GDE vs. LKOR ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR)

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

LKOR

FlexShares Credit-Scored US Long Corporate Bond Index Fund

LKOR Description

Flexshares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund is an exchange traded fund launched by Northern Trust Corporation. It is managed by Northern Trust Investments, Incorporated. The fund invests in fixed income markets of the United States. It invests in US-dollar denominated investment grade bonds of companies rated BBB or higher by S&P or Fitch or Baa3 or higher by Moody's and with maturities greater than or equal to ten years. The fund seeks to track the performance of the Northern Trust Credit-Scored US Long Corporate Bond Index, by employing representative sampling methodology. Flexshares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund was formed on September 23, 2015 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$43.00

Average Daily Volume

6,834

Number of Holdings ^*

163

* may have additional holdings in another (foreign) market

Performance

Period	GDE	LKOR
30 Days	2.47%	-0.56%
60 Days	7.08%	-5.06%
90 Days	12.48%	-3.66%
12 Months	63.68%	9.17%

132 Overlapping Holdings

Symbol	Grade	Weight in GDE	Weight in LKOR	Overlap
AAPL	C	6.27%	0.17%	0.17%
ABBV	D	0.53%	0.33%	0.33%
AEE	A	0.04%	0.24%	0.04%
AEP	D	0.09%	0.28%	0.09%
AFL	B	0.1%	0.12%	0.1%
AIG	B	0.11%	0.23%	0.11%
ALL	A	0.08%	0.04%	0.04%
AMGN	D	0.28%	0.23%	0.23%
AMT	D	0.17%	0.27%	0.17%
AMZN	C	4.05%	0.18%	0.18%
ARE	D	0.02%	0.18%	0.02%
ATO	A	0.04%	0.23%	0.04%
AVGO	D	1.46%	0.2%	0.2%
BA	F	0.12%	0.37%	0.12%
BAC	A	0.68%	0.23%	0.23%
BDX	F	0.08%	0.23%	0.08%
BIIB	F	0.02%	0.09%	0.02%
C	A	0.21%	0.21%	0.21%
CAG	D	0.02%	0.24%	0.02%
CAH	B	0.05%	0.31%	0.05%
CCI	D	0.09%	0.19%	0.09%
CHD	B	0.06%	0.11%	0.06%
CHTR	C	0.15%	0.26%	0.15%
CMCSA	B	0.24%	0.24%	0.24%
CMS	C	0.04%	0.24%	0.04%
CSCO	B	0.48%	0.23%	0.23%
CSX	B	0.21%	0.12%	0.12%
CVS	D	0.14%	0.36%	0.14%
D	C	0.1%	0.23%	0.1%
DG	F	0.01%	0.11%	0.01%
DHR	F	0.35%	0.1%	0.1%
DOV	A	0.06%	0.24%	0.06%
DOW	F	0.03%	0.32%	0.03%
DUK	C	0.15%	0.5%	0.15%
EA	A	0.1%	0.09%	0.09%
EBAY	D	0.06%	0.18%	0.06%
ED	D	0.05%	0.29%	0.05%
EFX	F	0.06%	0.13%	0.06%
EIX	B	0.06%	0.21%	0.06%
EL	F	0.01%	0.21%	0.01%
ELV	F	0.17%	0.1%	0.1%
EMR	A	0.19%	0.12%	0.12%
EPD	A	0.17%	0.18%	0.17%
EXC	C	0.09%	0.22%	0.09%
FITB	A	0.06%	0.39%	0.06%
FTV	C	0.07%	0.05%	0.05%
GILD	C	0.21%	0.35%	0.21%
GLW	B	0.06%	0.1%	0.06%
GM	B	0.15%	0.13%	0.13%
GOOGL	C	4.12%	0.12%	0.12%
GS	A	0.36%	0.21%	0.21%
GWW	B	0.08%	0.24%	0.08%
HAL	C	0.02%	0.14%	0.02%
HCA	F	0.14%	0.24%	0.14%
HD	A	0.75%	0.19%	0.19%
HIG	B	0.06%	0.2%	0.06%
HON	B	0.31%	0.25%	0.25%
HPE	B	0.06%	0.37%	0.06%
HPQ	B	0.09%	0.24%	0.09%
HUM	C	0.04%	0.07%	0.04%
IBM	C	0.32%	0.23%	0.23%
IFF	D	0.04%	0.12%	0.04%
INTC	D	0.06%	0.37%	0.06%
IPG	D	0.04%	0.12%	0.04%
ITW	B	0.16%	0.06%	0.06%
JNJ	D	0.7%	0.12%	0.12%
JPM	A	1.24%	0.09%	0.09%
KDP	D	0.09%	0.24%	0.09%
KIM	A	0.01%	0.1%	0.01%
KLAC	D	0.14%	0.2%	0.14%
KMB	D	0.09%	0.26%	0.09%
KMI	A	0.12%	0.19%	0.12%
KO	D	0.49%	0.19%	0.19%
LH	C	0.04%	0.23%	0.04%
LHX	C	0.08%	0.05%	0.05%
LMT	D	0.23%	0.24%	0.23%
LOW	D	0.28%	0.25%	0.25%
MA	C	0.95%	0.22%	0.22%
MAS	D	0.03%	0.11%	0.03%
MCD	D	0.38%	0.12%	0.12%
MCK	B	0.16%	0.23%	0.16%
MCO	B	0.13%	0.12%	0.12%
MDLZ	F	0.17%	0.09%	0.09%
MET	A	0.09%	0.14%	0.09%
MKL	A	0.03%	0.24%	0.03%
MLM	B	0.03%	0.11%	0.03%
MMC	B	0.2%	0.24%	0.2%
MMM	D	0.12%	0.26%	0.12%
MO	A	0.18%	0.2%	0.18%
MRO	B	0.06%	0.22%	0.06%
MS	A	0.43%	0.14%	0.14%
MSFT	F	5.58%	0.1%	0.1%
NDAQ	A	0.06%	0.19%	0.06%
NEM	D	0.09%	0.24%	0.09%
NOC	D	0.14%	0.26%	0.14%
NSC	B	0.13%	0.12%	0.12%
NVDA	C	6.47%	0.21%	0.21%
OC	A	0.02%	0.11%	0.02%
OKE	A	0.17%	0.24%	0.17%
ORCL	B	0.92%	0.25%	0.25%
OTIS	C	0.08%	0.1%	0.08%
PCG	A	0.1%	0.09%	0.09%
PGR	A	0.24%	0.23%	0.23%
PM	B	0.37%	0.7%	0.37%
PRU	A	0.09%	0.11%	0.09%
REGN	F	0.16%	0.17%	0.16%
RF	A	0.04%	0.28%	0.04%
RJF	A	0.08%	0.11%	0.08%
RPM	A	0.01%	0.1%	0.01%
SBUX	A	0.22%	0.23%	0.22%
SCCO	F	0.15%	0.64%	0.15%
SHW	A	0.17%	0.21%	0.17%
SJM	D	0.04%	0.1%	0.04%
SO	D	0.18%	0.11%	0.11%
SPGI	C	0.3%	0.16%	0.16%
SRE	A	0.13%	0.21%	0.13%
STZ	D	0.05%	0.19%	0.05%
T	A	0.29%	0.09%	0.09%
TXN	C	0.36%	0.23%	0.23%
UNH	C	1.03%	0.16%	0.16%
UNP	C	0.3%	0.16%	0.16%
V	A	1.19%	0.4%	0.4%
VRSK	A	0.08%	0.1%	0.08%
VTR	C	0.04%	0.12%	0.04%
VZ	C	0.32%	0.18%	0.18%
WBA	F	0.0%	0.1%	0.0%
WEC	A	0.06%	0.24%	0.06%
WELL	A	0.13%	0.12%	0.12%
WFC	A	0.37%	0.25%	0.25%
WRB	A	0.04%	0.23%	0.04%
XOM	B	0.97%	0.12%	0.12%
ZTS	D	0.18%	0.19%	0.18%

GDE Overweight 356 Positions Relative to LKOR

Symbol	Grade	Weight
META	D	2.7%
TSLA	B	1.93%
BRK.A	B	1.83%
LLY	F	1.37%
WMT	A	1.23%
PG	A	0.76%
COST	B	0.73%
NFLX	A	0.66%
CRM	B	0.53%
TMUS	B	0.49%
ADBE	C	0.46%
AMD	F	0.43%
TMO	F	0.42%
NOW	A	0.4%
BX	A	0.39%
AXP	A	0.39%
ABT	B	0.37%
MRK	F	0.36%
ISRG	A	0.36%
CVX	A	0.35%
PEP	F	0.34%
GE	D	0.34%
INTU	C	0.32%
RTX	C	0.32%
QCOM	F	0.31%
BKNG	A	0.31%
CAT	B	0.3%
TJX	A	0.29%
NEE	D	0.28%
BLK	C	0.28%
SYK	C	0.28%
EOG	A	0.27%
PLTR	B	0.26%
UBER	D	0.25%
KKR	A	0.25%
APO	B	0.25%
ADI	D	0.25%
ADP	B	0.24%
VRTX	F	0.23%
PANW	C	0.23%
LRCX	F	0.23%
AMAT	F	0.22%
ANET	C	0.22%
FI	A	0.22%
BSX	B	0.22%
PLD	D	0.22%
DIS	B	0.21%
PFE	D	0.21%
PYPL	B	0.19%
DELL	C	0.19%
CI	F	0.18%
APH	A	0.18%
CTAS	B	0.17%
APP	B	0.17%
TEAM	A	0.16%
PNC	B	0.16%
COP	C	0.16%
CRWD	B	0.16%
ICE	C	0.16%
ADSK	A	0.16%
WDAY	B	0.16%
COF	B	0.16%
PH	A	0.16%
SCHW	B	0.15%
USB	A	0.15%
MU	D	0.15%
GD	F	0.14%
ROP	B	0.14%
EQIX	A	0.14%
FTNT	C	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%
HLT	A	0.13%
DASH	A	0.13%
CEG	D	0.13%
ORLY	B	0.13%
DE	A	0.13%
TDG	D	0.13%
CME	A	0.13%
ROST	C	0.12%
COIN	C	0.12%
WMB	A	0.12%
MRVL	B	0.12%
TFC	A	0.12%
OVV	B	0.12%
SPG	B	0.12%
ECL	D	0.12%
ROK	B	0.11%
NKE	D	0.11%
AZO	C	0.11%
BKR	B	0.11%
MSCI	C	0.11%
CTSH	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%
URI	B	0.1%
CARR	D	0.1%
MOS	F	0.1%
PAYX	C	0.1%
CMG	B	0.1%
WM	A	0.1%
CL	D	0.1%
SNPS	B	0.1%
TRV	B	0.1%
DLR	B	0.1%
APD	A	0.1%
CTVA	C	0.09%
PWR	A	0.09%
MPLX	A	0.09%
CPNG	D	0.09%
RSG	A	0.09%
LEN	D	0.09%
IQV	D	0.09%
BK	A	0.09%
ZS	C	0.09%
CDNS	B	0.09%
MAR	B	0.09%
MSI	B	0.09%
FIS	C	0.09%
PSA	D	0.09%
TRGP	B	0.09%
DHI	D	0.09%
CMI	A	0.09%
RBLX	C	0.08%
TAP	C	0.08%
CBRE	B	0.08%
TTWO	A	0.08%
MPC	D	0.08%
IT	C	0.08%
CPRT	A	0.08%
TGT	F	0.08%
VRSN	F	0.08%
DFS	B	0.08%
TDY	B	0.08%
ZM	B	0.08%
YUM	B	0.08%
DRI	B	0.08%
HWM	A	0.08%
KVUE	A	0.08%
A	D	0.08%
BEN	C	0.08%
TWLO	A	0.08%
FCX	D	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%
ABNB	C	0.07%
AWK	D	0.07%
AXON	A	0.07%
LYV	A	0.07%
FICO	B	0.07%
ODFL	B	0.07%
CE	F	0.06%
VICI	C	0.06%
EXR	D	0.06%
WMG	C	0.06%
VRT	B	0.06%
SYY	B	0.06%
DDOG	A	0.06%
SYF	B	0.06%
TYL	B	0.06%
CG	A	0.06%
WAT	B	0.06%
INCY	C	0.06%
HOLX	D	0.06%
STT	A	0.06%
WAB	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%
MTB	A	0.06%
BALL	D	0.06%
TER	D	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%
CPAY	A	0.05%
FDS	B	0.05%
UPS	C	0.05%
DAL	C	0.05%
COR	B	0.05%
CNC	D	0.05%
ETR	B	0.05%
EXPE	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%
HST	C	0.05%
DT	C	0.05%
ES	D	0.05%
KR	B	0.05%
GLPI	C	0.04%
BBY	D	0.04%
HUBS	A	0.04%
MANH	D	0.04%
CF	B	0.04%
GEHC	F	0.04%
UAL	A	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%
SSNC	B	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%
WPC	D	0.04%
EQR	B	0.04%
ANSS	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%
CRBG	B	0.04%
ON	D	0.04%
NTAP	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%
FANG	D	0.04%
MKC	D	0.04%
BAH	F	0.03%
LDOS	C	0.03%
IRM	D	0.03%
KHC	F	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%
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%
HEI	B	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%
MNST	C	0.03%
PKG	A	0.03%
SOLV	C	0.03%
OMC	C	0.03%
IP	B	0.03%
MAA	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%
RS	B	0.02%
AKAM	D	0.02%
ERIE	D	0.02%
ENTG	D	0.02%
MORN	B	0.02%
ZBH	C	0.02%
EQT	B	0.02%
DGX	A	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%
HUBB	B	0.02%
ENPH	F	0.02%
DKNG	B	0.02%
ADM	D	0.02%
WSO	A	0.02%
GGG	B	0.02%
JBL	B	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%
DVN	F	0.01%
CTRA	B	0.01%
SMCI	F	0.0%
LKQ	D	0.0%
LW	C	0.0%
ALB	C	0.0%
EPAM	C	0.0%

GDE Underweight 31 Positions Relative to LKOR

Symbol	Grade	Weight
ACGL	D	-0.55%
HSBC	B	-0.48%
LNT	A	-0.4%
KOF	F	-0.37%
NI	A	-0.37%
CP	D	-0.29%
NNN	D	-0.29%
TEL	B	-0.28%
JEF	A	-0.26%
BHP	F	-0.24%
FOXA	B	-0.24%
LYB	F	-0.23%
VMI	B	-0.22%
EG	C	-0.2%
PAA	B	-0.2%
LEA	D	-0.18%
CPB	D	-0.18%
AIZ	A	-0.18%
JCI	C	-0.13%
APTV	D	-0.13%
HAS	D	-0.13%
AON	A	-0.13%
TT	A	-0.12%
BWA	D	-0.11%
REG	B	-0.11%
FMC	D	-0.11%
BABA	D	-0.11%
BHF	B	-0.1%
WTW	B	-0.1%
RPRX	D	-0.09%
SIGI	C	-0.06%