REVS vs. GDE ETF Comparison

Comparison of Columbia Research Enhanced Value ETF (REVS) to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
REVS

Columbia Research Enhanced Value ETF

REVS Description

The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Value Index. The fund invests at least 80% of its assets in the securities of the index. The index reflects a rules-based strategic beta approach to investing in the companies that comprise the Russell 1000® Value Index, designed to achieve stronger total return when compared to the Russell 1000® Value Index, which is a broad measure of the performance of U.S. large- and mid-cap value companies.

Grade (RS Rating)

Last Trade

$25.36

Average Daily Volume

10,876

Number of Holdings *

303

* 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

$37.44

Average Daily Volume

17,689

Number of Holdings *

487

* may have additional holdings in another (foreign) market
Performance
Period REVS GDE
30 Days -0.09% 1.75%
60 Days 3.04% 11.35%
90 Days 8.10% 20.35%
12 Months 27.56% 62.30%
156 Overlapping Holdings
Symbol Grade Weight in REVS Weight in GDE Overlap
ABBV A 0.75% 0.6% 0.6%
ACI F 0.1% 0.04% 0.04%
ADM F 0.33% 0.02% 0.02%
ADP A 0.09% 0.22% 0.09%
AEE B 0.41% 0.04% 0.04%
ALL D 0.41% 0.07% 0.07%
ALNY C 0.02% 0.06% 0.02%
AMAT F 0.19% 0.21% 0.19%
AMGN D 0.15% 0.28% 0.15%
ARE F 0.27% 0.02% 0.02%
AVTR F 0.2% 0.04% 0.04%
AZO D 0.06% 0.1% 0.06%
BAC B 2.78% 0.6% 0.6%
BAX F 0.24% 0.01% 0.01%
BEN C 0.05% 0.08% 0.05%
BIIB F 0.11% 0.02% 0.02%
BK B 0.54% 0.08% 0.08%
BKNG A 0.11% 0.27% 0.11%
BLDR F 0.22% 0.02% 0.02%
BMRN F 0.05% 0.01% 0.01%
BMY A 1.35% 0.12% 0.12%
BR C 0.02% 0.04% 0.02%
C B 1.16% 0.19% 0.19%
CAG F 0.17% 0.02% 0.02%
CAH B 0.14% 0.04% 0.04%
CAT B 1.8% 0.28% 0.28%
CE F 0.15% 0.09% 0.09%
CF B 0.22% 0.03% 0.03%
CI F 1.03% 0.16% 0.16%
CL F 0.45% 0.1% 0.1%
CMCSA A 1.08% 0.22% 0.22%
CME B 0.8% 0.13% 0.13%
CMI B 0.51% 0.08% 0.08%
CNC D 0.41% 0.05% 0.05%
CRBG B 0.08% 0.04% 0.04%
CRM A 0.61% 0.44% 0.44%
CSCO A 3.4% 0.43% 0.43%
CSGP D 0.4% 0.03% 0.03%
CSL D 0.2% 0.04% 0.04%
CSX F 0.71% 0.19% 0.19%
CTAS B 0.04% 0.15% 0.04%
CTRA F 0.11% 0.01% 0.01%
CVX A 1.53% 0.32% 0.32%
DAL A 0.39% 0.04% 0.04%
DELL A 0.43% 0.18% 0.18%
DHI D 0.65% 0.09% 0.09%
DIS C 1.2% 0.19% 0.19%
DTE C 0.46% 0.04% 0.04%
EA A 0.26% 0.09% 0.09%
EBAY D 0.39% 0.06% 0.06%
EIX D 0.56% 0.05% 0.05%
EOG D 0.42% 0.24% 0.24%
EPAM F 0.15% 0.0% 0.0%
EQIX B 1.07% 0.13% 0.13%
ETR A 0.5% 0.04% 0.04%
EXC C 0.7% 0.09% 0.09%
EXPD D 0.16% 0.06% 0.06%
FANG D 0.2% 0.04% 0.04%
FCNCA C 0.22% 0.04% 0.04%
FDX D 0.68% 0.13% 0.13%
FITB B 0.28% 0.05% 0.05%
FTNT B 0.14% 0.11% 0.11%
FTV F 0.29% 0.07% 0.07%
GEN A 0.22% 0.03% 0.03%
GILD A 0.42% 0.19% 0.19%
GIS D 0.47% 0.05% 0.05%
GLPI C 0.18% 0.03% 0.03%
GPN C 0.24% 0.03% 0.03%
HCA D 0.73% 0.14% 0.14%
HLT B 0.34% 0.11% 0.11%
HOLX A 0.23% 0.06% 0.06%
HPE A 0.39% 0.06% 0.06%
HPQ B 0.41% 0.08% 0.08%
HST D 0.16% 0.05% 0.05%
INCY A 0.04% 0.05% 0.04%
INVH F 0.28% 0.03% 0.03%
JNJ D 5.04% 0.7% 0.7%
JPM B 4.91% 1.1% 1.1%
K A 0.26% 0.04% 0.04%
KHC F 0.38% 0.03% 0.03%
KMB D 0.34% 0.08% 0.08%
KR B 0.47% 0.05% 0.05%
L D 0.14% 0.02% 0.02%
LDOS A 0.25% 0.02% 0.02%
LEN C 0.02% 0.09% 0.02%
LEN C 0.5% 0.09% 0.09%
LMT D 0.9% 0.22% 0.22%
MAS D 0.2% 0.03% 0.03%
MCK C 0.48% 0.12% 0.12%
MET C 0.47% 0.09% 0.09%
MGM D 0.11% 0.1% 0.1%
MMC D 0.9% 0.19% 0.19%
MMM D 0.63% 0.12% 0.12%
MO A 1.05% 0.16% 0.16%
MOS C 0.12% 0.1% 0.1%
MPC F 0.32% 0.07% 0.07%
MRNA F 0.07% 0.01% 0.01%
MRO B 0.09% 0.05% 0.05%
MSI B 0.61% 0.08% 0.08%
MTD C 0.35% 0.07% 0.07%
NTAP D 0.21% 0.04% 0.04%
NUE F 0.49% 0.03% 0.03%
NVR D 0.32% 0.03% 0.03%
NWSA A 0.07% 0.04% 0.04%
OC B 0.17% 0.02% 0.02%
OTIS B 0.46% 0.08% 0.08%
OXY F 0.21% 0.03% 0.03%
PAYX B 0.32% 0.09% 0.09%
PCAR C 0.6% 0.06% 0.06%
PCG B 0.76% 0.09% 0.09%
PHM D 0.34% 0.04% 0.04%
PKG A 0.29% 0.03% 0.03%
PM B 2.59% 0.38% 0.38%
PPG F 0.43% 0.03% 0.03%
PRU C 0.43% 0.09% 0.09%
PSX F 0.32% 0.06% 0.06%
QCOM D 0.18% 0.31% 0.18%
REGN F 0.34% 0.17% 0.17%
RJF A 0.26% 0.07% 0.07%
ROKU D 0.05% 0.04% 0.04%
ROST F 0.44% 0.11% 0.11%
RPM B 0.18% 0.01% 0.01%
RS C 0.24% 0.01% 0.01%
SBAC D 0.35% 0.03% 0.03%
SIRI D 0.04% 0.03% 0.03%
SNA A 0.19% 0.03% 0.03%
SOLV B 0.13% 0.03% 0.03%
SPG A 0.56% 0.11% 0.11%
SSNC D 0.18% 0.03% 0.03%
STLD A 0.27% 0.09% 0.09%
STT A 0.26% 0.05% 0.05%
SWK D 0.17% 0.04% 0.04%
SWKS F 0.23% 0.06% 0.06%
SYF B 0.21% 0.05% 0.05%
T B 1.08% 0.28% 0.28%
TAP B 0.12% 0.06% 0.06%
TER F 0.02% 0.06% 0.02%
TGT D 0.84% 0.07% 0.07%
TJX D 0.64% 0.26% 0.26%
TROW A 0.23% 0.02% 0.02%
TWLO A 0.14% 0.06% 0.06%
UAL A 0.27% 0.03% 0.03%
UNP F 0.81% 0.28% 0.28%
UPS C 1.12% 0.05% 0.05%
VLO F 0.25% 0.05% 0.05%
VRSN F 0.22% 0.07% 0.07%
VRTX D 0.24% 0.21% 0.21%
WAB A 0.37% 0.05% 0.05%
WFC B 2.21% 0.32% 0.32%
WLK F 0.07% 0.06% 0.06%
WPC F 0.17% 0.04% 0.04%
WSM D 0.09% 0.03% 0.03%
WY C 0.31% 0.03% 0.03%
XEL A 0.62% 0.05% 0.05%
XOM A 3.18% 0.89% 0.89%
ZM A 0.29% 0.07% 0.07%
REVS Overweight 147 Positions Relative to GDE
Symbol Grade Weight
MDT C 1.47%
TT C 0.65%
SW A 0.35%
LYB F 0.33%
WTW A 0.28%
NI A 0.27%
CCL A 0.25%
EVRG C 0.23%
AES F 0.21%
CBOE B 0.21%
THC B 0.19%
FFIV A 0.19%
JNPR A 0.19%
TOL D 0.18%
CVNA A 0.17%
VTRS C 0.17%
AMH F 0.17%
ACM A 0.16%
NTNX B 0.16%
CW A 0.15%
BG F 0.15%
RPRX D 0.14%
SNX C 0.14%
CIEN B 0.14%
EME A 0.14%
QRVO F 0.14%
DKS F 0.13%
EWBC A 0.13%
BLD F 0.13%
RGA D 0.13%
EG F 0.13%
CACI A 0.13%
NNN D 0.12%
ARMK B 0.12%
JLL B 0.12%
TPR A 0.12%
BRBR A 0.11%
INGR C 0.11%
UNM A 0.11%
WYNN B 0.11%
BRX A 0.11%
OKTA D 0.1%
ALSN A 0.1%
AIZ D 0.1%
RL A 0.1%
CRUS F 0.1%
DCI A 0.1%
SF B 0.1%
AOS F 0.1%
AYI A 0.1%
WCC A 0.09%
UGI D 0.09%
SKX D 0.09%
FHN B 0.09%
STAG F 0.09%
GL C 0.09%
COKE D 0.09%
MHK D 0.09%
WH A 0.08%
SON F 0.08%
OLN F 0.08%
FLS A 0.08%
CROX F 0.08%
KEX D 0.08%
SAIC A 0.08%
HRB C 0.08%
MIDD F 0.08%
LECO C 0.08%
JAZZ D 0.08%
R A 0.07%
KRC B 0.07%
FOXA A 0.07%
LEA F 0.07%
MSA F 0.07%
ESAB A 0.07%
OLED F 0.07%
WTFC B 0.07%
SEIC A 0.07%
ZION B 0.07%
G C 0.07%
GNRC A 0.06%
OGN F 0.06%
COLB B 0.06%
AMG C 0.06%
UTHR A 0.06%
CLF C 0.06%
NYT C 0.06%
AXS B 0.06%
ASH F 0.06%
PVH C 0.06%
DBX A 0.06%
MTG D 0.06%
RYN B 0.06%
XP F 0.06%
BILL A 0.06%
XRAY F 0.06%
THO D 0.06%
FTI B 0.06%
MTCH D 0.06%
OZK B 0.05%
SLM C 0.05%
EPR D 0.05%
JHG A 0.05%
HIW C 0.05%
M D 0.05%
SMG A 0.05%
AMKR F 0.05%
NEU F 0.05%
LNC B 0.05%
GAP C 0.05%
CWEN C 0.04%
PK D 0.04%
TNL A 0.04%
DINO F 0.04%
ALGM F 0.04%
EEFT C 0.04%
GTES A 0.04%
PRGO F 0.04%
INFA C 0.03%
PINC B 0.03%
ADTN B 0.03%
SAM B 0.03%
AZTA D 0.03%
CRI F 0.03%
WU F 0.03%
LPX C 0.03%
EXAS A 0.03%
COLM B 0.03%
PSTG D 0.03%
CNM D 0.03%
EXP A 0.03%
FOX A 0.03%
LSCC C 0.02%
ROIV D 0.02%
REYN F 0.02%
PPC A 0.02%
NWS A 0.02%
CIVI F 0.02%
VIRT D 0.02%
EXEL A 0.01%
SEB F 0.01%
CNA D 0.01%
PATH F 0.01%
DDS B 0.01%
CWEN C 0.01%
IONS F 0.0%
PLTK A 0.0%
REVS Underweight 332 Positions Relative to GDE
Symbol Grade Weight
AAPL C -6.14%
NVDA B -5.9%
MSFT D -5.44%
GOOGL A -3.85%
AMZN A -3.49%
META B -2.64%
BRK.A D -1.7%
TSLA B -1.44%
AVGO C -1.42%
LLY F -1.37%
WMT A -1.12%
V A -1.07%
UNH D -0.91%
MA B -0.9%
ORCL B -0.81%
PG D -0.73%
HD B -0.68%
COST D -0.66%
NFLX A -0.58%
KO D -0.49%
TMUS B -0.44%
AMD F -0.44%
ADBE F -0.41%
TMO F -0.41%
AXP B -0.36%
MCD D -0.36%
MRK F -0.36%
MS B -0.36%
NOW A -0.35%
BX B -0.35%
ABT A -0.35%
TXN B -0.35%
DHR F -0.34%
PEP D -0.33%
ISRG B -0.33%
GE D -0.31%
IBM D -0.3%
GS B -0.3%
RTX C -0.3%
VZ D -0.3%
NEE D -0.28%
INTU D -0.27%
SPGI D -0.27%
HON C -0.26%
ADI C -0.26%
UBER C -0.26%
LOW B -0.25%
SYK A -0.25%
LRCX F -0.23%
PGR D -0.22%
PFE F -0.22%
KKR B -0.22%
ANET A -0.21%
SBUX B -0.21%
PLD F -0.21%
APO B -0.21%
PANW B -0.2%
FI A -0.2%
BSX B -0.2%
AMT D -0.18%
PLTR B -0.18%
ELV F -0.17%
SO C -0.17%
ZTS F -0.17%
MDLZ F -0.17%
EPD A -0.16%
PYPL B -0.16%
APH B -0.16%
ICE C -0.16%
OKE A -0.15%
MU C -0.15%
KLAC F -0.15%
EMR A -0.15%
ITW A -0.15%
SCCO B -0.15%
SHW B -0.15%
PNC B -0.14%
CVS F -0.14%
PH A -0.14%
COP C -0.14%
COF A -0.14%
ADSK A -0.14%
CEG C -0.14%
DUK C -0.14%
AMP B -0.13%
SCHW B -0.13%
NOC D -0.13%
GM B -0.13%
DE B -0.13%
WELL A -0.13%
TTD B -0.13%
ET A -0.13%
WDAY D -0.13%
USB B -0.13%
CRWD C -0.13%
ORLY B -0.12%
NSC C -0.12%
ECL C -0.12%
GEV A -0.12%
BA D -0.12%
TDG C -0.12%
MCO D -0.12%
ROP D -0.12%
GD C -0.12%
TFC C -0.11%
AIG B -0.11%
WMB A -0.11%
DASH A -0.11%
OVV D -0.11%
TEAM A -0.11%
SRE C -0.11%
CHTR A -0.11%
MPWR F -0.1%
MSCI A -0.1%
APP B -0.1%
CTSH D -0.1%
O D -0.1%
APD B -0.1%
D C -0.1%
NKE F -0.1%
NEM D -0.1%
DLR A -0.1%
KMI B -0.1%
AJG D -0.1%
MRVL A -0.1%
XYL F -0.09%
FCX B -0.09%
IQV F -0.09%
CCI D -0.09%
KDP F -0.09%
FAST A -0.09%
CTVA A -0.09%
URI B -0.09%
BKR A -0.09%
CMG D -0.09%
PSA D -0.09%
FIS B -0.09%
WM A -0.09%
CARR D -0.09%
AEP D -0.09%
SNPS B -0.09%
AFL D -0.09%
TRV B -0.09%
ROK D -0.09%
BDX D -0.08%
LHX A -0.08%
YUM D -0.08%
RSG D -0.08%
ZS C -0.08%
TRGP A -0.08%
PWR B -0.08%
A B -0.08%
KVUE A -0.08%
MPLX A -0.08%
MAR B -0.08%
AME A -0.08%
CDNS A -0.08%
CPNG A -0.08%
COIN C -0.08%
TTWO A -0.07%
LYV A -0.07%
CPRT C -0.07%
DFS A -0.07%
HWM B -0.07%
ABNB B -0.07%
IT C -0.07%
AWK D -0.07%
CBRE A -0.07%
VRSK A -0.07%
GWW B -0.07%
TDY B -0.07%
DRI C -0.07%
ED C -0.06%
TPL A -0.06%
MTB B -0.06%
KEYS C -0.06%
ES D -0.06%
VST B -0.06%
GLW B -0.06%
BSY D -0.06%
CNP B -0.06%
WEC C -0.06%
RBLX A -0.06%
ZBRA A -0.06%
DECK A -0.06%
FICO B -0.06%
EFX D -0.06%
BALL F -0.06%
DD D -0.06%
H D -0.06%
ILMN A -0.06%
RMD B -0.06%
ODFL A -0.06%
IDXX F -0.05%
WAT A -0.05%
GPC F -0.05%
VEEV C -0.05%
TSN D -0.05%
SNAP C -0.05%
LUV B -0.05%
AVB C -0.05%
VRT B -0.05%
HRL F -0.05%
NDAQ A -0.05%
DOV B -0.05%
AXON B -0.05%
CHD B -0.05%
HIG D -0.05%
PEG C -0.05%
STZ F -0.05%
WMG A -0.05%
SYY C -0.05%
EXR D -0.05%
DT A -0.05%
INTC C -0.05%
TYL B -0.05%
DDOG A -0.05%
CG B -0.05%
VICI D -0.05%
TXT F -0.04%
GEHC D -0.04%
HBAN B -0.04%
CINF B -0.04%
CFG B -0.04%
ANSS B -0.04%
LBRDK A -0.04%
SQ B -0.04%
CDW F -0.04%
EQR D -0.04%
PODD A -0.04%
IPG F -0.04%
FSLR C -0.04%
SUI D -0.04%
CPAY B -0.04%
IFF D -0.04%
VTR B -0.04%
IOT C -0.04%
TSCO D -0.04%
NTRS B -0.04%
FDS A -0.04%
ARES B -0.04%
AVY F -0.04%
EXPE A -0.04%
CMS C -0.04%
COR A -0.04%
MKC D -0.04%
ON F -0.04%
SJM F -0.04%
MCHP F -0.04%
PPL C -0.03%
GDDY A -0.03%
PFG C -0.03%
BAH A -0.03%
SNOW D -0.03%
ROL C -0.03%
NDSN F -0.03%
HEI D -0.03%
HUBS B -0.03%
IRM B -0.03%
PINS C -0.03%
IP A -0.03%
EW D -0.03%
J F -0.03%
VLTO D -0.03%
FNF C -0.03%
MKL D -0.03%
MNST A -0.03%
DOW F -0.03%
HES B -0.03%
ESS D -0.03%
ENPH D -0.03%
RIVN F -0.03%
LII B -0.03%
AGR C -0.03%
MAA D -0.03%
F F -0.03%
FE D -0.03%
OMC A -0.03%
MANH D -0.03%
HUM F -0.03%
CLX B -0.03%
WRB D -0.03%
MLM A -0.03%
WDC D -0.03%
VMC A -0.03%
BRO A -0.03%
NET B -0.03%
BBY C -0.03%
RF B -0.03%
LH A -0.03%
HSY F -0.03%
IR C -0.03%
ATO B -0.03%
MOH D -0.03%
WBD C -0.02%
EQT B -0.02%
MORN B -0.02%
ENTG F -0.02%
LPLA A -0.02%
MDB F -0.02%
DGX B -0.02%
AKAM D -0.02%
ZBH C -0.02%
ERIE F -0.02%
DKNG F -0.02%
JBHT A -0.02%
HUBB B -0.02%
PTC A -0.02%
WSO C -0.02%
TW B -0.02%
GGG D -0.02%
KEY B -0.02%
DG F -0.01%
KIM A -0.01%
SMCI F -0.01%
DLTR F -0.01%
EL F -0.01%
ALGN F -0.01%
IEX A -0.01%
LVS B -0.01%
DXCM D -0.01%
ULTA C -0.01%
WST C -0.01%
POOL D -0.01%
DPZ C -0.01%
DVN F -0.01%
HAL F -0.01%
WBA C -0.0%
LKQ D -0.0%
ALB C -0.0%
LW C -0.0%
JBL A -0.0%
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