GDE vs. RSPE ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to Invesco ESG S&P 500 Equal Weigh (RSPE)

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

$39.24

Average Daily Volume

12,939

Number of Holdings ^*

484

* may have additional holdings in another (foreign) market

RSPE

Invesco ESG S&P 500 Equal Weigh

RSPE Description

Invesco ESG S&P 500 Equal Weigh is an exchange traded fund launched and managed by Invesco Capital Management LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the S&P 500 Equal Weight ESG Leaders Select Index, by using full replication technique. Invesco ESG S&P 500 Equal Weight ETF was formed on November 17, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$27.28

Average Daily Volume

5,370

Number of Holdings ^*

181

* may have additional holdings in another (foreign) market

Performance

Period	GDE	RSPE
30 Days	9.88%	2.89%
60 Days	19.45%	10.24%
90 Days	11.33%	9.30%
12 Months	77.30%	29.85%

154 Overlapping Holdings

Symbol	Grade	Weight in GDE	Weight in RSPE	Overlap
A	B	0.09%	0.57%	0.09%
AAPL	C	6.21%	0.55%	0.55%
ABBV	C	0.59%	0.54%	0.54%
ABT	C	0.34%	0.52%	0.34%
ADBE	F	0.45%	0.47%	0.45%
ADM	F	0.03%	0.54%	0.03%
ADP	A	0.2%	0.54%	0.2%
ADSK	B	0.14%	0.55%	0.14%
AFL	A	0.1%	0.56%	0.1%
AIG	C	0.1%	0.54%	0.1%
AKAM	D	0.02%	0.56%	0.02%
ALB	D	0.0%	0.57%	0.0%
ALL	A	0.09%	0.55%	0.09%
AMAT	C	0.23%	0.57%	0.23%
AMGN	D	0.28%	0.52%	0.28%
APD	C	0.09%	0.56%	0.09%
ARE	D	0.02%	0.52%	0.02%
AWK	D	0.09%	0.53%	0.09%
BAC	B	0.55%	0.54%	0.54%
BALL	C	0.06%	0.56%	0.06%
BAX	D	0.01%	0.51%	0.01%
BBY	C	0.04%	0.56%	0.04%
BDX	C	0.08%	0.56%	0.08%
BIIB	F	0.03%	0.51%	0.03%
BK	A	0.08%	0.56%	0.08%
BSX	A	0.19%	0.54%	0.19%
C	B	0.18%	0.58%	0.18%
CARR	A	0.1%	0.58%	0.1%
CAT	A	0.29%	0.63%	0.29%
CBRE	C	0.07%	0.57%	0.07%
CI	D	0.18%	0.52%	0.18%
CL	D	0.14%	0.52%	0.14%
CMCSA	B	0.21%	0.58%	0.21%
CMI	A	0.08%	0.6%	0.08%
CNC	F	0.06%	0.54%	0.06%
CRM	B	0.4%	0.58%	0.4%
CSCO	A	0.43%	0.58%	0.43%
CSX	D	0.19%	0.56%	0.19%
CTSH	B	0.11%	0.54%	0.11%
CVS	D	0.15%	0.59%	0.15%
DE	C	0.13%	0.57%	0.13%
DECK	B	0.06%	0.55%	0.06%
DGX	D	0.02%	0.54%	0.02%
DHI	C	0.1%	0.56%	0.1%
DHR	D	0.38%	0.54%	0.38%
DIS	D	0.18%	0.57%	0.18%
DLR	C	0.09%	0.54%	0.09%
DOV	C	0.05%	0.56%	0.05%
DOW	B	0.03%	0.58%	0.03%
EBAY	A	0.06%	0.58%	0.06%
ECL	C	0.12%	0.55%	0.12%
ED	C	0.05%	0.54%	0.05%
EIX	C	0.06%	0.56%	0.06%
EL	D	0.01%	0.62%	0.01%
ELV	F	0.21%	0.5%	0.21%
EMR	B	0.15%	0.59%	0.15%
EQIX	C	0.12%	0.55%	0.12%
ES	D	0.06%	0.54%	0.06%
EW	F	0.03%	0.51%	0.03%
EXC	C	0.09%	0.56%	0.09%
FCX	B	0.09%	0.66%	0.09%
FIS	A	0.08%	0.54%	0.08%
FITB	C	0.05%	0.55%	0.05%
GILD	A	0.18%	0.56%	0.18%
GIS	C	0.06%	0.55%	0.06%
GM	D	0.11%	0.54%	0.11%
GOOGL	B	3.68%	0.33%	0.33%
GWW	B	0.07%	0.57%	0.07%
HBAN	B	0.03%	0.54%	0.03%
HD	A	0.7%	0.59%	0.59%
HIG	A	0.05%	0.56%	0.05%
HLT	A	0.11%	0.58%	0.11%
HPE	B	0.05%	0.65%	0.05%
HPQ	B	0.08%	0.56%	0.08%
HST	D	0.06%	0.56%	0.06%
HSY	D	0.04%	0.52%	0.04%
HUBB	A	0.02%	0.59%	0.02%
HUM	F	0.04%	0.46%	0.04%
IBM	A	0.33%	0.56%	0.33%
ICE	A	0.16%	0.54%	0.16%
INTC	D	0.06%	0.62%	0.06%
IPG	D	0.04%	0.54%	0.04%
IR	A	0.03%	0.59%	0.03%
ITW	C	0.15%	0.57%	0.15%
JBHT	D	0.02%	0.54%	0.02%
K	B	0.04%	0.54%	0.04%
KEYS	B	0.06%	0.56%	0.06%
KHC	F	0.03%	0.54%	0.03%
KIM	C	0.01%	0.53%	0.01%
KLAC	B	0.17%	0.54%	0.17%
LOW	C	0.27%	0.59%	0.27%
LRCX	D	0.32%	0.56%	0.32%
MA	A	0.88%	0.55%	0.55%
MAR	A	0.07%	0.58%	0.07%
MCO	D	0.13%	0.53%	0.13%
MDLZ	D	0.19%	0.53%	0.19%
MET	A	0.09%	0.59%	0.09%
MKC	C	0.05%	0.55%	0.05%
MOS	F	0.09%	0.58%	0.09%
MRK	F	0.38%	0.54%	0.38%
MRNA	F	0.02%	0.43%	0.02%
MS	A	0.36%	0.58%	0.36%
MSCI	B	0.1%	0.55%	0.1%
MSFT	D	5.32%	0.54%	0.54%
MTB	A	0.05%	0.56%	0.05%
MU	D	0.15%	0.59%	0.15%
NDAQ	C	0.05%	0.54%	0.05%
NEM	C	0.12%	0.57%	0.12%
NKE	D	0.12%	0.61%	0.12%
NOW	B	0.35%	0.53%	0.35%
NSC	C	0.11%	0.53%	0.11%
NTRS	B	0.04%	0.55%	0.04%
NVDA	B	5.15%	0.54%	0.54%
NWSA	D	0.04%	0.42%	0.04%
ON	F	0.04%	0.54%	0.04%
OTIS	A	0.08%	0.6%	0.08%
PANW	B	0.18%	0.52%	0.18%
PCAR	D	0.05%	0.56%	0.05%
PEP	F	0.33%	0.52%	0.33%
PFG	A	0.03%	0.58%	0.03%
PG	D	0.76%	0.53%	0.53%
PLD	D	0.23%	0.51%	0.23%
PPG	D	0.03%	0.56%	0.03%
PRU	B	0.08%	0.56%	0.08%
PYPL	A	0.17%	0.6%	0.17%
QCOM	D	0.31%	0.54%	0.31%
REGN	D	0.22%	0.5%	0.22%
RF	B	0.03%	0.55%	0.03%
ROK	D	0.09%	0.56%	0.09%
RSG	D	0.08%	0.53%	0.08%
SBUX	B	0.2%	0.53%	0.2%
SPGI	C	0.31%	0.53%	0.31%
SRE	C	0.11%	0.55%	0.11%
STT	A	0.05%	0.56%	0.05%
SWK	C	0.04%	0.6%	0.04%
T	B	0.27%	0.55%	0.27%
TGT	C	0.07%	0.55%	0.07%
TJX	D	0.27%	0.53%	0.27%
TSCO	A	0.04%	0.58%	0.04%
UNH	B	0.95%	0.53%	0.53%
UNP	F	0.28%	0.53%	0.28%
URI	C	0.09%	0.61%	0.09%
V	B	1.01%	0.52%	0.52%
VRSK	D	0.07%	0.53%	0.07%
VTR	C	0.04%	0.53%	0.04%
WAT	B	0.05%	0.59%	0.05%
WBA	F	0.0%	0.53%	0.0%
WDC	C	0.03%	0.57%	0.03%
WELL	C	0.12%	0.53%	0.12%
WM	B	0.09%	0.54%	0.09%
WMT	A	1.1%	0.55%	0.55%
WY	C	0.03%	0.59%	0.03%
XYL	C	0.09%	0.56%	0.09%
YUM	C	0.1%	0.56%	0.1%

GDE Overweight 330 Positions Relative to RSPE

Symbol	Grade	Weight
AMZN	C	3.56%
META	A	2.6%
BRK.A	B	1.75%
LLY	D	1.51%
AVGO	B	1.48%
TSLA	C	1.46%
JPM	C	1.09%
XOM	A	0.84%
ORCL	A	0.77%
JNJ	D	0.7%
COST	C	0.7%
KO	C	0.53%
NFLX	A	0.53%
AMD	C	0.52%
TMO	D	0.45%
TMUS	A	0.41%
MCD	A	0.38%
TXN	C	0.37%
AXP	A	0.35%
PM	D	0.34%
ISRG	C	0.34%
GE	B	0.32%
VZ	C	0.32%
BX	C	0.31%
NEE	C	0.31%
GS	B	0.31%
CVX	B	0.3%
RTX	A	0.3%
PGR	B	0.28%
WFC	B	0.27%
BKNG	B	0.27%
ADI	B	0.27%
INTU	F	0.27%
HON	C	0.26%
SYK	C	0.25%
UBER	C	0.25%
EOG	B	0.24%
BLK	A	0.24%
LMT	A	0.23%
KKR	A	0.22%
PFE	D	0.22%
VRTX	D	0.2%
ANET	A	0.2%
APH	D	0.19%
AMT	D	0.19%
DELL	C	0.18%
ZTS	C	0.18%
APO	A	0.18%
SCCO	B	0.18%
MMC	D	0.18%
SO	A	0.17%
FI	A	0.17%
PLTR	A	0.16%
EPD	A	0.16%
SHW	C	0.16%
CEG	A	0.15%
HCA	C	0.15%
MO	D	0.15%
COP	D	0.14%
MMM	C	0.14%
PH	A	0.14%
DUK	C	0.14%
CTAS	C	0.14%
OVV	D	0.13%
AMP	A	0.13%
CRWD	D	0.13%
PNC	C	0.13%
MCK	F	0.13%
ET	A	0.13%
OKE	A	0.13%
NOC	B	0.13%
ROP	D	0.13%
WDAY	D	0.13%
MGM	D	0.12%
MPWR	B	0.12%
BMY	A	0.12%
ORLY	A	0.12%
ROST	D	0.12%
MSI	A	0.12%
BA	F	0.12%
CME	A	0.12%
GD	C	0.12%
COF	A	0.12%
USB	C	0.12%
FDX	F	0.12%
TTD	A	0.12%
TDG	A	0.12%
TEAM	D	0.11%
SPG	A	0.11%
CHTR	D	0.11%
SCHW	D	0.11%
FTNT	A	0.11%
D	A	0.1%
KDP	C	0.1%
STLD	C	0.1%
MPLX	B	0.1%
DASH	A	0.1%
AJG	C	0.1%
GEV	A	0.1%
O	C	0.1%
CE	D	0.1%
EA	D	0.1%
TFC	D	0.1%
AZO	D	0.1%
KMB	D	0.09%
PCG	C	0.09%
ZS	F	0.09%
TRV	B	0.09%
WMB	A	0.09%
SNPS	F	0.09%
CCI	D	0.09%
LEN	C	0.09%
MRVL	C	0.09%
CMG	C	0.09%
IQV	F	0.09%
AEP	C	0.09%
KMI	A	0.09%
PSA	C	0.09%
DRI	C	0.08%
VRSN	C	0.08%
PWR	A	0.08%
CDNS	D	0.08%
SWKS	F	0.08%
FAST	C	0.08%
KVUE	C	0.08%
BEN	F	0.08%
COIN	F	0.08%
CTVA	A	0.08%
AME	C	0.08%
CPNG	C	0.08%
BKR	B	0.08%
TER	C	0.08%
MTD	C	0.08%
PAYX	B	0.08%
EFX	D	0.07%
CPRT	B	0.07%
WLK	C	0.07%
ZM	B	0.07%
TRGP	A	0.07%
TDY	A	0.07%
APP	A	0.07%
LHX	A	0.07%
TAP	D	0.07%
SJM	D	0.07%
FICO	C	0.07%
FTV	C	0.07%
HWM	A	0.07%
MPC	D	0.07%
IT	A	0.07%
GPC	D	0.06%
VLO	F	0.06%
WMG	D	0.06%
STZ	D	0.06%
ZBRA	B	0.06%
EXR	D	0.06%
WEC	B	0.06%
CNP	B	0.06%
VLTO	A	0.06%
BSY	D	0.06%
ETR	A	0.06%
INCY	B	0.06%
TTWO	D	0.06%
LYV	A	0.06%
DFS	A	0.06%
ALNY	C	0.06%
RBLX	D	0.06%
ILMN	B	0.06%
ODFL	F	0.06%
H	B	0.06%
TWLO	B	0.06%
RMD	C	0.06%
EXPD	D	0.06%
PEG	A	0.06%
ABNB	D	0.06%
PSX	D	0.06%
DD	C	0.06%
LUV	B	0.05%
UPS	D	0.05%
VEEV	C	0.05%
AXON	A	0.05%
ACI	F	0.05%
MCHP	F	0.05%
FDS	C	0.05%
WPC	C	0.05%
TYL	D	0.05%
TSN	D	0.05%
DDOG	B	0.05%
AVB	C	0.05%
LBRDK	C	0.05%
KR	C	0.05%
FSLR	C	0.05%
DT	B	0.05%
CAH	B	0.05%
CHD	D	0.05%
IDXX	D	0.05%
VST	A	0.05%
CG	B	0.05%
GLW	C	0.05%
HRL	F	0.05%
MRO	B	0.05%
IRM	B	0.05%
SYY	D	0.05%
WAB	A	0.05%
RJF	B	0.05%
HOLX	D	0.05%
VICI	C	0.05%
NTAP	D	0.05%
MOH	F	0.04%
ANSS	D	0.04%
TXT	F	0.04%
BR	B	0.04%
GEHC	C	0.04%
MKL	B	0.04%
PPL	C	0.04%
EQR	C	0.04%
DAL	C	0.04%
ROKU	C	0.04%
CRBG	B	0.04%
GDDY	B	0.04%
ARES	A	0.04%
FANG	D	0.04%
CPAY	A	0.04%
BAH	C	0.04%
SUI	D	0.04%
CSL	A	0.04%
EXPE	B	0.04%
SYF	A	0.04%
IOT	C	0.04%
ENPH	F	0.04%
TPL	A	0.04%
SSNC	C	0.04%
IFF	D	0.04%
CDW	D	0.04%
CMS	A	0.04%
BRO	A	0.04%
VRT	B	0.04%
PODD	C	0.04%
SNAP	D	0.04%
PHM	C	0.04%
FCNCA	D	0.04%
DTE	B	0.04%
AVTR	D	0.04%
NVR	C	0.04%
XEL	C	0.04%
AVY	D	0.04%
BLDR	C	0.03%
GPN	F	0.03%
SNA	C	0.03%
NDSN	C	0.03%
IP	C	0.03%
PINS	D	0.03%
ROL	C	0.03%
NUE	D	0.03%
FNF	C	0.03%
HEI	C	0.03%
MNST	D	0.03%
HES	D	0.03%
ESS	D	0.03%
MLM	F	0.03%
INVH	D	0.03%
AGR	C	0.03%
CSGP	F	0.03%
LII	C	0.03%
SOLV	C	0.03%
J	F	0.03%
NET	D	0.03%
MAS	C	0.03%
MAA	D	0.03%
WRB	C	0.03%
VMC	D	0.03%
OMC	C	0.03%
F	D	0.03%
FE	C	0.03%
PKG	B	0.03%
CLX	C	0.03%
SBAC	C	0.03%
CINF	A	0.03%
CF	A	0.03%
ATO	A	0.03%
SQ	D	0.03%
WSM	C	0.03%
CFG	C	0.03%
LDOS	A	0.03%
GLPI	C	0.03%
RIVN	F	0.03%
MANH	A	0.03%
AEE	A	0.03%
BMRN	F	0.02%
MORN	B	0.02%
LPLA	D	0.02%
WBD	F	0.02%
MDB	D	0.02%
ZBH	F	0.02%
TROW	D	0.02%
ENTG	D	0.02%
PTC	B	0.02%
WSO	C	0.02%
TW	A	0.02%
OC	C	0.02%
ERIE	A	0.02%
DKNG	C	0.02%
CAG	D	0.02%
UAL	A	0.02%
GGG	C	0.02%
KEY	B	0.02%
L	C	0.02%
OXY	D	0.02%
SNOW	F	0.02%
HUBS	D	0.02%
DG	F	0.01%
DLTR	F	0.01%
SMCI	F	0.01%
RPM	A	0.01%
ALGN	D	0.01%
IEX	D	0.01%
LVS	B	0.01%
DXCM	F	0.01%
ULTA	D	0.01%
POOL	D	0.01%
DPZ	D	0.01%
WST	D	0.01%
CTRA	D	0.01%
DVN	F	0.01%
HAL	D	0.01%
RS	D	0.01%
EQT	C	0.01%
LW	D	0.0%
LKQ	F	0.0%
JBL	C	0.0%
EPAM	F	0.0%

GDE Underweight 27 Positions Relative to RSPE

Symbol	Grade	Weight
CCL	C	-0.59%
TT	A	-0.59%
CHRW	C	-0.59%
RL	B	-0.59%
PNR	C	-0.59%
APTV	D	-0.58%
HAS	A	-0.58%
JCI	C	-0.58%
AIZ	B	-0.57%
DVA	C	-0.57%
PARA	F	-0.57%
NCLH	C	-0.57%
RCL	B	-0.57%
BXP	B	-0.56%
DAY	C	-0.56%
LYB	B	-0.55%
GL	C	-0.55%
DOC	C	-0.55%
LIN	C	-0.55%
ACN	B	-0.54%
JNPR	C	-0.54%
CPB	D	-0.53%
CBOE	B	-0.53%
MDT	C	-0.53%
FRT	D	-0.52%
GOOG	B	-0.27%
NWS	D	-0.13%