INCM vs. GDE ETF Comparison

Comparison of Franklin Income Focus ETF (INCM) to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
INCM

Franklin Income Focus ETF

INCM Description

Under normal market conditions, the fund invests in a diversified portfolio of debt and equity securities. The fund may invest up to 30% of its assets in equity index-linked notes, with respect to which interest payments are typically derived from the implied volatility of an equity index (e.g., the S&P 500 Index) and 10% of its assets in equity linked notes (ELNs).

Grade (RS Rating)

Last Trade

$26.99

Average Daily Volume

143,711

Number of Holdings *

42

* may have additional holdings in another (foreign) market
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
Performance
Period INCM GDE
30 Days 0.27% 2.47%
60 Days 0.52% 7.08%
90 Days 1.34% 12.48%
12 Months 13.81% 63.68%
39 Overlapping Holdings
Symbol Grade Weight in INCM Weight in GDE Overlap
ABBV D 0.74% 0.53% 0.53%
ADI D 0.98% 0.25% 0.25%
ALB C 0.63% 0.0% 0.0%
APD A 0.81% 0.1% 0.1%
BA F 0.39% 0.12% 0.12%
BAC A 1.17% 0.68% 0.68%
C A 0.01% 0.21% 0.01%
CMCSA B 0.0% 0.24% 0.0%
COP C 0.41% 0.16% 0.16%
CSCO B 0.54% 0.48% 0.48%
CVX A 1.71% 0.35% 0.35%
DUK C 1.13% 0.15% 0.15%
EIX B 0.28% 0.06% 0.06%
HD A 0.81% 0.75% 0.75%
HON B 0.86% 0.31% 0.31%
ITW B 0.56% 0.16% 0.16%
JNJ D 1.22% 0.7% 0.7%
JPM A 1.54% 1.24% 1.24%
KO D 0.75% 0.49% 0.49%
LMT D 0.9% 0.23% 0.23%
MCHP D 0.45% 0.04% 0.04%
MRK F 0.01% 0.36% 0.01%
MS A 0.4% 0.43% 0.4%
MSFT F 0.15% 5.58% 0.15%
NEE D 0.47% 0.28% 0.28%
NEE D 0.51% 0.28% 0.28%
PEP F 0.75% 0.34% 0.34%
PFE D 0.69% 0.21% 0.21%
PG A 1.04% 0.76% 0.76%
PM B 0.92% 0.37% 0.37%
RTX C 0.59% 0.32% 0.32%
SBUX A 0.49% 0.22% 0.22%
SO D 0.81% 0.18% 0.18%
SRE A 0.3% 0.13% 0.13%
TFC A 0.66% 0.12% 0.12%
USB A 0.81% 0.15% 0.15%
VZ C 0.74% 0.32% 0.32%
XEL A 0.3% 0.05% 0.05%
XOM B 1.51% 0.97% 0.97%
INCM Overweight 3 Positions Relative to GDE
Symbol Grade Weight
JCI C 0.78%
BHP F 0.76%
TTE F 0.66%
INCM Underweight 450 Positions Relative to GDE
Symbol Grade Weight
NVDA C -6.47%
AAPL C -6.27%
GOOGL C -4.12%
AMZN C -4.05%
META D -2.7%
TSLA B -1.93%
BRK.A B -1.83%
AVGO D -1.46%
LLY F -1.37%
WMT A -1.23%
V A -1.19%
UNH C -1.03%
MA C -0.95%
ORCL B -0.92%
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%
MCD D -0.38%
WFC A -0.37%
ABT B -0.37%
GS A -0.36%
TXN C -0.36%
ISRG A -0.36%
DHR F -0.35%
GE D -0.34%
IBM C -0.32%
INTU C -0.32%
QCOM F -0.31%
BKNG A -0.31%
UNP C -0.3%
SPGI C -0.3%
CAT B -0.3%
TJX A -0.29%
T A -0.29%
LOW D -0.28%
BLK C -0.28%
AMGN 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%
PGR A -0.24%
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%
CSX B -0.21%
GILD C -0.21%
DIS B -0.21%
MMC B -0.2%
PYPL B -0.19%
EMR A -0.19%
DELL C -0.19%
CI F -0.18%
ZTS D -0.18%
APH A -0.18%
MO A -0.18%
CTAS B -0.17%
APP B -0.17%
EPD A -0.17%
AMT D -0.17%
OKE A -0.17%
MDLZ F -0.17%
SHW A -0.17%
ELV F -0.17%
TEAM A -0.16%
REGN F -0.16%
PNC B -0.16%
CRWD B -0.16%
ICE C -0.16%
MCK B -0.16%
ADSK A -0.16%
WDAY B -0.16%
COF B -0.16%
PH A -0.16%
SCHW B -0.15%
CHTR C -0.15%
SCCO F -0.15%
MU D -0.15%
GM B -0.15%
GD F -0.14%
ROP B -0.14%
EQIX A -0.14%
NOC D -0.14%
FTNT C -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%
KLAC D -0.14%
HLT A -0.13%
DASH A -0.13%
CEG D -0.13%
ORLY B -0.13%
DE A -0.13%
NSC B -0.13%
TDG D -0.13%
WELL A -0.13%
MCO B -0.13%
CME A -0.13%
KMI A -0.12%
ROST C -0.12%
COIN C -0.12%
WMB A -0.12%
MRVL B -0.12%
OVV B -0.12%
SPG B -0.12%
ECL D -0.12%
MMM D -0.12%
ROK B -0.11%
NKE D -0.11%
AZO C -0.11%
BKR B -0.11%
MSCI C -0.11%
AIG B -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%
AFL B -0.1%
URI B -0.1%
CARR D -0.1%
EA A -0.1%
MOS F -0.1%
PCG A -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%
D C -0.1%
DLR B -0.1%
KMB D -0.09%
CTVA C -0.09%
PWR A -0.09%
MPLX A -0.09%
CCI D -0.09%
CPNG D -0.09%
RSG A -0.09%
EXC C -0.09%
HPQ B -0.09%
LEN D -0.09%
IQV D -0.09%
PRU A -0.09%
BK A -0.09%
ZS C -0.09%
CDNS B -0.09%
MAR B -0.09%
KDP D -0.09%
MSI B -0.09%
FIS C -0.09%
NEM D -0.09%
AEP D -0.09%
PSA D -0.09%
TRGP B -0.09%
DHI D -0.09%
CMI A -0.09%
MET A -0.09%
RJF A -0.08%
RBLX C -0.08%
TAP C -0.08%
CBRE B -0.08%
TTWO A -0.08%
MPC D -0.08%
IT C -0.08%
BDX F -0.08%
VRSK A -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%
ALL A -0.08%
YUM B -0.08%
DRI B -0.08%
OTIS C -0.08%
HWM A -0.08%
KVUE 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%
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%
FTV C -0.07%
LYV A -0.07%
FICO B -0.07%
ODFL B -0.07%
CE F -0.06%
VICI C -0.06%
NDAQ A -0.06%
EXR D -0.06%
DOV A -0.06%
WMG C -0.06%
VRT B -0.06%
SYY B -0.06%
HIG B -0.06%
DDOG A -0.06%
SYF B -0.06%
TYL B -0.06%
CHD B -0.06%
FITB A -0.06%
CG A -0.06%
WAT B -0.06%
EBAY D -0.06%
INCY C -0.06%
HOLX D -0.06%
STT A -0.06%
WAB B -0.06%
GLW 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%
EFX F -0.06%
WEC A -0.06%
INTC D -0.06%
MRO B -0.06%
MTB A -0.06%
BALL D -0.06%
HPE B -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%
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%
ED D -0.05%
CAH B -0.05%
HST C -0.05%
DT C -0.05%
ES D -0.05%
STZ D -0.05%
KR B -0.05%
GLPI C -0.04%
WRB A -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%
HUM C -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%
ATO A -0.04%
IFF D -0.04%
SSNC B -0.04%
RF A -0.04%
LH C -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%
IPG D -0.04%
AEE 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%
CFG B -0.04%
HBAN A -0.04%
VTR C -0.04%
CRBG B -0.04%
ON D -0.04%
NTAP C -0.04%
CMS 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%
SJM 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%
DOW F -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%
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%
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%
MLM 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%
HAL C -0.02%
RS B -0.02%
AKAM D -0.02%
ERIE D -0.02%
ENTG D -0.02%
MORN B -0.02%
ARE D -0.02%
ZBH C -0.02%
EQT B -0.02%
DGX A -0.02%
MDB C -0.02%
CAG D -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%
OC A -0.02%
DKNG B -0.02%
ADM D -0.02%
BIIB F -0.02%
WSO A -0.02%
GGG B -0.02%
JBL B -0.01%
DG F -0.01%
KIM A -0.01%
EL F -0.01%
DLTR F -0.01%
ALGN D -0.01%
RPM A -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%
WBA F -0.0%
SMCI F -0.0%
LKQ D -0.0%
LW C -0.0%
EPAM C -0.0%
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