GDE vs. JPUS ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to JPMorgan Diversified Return U.S. Equity ETF (JPUS)
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
JPUS

JPMorgan Diversified Return U.S. Equity ETF

JPUS Description The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell 1000 Diversified Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics, originally developed by the adviser. Holdings in the underlying index are selected by the index provider primarily from the constituents of the Russell 1000 Index, a larger Russell index, which is comprised of large- and mid-cap equity securities in the United States.

Grade (RS Rating)

Last Trade

$122.50

Average Daily Volume

6,905

Number of Holdings *

355

* may have additional holdings in another (foreign) market
Performance
Period GDE JPUS
30 Days 2.47% 2.72%
60 Days 7.08% 2.86%
90 Days 12.48% 5.12%
12 Months 63.68% 27.89%
224 Overlapping Holdings
Symbol Grade Weight in GDE Weight in JPUS Overlap
AAPL C 6.27% 0.36% 0.36%
ABBV D 0.53% 0.33% 0.33%
ABT B 0.37% 0.31% 0.31%
ACI C 0.05% 0.31% 0.05%
ADBE C 0.46% 0.05% 0.05%
ADI D 0.25% 0.35% 0.25%
ADM D 0.02% 0.34% 0.02%
AEP D 0.09% 0.31% 0.09%
AFL B 0.1% 0.38% 0.1%
AMAT F 0.22% 0.31% 0.22%
AMGN D 0.28% 0.35% 0.28%
AMP A 0.14% 0.29% 0.14%
ANET C 0.22% 0.47% 0.22%
APH A 0.18% 0.42% 0.18%
APO B 0.25% 0.23% 0.23%
ATO A 0.04% 0.16% 0.04%
AVB B 0.05% 0.31% 0.05%
AVGO D 1.46% 0.38% 0.38%
AVY D 0.04% 0.26% 0.04%
AZO C 0.11% 0.35% 0.11%
BAC A 0.68% 0.31% 0.31%
BAH F 0.03% 0.32% 0.03%
BBY D 0.04% 0.24% 0.04%
BDX F 0.08% 0.19% 0.08%
BKNG A 0.31% 0.18% 0.18%
BLDR D 0.03% 0.34% 0.03%
BMY B 0.14% 0.25% 0.14%
BRK.A B 1.83% 0.39% 0.39%
CAG D 0.02% 0.32% 0.02%
CAH B 0.05% 0.36% 0.05%
CARR D 0.1% 0.09% 0.09%
CAT B 0.3% 0.28% 0.28%
CBRE B 0.08% 0.05% 0.05%
CCI D 0.09% 0.16% 0.09%
CDNS B 0.09% 0.33% 0.09%
CE F 0.06% 0.2% 0.06%
CEG D 0.13% 0.42% 0.13%
CF B 0.04% 0.32% 0.04%
CFG B 0.04% 0.07% 0.04%
CHD B 0.06% 0.34% 0.06%
CHTR C 0.15% 0.4% 0.15%
CI F 0.18% 0.35% 0.18%
CL D 0.1% 0.32% 0.1%
CLX B 0.03% 0.35% 0.03%
CMCSA B 0.24% 0.42% 0.24%
CMI A 0.09% 0.42% 0.09%
CMS C 0.04% 0.28% 0.04%
COF B 0.16% 0.45% 0.16%
COP C 0.16% 0.28% 0.16%
COR B 0.05% 0.39% 0.05%
CSCO B 0.48% 0.41% 0.41%
CSL C 0.04% 0.17% 0.04%
CSX B 0.21% 0.13% 0.13%
CTRA B 0.01% 0.35% 0.01%
CTSH B 0.11% 0.37% 0.11%
CTVA C 0.09% 0.3% 0.09%
CVS D 0.14% 0.36% 0.14%
CVX A 0.35% 0.35% 0.35%
D C 0.1% 0.34% 0.1%
DFS B 0.08% 0.13% 0.08%
DGX A 0.02% 0.36% 0.02%
DHI D 0.09% 0.33% 0.09%
DHR F 0.35% 0.27% 0.27%
DOW F 0.03% 0.26% 0.03%
DRI B 0.08% 0.24% 0.08%
DTE C 0.04% 0.3% 0.04%
DUK C 0.15% 0.36% 0.15%
DVN F 0.01% 0.1% 0.01%
EA A 0.1% 0.19% 0.1%
ECL D 0.12% 0.29% 0.12%
ED D 0.05% 0.34% 0.05%
EIX B 0.06% 0.36% 0.06%
ELV F 0.17% 0.26% 0.17%
EOG A 0.27% 0.32% 0.27%
EQR B 0.04% 0.2% 0.04%
ESS B 0.03% 0.37% 0.03%
ETR B 0.05% 0.46% 0.05%
EXC C 0.09% 0.31% 0.09%
F C 0.03% 0.19% 0.03%
FANG D 0.04% 0.39% 0.04%
FAST B 0.1% 0.39% 0.1%
FCNCA A 0.04% 0.43% 0.04%
FCX D 0.08% 0.25% 0.08%
FE C 0.03% 0.34% 0.03%
FITB A 0.06% 0.31% 0.06%
FNF B 0.03% 0.35% 0.03%
GD F 0.14% 0.36% 0.14%
GEHC F 0.04% 0.22% 0.04%
GEN B 0.04% 0.07% 0.04%
GILD C 0.21% 0.35% 0.21%
GIS D 0.05% 0.33% 0.05%
GLPI C 0.04% 0.34% 0.04%
GOOGL C 4.12% 0.11% 0.11%
GWW B 0.08% 0.43% 0.08%
HBAN A 0.04% 0.33% 0.04%
HCA F 0.14% 0.34% 0.14%
HIG B 0.06% 0.39% 0.06%
HOLX D 0.06% 0.28% 0.06%
HPE B 0.06% 0.3% 0.06%
HRL D 0.05% 0.35% 0.05%
HST C 0.05% 0.4% 0.05%
HSY F 0.04% 0.26% 0.04%
HUBB B 0.02% 0.35% 0.02%
IBM C 0.32% 0.3% 0.3%
IFF D 0.04% 0.21% 0.04%
INTU C 0.32% 0.36% 0.32%
IP B 0.03% 0.46% 0.03%
IPG D 0.04% 0.15% 0.04%
IRM D 0.03% 0.39% 0.03%
IT C 0.08% 0.32% 0.08%
ITW B 0.16% 0.34% 0.16%
K A 0.04% 0.38% 0.04%
KDP D 0.09% 0.26% 0.09%
KEY B 0.03% 0.06% 0.03%
KHC F 0.03% 0.34% 0.03%
KIM A 0.01% 0.33% 0.01%
KLAC D 0.14% 0.32% 0.14%
KMB D 0.09% 0.34% 0.09%
KMI A 0.12% 0.48% 0.12%
KO D 0.49% 0.33% 0.33%
KR B 0.05% 0.43% 0.05%
KVUE A 0.08% 0.39% 0.08%
LDOS C 0.03% 0.22% 0.03%
LEN D 0.09% 0.36% 0.09%
LH C 0.04% 0.28% 0.04%
LLY F 1.37% 0.33% 0.33%
LMT D 0.23% 0.36% 0.23%
LOW D 0.28% 0.37% 0.28%
LRCX F 0.23% 0.26% 0.23%
MAA B 0.03% 0.21% 0.03%
MAS D 0.03% 0.3% 0.03%
MCK B 0.16% 0.46% 0.16%
MDLZ F 0.17% 0.33% 0.17%
META D 2.7% 0.42% 0.42%
MMC B 0.2% 0.05% 0.05%
MNST C 0.03% 0.03% 0.03%
MO A 0.18% 0.39% 0.18%
MOH F 0.03% 0.14% 0.03%
MOS F 0.1% 0.17% 0.1%
MPC D 0.08% 0.36% 0.08%
MRK F 0.36% 0.26% 0.26%
MRO B 0.06% 0.37% 0.06%
MSFT F 5.58% 0.35% 0.35%
MSI B 0.09% 0.43% 0.09%
NEM D 0.09% 0.18% 0.09%
NKE D 0.11% 0.06% 0.06%
NTAP C 0.04% 0.31% 0.04%
NUE C 0.03% 0.3% 0.03%
NVDA C 6.47% 0.45% 0.45%
NVR D 0.03% 0.38% 0.03%
OC A 0.02% 0.34% 0.02%
ORCL B 0.92% 0.41% 0.41%
ORLY B 0.13% 0.37% 0.13%
OXY D 0.03% 0.1% 0.03%
PCAR B 0.07% 0.06% 0.06%
PEG A 0.05% 0.41% 0.05%
PEP F 0.34% 0.34% 0.34%
PFG D 0.03% 0.1% 0.03%
PG A 0.76% 0.36% 0.36%
PGR A 0.24% 0.39% 0.24%
PH A 0.16% 0.39% 0.16%
PHM D 0.04% 0.38% 0.04%
PKG A 0.03% 0.3% 0.03%
PLD D 0.22% 0.01% 0.01%
PM B 0.37% 0.39% 0.37%
PPL B 0.03% 0.39% 0.03%
PRU A 0.09% 0.1% 0.09%
PSA D 0.09% 0.34% 0.09%
PSX C 0.07% 0.35% 0.07%
PWR A 0.09% 0.46% 0.09%
QCOM F 0.31% 0.3% 0.3%
REGN F 0.16% 0.26% 0.16%
RF A 0.04% 0.09% 0.04%
RMD C 0.06% 0.07% 0.06%
ROKU D 0.04% 0.0% 0.0%
ROST C 0.12% 0.23% 0.12%
RPM A 0.01% 0.28% 0.01%
RS B 0.02% 0.38% 0.02%
RSG A 0.09% 0.4% 0.09%
SCCO F 0.15% 0.36% 0.15%
SJM D 0.04% 0.21% 0.04%
SO D 0.18% 0.37% 0.18%
SPG B 0.12% 0.41% 0.12%
SRE A 0.13% 0.37% 0.13%
SSNC B 0.04% 0.04% 0.04%
STLD B 0.1% 0.38% 0.1%
STT A 0.06% 0.13% 0.06%
STZ D 0.05% 0.31% 0.05%
SWKS F 0.06% 0.14% 0.06%
SYF B 0.06% 0.52% 0.06%
SYK C 0.28% 0.28% 0.28%
SYY B 0.06% 0.36% 0.06%
T A 0.29% 0.4% 0.29%
TAP C 0.08% 0.43% 0.08%
TGT F 0.08% 0.24% 0.08%
TJX A 0.29% 0.34% 0.29%
TMO F 0.42% 0.15% 0.15%
TMUS B 0.49% 0.47% 0.47%
TRGP B 0.09% 0.5% 0.09%
TSCO D 0.05% 0.34% 0.05%
TSN B 0.05% 0.37% 0.05%
UNH C 1.03% 0.34% 0.34%
UNP C 0.3% 0.27% 0.27%
USB A 0.15% 0.11% 0.11%
VICI C 0.06% 0.33% 0.06%
VLO C 0.06% 0.4% 0.06%
VLTO D 0.03% 0.04% 0.03%
VRTX F 0.23% 0.37% 0.23%
VST B 0.07% 0.64% 0.07%
VTR C 0.04% 0.25% 0.04%
VZ C 0.32% 0.38% 0.32%
WEC A 0.06% 0.34% 0.06%
WELL A 0.13% 0.4% 0.13%
WLK D 0.06% 0.32% 0.06%
WM A 0.1% 0.41% 0.1%
WMB A 0.12% 0.41% 0.12%
WPC D 0.04% 0.21% 0.04%
WRB A 0.04% 0.12% 0.04%
WSM B 0.03% 0.31% 0.03%
WST C 0.02% 0.27% 0.02%
WY D 0.03% 0.31% 0.03%
XEL A 0.05% 0.36% 0.05%
XOM B 0.97% 0.41% 0.41%
ZTS D 0.18% 0.27% 0.18%
GDE Overweight 264 Positions Relative to JPUS
Symbol Grade Weight
AMZN C 4.05%
TSLA B 1.93%
JPM A 1.24%
WMT A 1.23%
V A 1.19%
MA C 0.95%
HD A 0.75%
COST B 0.73%
JNJ D 0.7%
NFLX A 0.66%
CRM B 0.53%
MS A 0.43%
AMD F 0.43%
NOW A 0.4%
BX A 0.39%
AXP A 0.39%
MCD D 0.38%
WFC A 0.37%
GS A 0.36%
TXN C 0.36%
ISRG A 0.36%
GE D 0.34%
RTX C 0.32%
HON B 0.31%
SPGI C 0.3%
NEE D 0.28%
BLK C 0.28%
PLTR B 0.26%
UBER D 0.25%
KKR A 0.25%
ADP B 0.24%
PANW C 0.23%
FI A 0.22%
BSX B 0.22%
SBUX A 0.22%
DIS B 0.21%
PFE D 0.21%
C A 0.21%
PYPL B 0.19%
EMR A 0.19%
DELL C 0.19%
CTAS B 0.17%
APP B 0.17%
EPD A 0.17%
AMT D 0.17%
OKE A 0.17%
SHW A 0.17%
TEAM A 0.16%
PNC B 0.16%
CRWD B 0.16%
ICE C 0.16%
ADSK A 0.16%
WDAY B 0.16%
SCHW B 0.15%
MU D 0.15%
GM B 0.15%
ROP B 0.14%
EQIX A 0.14%
NOC D 0.14%
FTNT C 0.14%
GEV B 0.14%
TTD B 0.14%
FDX B 0.14%
ET A 0.14%
HLT A 0.13%
DASH A 0.13%
DE A 0.13%
NSC B 0.13%
TDG D 0.13%
MCO B 0.13%
CME A 0.13%
BA F 0.12%
COIN C 0.12%
MRVL B 0.12%
TFC A 0.12%
OVV B 0.12%
MMM D 0.12%
ROK B 0.11%
BKR B 0.11%
MSCI C 0.11%
AIG B 0.11%
AJG B 0.11%
O D 0.1%
MGM D 0.1%
AME A 0.1%
URI B 0.1%
PCG A 0.1%
PAYX C 0.1%
CMG B 0.1%
SNPS B 0.1%
TRV B 0.1%
DLR B 0.1%
APD A 0.1%
MPLX A 0.09%
CPNG D 0.09%
HPQ B 0.09%
IQV D 0.09%
BK A 0.09%
ZS C 0.09%
MAR B 0.09%
FIS C 0.09%
MET A 0.09%
RJF A 0.08%
RBLX C 0.08%
TTWO A 0.08%
VRSK A 0.08%
CPRT A 0.08%
VRSN F 0.08%
TDY B 0.08%
ZM B 0.08%
ALL A 0.08%
YUM B 0.08%
OTIS C 0.08%
HWM A 0.08%
A D 0.08%
BEN C 0.08%
TWLO A 0.08%
LHX C 0.08%
XYL D 0.08%
MPWR F 0.07%
DECK A 0.07%
ILMN D 0.07%
H B 0.07%
MTD D 0.07%
TPL A 0.07%
ABNB C 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%
NDAQ A 0.06%
EXR D 0.06%
DOV A 0.06%
WMG C 0.06%
VRT B 0.06%
DDOG A 0.06%
TYL B 0.06%
CG A 0.06%
WAT B 0.06%
EBAY D 0.06%
INCY C 0.06%
WAB B 0.06%
GLW B 0.06%
BSY D 0.06%
KEYS A 0.06%
ALNY D 0.06%
EFX F 0.06%
INTC D 0.06%
MTB A 0.06%
BALL D 0.06%
TER D 0.06%
EXPD D 0.06%
CNP B 0.06%
ZBRA B 0.06%
DD D 0.06%
SQ B 0.05%
PODD C 0.05%
IDXX F 0.05%
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%
EXPE B 0.05%
GPC D 0.05%
LUV C 0.05%
VEEV C 0.05%
DT C 0.05%
ES D 0.05%
HUBS A 0.04%
MANH D 0.04%
UAL A 0.04%
HUM C 0.04%
SNA A 0.04%
RIVN F 0.04%
VMC B 0.04%
SWK D 0.04%
NET B 0.04%
BRO B 0.04%
CDW F 0.04%
FSLR F 0.04%
IR B 0.04%
SUI D 0.04%
TXT D 0.04%
AVTR F 0.04%
CINF A 0.04%
AEE A 0.04%
ANSS B 0.04%
BR A 0.04%
MCHP D 0.04%
CRBG B 0.04%
ON D 0.04%
NWSA B 0.04%
ARES A 0.04%
LBRDK C 0.04%
SNAP C 0.04%
MKC D 0.04%
PINS D 0.03%
L A 0.03%
EW C 0.03%
NDSN B 0.03%
INVH D 0.03%
SNOW C 0.03%
ROL B 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%
CSGP D 0.03%
SIRI C 0.03%
LII A 0.03%
HES B 0.03%
SBAC D 0.03%
PPG F 0.03%
SOLV C 0.03%
OMC C 0.03%
MLM B 0.03%
BMRN D 0.02%
DPZ C 0.02%
HAL C 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%
MDB C 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%
ENPH F 0.02%
DKNG B 0.02%
BIIB F 0.02%
WSO A 0.02%
GGG B 0.02%
JBL B 0.01%
DG F 0.01%
EL F 0.01%
DLTR F 0.01%
ALGN D 0.01%
LVS C 0.01%
MRNA F 0.01%
BAX D 0.01%
IEX B 0.01%
DXCM D 0.01%
ULTA F 0.01%
POOL C 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 131 Positions Relative to JPUS
Symbol Grade Weight
CIEN B -0.52%
UNM A -0.51%
NRG B -0.46%
PFGC B -0.46%
USFD A -0.44%
ETN A -0.43%
GRMN B -0.43%
ALSN B -0.42%
INGR B -0.42%
TOL B -0.42%
UTHR C -0.42%
JLL D -0.41%
CLH B -0.41%
NI A -0.41%
CASY A -0.41%
THC D -0.4%
PNW B -0.39%
LAMR D -0.39%
JNPR F -0.38%
AM A -0.38%
OHI C -0.38%
REG B -0.38%
DVA B -0.37%
FYBR D -0.37%
BRX A -0.37%
NXST C -0.36%
HRB D -0.36%
OGE B -0.36%
DKS C -0.36%
MTG C -0.35%
CUBE D -0.35%
POST C -0.35%
PAG B -0.34%
BG F -0.34%
LNG B -0.34%
EVRG A -0.34%
CPB D -0.33%
UHS D -0.33%
X C -0.33%
ACN C -0.32%
EMN D -0.32%
ACGL D -0.31%
LYB F -0.31%
UGI A -0.31%
AOS F -0.3%
ESI A -0.3%
NFG A -0.3%
JEF A -0.3%
ORI A -0.3%
GNTX C -0.28%
EG C -0.28%
LIN D -0.28%
SPB C -0.27%
CB C -0.27%
OLN D -0.26%
DINO D -0.26%
STE F -0.25%
MSM C -0.25%
CBOE B -0.25%
ITT A -0.24%
SAM C -0.24%
PK B -0.24%
ALLY C -0.24%
SNX C -0.24%
DOX D -0.24%
BRBR A -0.24%
MDT D -0.23%
RVTY F -0.23%
PR B -0.23%
STAG F -0.23%
VTRS A -0.23%
OMF A -0.22%
FLO D -0.21%
EXP A -0.21%
COKE C -0.21%
PPC C -0.21%
CNM D -0.21%
BPOP B -0.21%
GAP C -0.2%
MEDP D -0.19%
TKR D -0.19%
ASH D -0.19%
R B -0.18%
CLF F -0.18%
STWD C -0.18%
SCI B -0.18%
M D -0.18%
NEU C -0.18%
UI A -0.17%
RGA A -0.17%
EPR D -0.17%
RHI B -0.17%
CPT B -0.17%
DTM B -0.17%
FR C -0.16%
HUN F -0.16%
NNN D -0.16%
KRC C -0.16%
CHE D -0.16%
HIW D -0.15%
CACI D -0.14%
FBIN D -0.12%
VIRT B -0.12%
SLM A -0.11%
VVV F -0.11%
WU D -0.11%
CRUS D -0.1%
SMG D -0.1%
LOPE B -0.09%
FRT B -0.09%
RGLD C -0.08%
SAIC F -0.08%
LPX B -0.08%
TNL A -0.07%
RBC A -0.07%
DLB B -0.06%
AFG A -0.06%
EGP F -0.06%
IRDM D -0.06%
AGO B -0.05%
NSA D -0.05%
CWEN C -0.05%
RRC B -0.05%
LSTR D -0.04%
CRI D -0.03%
FTRE D -0.03%
HOG D -0.03%
LEG F -0.02%
IDA A -0.02%
KSS F -0.01%
SON D -0.01%
Compare ETFs