GDE vs. SUSL ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to iShares ESG MSCI USA Leaders ETF (SUSL)

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

SUSL

iShares ESG MSCI USA Leaders ETF

SUSL Description

The investment seeks to track the investment results of the MSCI Japan Equal Weighted Index (USD) composed of equal weighted Japanese equities. The index is designed to represent an alternative weighting methodology to its market capitalization-weighted parent index, the MSCI Japan Index (the "parent index"). The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. It is non-diversified.

Grade (RS Rating)

Last Trade

$105.82

Average Daily Volume

22,593

Number of Holdings ^*

293

* may have additional holdings in another (foreign) market

Performance

Period	GDE	SUSL
30 Days	2.47%	3.38%
60 Days	7.08%	5.08%
90 Days	12.48%	6.25%
12 Months	63.68%	32.87%

232 Overlapping Holdings

Symbol	Grade	Weight in GDE	Weight in SUSL	Overlap
A	D	0.08%	0.14%	0.08%
ACI	C	0.05%	0.03%	0.03%
ADBE	C	0.46%	0.81%	0.46%
ADP	B	0.24%	0.45%	0.24%
ADSK	A	0.16%	0.25%	0.16%
AFL	B	0.1%	0.22%	0.1%
AKAM	D	0.02%	0.05%	0.02%
ALGN	D	0.01%	0.06%	0.01%
ALL	A	0.08%	0.19%	0.08%
AMAT	F	0.22%	0.53%	0.22%
AMD	F	0.43%	0.8%	0.43%
AMGN	D	0.28%	0.56%	0.28%
AMP	A	0.14%	0.2%	0.14%
AMT	D	0.17%	0.34%	0.17%
ANSS	B	0.04%	0.11%	0.04%
APD	A	0.1%	0.26%	0.1%
ATO	A	0.04%	0.08%	0.04%
AVTR	F	0.04%	0.05%	0.04%
AVY	D	0.04%	0.06%	0.04%
AWK	D	0.07%	0.1%	0.07%
AXON	A	0.07%	0.16%	0.07%
AXP	A	0.39%	0.61%	0.39%
AZO	C	0.11%	0.19%	0.11%
BALL	D	0.06%	0.07%	0.06%
BBY	D	0.04%	0.06%	0.04%
BEN	C	0.08%	0.02%	0.02%
BIIB	F	0.02%	0.08%	0.02%
BK	A	0.09%	0.21%	0.09%
BKNG	A	0.31%	0.64%	0.31%
BKR	B	0.11%	0.16%	0.11%
BLK	C	0.28%	0.55%	0.28%
BMY	B	0.14%	0.43%	0.14%
BR	A	0.04%	0.1%	0.04%
CAG	D	0.02%	0.05%	0.02%
CARR	D	0.1%	0.22%	0.1%
CAT	B	0.3%	0.69%	0.3%
CBRE	B	0.08%	0.15%	0.08%
CCI	D	0.09%	0.16%	0.09%
CDNS	B	0.09%	0.3%	0.09%
CFG	B	0.04%	0.08%	0.04%
CHD	B	0.06%	0.1%	0.06%
CHTR	C	0.15%	0.13%	0.13%
CI	F	0.18%	0.34%	0.18%
CL	D	0.1%	0.27%	0.1%
CLX	B	0.03%	0.08%	0.03%
CMCSA	B	0.24%	0.62%	0.24%
CMI	A	0.09%	0.18%	0.09%
CMS	C	0.04%	0.08%	0.04%
COF	B	0.16%	0.25%	0.16%
COR	B	0.05%	0.16%	0.05%
CRM	B	0.53%	1.18%	0.53%
CSX	B	0.21%	0.25%	0.21%
CTAS	B	0.17%	0.29%	0.17%
DAL	C	0.05%	0.04%	0.04%
DASH	A	0.13%	0.19%	0.13%
DE	A	0.13%	0.41%	0.13%
DECK	A	0.07%	0.1%	0.07%
DFS	B	0.08%	0.16%	0.08%
DGX	A	0.02%	0.07%	0.02%
DHI	D	0.09%	0.17%	0.09%
DHR	F	0.35%	0.57%	0.35%
DIS	B	0.21%	0.76%	0.21%
DLR	B	0.1%	0.22%	0.1%
DOV	A	0.06%	0.1%	0.06%
DPZ	C	0.02%	0.06%	0.02%
DRI	B	0.08%	0.07%	0.07%
DXCM	D	0.01%	0.11%	0.01%
EA	A	0.1%	0.15%	0.1%
EBAY	D	0.06%	0.11%	0.06%
ECL	D	0.12%	0.23%	0.12%
ED	D	0.05%	0.12%	0.05%
EIX	B	0.06%	0.12%	0.06%
ELV	F	0.17%	0.34%	0.17%
ENPH	F	0.02%	0.03%	0.02%
EQIX	A	0.14%	0.32%	0.14%
ES	D	0.05%	0.08%	0.05%
EW	C	0.03%	0.15%	0.03%
EXC	C	0.09%	0.14%	0.09%
EXPD	D	0.06%	0.06%	0.06%
FDS	B	0.05%	0.07%	0.05%
FI	A	0.22%	0.46%	0.22%
FICO	B	0.07%	0.21%	0.07%
FIS	C	0.09%	0.17%	0.09%
FSLR	F	0.04%	0.07%	0.04%
FTV	C	0.07%	0.1%	0.07%
GE	D	0.34%	0.71%	0.34%
GEHC	F	0.04%	0.13%	0.04%
GEN	B	0.04%	0.06%	0.04%
GGG	B	0.02%	0.05%	0.02%
GILD	C	0.21%	0.4%	0.21%
GIS	D	0.05%	0.13%	0.05%
GOOGL	C	4.12%	3.56%	3.56%
GPC	D	0.05%	0.06%	0.05%
GWW	B	0.08%	0.19%	0.08%
HAL	C	0.02%	0.1%	0.02%
HBAN	A	0.04%	0.09%	0.04%
HCA	F	0.14%	0.24%	0.14%
HD	A	0.75%	1.47%	0.75%
HIG	B	0.06%	0.13%	0.06%
HLT	A	0.13%	0.23%	0.13%
HOLX	D	0.06%	0.07%	0.06%
HPE	B	0.06%	0.1%	0.06%
HPQ	B	0.09%	0.13%	0.09%
HRL	D	0.05%	0.03%	0.03%
HUBS	A	0.04%	0.13%	0.04%
HUM	C	0.04%	0.13%	0.04%
IBM	C	0.32%	0.74%	0.32%
ICE	C	0.16%	0.33%	0.16%
IDXX	F	0.05%	0.12%	0.05%
IEX	B	0.01%	0.06%	0.01%
IFF	D	0.04%	0.08%	0.04%
INTC	D	0.06%	0.38%	0.06%
INTU	C	0.32%	0.69%	0.32%
IP	B	0.03%	0.07%	0.03%
IPG	D	0.04%	0.04%	0.04%
IQV	D	0.09%	0.13%	0.09%
IR	B	0.04%	0.15%	0.04%
IRM	D	0.03%	0.13%	0.03%
IT	C	0.08%	0.15%	0.08%
ITW	B	0.16%	0.29%	0.16%
JBHT	C	0.02%	0.05%	0.02%
JNJ	D	0.7%	1.35%	0.7%
K	A	0.04%	0.08%	0.04%
KDP	D	0.09%	0.13%	0.09%
KEY	B	0.03%	0.07%	0.03%
KEYS	A	0.06%	0.11%	0.06%
KMB	D	0.09%	0.17%	0.09%
KO	D	0.49%	0.94%	0.49%
KR	B	0.05%	0.15%	0.05%
LH	C	0.04%	0.07%	0.04%
LII	A	0.03%	0.08%	0.03%
LKQ	D	0.0%	0.04%	0.0%
LLY	F	1.37%	2.19%	1.37%
LOW	D	0.28%	0.55%	0.28%
LPLA	A	0.02%	0.09%	0.02%
LRCX	F	0.23%	0.35%	0.23%
LW	C	0.0%	0.04%	0.0%
MA	C	0.95%	1.55%	0.95%
MANH	D	0.04%	0.06%	0.04%
MCD	D	0.38%	0.75%	0.38%
MCO	B	0.13%	0.28%	0.13%
MKC	D	0.04%	0.07%	0.04%
MLM	B	0.03%	0.13%	0.03%
MMC	B	0.2%	0.4%	0.2%
MMM	D	0.12%	0.25%	0.12%
MOH	F	0.03%	0.06%	0.03%
MPC	D	0.08%	0.2%	0.08%
MRK	F	0.36%	0.91%	0.36%
MRVL	B	0.12%	0.29%	0.12%
MS	A	0.43%	0.6%	0.43%
MSFT	F	5.58%	10.54%	5.58%
MTD	D	0.07%	0.09%	0.07%
NDAQ	A	0.06%	0.13%	0.06%
NEM	D	0.09%	0.18%	0.09%
NKE	D	0.11%	0.33%	0.11%
NOW	A	0.4%	0.78%	0.4%
NTAP	C	0.04%	0.09%	0.04%
NTRS	A	0.05%	0.08%	0.05%
NUE	C	0.03%	0.13%	0.03%
NVDA	C	6.47%	13.05%	6.47%
NVR	D	0.03%	0.1%	0.03%
OC	A	0.02%	0.06%	0.02%
ODFL	B	0.07%	0.15%	0.07%
OKE	A	0.17%	0.25%	0.17%
OMC	C	0.03%	0.07%	0.03%
ORLY	B	0.13%	0.26%	0.13%
PANW	C	0.23%	0.47%	0.23%
PAYX	C	0.1%	0.17%	0.1%
PEP	F	0.34%	0.8%	0.34%
PFG	D	0.03%	0.07%	0.03%
PG	A	0.76%	1.47%	0.76%
PGR	A	0.24%	0.56%	0.24%
PHM	D	0.04%	0.1%	0.04%
PLD	D	0.22%	0.38%	0.22%
PNC	B	0.16%	0.3%	0.16%
PODD	C	0.05%	0.07%	0.05%
POOL	C	0.01%	0.05%	0.01%
PPG	F	0.03%	0.1%	0.03%
PRU	A	0.09%	0.16%	0.09%
PSX	C	0.07%	0.2%	0.07%
PTC	A	0.02%	0.08%	0.02%
PWR	A	0.09%	0.18%	0.09%
PYPL	B	0.19%	0.31%	0.19%
RF	A	0.04%	0.09%	0.04%
RIVN	F	0.04%	0.03%	0.03%
RJF	A	0.08%	0.12%	0.08%
ROK	B	0.11%	0.11%	0.11%
SBAC	D	0.03%	0.09%	0.03%
SCHW	B	0.15%	0.44%	0.15%
SJM	D	0.04%	0.04%	0.04%
SNPS	B	0.1%	0.31%	0.1%
SOLV	C	0.03%	0.04%	0.03%
SPGI	C	0.3%	0.59%	0.3%
SRE	A	0.13%	0.22%	0.13%
STLD	B	0.1%	0.08%	0.08%
STT	A	0.06%	0.1%	0.06%
SYF	B	0.06%	0.09%	0.06%
TEAM	A	0.16%	0.15%	0.15%
TFC	A	0.12%	0.23%	0.12%
TGT	F	0.08%	0.2%	0.08%
TJX	A	0.29%	0.49%	0.29%
TRGP	B	0.09%	0.16%	0.09%
TROW	B	0.02%	0.1%	0.02%
TRV	B	0.1%	0.22%	0.1%
TSCO	D	0.05%	0.11%	0.05%
TSLA	B	1.93%	3.52%	1.93%
TTWO	A	0.08%	0.11%	0.08%
TWLO	A	0.08%	0.06%	0.06%
TXN	C	0.36%	0.65%	0.36%
ULTA	F	0.01%	0.06%	0.01%
UNP	C	0.3%	0.53%	0.3%
UPS	C	0.05%	0.35%	0.05%
URI	B	0.1%	0.2%	0.1%
USB	A	0.15%	0.29%	0.15%
V	A	1.19%	1.76%	1.19%
VLO	C	0.06%	0.17%	0.06%
VLTO	D	0.03%	0.1%	0.03%
VZ	C	0.32%	0.65%	0.32%
WAT	B	0.06%	0.08%	0.06%
WBA	F	0.0%	0.02%	0.0%
WDAY	B	0.16%	0.21%	0.16%
WDC	D	0.03%	0.08%	0.03%
WELL	A	0.13%	0.3%	0.13%
WMB	A	0.12%	0.26%	0.12%
WSM	B	0.03%	0.08%	0.03%
WST	C	0.02%	0.08%	0.02%
WY	D	0.03%	0.08%	0.03%
XYL	D	0.08%	0.11%	0.08%
YUM	B	0.08%	0.14%	0.08%
ZBH	C	0.02%	0.08%	0.02%
ZS	C	0.09%	0.07%	0.07%
ZTS	D	0.18%	0.29%	0.18%

GDE Overweight 256 Positions Relative to SUSL

Symbol	Grade	Weight
AAPL	C	6.27%
AMZN	C	4.05%
META	D	2.7%
BRK.A	B	1.83%
AVGO	D	1.46%
JPM	A	1.24%
WMT	A	1.23%
UNH	C	1.03%
XOM	B	0.97%
ORCL	B	0.92%
COST	B	0.73%
BAC	A	0.68%
NFLX	A	0.66%
ABBV	D	0.53%
TMUS	B	0.49%
CSCO	B	0.48%
TMO	F	0.42%
BX	A	0.39%
WFC	A	0.37%
ABT	B	0.37%
PM	B	0.37%
GS	A	0.36%
ISRG	A	0.36%
CVX	A	0.35%
RTX	C	0.32%
QCOM	F	0.31%
HON	B	0.31%
T	A	0.29%
NEE	D	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%
VRTX	F	0.23%
LMT	D	0.23%
ANET	C	0.22%
BSX	B	0.22%
SBUX	A	0.22%
PFE	D	0.21%
C	A	0.21%
EMR	A	0.19%
DELL	C	0.19%
APH	A	0.18%
SO	D	0.18%
MO	A	0.18%
APP	B	0.17%
EPD	A	0.17%
MDLZ	F	0.17%
SHW	A	0.17%
REGN	F	0.16%
COP	C	0.16%
CRWD	B	0.16%
MCK	B	0.16%
PH	A	0.16%
SCCO	F	0.15%
DUK	C	0.15%
MU	D	0.15%
GM	B	0.15%
GD	F	0.14%
ROP	B	0.14%
NOC	D	0.14%
FTNT	C	0.14%
CVS	D	0.14%
GEV	B	0.14%
TTD	B	0.14%
FDX	B	0.14%
ET	A	0.14%
KLAC	D	0.14%
CEG	D	0.13%
NSC	B	0.13%
TDG	D	0.13%
CME	A	0.13%
KMI	A	0.12%
ROST	C	0.12%
BA	F	0.12%
COIN	C	0.12%
OVV	B	0.12%
SPG	B	0.12%
MSCI	C	0.11%
AIG	B	0.11%
CTSH	B	0.11%
AJG	B	0.11%
FAST	B	0.1%
O	D	0.1%
MGM	D	0.1%
AME	A	0.1%
MOS	F	0.1%
PCG	A	0.1%
CMG	B	0.1%
WM	A	0.1%
D	C	0.1%
CTVA	C	0.09%
MPLX	A	0.09%
CPNG	D	0.09%
RSG	A	0.09%
LEN	D	0.09%
MAR	B	0.09%
MSI	B	0.09%
AEP	D	0.09%
PSA	D	0.09%
MET	A	0.09%
RBLX	C	0.08%
TAP	C	0.08%
BDX	F	0.08%
VRSK	A	0.08%
CPRT	A	0.08%
VRSN	F	0.08%
TDY	B	0.08%
ZM	B	0.08%
OTIS	C	0.08%
HWM	A	0.08%
KVUE	A	0.08%
FCX	D	0.08%
LHX	C	0.08%
MPWR	F	0.07%
ILMN	D	0.07%
PCAR	B	0.07%
H	B	0.07%
VST	B	0.07%
TPL	A	0.07%
ABNB	C	0.07%
LYV	A	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%
TYL	B	0.06%
FITB	A	0.06%
CG	A	0.06%
INCY	C	0.06%
WAB	B	0.06%
GLW	B	0.06%
BSY	D	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%
TER	D	0.06%
CNP	B	0.06%
RMD	C	0.06%
ZBRA	B	0.06%
DD	D	0.06%
SQ	B	0.05%
IOT	A	0.05%
CPAY	A	0.05%
CNC	D	0.05%
ETR	B	0.05%
EXPE	B	0.05%
XEL	A	0.05%
AVB	B	0.05%
LUV	C	0.05%
VEEV	C	0.05%
PEG	A	0.05%
TSN	B	0.05%
CAH	B	0.05%
HST	C	0.05%
DT	C	0.05%
STZ	D	0.05%
GLPI	C	0.04%
WRB	A	0.04%
CF	B	0.04%
UAL	A	0.04%
SNA	A	0.04%
VMC	B	0.04%
SWK	D	0.04%
NET	B	0.04%
BRO	B	0.04%
CDW	F	0.04%
HSY	F	0.04%
SSNC	B	0.04%
SUI	D	0.04%
TXT	D	0.04%
CINF	A	0.04%
AEE	A	0.04%
WPC	D	0.04%
EQR	B	0.04%
FCNCA	A	0.04%
ROKU	D	0.04%
CSL	C	0.04%
MCHP	D	0.04%
VTR	C	0.04%
CRBG	B	0.04%
ON	D	0.04%
NWSA	B	0.04%
ARES	A	0.04%
LBRDK	C	0.04%
DTE	C	0.04%
SNAP	C	0.04%
FANG	D	0.04%
BAH	F	0.03%
LDOS	C	0.03%
KHC	F	0.03%
BLDR	D	0.03%
PINS	D	0.03%
L	A	0.03%
OXY	D	0.03%
PPL	B	0.03%
DOW	F	0.03%
NDSN	B	0.03%
FNF	B	0.03%
INVH	D	0.03%
SNOW	C	0.03%
ROL	B	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%
FE	C	0.03%
ESS	B	0.03%
CSGP	D	0.03%
SIRI	C	0.03%
HES	B	0.03%
MNST	C	0.03%
PKG	A	0.03%
MAA	B	0.03%
F	C	0.03%
BMRN	D	0.02%
RS	B	0.02%
ERIE	D	0.02%
ENTG	D	0.02%
MORN	B	0.02%
ARE	D	0.02%
EQT	B	0.02%
MDB	C	0.02%
WBD	C	0.02%
TW	A	0.02%
HUBB	B	0.02%
DKNG	B	0.02%
ADM	D	0.02%
WSO	A	0.02%
JBL	B	0.01%
DG	F	0.01%
KIM	A	0.01%
EL	F	0.01%
DLTR	F	0.01%
RPM	A	0.01%
LVS	C	0.01%
MRNA	F	0.01%
BAX	D	0.01%
DVN	F	0.01%
CTRA	B	0.01%
SMCI	F	0.0%
ALB	C	0.0%
EPAM	C	0.0%

GDE Underweight 61 Positions Relative to SUSL

Symbol	Grade	Weight
GOOG	C	-3.09%
ACN	C	-0.82%
LIN	D	-0.79%
ETN	A	-0.54%
TT	A	-0.34%
MELI	D	-0.32%
CRH	A	-0.25%
SLB	C	-0.23%
NXPI	D	-0.21%
RCL	A	-0.21%
JCI	C	-0.2%
LNG	B	-0.19%
FERG	B	-0.15%
LULU	C	-0.13%
ACGL	D	-0.13%
WTW	B	-0.12%
SW	A	-0.11%
EME	C	-0.09%
STE	F	-0.08%
LYB	F	-0.08%
CBOE	B	-0.08%
TRU	D	-0.07%
COO	D	-0.07%
STX	D	-0.07%
NRG	B	-0.07%
DOC	D	-0.06%
DOCU	A	-0.06%
NI	A	-0.06%
EQH	B	-0.06%
TRMB	B	-0.06%
BURL	A	-0.06%
PNR	A	-0.06%
DAY	B	-0.05%
BG	F	-0.05%
KMX	B	-0.05%
NBIX	C	-0.05%
CHRW	C	-0.05%
APTV	D	-0.05%
MKTX	D	-0.04%
NLY	C	-0.04%
ALLY	C	-0.04%
WTRG	B	-0.04%
CNH	C	-0.04%
CTLT	B	-0.04%
FOXA	B	-0.04%
TECH	D	-0.04%
JNPR	F	-0.04%
AIZ	A	-0.04%
BXP	D	-0.04%
ALLE	D	-0.04%
DINO	D	-0.03%
AZPN	A	-0.03%
CPB	D	-0.03%
TTC	D	-0.03%
DVA	B	-0.03%
TFX	F	-0.03%
KNX	B	-0.03%
HSIC	B	-0.03%
FBIN	D	-0.03%
FOX	A	-0.02%
BBWI	D	-0.02%