 5.67% |
| 90 Days | 12.48% | 8.10% |
| 12 Months | 63.68% | 24.97% |
80 Overlapping Holdings
| Symbol | Grade | Weight in GDE | Weight in JEPQ | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.27% | 7.24% | 6.27% | |
| ABBV | D | 0.53% | 0.43% | 0.43% | |
| ABNB | C | 0.07% | 0.12% | 0.07% | |
| ADBE | C | 0.46% | 1.04% | 0.46% | |
| ADI | D | 0.25% | 0.88% | 0.25% | |
| AMAT | F | 0.22% | 0.47% | 0.22% | |
| AMD | F | 0.43% | 1.35% | 0.43% | |
| AMGN | D | 0.28% | 0.39% | 0.28% | |
| AMZN | C | 4.05% | 4.57% | 4.05% | |
| ANSS | B | 0.04% | 0.09% | 0.04% | |
| APP | B | 0.17% | 0.24% | 0.17% | |
| AVGO | D | 1.46% | 3.5% | 1.46% | |
| BIIB | F | 0.02% | 0.21% | 0.02% | |
| BKNG | A | 0.31% | 1.3% | 0.31% | |
| BMY | B | 0.14% | 0.28% | 0.14% | |
| CHTR | C | 0.15% | 0.27% | 0.15% | |
| CMCSA | B | 0.24% | 1.04% | 0.24% | |
| CMG | B | 0.1% | 0.38% | 0.1% | |
| COST | B | 0.73% | 1.62% | 0.73% | |
| CPAY | A | 0.05% | 0.24% | 0.05% | |
| CPRT | A | 0.08% | 0.55% | 0.08% | |
| CRWD | B | 0.16% | 0.47% | 0.16% | |
| CSCO | B | 0.48% | 0.99% | 0.48% | |
| CSX | B | 0.21% | 0.6% | 0.21% | |
| CTSH | B | 0.11% | 0.13% | 0.11% | |
| DASH | A | 0.13% | 0.24% | 0.13% | |
| DE | A | 0.13% | 0.26% | 0.13% | |
| DLTR | F | 0.01% | 0.0% | 0.0% | |
| DXCM | D | 0.01% | 0.27% | 0.01% | |
| FANG | D | 0.04% | 0.29% | 0.04% | |
| HON | B | 0.31% | 0.71% | 0.31% | |
| HUBS | A | 0.04% | 0.3% | 0.04% | |
| INTC | D | 0.06% | 0.34% | 0.06% | |
| INTU | C | 0.32% | 1.34% | 0.32% | |
| ISRG | A | 0.36% | 1.26% | 0.36% | |
| KHC | F | 0.03% | 0.26% | 0.03% | |
| KO | D | 0.49% | 0.42% | 0.42% | |
| LOW | D | 0.28% | 0.42% | 0.28% | |
| LRCX | F | 0.23% | 0.7% | 0.23% | |
| MA | C | 0.95% | 0.32% | 0.32% | |
| MAR | B | 0.09% | 0.57% | 0.09% | |
| MDB | C | 0.02% | 0.16% | 0.02% | |
| MDLZ | F | 0.17% | 0.62% | 0.17% | |
| META | D | 2.7% | 4.21% | 2.7% | |
| MNST | C | 0.03% | 0.38% | 0.03% | |
| MRVL | B | 0.12% | 0.59% | 0.12% | |
| MSFT | F | 5.58% | 6.49% | 5.58% | |
| MU | D | 0.15% | 0.69% | 0.15% | |
| NEE | D | 0.28% | 0.34% | 0.28% | |
| NFLX | A | 0.66% | 2.15% | 0.66% | |
| NOW | A | 0.4% | 0.42% | 0.4% | |
| NVDA | C | 6.47% | 7.42% | 6.47% | |
| ORCL | B | 0.92% | 0.41% | 0.41% | |
| ORLY | B | 0.13% | 0.63% | 0.13% | |
| PANW | C | 0.23% | 0.96% | 0.23% | |
| PEP | F | 0.34% | 0.74% | 0.34% | |
| PLD | D | 0.22% | 0.2% | 0.2% | |
| PYPL | B | 0.19% | 0.26% | 0.19% | |
| QCOM | F | 0.31% | 0.9% | 0.31% | |
| REGN | F | 0.16% | 0.67% | 0.16% | |
| ROST | C | 0.12% | 0.21% | 0.12% | |
| SBUX | A | 0.22% | 0.4% | 0.22% | |
| SMCI | F | 0.0% | 0.03% | 0.0% | |
| SNPS | B | 0.1% | 0.77% | 0.1% | |
| SO | D | 0.18% | 0.33% | 0.18% | |
| STZ | D | 0.05% | 0.3% | 0.05% | |
| TER | D | 0.06% | 0.16% | 0.06% | |
| TMO | F | 0.42% | 0.22% | 0.22% | |
| TMUS | B | 0.49% | 1.17% | 0.49% | |
| TSLA | B | 1.93% | 3.11% | 1.93% | |
| TTD | B | 0.14% | 0.15% | 0.14% | |
| TTWO | A | 0.08% | 0.38% | 0.08% | |
| TXN | C | 0.36% | 0.88% | 0.36% | |
| UBER | D | 0.25% | 0.25% | 0.25% | |
| UNH | C | 1.03% | 0.33% | 0.33% | |
| UPS | C | 0.05% | 0.16% | 0.05% | |
| VRSK | A | 0.08% | 0.4% | 0.08% | |
| VRTX | F | 0.23% | 0.84% | 0.23% | |
| WDAY | B | 0.16% | 0.23% | 0.16% | |
| XEL | A | 0.05% | 0.35% | 0.05% |
GDE Overweight 408 Positions Relative to JEPQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | C | 4.12% | |
| BRK.A | B | 1.83% | |
| LLY | F | 1.37% | |
| JPM | A | 1.24% | |
| WMT | A | 1.23% | |
| V | A | 1.19% | |
| XOM | B | 0.97% | |
| PG | A | 0.76% | |
| HD | A | 0.75% | |
| JNJ | D | 0.7% | |
| BAC | A | 0.68% | |
| CRM | B | 0.53% | |
| MS | A | 0.43% | |
| BX | A | 0.39% | |
| AXP | A | 0.39% | |
| MCD | D | 0.38% | |
| WFC | A | 0.37% | |
| ABT | B | 0.37% | |
| PM | B | 0.37% | |
| MRK | F | 0.36% | |
| GS | A | 0.36% | |
| DHR | F | 0.35% | |
| CVX | A | 0.35% | |
| GE | D | 0.34% | |
| VZ | C | 0.32% | |
| IBM | C | 0.32% | |
| RTX | C | 0.32% | |
| UNP | C | 0.3% | |
| SPGI | C | 0.3% | |
| CAT | B | 0.3% | |
| TJX | A | 0.29% | |
| T | A | 0.29% | |
| BLK | C | 0.28% | |
| SYK | C | 0.28% | |
| EOG | A | 0.27% | |
| PLTR | B | 0.26% | |
| KKR | A | 0.25% | |
| APO | B | 0.25% | |
| PGR | A | 0.24% | |
| ADP | B | 0.24% | |
| LMT | D | 0.23% | |
| ANET | C | 0.22% | |
| FI | A | 0.22% | |
| BSX | B | 0.22% | |
| GILD | C | 0.21% | |
| DIS | B | 0.21% | |
| PFE | D | 0.21% | |
| C | A | 0.21% | |
| MMC | B | 0.2% | |
| EMR | A | 0.19% | |
| DELL | C | 0.19% | |
| CI | F | 0.18% | |
| ZTS | D | 0.18% | |
| APH | A | 0.18% | |
| MO | A | 0.18% | |
| CTAS | B | 0.17% | |
| EPD | A | 0.17% | |
| AMT | D | 0.17% | |
| OKE | A | 0.17% | |
| SHW | A | 0.17% | |
| ELV | F | 0.17% | |
| TEAM | A | 0.16% | |
| PNC | B | 0.16% | |
| COP | C | 0.16% | |
| ICE | C | 0.16% | |
| MCK | B | 0.16% | |
| ADSK | A | 0.16% | |
| ITW | B | 0.16% | |
| COF | B | 0.16% | |
| PH | A | 0.16% | |
| SCHW | B | 0.15% | |
| SCCO | F | 0.15% | |
| DUK | C | 0.15% | |
| USB | A | 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% | |
| FDX | B | 0.14% | |
| ET | A | 0.14% | |
| KLAC | D | 0.14% | |
| HLT | A | 0.13% | |
| CEG | D | 0.13% | |
| SRE | A | 0.13% | |
| NSC | B | 0.13% | |
| TDG | D | 0.13% | |
| WELL | A | 0.13% | |
| MCO | B | 0.13% | |
| CME | A | 0.13% | |
| KMI | A | 0.12% | |
| BA | F | 0.12% | |
| COIN | C | 0.12% | |
| WMB | A | 0.12% | |
| TFC | A | 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% | |
| 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% | |
| CARR | D | 0.1% | |
| EA | A | 0.1% | |
| MOS | F | 0.1% | |
| PCG | A | 0.1% | |
| PAYX | C | 0.1% | |
| WM | A | 0.1% | |
| CL | D | 0.1% | |
| TRV | 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% | |
| LEN | D | 0.09% | |
| IQV | D | 0.09% | |
| PRU | A | 0.09% | |
| BK | A | 0.09% | |
| ZS | C | 0.09% | |
| CDNS | B | 0.09% | |
| KDP | D | 0.09% | |
| MSI | B | 0.09% | |
| FIS | C | 0.09% | |
| NEM | D | 0.09% | |
| AEP | D | 0.09% | |
| PSA | D | 0.09% | |
| TRGP | B | 0.09% | |
| DHI | 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% | |
| MPC | D | 0.08% | |
| IT | C | 0.08% | |
| BDX | F | 0.08% | |
| TGT | F | 0.08% | |
| VRSN | F | 0.08% | |
| DFS | B | 0.08% | |
| TDY | B | 0.08% | |
| ZM | B | 0.08% | |
| ALL | A | 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% | |
| 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% | |
| 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% | |
| 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% | |
| MRO | B | 0.06% | |
| MTB | A | 0.06% | |
| BALL | D | 0.06% | |
| HPE | B | 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% | |
| FDS | B | 0.05% | |
| DAL | C | 0.05% | |
| COR | B | 0.05% | |
| CNC | D | 0.05% | |
| ETR | B | 0.05% | |
| EXPE | B | 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% | |
| HST | C | 0.05% | |
| DT | C | 0.05% | |
| ES | D | 0.05% | |
| KR | B | 0.05% | |
| GLPI | C | 0.04% | |
| WRB | A | 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% | |
| SNA | A | 0.04% | |
| GEN | B | 0.04% | |
| RIVN | F | 0.04% | |
| VMC | B | 0.04% | |
| SWK | D | 0.04% | |
| PHM | 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% | |
| 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% | |
| BR | A | 0.04% | |
| CSL | C | 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% | |
| 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% | |
| IRM | D | 0.03% | |
| BLDR | D | 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% | |
| EW | C | 0.03% | |
| NDSN | B | 0.03% | |
| FNF | B | 0.03% | |
| WSM | B | 0.03% | |
| INVH | D | 0.03% | |
| SNOW | C | 0.03% | |
| ROL | B | 0.03% | |
| VLTO | D | 0.03% | |
| NUE | C | 0.03% | |
| MAS | D | 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% | |
| ESS | B | 0.03% | |
| CSGP | D | 0.03% | |
| SIRI | C | 0.03% | |
| LII | A | 0.03% | |
| HES | B | 0.03% | |
| SBAC | D | 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% | |
| MLM | B | 0.03% | |
| NVR | D | 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% | |
| 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% | |
| OC | A | 0.02% | |
| DKNG | B | 0.02% | |
| ADM | D | 0.02% | |
| WSO | A | 0.02% | |
| GGG | B | 0.02% | |
| JBL | B | 0.01% | |
| DG | F | 0.01% | |
| KIM | A | 0.01% | |
| EL | 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% | |
| ULTA | F | 0.01% | |
| POOL | C | 0.01% | |
| DVN | F | 0.01% | |
| CTRA | B | 0.01% | |
| WBA | F | 0.0% | |
| LKQ | D | 0.0% | |
| LW | C | 0.0% | |
| ALB | C | 0.0% | |
| EPAM | C | 0.0% |
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
JEPQ: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Drug Manufacturers - Major
Semiconductor Equipment & Materials
Specialty Retail
Beverages - Soft Drinks
Software - Infrastructure
Utilities - Regulated Electric
Apparel Stores
Biotechnology
Business Services
Credit Services
Diagnostics & Research
Discount Stores
Internet Content & Information
Internet Content & Information
Pay TV
Restaurants
Auto & Truck Dealerships
Auto Manufacturers
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