GDE vs. PWS ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to Pacer WealthShield ETF (PWS)

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

PWS

Pacer WealthShield ETF

PWS Description

The investment seeks to track the total return performance, before fees and expenses, of the Pacer WealthShield Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in (i) the component securities of the index or (ii) ETFs that seek to track the performance of some or all of the component securities of the index in the same approximate weight as such component securities. The index utilizes a systematic risk management strategy that directs the index's exposure to U.S. equity securities, U.S. Treasury securities, or a mix of each. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$31.23

Average Daily Volume

1,845

Number of Holdings ^*

217

* may have additional holdings in another (foreign) market

Performance

Period	GDE	PWS
30 Days	2.47%	4.72%
60 Days	7.08%	-1.94%
90 Days	12.48%	1.22%
12 Months	63.68%	21.11%

182 Overlapping Holdings

Symbol	Grade	Weight in GDE	Weight in PWS	Overlap
AAPL	C	6.27%	4.19%	4.19%
ABNB	C	0.07%	0.23%	0.07%
ADBE	C	0.46%	0.29%	0.29%
ADI	D	0.25%	0.13%	0.13%
ADM	D	0.02%	0.17%	0.02%
ADSK	A	0.16%	0.08%	0.08%
AEE	A	0.04%	0.4%	0.04%
AEP	D	0.09%	0.81%	0.09%
AKAM	D	0.02%	0.02%	0.02%
AMAT	F	0.22%	0.18%	0.18%
AMD	F	0.43%	0.28%	0.28%
AMT	D	0.17%	1.61%	0.17%
AMZN	C	4.05%	7.98%	4.05%
ANET	C	0.22%	0.12%	0.12%
ANSS	B	0.04%	0.04%	0.04%
APH	A	0.18%	0.11%	0.11%
ARE	D	0.02%	0.3%	0.02%
ATO	A	0.04%	0.37%	0.04%
AVB	B	0.05%	0.59%	0.05%
AVGO	D	1.46%	0.99%	0.99%
AWK	D	0.07%	0.42%	0.07%
AZO	C	0.11%	0.22%	0.11%
BBY	D	0.04%	0.07%	0.04%
BKNG	A	0.31%	0.67%	0.31%
CAG	D	0.02%	0.09%	0.02%
CBRE	B	0.08%	0.72%	0.08%
CCI	D	0.09%	0.79%	0.09%
CDNS	B	0.09%	0.1%	0.09%
CDW	F	0.04%	0.03%	0.03%
CEG	D	0.13%	1.15%	0.13%
CHD	B	0.06%	0.18%	0.06%
CL	D	0.1%	0.52%	0.1%
CLX	B	0.03%	0.14%	0.03%
CMG	B	0.1%	0.32%	0.1%
CMS	C	0.04%	0.33%	0.04%
CNP	B	0.06%	0.32%	0.06%
COST	B	0.73%	2.91%	0.73%
CRM	B	0.53%	0.4%	0.4%
CRWD	B	0.16%	0.1%	0.1%
CSCO	B	0.48%	0.29%	0.29%
CSGP	D	0.03%	0.55%	0.03%
CTSH	B	0.11%	0.05%	0.05%
D	C	0.1%	0.77%	0.1%
DECK	A	0.07%	0.11%	0.07%
DELL	C	0.19%	0.05%	0.05%
DG	F	0.01%	0.12%	0.01%
DHI	D	0.09%	0.19%	0.09%
DLR	B	0.1%	0.97%	0.1%
DLTR	F	0.01%	0.09%	0.01%
DPZ	C	0.02%	0.06%	0.02%
DRI	B	0.08%	0.08%	0.08%
DTE	C	0.04%	0.4%	0.04%
DUK	C	0.15%	1.4%	0.15%
EBAY	D	0.06%	0.12%	0.06%
ED	D	0.05%	0.54%	0.05%
EIX	B	0.06%	0.52%	0.06%
EL	F	0.01%	0.1%	0.01%
ENPH	F	0.02%	0.01%	0.01%
EPAM	C	0.0%	0.02%	0.0%
EQIX	A	0.14%	1.51%	0.14%
EQR	B	0.04%	0.45%	0.04%
ES	D	0.05%	0.35%	0.05%
ESS	B	0.03%	0.35%	0.03%
ETR	B	0.05%	0.51%	0.05%
EXC	C	0.09%	0.62%	0.09%
EXPE	B	0.05%	0.09%	0.05%
EXR	D	0.06%	0.61%	0.06%
F	C	0.03%	0.17%	0.03%
FE	C	0.03%	0.34%	0.03%
FICO	B	0.07%	0.07%	0.07%
FSLR	F	0.04%	0.02%	0.02%
FTNT	C	0.14%	0.08%	0.08%
GDDY	A	0.03%	0.03%	0.03%
GEN	B	0.04%	0.02%	0.02%
GIS	D	0.05%	0.25%	0.05%
GLW	B	0.06%	0.04%	0.04%
GM	B	0.15%	0.26%	0.15%
GPC	D	0.05%	0.07%	0.05%
HD	A	0.75%	1.63%	0.75%
HLT	A	0.13%	0.25%	0.13%
HPE	B	0.06%	0.03%	0.03%
HPQ	B	0.09%	0.04%	0.04%
HRL	D	0.05%	0.06%	0.05%
HST	C	0.05%	0.22%	0.05%
HSY	F	0.04%	0.19%	0.04%
IBM	C	0.32%	0.24%	0.24%
INTC	D	0.06%	0.13%	0.06%
INTU	C	0.32%	0.24%	0.24%
INVH	D	0.03%	0.34%	0.03%
IRM	D	0.03%	0.6%	0.03%
IT	C	0.08%	0.05%	0.05%
JBL	B	0.01%	0.02%	0.01%
K	A	0.04%	0.15%	0.04%
KDP	D	0.09%	0.27%	0.09%
KEYS	A	0.06%	0.03%	0.03%
KHC	F	0.03%	0.2%	0.03%
KIM	A	0.01%	0.29%	0.01%
KLAC	D	0.14%	0.11%	0.11%
KMB	D	0.09%	0.31%	0.09%
KO	D	0.49%	1.72%	0.49%
KR	B	0.05%	0.28%	0.05%
KVUE	A	0.08%	0.31%	0.08%
LEN	D	0.09%	0.16%	0.09%
LKQ	D	0.0%	0.04%	0.0%
LOW	D	0.28%	0.62%	0.28%
LRCX	F	0.23%	0.12%	0.12%
LVS	C	0.01%	0.07%	0.01%
LW	C	0.0%	0.08%	0.0%
MAA	B	0.03%	0.33%	0.03%
MAR	B	0.09%	0.27%	0.09%
MCD	D	0.38%	0.85%	0.38%
MCHP	D	0.04%	0.04%	0.04%
MDLZ	F	0.17%	0.62%	0.17%
MGM	D	0.1%	0.03%	0.03%
MKC	D	0.04%	0.13%	0.04%
MNST	C	0.03%	0.28%	0.03%
MO	A	0.18%	0.67%	0.18%
MPWR	F	0.07%	0.04%	0.04%
MSFT	F	5.58%	3.87%	3.87%
MSI	B	0.09%	0.1%	0.09%
MU	D	0.15%	0.13%	0.13%
NEE	D	0.28%	2.48%	0.28%
NKE	D	0.11%	0.37%	0.11%
NOW	A	0.4%	0.27%	0.27%
NTAP	C	0.04%	0.03%	0.03%
NVDA	C	6.47%	4.41%	4.41%
NVR	D	0.03%	0.09%	0.03%
O	D	0.1%	0.88%	0.1%
ON	D	0.04%	0.04%	0.04%
ORCL	B	0.92%	0.37%	0.37%
ORLY	B	0.13%	0.29%	0.13%
PANW	C	0.23%	0.16%	0.16%
PCG	A	0.1%	0.74%	0.1%
PEG	A	0.05%	0.71%	0.05%
PEP	F	0.34%	1.59%	0.34%
PG	A	0.76%	2.76%	0.76%
PHM	D	0.04%	0.1%	0.04%
PLD	D	0.22%	1.91%	0.22%
PLTR	B	0.26%	0.15%	0.15%
PM	B	0.37%	1.37%	0.37%
POOL	C	0.01%	0.05%	0.01%
PPL	B	0.03%	0.4%	0.03%
PSA	D	0.09%	0.93%	0.09%
PTC	A	0.02%	0.03%	0.02%
QCOM	F	0.31%	0.22%	0.22%
ROP	B	0.14%	0.07%	0.07%
ROST	C	0.12%	0.19%	0.12%
SBAC	D	0.03%	0.41%	0.03%
SBUX	A	0.22%	0.45%	0.22%
SJM	D	0.04%	0.08%	0.04%
SMCI	F	0.0%	0.01%	0.0%
SNPS	B	0.1%	0.1%	0.1%
SO	D	0.18%	1.56%	0.18%
SPG	B	0.12%	0.97%	0.12%
SRE	A	0.13%	0.95%	0.13%
STZ	D	0.05%	0.26%	0.05%
SWKS	F	0.06%	0.02%	0.02%
SYY	B	0.06%	0.26%	0.06%
TAP	C	0.08%	0.08%	0.08%
TDY	B	0.08%	0.03%	0.03%
TER	D	0.06%	0.02%	0.02%
TGT	F	0.08%	0.5%	0.08%
TJX	A	0.29%	0.55%	0.29%
TSCO	D	0.05%	0.12%	0.05%
TSLA	B	1.93%	3.66%	1.93%
TSN	B	0.05%	0.13%	0.05%
TXN	C	0.36%	0.23%	0.23%
TYL	B	0.06%	0.03%	0.03%
ULTA	F	0.01%	0.07%	0.01%
VICI	C	0.06%	0.58%	0.06%
VRSN	F	0.08%	0.02%	0.02%
VST	B	0.07%	0.8%	0.07%
VTR	C	0.04%	0.47%	0.04%
WBA	F	0.0%	0.05%	0.0%
WDC	D	0.03%	0.02%	0.02%
WEC	A	0.06%	0.5%	0.06%
WELL	A	0.13%	1.38%	0.13%
WMT	A	1.23%	2.61%	1.23%
WY	D	0.03%	0.4%	0.03%
XEL	A	0.05%	0.63%	0.05%
YUM	B	0.08%	0.15%	0.08%
ZBRA	B	0.06%	0.03%	0.03%

GDE Overweight 306 Positions Relative to PWS

Symbol	Grade	Weight
GOOGL	C	4.12%
META	D	2.7%
BRK.A	B	1.83%
LLY	F	1.37%
JPM	A	1.24%
V	A	1.19%
UNH	C	1.03%
XOM	B	0.97%
MA	C	0.95%
JNJ	D	0.7%
BAC	A	0.68%
NFLX	A	0.66%
ABBV	D	0.53%
TMUS	B	0.49%
MS	A	0.43%
TMO	F	0.42%
BX	A	0.39%
AXP	A	0.39%
WFC	A	0.37%
ABT	B	0.37%
MRK	F	0.36%
GS	A	0.36%
ISRG	A	0.36%
DHR	F	0.35%
CVX	A	0.35%
GE	D	0.34%
VZ	C	0.32%
RTX	C	0.32%
HON	B	0.31%
UNP	C	0.3%
SPGI	C	0.3%
CAT	B	0.3%
T	A	0.29%
BLK	C	0.28%
AMGN	D	0.28%
SYK	C	0.28%
EOG	A	0.27%
UBER	D	0.25%
KKR	A	0.25%
APO	B	0.25%
PGR	A	0.24%
CMCSA	B	0.24%
ADP	B	0.24%
VRTX	F	0.23%
LMT	D	0.23%
FI	A	0.22%
BSX	B	0.22%
CSX	B	0.21%
GILD	C	0.21%
DIS	B	0.21%
PFE	D	0.21%
C	A	0.21%
MMC	B	0.2%
PYPL	B	0.19%
EMR	A	0.19%
CI	F	0.18%
ZTS	D	0.18%
CTAS	B	0.17%
APP	B	0.17%
EPD	A	0.17%
OKE	A	0.17%
SHW	A	0.17%
ELV	F	0.17%
TEAM	A	0.16%
REGN	F	0.16%
PNC	B	0.16%
COP	C	0.16%
ICE	C	0.16%
MCK	B	0.16%
WDAY	B	0.16%
ITW	B	0.16%
COF	B	0.16%
PH	A	0.16%
SCHW	B	0.15%
CHTR	C	0.15%
SCCO	F	0.15%
USB	A	0.15%
GD	F	0.14%
NOC	D	0.14%
CVS	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%
DE	A	0.13%
NSC	B	0.13%
TDG	D	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%
MRVL	B	0.12%
TFC	A	0.12%
OVV	B	0.12%
ECL	D	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%
STLD	B	0.1%
FAST	B	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%
PAYX	C	0.1%
WM	A	0.1%
TRV	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%
IQV	D	0.09%
PRU	A	0.09%
BK	A	0.09%
ZS	C	0.09%
FIS	C	0.09%
NEM	D	0.09%
TRGP	B	0.09%
CMI	A	0.09%
MET	A	0.09%
RJF	A	0.08%
RBLX	C	0.08%
TTWO	A	0.08%
MPC	D	0.08%
BDX	F	0.08%
VRSK	A	0.08%
CPRT	A	0.08%
DFS	B	0.08%
ZM	B	0.08%
ALL	A	0.08%
OTIS	C	0.08%
HWM	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%
ILMN	D	0.07%
PCAR	B	0.07%
H	B	0.07%
MTD	D	0.07%
PSX	C	0.07%
TPL	A	0.07%
AXON	A	0.07%
FTV	C	0.07%
LYV	A	0.07%
ODFL	B	0.07%
CE	F	0.06%
NDAQ	A	0.06%
DOV	A	0.06%
WMG	C	0.06%
VRT	B	0.06%
HIG	B	0.06%
DDOG	A	0.06%
SYF	B	0.06%
FITB	A	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%
ALNY	D	0.06%
WLK	D	0.06%
EFX	F	0.06%
MRO	B	0.06%
MTB	A	0.06%
BALL	D	0.06%
EXPD	D	0.06%
RMD	C	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%
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%
LUV	C	0.05%
VEEV	C	0.05%
CAH	B	0.05%
DT	C	0.05%
GLPI	C	0.04%
WRB	A	0.04%
HUBS	A	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%
RIVN	F	0.04%
VMC	B	0.04%
SWK	D	0.04%
NET	B	0.04%
BRO	B	0.04%
IFF	D	0.04%
SSNC	B	0.04%
RF	A	0.04%
LH	C	0.04%
IR	B	0.04%
SUI	D	0.04%
TXT	D	0.04%
AVTR	F	0.04%
CINF	A	0.04%
IPG	D	0.04%
WPC	D	0.04%
FCNCA	A	0.04%
ROKU	D	0.04%
BR	A	0.04%
CSL	C	0.04%
CFG	B	0.04%
HBAN	A	0.04%
CRBG	B	0.04%
NWSA	B	0.04%
AVY	D	0.04%
ARES	A	0.04%
LBRDK	C	0.04%
SNAP	C	0.04%
FANG	D	0.04%
BAH	F	0.03%
LDOS	C	0.03%
BLDR	D	0.03%
PINS	D	0.03%
L	A	0.03%
OXY	D	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%
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%
J	F	0.03%
GPN	B	0.03%
AGR	B	0.03%
SIRI	C	0.03%
LII	A	0.03%
HES	B	0.03%
PPG	F	0.03%
PKG	A	0.03%
SOLV	C	0.03%
OMC	C	0.03%
IP	B	0.03%
MLM	B	0.03%
MOH	F	0.03%
BMRN	D	0.02%
WST	C	0.02%
HAL	C	0.02%
RS	B	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%
LPLA	A	0.02%
HUBB	B	0.02%
OC	A	0.02%
DKNG	B	0.02%
BIIB	F	0.02%
WSO	A	0.02%
GGG	B	0.02%
ALGN	D	0.01%
RPM	A	0.01%
MRNA	F	0.01%
BAX	D	0.01%
IEX	B	0.01%
DXCM	D	0.01%
DVN	F	0.01%
CTRA	B	0.01%
ALB	C	0.0%

GDE Underweight 35 Positions Relative to PWS

Symbol	Grade	Weight
NRG	B	-0.31%
ACN	C	-0.28%
DOC	D	-0.27%
NI	A	-0.26%
LNT	A	-0.25%
EVRG	A	-0.24%
UDR	B	-0.24%
CPT	B	-0.23%
RCL	A	-0.22%
REG	B	-0.21%
BXP	D	-0.2%
PNW	B	-0.17%
AES	F	-0.16%
LULU	C	-0.15%
FRT	B	-0.15%
GRMN	B	-0.13%
CCL	B	-0.1%
BG	F	-0.09%
NXPI	D	-0.07%
APTV	D	-0.06%
CPB	D	-0.06%
TPR	B	-0.05%
NCLH	B	-0.05%
KMX	B	-0.05%
MHK	D	-0.03%
BWA	D	-0.03%
WYNN	D	-0.03%
HAS	D	-0.03%
RL	B	-0.03%
CZR	F	-0.03%
JNPR	F	-0.02%
FFIV	B	-0.02%
TRMB	B	-0.02%
STX	D	-0.02%
QRVO	F	-0.01%