SPXN vs. GDE ETF Comparison

Comparison of ProShares S&P 500 Ex-Financials ETF (SPXN) to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
SPXN

ProShares S&P 500 Ex-Financials ETF

SPXN Description

The investment seeks investment results, before fees and expenses that track the performance of the S&P 500® Ex-Financials Index (the "index"). Under normal circumstances, the fund will invest at least 80% of its total assets in component securities. The index seeks to provide exposure to the companies of the S&P 500® Index (the "S&P 500®") with the exception of those companies included in the Financials Sector.

Grade (RS Rating)

Last Trade

$61.65

Average Daily Volume

2,983

Number of Holdings *

394

* 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

$39.03

Average Daily Volume

12,078

Number of Holdings *

483

* may have additional holdings in another (foreign) market
Performance
Period SPXN GDE
30 Days 2.87% 6.94%
60 Days 5.21% 13.09%
90 Days 4.20% 15.67%
12 Months 34.70% 71.55%
328 Overlapping Holdings
Symbol Grade Weight in SPXN Weight in GDE Overlap
A C 0.1% 0.09% 0.09%
AAPL C 8.41% 6.19% 6.19%
ABBV B 0.84% 0.61% 0.61%
ABNB D 0.14% 0.07% 0.07%
ABT C 0.49% 0.36% 0.36%
ADBE F 0.57% 0.44% 0.44%
ADI C 0.27% 0.25% 0.25%
ADM D 0.07% 0.03% 0.03%
ADP C 0.28% 0.2% 0.2%
ADSK B 0.14% 0.11% 0.11%
AEE B 0.06% 0.04% 0.04%
AEP C 0.13% 0.1% 0.1%
AKAM D 0.04% 0.02% 0.02%
ALB D 0.03% 0.0% 0.0%
ALGN D 0.04% 0.01% 0.01%
AMAT D 0.39% 0.23% 0.23%
AMD C 0.62% 0.48% 0.48%
AME C 0.1% 0.08% 0.08%
AMGN D 0.44% 0.31% 0.31%
AMZN C 4.42% 3.57% 3.57%
ANET C 0.24% 0.21% 0.21%
ANSS D 0.07% 0.04% 0.04%
APD B 0.16% 0.09% 0.09%
APH C 0.19% 0.15% 0.15%
ATO B 0.05% 0.03% 0.03%
AVGO C 1.97% 1.36% 1.36%
AVY C 0.04% 0.03% 0.03%
AWK C 0.07% 0.1% 0.07%
AXON B 0.07% 0.05% 0.05%
AZO B 0.13% 0.1% 0.1%
BA F 0.22% 0.13% 0.13%
BALL C 0.05% 0.07% 0.05%
BAX C 0.05% 0.01% 0.01%
BBY A 0.05% 0.04% 0.04%
BDX D 0.17% 0.08% 0.08%
BIIB F 0.07% 0.03% 0.03%
BKNG B 0.34% 0.27% 0.27%
BKR C 0.09% 0.06% 0.06%
BLDR C 0.06% 0.03% 0.03%
BMY C 0.25% 0.12% 0.12%
BR C 0.06% 0.04% 0.04%
BSX B 0.3% 0.2% 0.2%
CAG B 0.04% 0.02% 0.02%
CAH C 0.07% 0.05% 0.05%
CARR B 0.17% 0.1% 0.1%
CAT B 0.44% 0.28% 0.28%
CDNS D 0.18% 0.08% 0.08%
CDW D 0.07% 0.04% 0.04%
CE D 0.03% 0.1% 0.03%
CEG C 0.2% 0.11% 0.11%
CF B 0.04% 0.02% 0.02%
CHD C 0.06% 0.05% 0.05%
CHTR D 0.08% 0.12% 0.08%
CI C 0.24% 0.19% 0.19%
CL C 0.21% 0.15% 0.15%
CLX C 0.05% 0.03% 0.03%
CMCSA C 0.38% 0.22% 0.22%
CMG D 0.19% 0.09% 0.09%
CMI B 0.11% 0.07% 0.07%
CMS B 0.05% 0.04% 0.04%
CNC D 0.1% 0.06% 0.06%
CNP C 0.05% 0.06% 0.05%
COP F 0.31% 0.15% 0.15%
COST C 0.99% 0.73% 0.73%
CPRT D 0.11% 0.07% 0.07%
CRM C 0.63% 0.4% 0.4%
CRWD D 0.17% 0.12% 0.12%
CSCO B 0.51% 0.42% 0.42%
CSX C 0.16% 0.2% 0.16%
CTAS C 0.17% 0.15% 0.15%
CTRA F 0.04% 0.01% 0.01%
CTSH B 0.09% 0.09% 0.09%
CTVA B 0.1% 0.08% 0.08%
CVS D 0.18% 0.13% 0.13%
CVX F 0.61% 0.31% 0.31%
D C 0.12% 0.09% 0.09%
DAL C 0.07% 0.04% 0.04%
DD B 0.09% 0.06% 0.06%
DE A 0.26% 0.14% 0.14%
DECK C 0.06% 0.04% 0.04%
DELL C 0.08% 0.16% 0.08%
DG F 0.05% 0.01% 0.01%
DGX B 0.04% 0.03% 0.03%
DHI C 0.14% 0.1% 0.1%
DHR B 0.43% 0.39% 0.39%
DIS D 0.41% 0.19% 0.19%
DLTR F 0.04% 0.01% 0.01%
DOV B 0.06% 0.05% 0.05%
DOW C 0.09% 0.03% 0.03%
DPZ D 0.04% 0.01% 0.01%
DRI C 0.05% 0.08% 0.05%
DTE A 0.06% 0.04% 0.04%
DUK B 0.22% 0.15% 0.15%
DVN F 0.06% 0.02% 0.02%
DXCM F 0.07% 0.01% 0.01%
EA D 0.08% 0.06% 0.06%
EBAY B 0.08% 0.06% 0.06%
ECL B 0.16% 0.12% 0.12%
ED B 0.09% 0.06% 0.06%
EFX C 0.09% 0.06% 0.06%
EIX B 0.08% 0.05% 0.05%
EL D 0.05% 0.01% 0.01%
ELV D 0.3% 0.23% 0.23%
EMR D 0.15% 0.15% 0.15%
ENPH D 0.04% 0.04% 0.04%
EOG D 0.18% 0.23% 0.18%
EPAM F 0.03% 0.01% 0.01%
EQT C 0.05% 0.02% 0.02%
ES B 0.06% 0.06% 0.06%
ETR A 0.07% 0.06% 0.06%
EW F 0.1% 0.03% 0.03%
EXC B 0.1% 0.09% 0.09%
EXPD B 0.04% 0.06% 0.04%
EXPE C 0.04% 0.03% 0.03%
F F 0.1% 0.03% 0.03%
FANG F 0.08% 0.04% 0.04%
FAST C 0.1% 0.08% 0.08%
FCX C 0.16% 0.09% 0.09%
FDX D 0.14% 0.14% 0.14%
FE B 0.05% 0.03% 0.03%
FICO B 0.12% 0.07% 0.07%
FSLR C 0.07% 0.05% 0.05%
FTNT B 0.12% 0.1% 0.1%
FTV C 0.06% 0.07% 0.06%
GD C 0.19% 0.13% 0.13%
GDDY C 0.05% 0.04% 0.04%
GE C 0.5% 0.34% 0.34%
GEHC B 0.09% 0.04% 0.04%
GEV B 0.17% 0.1% 0.1%
GILD B 0.26% 0.19% 0.19%
GIS B 0.1% 0.06% 0.06%
GLW B 0.08% 0.05% 0.05%
GM C 0.13% 0.12% 0.12%
GOOGL D 2.32% 3.58% 2.32%
GPC D 0.05% 0.06% 0.05%
GWW B 0.11% 0.08% 0.08%
HAL F 0.06% 0.02% 0.02%
HCA B 0.18% 0.15% 0.15%
HD B 0.95% 0.72% 0.72%
HES F 0.09% 0.03% 0.03%
HLT B 0.14% 0.11% 0.11%
HOLX D 0.05% 0.06% 0.05%
HON C 0.32% 0.24% 0.24%
HPE C 0.06% 0.05% 0.05%
HPQ C 0.08% 0.08% 0.08%
HRL F 0.02% 0.06% 0.02%
HSY D 0.07% 0.04% 0.04%
HUBB B 0.06% 0.02% 0.02%
HUM F 0.09% 0.04% 0.04%
HWM B 0.1% 0.07% 0.07%
IBM B 0.5% 0.33% 0.33%
IDXX D 0.1% 0.05% 0.05%
IEX C 0.04% 0.01% 0.01%
IFF A 0.06% 0.04% 0.04%
INCY C 0.02% 0.06% 0.02%
INTC D 0.24% 0.05% 0.05%
INTU D 0.44% 0.29% 0.29%
IP C 0.04% 0.03% 0.03%
IPG C 0.03% 0.04% 0.03%
IQV D 0.1% 0.1% 0.1%
IR B 0.1% 0.03% 0.03%
ISRG C 0.42% 0.34% 0.34%
IT C 0.1% 0.08% 0.08%
ITW B 0.17% 0.15% 0.15%
J A 0.05% 0.03% 0.03%
JBHT D 0.03% 0.02% 0.02%
JBL C 0.03% 0.0% 0.0%
JNJ C 0.96% 0.74% 0.74%
K A 0.05% 0.04% 0.04%
KDP B 0.1% 0.1% 0.1%
KEYS B 0.06% 0.06% 0.06%
KHC C 0.07% 0.03% 0.03%
KLAC D 0.25% 0.17% 0.17%
KMB C 0.12% 0.09% 0.09%
KMI C 0.1% 0.1% 0.1%
KO B 0.68% 0.51% 0.51%
KR B 0.09% 0.05% 0.05%
KVUE B 0.11% 0.08% 0.08%
LDOS A 0.05% 0.03% 0.03%
LEN B 0.11% 0.1% 0.1%
LHX C 0.11% 0.07% 0.07%
LKQ F 0.03% 0.0% 0.0%
LLY D 1.77% 1.46% 1.46%
LMT A 0.3% 0.23% 0.23%
LOW B 0.36% 0.28% 0.28%
LRCX D 0.25% 0.26% 0.25%
LUV C 0.04% 0.05% 0.04%
LVS C 0.04% 0.01% 0.01%
LW D 0.02% 0.0% 0.0%
LYV A 0.04% 0.03% 0.03%
MAR B 0.14% 0.08% 0.08%
MAS B 0.04% 0.03% 0.03%
MCD B 0.52% 0.38% 0.38%
MCHP D 0.1% 0.05% 0.05%
MCK F 0.16% 0.12% 0.12%
MDLZ C 0.24% 0.2% 0.2%
META B 3.01% 2.52% 2.52%
MGM D 0.02% 0.12% 0.02%
MKC C 0.05% 0.05% 0.05%
MLM D 0.08% 0.03% 0.03%
MMM B 0.18% 0.14% 0.14%
MNST D 0.09% 0.03% 0.03%
MO C 0.21% 0.16% 0.16%
MOH D 0.05% 0.03% 0.03%
MOS F 0.02% 0.08% 0.02%
MPC F 0.13% 0.08% 0.08%
MPWR B 0.11% 0.08% 0.08%
MRK F 0.72% 0.41% 0.41%
MRNA F 0.05% 0.02% 0.02%
MRO D 0.04% 0.06% 0.04%
MSFT C 7.87% 5.63% 5.63%
MSI B 0.18% 0.12% 0.12%
MTD C 0.07% 0.08% 0.07%
MU D 0.25% 0.13% 0.13%
NDSN C 0.03% 0.03% 0.03%
NEE B 0.43% 0.32% 0.32%
NEM C 0.15% 0.11% 0.11%
NFLX B 0.74% 0.55% 0.55%
NKE D 0.25% 0.11% 0.11%
NOC B 0.18% 0.14% 0.14%
NOW C 0.47% 0.37% 0.37%
NSC C 0.14% 0.12% 0.12%
NTAP D 0.06% 0.05% 0.05%
NUE D 0.09% 0.03% 0.03%
NVDA C 6.98% 5.1% 5.1%
NVR B 0.07% 0.05% 0.05%
NWSA D 0.02% 0.02% 0.02%
ODFL D 0.09% 0.07% 0.07%
OKE C 0.14% 0.14% 0.14%
OMC B 0.05% 0.03% 0.03%
ON D 0.07% 0.04% 0.04%
ORCL B 0.65% 0.8% 0.65%
ORLY B 0.16% 0.12% 0.12%
OTIS B 0.09% 0.08% 0.08%
OXY F 0.09% 0.03% 0.03%
PANW D 0.27% 0.19% 0.19%
PAYX C 0.1% 0.09% 0.09%
PCAR D 0.13% 0.05% 0.05%
PCG C 0.1% 0.09% 0.09%
PEG B 0.11% 0.06% 0.06%
PEP D 0.58% 0.35% 0.35%
PFE D 0.41% 0.23% 0.23%
PG C 1.0% 0.78% 0.78%
PH B 0.19% 0.15% 0.15%
PHM B 0.07% 0.05% 0.05%
PKG B 0.05% 0.03% 0.03%
PLTR C 0.19% 0.15% 0.15%
PM C 0.46% 0.3% 0.3%
PODD C 0.04% 0.04% 0.04%
POOL C 0.03% 0.01% 0.01%
PPG C 0.07% 0.03% 0.03%
PPL A 0.06% 0.04% 0.04%
PSX F 0.13% 0.07% 0.07%
PTC C 0.05% 0.02% 0.02%
PWR B 0.11% 0.08% 0.08%
QCOM D 0.45% 0.33% 0.33%
REGN D 0.28% 0.2% 0.2%
RMD C 0.09% 0.07% 0.07%
ROK D 0.07% 0.1% 0.07%
ROL C 0.03% 0.03% 0.03%
ROP C 0.15% 0.12% 0.12%
ROST C 0.12% 0.09% 0.09%
RSG D 0.1% 0.08% 0.08%
RTX B 0.39% 0.28% 0.28%
SBUX C 0.26% 0.21% 0.21%
SHW B 0.22% 0.17% 0.17%
SJM C 0.03% 0.07% 0.03%
SMCI F 0.06% 0.01% 0.01%
SNA B 0.04% 0.03% 0.03%
SNPS F 0.19% 0.09% 0.09%
SO B 0.24% 0.18% 0.18%
SOLV D 0.02% 0.03% 0.02%
SRE B 0.13% 0.07% 0.07%
STLD C 0.04% 0.1% 0.04%
STZ C 0.1% 0.06% 0.06%
SWK B 0.04% 0.04% 0.04%
SWKS F 0.04% 0.07% 0.04%
SYK C 0.31% 0.24% 0.24%
SYY C 0.09% 0.05% 0.05%
T B 0.38% 0.27% 0.27%
TAP D 0.02% 0.07% 0.02%
TDG B 0.2% 0.1% 0.1%
TDY B 0.05% 0.07% 0.05%
TER C 0.05% 0.06% 0.05%
TGT C 0.18% 0.08% 0.08%
TJX C 0.32% 0.28% 0.28%
TMO B 0.57% 0.44% 0.44%
TMUS B 0.24% 0.33% 0.24%
TRGP C 0.08% 0.06% 0.06%
TSCO B 0.07% 0.04% 0.04%
TSLA C 1.69% 1.41% 1.41%
TSN D 0.04% 0.04% 0.04%
TTWO D 0.06% 0.06% 0.06%
TXN B 0.45% 0.35% 0.35%
TXT D 0.04% 0.04% 0.04%
TYL C 0.06% 0.04% 0.04%
UAL B 0.04% 0.02% 0.02%
UBER C 0.38% 0.25% 0.25%
ULTA D 0.05% 0.01% 0.01%
UNH C 1.29% 1.0% 1.0%
UNP D 0.36% 0.29% 0.29%
UPS D 0.23% 0.05% 0.05%
URI B 0.13% 0.09% 0.09%
VLO F 0.11% 0.06% 0.06%
VLTO B 0.07% 0.04% 0.04%
VMC C 0.08% 0.03% 0.03%
VRSK D 0.09% 0.07% 0.07%
VRSN C 0.04% 0.08% 0.04%
VRTX D 0.29% 0.22% 0.22%
VST B 0.09% 0.04% 0.04%
VZ A 0.45% 0.33% 0.33%
WAB B 0.08% 0.05% 0.05%
WAT B 0.05% 0.04% 0.04%
WBA F 0.01% 0.0% 0.0%
WBD D 0.04% 0.02% 0.02%
WDC C 0.05% 0.03% 0.03%
WEC B 0.07% 0.06% 0.06%
WM D 0.19% 0.09% 0.09%
WMB C 0.14% 0.09% 0.09%
WMT B 0.85% 1.04% 0.85%
WST D 0.05% 0.01% 0.01%
XEL B 0.09% 0.05% 0.05%
XOM D 1.27% 0.9% 0.9%
XYL C 0.08% 0.07% 0.07%
YUM B 0.09% 0.06% 0.06%
ZBH F 0.05% 0.02% 0.02%
ZBRA B 0.05% 0.06% 0.05%
ZTS B 0.21% 0.19% 0.19%
SPXN Overweight 66 Positions Relative to GDE
Symbol Grade Weight
GOOG D 1.91%
LIN B 0.56%
ACN C 0.52%
ETN C 0.32%
MDT B 0.28%
TT B 0.21%
SLB F 0.15%
NXPI D 0.14%
JCI B 0.12%
TEL D 0.11%
RCL B 0.1%
GRMN D 0.07%
LULU D 0.07%
SW B 0.06%
STE B 0.06%
LYB D 0.06%
APTV D 0.05%
CCL C 0.05%
STX B 0.05%
UHS C 0.04%
NI B 0.04%
LNT A 0.04%
PNR B 0.04%
AMCR B 0.04%
NRG B 0.04%
HII F 0.03%
CRL F 0.03%
CTLT B 0.03%
TFX B 0.03%
KMX D 0.03%
TECH C 0.03%
ALLE B 0.03%
CHRW B 0.03%
EMN B 0.03%
JNPR A 0.03%
FFIV B 0.03%
VTRS D 0.03%
AES C 0.03%
BG F 0.03%
EVRG B 0.03%
TRMB C 0.03%
PARA D 0.02%
BBWI D 0.02%
WYNN C 0.02%
DVA B 0.02%
RL B 0.02%
BWA C 0.02%
FMC B 0.02%
MHK B 0.02%
PAYC D 0.02%
GNRC D 0.02%
CZR C 0.02%
HSIC C 0.02%
NCLH B 0.02%
FOXA B 0.02%
HAS B 0.02%
DAY D 0.02%
APA F 0.02%
MTCH C 0.02%
QRVO F 0.02%
CPB C 0.02%
AOS B 0.02%
PNW C 0.02%
TPR A 0.02%
NWS D 0.01%
FOX B 0.01%
SPXN Underweight 155 Positions Relative to GDE
Symbol Grade Weight
BRK.A C -1.73%
JPM D -1.14%
V C -1.11%
MA B -0.83%
BAC D -0.53%
SPGI C -0.33%
BX C -0.33%
GS B -0.32%
AXP B -0.32%
MS B -0.31%
PGR C -0.3%
WFC D -0.28%
BLK B -0.25%
PLD C -0.23%
KKR B -0.21%
AMT C -0.2%
C C -0.19%
MMC C -0.19%
APO B -0.18%
EPD C -0.17%
PYPL B -0.16%
ICE C -0.16%
SCCO C -0.15%
MCO C -0.14%
OVV F -0.14%
PNC C -0.14%
EQIX B -0.13%
USB C -0.13%
COF B -0.13%
SCHW D -0.12%
ET C -0.12%
WELL C -0.12%
WDAY D -0.12%
CME B -0.12%
AJG D -0.11%
TEAM D -0.11%
AMP B -0.11%
TTD B -0.11%
MRVL D -0.1%
O B -0.1%
AFL A -0.1%
DASH B -0.1%
AIG D -0.1%
PSA C -0.1%
MPLX B -0.1%
TFC D -0.1%
FIS C -0.09%
BK B -0.09%
SPG B -0.09%
DLR B -0.09%
MET B -0.09%
TRV C -0.09%
ALL C -0.09%
CCI C -0.09%
CPNG B -0.08%
MSCI C -0.08%
BEN F -0.08%
PRU C -0.08%
WLK C -0.07%
CBRE B -0.07%
ZS F -0.07%
COIN F -0.07%
APP C -0.07%
MTB C -0.06%
CG C -0.06%
WMG D -0.06%
RJF C -0.06%
ALNY C -0.06%
HST D -0.06%
EXR C -0.06%
RBLX C -0.06%
DFS C -0.06%
H B -0.06%
ILMN D -0.06%
VEEV C -0.05%
WPC C -0.05%
AVTR C -0.05%
DDOG D -0.05%
FDS C -0.05%
AVB C -0.05%
NDAQ C -0.05%
FITB B -0.05%
VICI C -0.05%
STT B -0.05%
HIG B -0.05%
IRM C -0.05%
TWLO C -0.05%
ZM C -0.05%
GLPI C -0.04%
SQ D -0.04%
CFG D -0.04%
IOT C -0.04%
ACI F -0.04%
RIVN F -0.04%
NTRS C -0.04%
BAH B -0.04%
FCNCA D -0.04%
VTR C -0.04%
ARES B -0.04%
EQR C -0.04%
CSL B -0.04%
MKL C -0.04%
LBRDK C -0.04%
SYF C -0.04%
VRT C -0.04%
ROKU D -0.04%
CPAY B -0.04%
SNAP D -0.04%
BRO C -0.04%
SUI C -0.04%
TPL C -0.04%
SSNC C -0.04%
BSY C -0.04%
DT C -0.04%
HUBS D -0.03%
SNOW F -0.03%
PINS D -0.03%
PFG B -0.03%
WY C -0.03%
FNF B -0.03%
HEI C -0.03%
GPN D -0.03%
MANH B -0.03%
AGR C -0.03%
INVH D -0.03%
LII C -0.03%
ESS C -0.03%
NET D -0.03%
WRB D -0.03%
MAA C -0.03%
CSGP D -0.03%
RF B -0.03%
SBAC C -0.03%
CINF C -0.03%
HBAN B -0.03%
WSM C -0.03%
BMRN F -0.02%
LPLA D -0.02%
MORN C -0.02%
TROW C -0.02%
CRBG C -0.02%
ENTG D -0.02%
MDB D -0.02%
ARE C -0.02%
WSO C -0.02%
OC C -0.02%
DKNG C -0.02%
KEY C -0.02%
GGG C -0.02%
L D -0.02%
KIM C -0.01%
RPM B -0.01%
ERIE B -0.01%
TW B -0.01%
RS D -0.01%
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