GDE vs. XVV ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to iShares ESG Screened S&P 500 ETF (XVV)
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
XVV

iShares ESG Screened S&P 500 ETF

XVV Description The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P 500 Sustainability Screened Index, which measures the performance of the large-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$45.89

Average Daily Volume

40,869

Number of Holdings *

443

* may have additional holdings in another (foreign) market
Performance
Period GDE XVV
30 Days 2.47% 3.10%
60 Days 7.08% 4.22%
90 Days 12.48% 5.90%
12 Months 63.68% 32.25%
369 Overlapping Holdings
Symbol Grade Weight in GDE Weight in XVV Overlap
A D 0.08% 0.08% 0.08%
AAPL C 6.27% 7.53% 6.27%
ABBV D 0.53% 0.65% 0.53%
ABNB C 0.07% 0.13% 0.07%
ABT B 0.37% 0.43% 0.37%
ADBE C 0.46% 0.51% 0.46%
ADI D 0.25% 0.23% 0.23%
ADM D 0.02% 0.05% 0.02%
ADP B 0.24% 0.27% 0.24%
ADSK A 0.16% 0.14% 0.14%
AFL B 0.1% 0.12% 0.1%
AIG B 0.11% 0.11% 0.11%
AJG B 0.11% 0.14% 0.11%
AKAM D 0.02% 0.03% 0.02%
ALB C 0.0% 0.03% 0.0%
ALGN D 0.01% 0.03% 0.01%
ALL A 0.08% 0.11% 0.08%
AMAT F 0.22% 0.33% 0.22%
AMD F 0.43% 0.49% 0.43%
AME A 0.1% 0.1% 0.1%
AMGN D 0.28% 0.35% 0.28%
AMP A 0.14% 0.12% 0.12%
AMT D 0.17% 0.2% 0.17%
AMZN C 4.05% 4.29% 4.05%
ANET C 0.22% 0.22% 0.22%
ANSS B 0.04% 0.06% 0.04%
APD A 0.1% 0.15% 0.1%
APH A 0.18% 0.19% 0.18%
ARE D 0.02% 0.04% 0.02%
ATO A 0.04% 0.05% 0.04%
AVB B 0.05% 0.07% 0.05%
AVGO D 1.46% 1.72% 1.46%
AVY D 0.04% 0.04% 0.04%
AWK D 0.07% 0.06% 0.06%
AXON A 0.07% 0.1% 0.07%
AXP A 0.39% 0.35% 0.35%
AZO C 0.11% 0.12% 0.11%
BAC A 0.68% 0.67% 0.67%
BALL D 0.06% 0.04% 0.04%
BAX D 0.01% 0.04% 0.01%
BBY D 0.04% 0.04% 0.04%
BDX F 0.08% 0.14% 0.08%
BEN C 0.08% 0.01% 0.01%
BIIB F 0.02% 0.05% 0.02%
BK A 0.09% 0.12% 0.09%
BKNG A 0.31% 0.36% 0.31%
BKR B 0.11% 0.09% 0.09%
BLDR D 0.03% 0.05% 0.03%
BLK C 0.28% 0.32% 0.28%
BMY B 0.14% 0.26% 0.14%
BR A 0.04% 0.06% 0.04%
BRK.A B 1.83% 1.86% 1.83%
BRO B 0.04% 0.06% 0.04%
BSX B 0.22% 0.28% 0.22%
BX A 0.39% 0.28% 0.28%
C A 0.21% 0.28% 0.21%
CAG D 0.02% 0.03% 0.02%
CAH B 0.05% 0.06% 0.05%
CARR D 0.1% 0.14% 0.1%
CAT B 0.3% 0.41% 0.3%
CBRE B 0.08% 0.09% 0.08%
CCI D 0.09% 0.1% 0.09%
CDNS B 0.09% 0.18% 0.09%
CDW F 0.04% 0.05% 0.04%
CE F 0.06% 0.02% 0.02%
CEG D 0.13% 0.15% 0.13%
CF B 0.04% 0.03% 0.03%
CFG B 0.04% 0.05% 0.04%
CHD B 0.06% 0.06% 0.06%
CHTR C 0.15% 0.08% 0.08%
CI F 0.18% 0.2% 0.18%
CINF A 0.04% 0.05% 0.04%
CL D 0.1% 0.16% 0.1%
CLX B 0.03% 0.04% 0.03%
CMCSA B 0.24% 0.36% 0.24%
CME A 0.13% 0.18% 0.13%
CMG B 0.1% 0.18% 0.1%
CMI A 0.09% 0.11% 0.09%
CNC D 0.05% 0.07% 0.05%
CNP B 0.06% 0.04% 0.04%
COF B 0.16% 0.15% 0.15%
COR B 0.05% 0.09% 0.05%
COST B 0.73% 0.89% 0.73%
CPAY A 0.05% 0.06% 0.05%
CPRT A 0.08% 0.11% 0.08%
CRM B 0.53% 0.7% 0.53%
CRWD B 0.16% 0.17% 0.16%
CSCO B 0.48% 0.51% 0.48%
CSGP D 0.03% 0.07% 0.03%
CSX B 0.21% 0.15% 0.15%
CTAS B 0.17% 0.16% 0.16%
CTSH B 0.11% 0.09% 0.09%
CTVA C 0.09% 0.09% 0.09%
CVS D 0.14% 0.15% 0.14%
D C 0.1% 0.1% 0.1%
DAL C 0.05% 0.09% 0.05%
DE A 0.13% 0.22% 0.13%
DECK A 0.07% 0.06% 0.06%
DFS B 0.08% 0.1% 0.08%
DG F 0.01% 0.04% 0.01%
DGX A 0.02% 0.04% 0.02%
DHI D 0.09% 0.1% 0.09%
DHR F 0.35% 0.33% 0.33%
DIS B 0.21% 0.43% 0.21%
DLR B 0.1% 0.12% 0.1%
DLTR F 0.01% 0.03% 0.01%
DOV A 0.06% 0.06% 0.06%
DOW F 0.03% 0.07% 0.03%
DPZ C 0.02% 0.03% 0.02%
DRI B 0.08% 0.04% 0.04%
DXCM D 0.01% 0.06% 0.01%
EA A 0.1% 0.09% 0.09%
EBAY D 0.06% 0.07% 0.06%
ECL D 0.12% 0.14% 0.12%
ED D 0.05% 0.07% 0.05%
EFX F 0.06% 0.07% 0.06%
EIX B 0.06% 0.07% 0.06%
EL F 0.01% 0.03% 0.01%
ELV F 0.17% 0.21% 0.17%
EMR A 0.19% 0.16% 0.16%
ENPH F 0.02% 0.02% 0.02%
EPAM C 0.0% 0.03% 0.0%
EQIX A 0.14% 0.19% 0.14%
EQR B 0.04% 0.05% 0.04%
ES D 0.05% 0.05% 0.05%
ESS B 0.03% 0.04% 0.03%
ETR B 0.05% 0.07% 0.05%
EW C 0.03% 0.09% 0.03%
EXC C 0.09% 0.08% 0.08%
EXPD D 0.06% 0.04% 0.04%
EXPE B 0.05% 0.05% 0.05%
EXR D 0.06% 0.08% 0.06%
F C 0.03% 0.09% 0.03%
FAST B 0.1% 0.1% 0.1%
FCX D 0.08% 0.13% 0.08%
FDS B 0.05% 0.04% 0.04%
FDX B 0.14% 0.14% 0.14%
FI A 0.22% 0.26% 0.22%
FICO B 0.07% 0.12% 0.07%
FIS C 0.09% 0.1% 0.09%
FITB A 0.06% 0.07% 0.06%
FSLR F 0.04% 0.04% 0.04%
FTNT C 0.14% 0.13% 0.13%
FTV C 0.07% 0.06% 0.06%
GDDY A 0.03% 0.06% 0.03%
GE D 0.34% 0.42% 0.34%
GEHC F 0.04% 0.08% 0.04%
GEN B 0.04% 0.04% 0.04%
GEV B 0.14% 0.2% 0.14%
GILD C 0.21% 0.25% 0.21%
GIS D 0.05% 0.08% 0.05%
GLW B 0.06% 0.08% 0.06%
GM B 0.15% 0.14% 0.14%
GOOGL C 4.12% 2.23% 2.23%
GPC D 0.05% 0.04% 0.04%
GPN B 0.03% 0.06% 0.03%
GS A 0.36% 0.4% 0.36%
HAL C 0.02% 0.06% 0.02%
HBAN A 0.04% 0.05% 0.04%
HCA F 0.14% 0.14% 0.14%
HD A 0.75% 0.87% 0.75%
HIG B 0.06% 0.07% 0.06%
HLT A 0.13% 0.13% 0.13%
HOLX D 0.06% 0.04% 0.04%
HPE B 0.06% 0.06% 0.06%
HPQ B 0.09% 0.08% 0.08%
HRL D 0.05% 0.02% 0.02%
HST C 0.05% 0.03% 0.03%
HSY F 0.04% 0.06% 0.04%
HUBB B 0.02% 0.05% 0.02%
HUM C 0.04% 0.07% 0.04%
HWM A 0.08% 0.1% 0.08%
ICE C 0.16% 0.19% 0.16%
IDXX F 0.05% 0.08% 0.05%
IEX B 0.01% 0.04% 0.01%
IFF D 0.04% 0.05% 0.04%
INCY C 0.06% 0.03% 0.03%
INTC D 0.06% 0.23% 0.06%
INTU C 0.32% 0.43% 0.32%
INVH D 0.03% 0.04% 0.03%
IP B 0.03% 0.04% 0.03%
IPG D 0.04% 0.02% 0.02%
IQV D 0.09% 0.08% 0.08%
IR B 0.04% 0.09% 0.04%
IRM D 0.03% 0.07% 0.03%
ISRG A 0.36% 0.41% 0.36%
IT C 0.08% 0.09% 0.08%
ITW B 0.16% 0.16% 0.16%
JBHT C 0.02% 0.03% 0.02%
JBL B 0.01% 0.03% 0.01%
JPM A 1.24% 1.49% 1.24%
K A 0.04% 0.05% 0.04%
KDP D 0.09% 0.08% 0.08%
KEY B 0.03% 0.04% 0.03%
KEYS A 0.06% 0.06% 0.06%
KHC F 0.03% 0.06% 0.03%
KIM A 0.01% 0.04% 0.01%
KKR A 0.25% 0.22% 0.22%
KLAC D 0.14% 0.19% 0.14%
KMB D 0.09% 0.1% 0.09%
KMI A 0.12% 0.11% 0.11%
KO D 0.49% 0.53% 0.49%
KR B 0.05% 0.09% 0.05%
L A 0.03% 0.03% 0.03%
LEN D 0.09% 0.09% 0.09%
LH C 0.04% 0.04% 0.04%
LKQ D 0.0% 0.02% 0.0%
LLY F 1.37% 1.35% 1.35%
LOW D 0.28% 0.33% 0.28%
LRCX F 0.23% 0.21% 0.21%
LUV C 0.05% 0.04% 0.04%
LVS C 0.01% 0.04% 0.01%
LW C 0.0% 0.03% 0.0%
LYV A 0.07% 0.04% 0.04%
MA C 0.95% 0.93% 0.93%
MAA B 0.03% 0.04% 0.03%
MAR B 0.09% 0.14% 0.09%
MAS D 0.03% 0.04% 0.03%
MCD D 0.38% 0.47% 0.38%
MCHP D 0.04% 0.08% 0.04%
MCK B 0.16% 0.17% 0.16%
MCO B 0.13% 0.16% 0.13%
MDLZ F 0.17% 0.19% 0.17%
MET A 0.09% 0.11% 0.09%
META D 2.7% 2.74% 2.7%
MGM D 0.1% 0.02% 0.02%
MKC D 0.04% 0.04% 0.04%
MLM B 0.03% 0.08% 0.03%
MMC B 0.2% 0.24% 0.2%
MNST C 0.03% 0.09% 0.03%
MOH F 0.03% 0.04% 0.03%
MOS F 0.1% 0.02% 0.02%
MPC D 0.08% 0.11% 0.08%
MPWR F 0.07% 0.06% 0.06%
MRK F 0.36% 0.54% 0.36%
MRNA F 0.01% 0.03% 0.01%
MS A 0.43% 0.36% 0.36%
MSCI C 0.11% 0.1% 0.1%
MSFT F 5.58% 6.89% 5.58%
MSI B 0.09% 0.18% 0.09%
MTB A 0.06% 0.08% 0.06%
MTD D 0.07% 0.06% 0.06%
MU D 0.15% 0.24% 0.15%
NDAQ A 0.06% 0.07% 0.06%
NDSN B 0.03% 0.03% 0.03%
NEE D 0.28% 0.34% 0.28%
NEM D 0.09% 0.1% 0.09%
NFLX A 0.66% 0.78% 0.66%
NKE D 0.11% 0.2% 0.11%
NOW A 0.4% 0.46% 0.4%
NSC B 0.13% 0.13% 0.13%
NTAP C 0.04% 0.05% 0.04%
NTRS A 0.05% 0.05% 0.05%
NUE C 0.03% 0.08% 0.03%
NVDA C 6.47% 7.83% 6.47%
NVR D 0.03% 0.06% 0.03%
NWSA B 0.04% 0.02% 0.02%
O D 0.1% 0.11% 0.1%
ODFL B 0.07% 0.09% 0.07%
OKE A 0.17% 0.14% 0.14%
OMC C 0.03% 0.05% 0.03%
ON D 0.04% 0.06% 0.04%
ORCL B 0.92% 0.65% 0.65%
ORLY B 0.13% 0.16% 0.13%
OTIS C 0.08% 0.09% 0.08%
PANW C 0.23% 0.28% 0.23%
PAYX C 0.1% 0.1% 0.1%
PCAR B 0.07% 0.13% 0.07%
PEG A 0.05% 0.09% 0.05%
PEP F 0.34% 0.49% 0.34%
PFE D 0.21% 0.32% 0.21%
PFG D 0.03% 0.04% 0.03%
PG A 0.76% 0.85% 0.76%
PGR A 0.24% 0.33% 0.24%
PH A 0.16% 0.19% 0.16%
PHM D 0.04% 0.06% 0.04%
PKG A 0.03% 0.05% 0.03%
PLD D 0.22% 0.23% 0.22%
PNC B 0.16% 0.18% 0.16%
PODD C 0.05% 0.04% 0.04%
POOL C 0.01% 0.03% 0.01%
PPG F 0.03% 0.06% 0.03%
PRU A 0.09% 0.1% 0.09%
PSA D 0.09% 0.11% 0.09%
PSX C 0.07% 0.12% 0.07%
PTC A 0.02% 0.05% 0.02%
PWR A 0.09% 0.1% 0.09%
PYPL B 0.19% 0.19% 0.19%
QCOM F 0.31% 0.4% 0.31%
REGN F 0.16% 0.18% 0.16%
RF A 0.04% 0.05% 0.04%
RJF A 0.08% 0.06% 0.06%
RMD C 0.06% 0.07% 0.06%
ROK B 0.11% 0.07% 0.07%
ROL B 0.03% 0.03% 0.03%
ROP B 0.14% 0.13% 0.13%
ROST C 0.12% 0.1% 0.1%
RSG A 0.09% 0.09% 0.09%
SBAC D 0.03% 0.05% 0.03%
SBUX A 0.22% 0.24% 0.22%
SCHW B 0.15% 0.26% 0.15%
SHW A 0.17% 0.2% 0.17%
SJM D 0.04% 0.03% 0.03%
SMCI F 0.0% 0.02% 0.0%
SNA A 0.04% 0.04% 0.04%
SNPS B 0.1% 0.18% 0.1%
SPG B 0.12% 0.12% 0.12%
SPGI C 0.3% 0.35% 0.3%
SRE A 0.13% 0.12% 0.12%
STLD B 0.1% 0.04% 0.04%
STT A 0.06% 0.06% 0.06%
STZ D 0.05% 0.08% 0.05%
SWK D 0.04% 0.03% 0.03%
SWKS F 0.06% 0.03% 0.03%
SYF B 0.06% 0.06% 0.06%
SYK C 0.28% 0.28% 0.28%
SYY B 0.06% 0.08% 0.06%
T A 0.29% 0.35% 0.29%
TAP C 0.08% 0.02% 0.02%
TER D 0.06% 0.04% 0.04%
TFC A 0.12% 0.13% 0.12%
TGT F 0.08% 0.15% 0.08%
TJX A 0.29% 0.29% 0.29%
TMO F 0.42% 0.44% 0.42%
TMUS B 0.49% 0.25% 0.25%
TRGP B 0.09% 0.09% 0.09%
TROW B 0.02% 0.06% 0.02%
TRV B 0.1% 0.13% 0.1%
TSCO D 0.05% 0.06% 0.05%
TSLA B 1.93% 1.87% 1.87%
TSN B 0.05% 0.04% 0.04%
TTWO A 0.08% 0.06% 0.06%
TXN C 0.36% 0.41% 0.36%
TYL B 0.06% 0.06% 0.06%
UAL A 0.04% 0.07% 0.04%
UBER D 0.25% 0.33% 0.25%
ULTA F 0.01% 0.04% 0.01%
UNH C 1.03% 1.19% 1.03%
UNP C 0.3% 0.31% 0.3%
UPS C 0.05% 0.21% 0.05%
URI B 0.1% 0.12% 0.1%
USB A 0.15% 0.17% 0.15%
V A 1.19% 1.12% 1.12%
VICI C 0.06% 0.07% 0.06%
VLO C 0.06% 0.1% 0.06%
VLTO D 0.03% 0.06% 0.03%
VMC B 0.04% 0.08% 0.04%
VRSK A 0.08% 0.09% 0.08%
VRSN F 0.08% 0.03% 0.03%
VRTX F 0.23% 0.27% 0.23%
VTR C 0.04% 0.06% 0.04%
VZ C 0.32% 0.37% 0.32%
WAB B 0.06% 0.07% 0.06%
WAT B 0.06% 0.05% 0.05%
WBA F 0.0% 0.01% 0.0%
WBD C 0.02% 0.05% 0.02%
WDC D 0.03% 0.04% 0.03%
WELL A 0.13% 0.17% 0.13%
WFC A 0.37% 0.54% 0.37%
WM A 0.1% 0.18% 0.1%
WMB A 0.12% 0.15% 0.12%
WRB A 0.04% 0.04% 0.04%
WST C 0.02% 0.05% 0.02%
WY D 0.03% 0.05% 0.03%
XYL D 0.08% 0.06% 0.06%
YUM B 0.08% 0.08% 0.08%
ZBH C 0.02% 0.05% 0.02%
ZBRA B 0.06% 0.05% 0.05%
ZTS D 0.18% 0.17% 0.17%
GDE Overweight 119 Positions Relative to XVV
Symbol Grade Weight
WMT A 1.23%
XOM B 0.97%
JNJ D 0.7%
PM B 0.37%
CVX A 0.35%
IBM C 0.32%
RTX C 0.32%
HON B 0.31%
EOG A 0.27%
PLTR B 0.26%
APO B 0.25%
LMT D 0.23%
DELL C 0.19%
SO D 0.18%
MO A 0.18%
APP B 0.17%
EPD A 0.17%
TEAM A 0.16%
COP C 0.16%
WDAY B 0.16%
SCCO F 0.15%
DUK C 0.15%
GD F 0.14%
NOC D 0.14%
TTD B 0.14%
ET A 0.14%
DASH A 0.13%
TDG D 0.13%
BA F 0.12%
COIN C 0.12%
MRVL B 0.12%
OVV B 0.12%
MMM D 0.12%
PCG A 0.1%
MPLX A 0.09%
CPNG D 0.09%
ZS C 0.09%
AEP D 0.09%
RBLX C 0.08%
TDY B 0.08%
ZM B 0.08%
KVUE A 0.08%
GWW B 0.08%
TWLO A 0.08%
LHX C 0.08%
ILMN D 0.07%
H B 0.07%
VST B 0.07%
TPL A 0.07%
WMG C 0.06%
VRT B 0.06%
DDOG A 0.06%
CG A 0.06%
BSY D 0.06%
ALNY D 0.06%
WLK D 0.06%
WEC A 0.06%
MRO B 0.06%
DD D 0.06%
SQ B 0.05%
IOT A 0.05%
ACI C 0.05%
XEL A 0.05%
VEEV C 0.05%
DT C 0.05%
GLPI C 0.04%
HUBS A 0.04%
MANH D 0.04%
RIVN F 0.04%
NET B 0.04%
SSNC B 0.04%
SUI D 0.04%
TXT D 0.04%
AVTR F 0.04%
AEE A 0.04%
WPC D 0.04%
FCNCA A 0.04%
ROKU D 0.04%
CSL C 0.04%
CRBG B 0.04%
CMS C 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%
PINS D 0.03%
OXY D 0.03%
PPL B 0.03%
FNF B 0.03%
WSM B 0.03%
SNOW C 0.03%
HEI B 0.03%
MKL A 0.03%
J F 0.03%
AGR B 0.03%
FE C 0.03%
SIRI C 0.03%
LII A 0.03%
HES B 0.03%
SOLV C 0.03%
BMRN D 0.02%
RS B 0.02%
ERIE D 0.02%
ENTG D 0.02%
MORN B 0.02%
EQT B 0.02%
MDB C 0.02%
TW A 0.02%
LPLA A 0.02%
OC A 0.02%
DKNG B 0.02%
WSO A 0.02%
GGG B 0.02%
RPM A 0.01%
DVN F 0.01%
CTRA B 0.01%
GDE Underweight 74 Positions Relative to XVV
Symbol Grade Weight
GOOG C -1.85%
ACN C -0.49%
LIN D -0.47%
ETN A -0.31%
MDT D -0.24%
CB C -0.23%
TT A -0.2%
AON A -0.18%
SLB C -0.13%
RCL A -0.12%
JCI C -0.12%
NXPI D -0.12%
TEL B -0.1%
ACGL D -0.08%
LULU C -0.08%
WTW B -0.07%
GRMN B -0.07%
LYB F -0.05%
STE F -0.05%
CCL B -0.05%
SW A -0.05%
TRMB B -0.04%
PNR A -0.04%
COO D -0.04%
STX D -0.04%
CBOE B -0.04%
AIZ A -0.03%
TECH D -0.03%
NCLH B -0.03%
REG B -0.03%
UHS D -0.03%
DAY B -0.03%
ALLE D -0.03%
KMX B -0.03%
BG F -0.03%
JNPR F -0.03%
JKHY D -0.03%
CPT B -0.03%
TPR B -0.03%
CHRW C -0.03%
UDR B -0.03%
FFIV B -0.03%
APTV D -0.03%
RVTY F -0.03%
DOC D -0.03%
AMCR D -0.03%
VTRS A -0.03%
FMC D -0.02%
DVA B -0.02%
MHK D -0.02%
BWA D -0.02%
HAS D -0.02%
MTCH D -0.02%
IVZ B -0.02%
RL B -0.02%
HSIC B -0.02%
CZR F -0.02%
AOS F -0.02%
FRT B -0.02%
TFX F -0.02%
CPB D -0.02%
WYNN D -0.02%
MKTX D -0.02%
GL B -0.02%
CRL C -0.02%
PAYC B -0.02%
CTLT B -0.02%
FOXA B -0.02%
GNRC B -0.02%
BXP D -0.02%
NWS B -0.01%
FOX A -0.01%
QRVO F -0.01%
PARA C -0.01%
Compare ETFs