XVV vs. GDE ETF Comparison

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

$39.70

Average Daily Volume

18,972

Number of Holdings *

447

* 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

$32.30

Average Daily Volume

6,652

Number of Holdings *

493

* may have additional holdings in another (foreign) market
Performance
Period XVV GDE
30 Days -0.20% 6.08%
60 Days 1.25% 6.08%
90 Days 4.44% 15.96%
12 Months 27.86% 33.01%
381 Overlapping Holdings
Symbol Grade Weight in XVV Weight in GDE Overlap
A D 0.1% 0.09% 0.09%
AAPL B 6.77% 5.36% 5.36%
ABBV D 0.74% 0.59% 0.59%
ABNB D 0.18% 0.15% 0.15%
ABT D 0.47% 0.4% 0.4%
ACGL A 0.09% 0.07% 0.07%
ACN D 0.48% 0.44% 0.44%
ADBE D 0.56% 0.4% 0.4%
ADI A 0.25% 0.23% 0.23%
ADM C 0.08% 0.05% 0.05%
ADP C 0.25% 0.21% 0.21%
ADSK D 0.12% 0.1% 0.1%
AFL A 0.11% 0.09% 0.09%
AIG A 0.14% 0.11% 0.11%
AJG C 0.13% 0.1% 0.1%
AKAM D 0.04% 0.03% 0.03%
ALB D 0.04% 0.03% 0.03%
ALGN F 0.05% 0.04% 0.04%
ALL B 0.11% 0.09% 0.09%
AMAT C 0.43% 0.32% 0.32%
AMCR A 0.04% 0.01% 0.01%
AMD D 0.62% 0.49% 0.49%
AME D 0.1% 0.08% 0.08%
AMGN B 0.42% 0.3% 0.3%
AMP C 0.11% 0.09% 0.09%
AMT D 0.22% 0.16% 0.16%
AMZN A 4.33% 3.64% 3.64%
ANET D 0.18% 0.15% 0.15%
ANSS D 0.07% 0.06% 0.06%
AON D 0.14% 0.12% 0.12%
APD C 0.14% 0.1% 0.1%
APH A 0.19% 0.14% 0.14%
APTV D 0.06% 0.03% 0.03%
ARE D 0.05% 0.04% 0.04%
ATO A 0.05% 0.03% 0.03%
AVB A 0.07% 0.05% 0.05%
AVGO D 1.43% 1.03% 1.03%
AVY A 0.05% 0.04% 0.04%
AWK B 0.06% 0.06% 0.06%
AXON B 0.06% 0.04% 0.04%
AXP B 0.34% 0.29% 0.29%
AZO D 0.13% 0.12% 0.12%
BAC A 0.65% 0.55% 0.55%
BALL B 0.06% 0.04% 0.04%
BAX F 0.05% 0.04% 0.04%
BBY D 0.04% 0.03% 0.03%
BDX F 0.17% 0.12% 0.12%
BIIB C 0.08% 0.06% 0.06%
BK A 0.11% 0.08% 0.08%
BKNG C 0.32% 0.24% 0.24%
BKR C 0.08% 0.07% 0.07%
BLDR D 0.06% 0.05% 0.05%
BLK D 0.27% 0.23% 0.23%
BMY F 0.23% 0.19% 0.19%
BR C 0.06% 0.04% 0.04%
BRK.A D 1.85% 1.45% 1.45%
BRO C 0.05% 0.04% 0.04%
BSX A 0.27% 0.21% 0.21%
BX D 0.22% 0.18% 0.18%
C B 0.3% 0.25% 0.25%
CAG B 0.04% 0.02% 0.02%
CAH D 0.06% 0.06% 0.06%
CARR A 0.13% 0.09% 0.09%
CAT D 0.44% 0.35% 0.35%
CB C 0.26% 0.21% 0.21%
CBRE D 0.07% 0.05% 0.05%
CCI D 0.11% 0.08% 0.08%
CCL F 0.04% 0.03% 0.03%
CDNS D 0.2% 0.16% 0.16%
CDW D 0.08% 0.06% 0.06%
CE C 0.04% 0.03% 0.03%
CEG B 0.16% 0.1% 0.1%
CF F 0.04% 0.02% 0.02%
CFG A 0.04% 0.04% 0.04%
CHD A 0.07% 0.04% 0.04%
CHTR F 0.07% 0.07% 0.07%
CI C 0.25% 0.22% 0.22%
CINF D 0.05% 0.03% 0.03%
CL A 0.19% 0.16% 0.16%
CLX F 0.04% 0.04% 0.04%
CMCSA F 0.39% 0.3% 0.3%
CME D 0.19% 0.16% 0.16%
CMG A 0.22% 0.19% 0.19%
CMI B 0.1% 0.08% 0.08%
CNC C 0.1% 0.06% 0.06%
CNP B 0.05% 0.02% 0.02%
COF B 0.14% 0.12% 0.12%
COST A 0.84% 0.69% 0.69%
CPRT C 0.12% 0.11% 0.11%
CRL D 0.03% 0.02% 0.02%
CRM D 0.67% 0.57% 0.57%
CSCO F 0.49% 0.4% 0.4%
CSGP B 0.09% 0.07% 0.07%
CSX D 0.17% 0.13% 0.13%
CTAS A 0.15% 0.13% 0.13%
CTSH D 0.08% 0.06% 0.06%
CTVA A 0.1% 0.07% 0.07%
CVS F 0.18% 0.17% 0.17%
DAL A 0.08% 0.06% 0.06%
DE B 0.26% 0.2% 0.2%
DFS C 0.08% 0.06% 0.06%
DG D 0.08% 0.05% 0.05%
DGX B 0.04% 0.03% 0.03%
DHI D 0.11% 0.09% 0.09%
DHR C 0.42% 0.37% 0.37%
DIS D 0.53% 0.44% 0.44%
DLR C 0.11% 0.09% 0.09%
DLTR D 0.06% 0.05% 0.05%
DOC A 0.03% 0.02% 0.02%
DOV A 0.06% 0.05% 0.05%
DOW C 0.1% 0.09% 0.09%
DPZ B 0.05% 0.03% 0.03%
DRI F 0.05% 0.03% 0.03%
DXCM D 0.13% 0.1% 0.1%
EA D 0.08% 0.06% 0.06%
EBAY C 0.07% 0.06% 0.06%
ECL A 0.15% 0.13% 0.13%
ED A 0.08% 0.05% 0.05%
EFX D 0.07% 0.05% 0.05%
EG C 0.04% 0.03% 0.03%
EIX A 0.07% 0.05% 0.05%
EL F 0.08% 0.07% 0.07%
ELV A 0.32% 0.26% 0.26%
EMR D 0.15% 0.14% 0.14%
ENPH F 0.04% 0.03% 0.03%
EPAM D 0.04% 0.02% 0.02%
EQIX F 0.17% 0.14% 0.14%
EQR A 0.06% 0.04% 0.04%
ES B 0.05% 0.05% 0.05%
ESS A 0.04% 0.03% 0.03%
ETN A 0.33% 0.28% 0.28%
ETR A 0.06% 0.06% 0.06%
EW D 0.13% 0.11% 0.11%
EXC B 0.09% 0.08% 0.08%
EXPD D 0.04% 0.03% 0.03%
EXPE F 0.04% 0.03% 0.03%
EXR C 0.08% 0.05% 0.05%
F D 0.12% 0.1% 0.1%
FAST D 0.1% 0.08% 0.08%
FCX B 0.18% 0.16% 0.16%
FDS D 0.04% 0.03% 0.03%
FDX D 0.15% 0.12% 0.12%
FICO C 0.08% 0.06% 0.06%
FIS B 0.11% 0.08% 0.08%
FITB A 0.06% 0.05% 0.05%
FSLR B 0.05% 0.04% 0.04%
FTNT F 0.1% 0.09% 0.09%
FTV D 0.07% 0.05% 0.05%
GE A 0.45% 0.33% 0.33%
GEHC D 0.09% 0.08% 0.08%
GILD F 0.2% 0.14% 0.14%
GIS B 0.1% 0.07% 0.07%
GLW B 0.07% 0.04% 0.04%
GM A 0.13% 0.11% 0.11%
GOOG A 2.12% 1.85% 1.85%
GOOGL A 2.51% 2.13% 2.13%
GPC B 0.06% 0.04% 0.04%
GPN F 0.07% 0.07% 0.07%
GRMN A 0.07% 0.04% 0.04%
GS A 0.36% 0.3% 0.3%
HAL F 0.08% 0.06% 0.06%
HBAN A 0.05% 0.03% 0.03%
HCA D 0.16% 0.14% 0.14%
HD D 0.87% 0.72% 0.72%
HIG C 0.07% 0.05% 0.05%
HLT D 0.13% 0.11% 0.11%
HOLX C 0.05% 0.03% 0.03%
HPE D 0.06% 0.04% 0.04%
HPQ D 0.06% 0.06% 0.06%
HST D 0.03% 0.03% 0.03%
HSY B 0.07% 0.07% 0.07%
HUBB D 0.05% 0.04% 0.04%
HUM F 0.1% 0.08% 0.08%
HWM A 0.08% 0.06% 0.06%
IBM D 0.39% 0.31% 0.31%
ICE D 0.19% 0.16% 0.16%
IDXX F 0.1% 0.09% 0.09%
IEX D 0.04% 0.03% 0.03%
IFF A 0.06% 0.04% 0.04%
ILMN F 0.05% 0.04% 0.04%
INTC F 0.33% 0.27% 0.27%
INTU C 0.45% 0.4% 0.4%
INVH B 0.05% 0.04% 0.04%
IP C 0.03% 0.02% 0.02%
IQV D 0.1% 0.09% 0.09%
IR D 0.09% 0.07% 0.07%
IRM D 0.06% 0.04% 0.04%
ISRG C 0.34% 0.28% 0.28%
IT D 0.08% 0.08% 0.08%
ITW D 0.17% 0.14% 0.14%
JBHT D 0.03% 0.03% 0.03%
JBL F 0.04% 0.02% 0.02%
JCI B 0.11% 0.1% 0.1%
JPM B 1.4% 1.18% 1.18%
K B 0.04% 0.03% 0.03%
KDP A 0.09% 0.06% 0.06%
KEY C 0.04% 0.02% 0.02%
KEYS D 0.07% 0.05% 0.05%
KHC C 0.07% 0.07% 0.07%
KLAC B 0.24% 0.18% 0.18%
KMB B 0.12% 0.1% 0.1%
KMI A 0.09% 0.07% 0.07%
KMX D 0.03% 0.02% 0.02%
KO A 0.61% 0.48% 0.48%
KR B 0.09% 0.07% 0.07%
L A 0.04% 0.03% 0.03%
LEN C 0.1% 0.08% 0.08%
LH F 0.04% 0.03% 0.03%
LIN D 0.52% 0.47% 0.47%
LKQ D 0.03% 0.02% 0.02%
LLY C 1.49% 1.26% 1.26%
LOW D 0.34% 0.28% 0.28%
LRCX D 0.31% 0.26% 0.26%
LULU F 0.1% 0.07% 0.07%
LUV F 0.04% 0.02% 0.02%
LVS F 0.04% 0.03% 0.03%
LW F 0.03% 0.02% 0.02%
LYB C 0.06% 0.05% 0.05%
LYV D 0.03% 0.04% 0.03%
MA D 0.93% 0.75% 0.75%
MAA B 0.04% 0.03% 0.03%
MAR D 0.15% 0.12% 0.12%
MAS D 0.04% 0.03% 0.03%
MCD F 0.5% 0.39% 0.39%
MCHP B 0.13% 0.12% 0.12%
MCK A 0.18% 0.15% 0.15%
MCO C 0.15% 0.12% 0.12%
MDLZ B 0.24% 0.19% 0.19%
MDT D 0.28% 0.22% 0.22%
MET C 0.11% 0.1% 0.1%
META D 2.53% 1.9% 1.9%
MKC B 0.05% 0.03% 0.03%
MLM D 0.09% 0.08% 0.08%
MMC C 0.25% 0.2% 0.2%
MNST D 0.1% 0.1% 0.1%
MOH D 0.05% 0.03% 0.03%
MPC D 0.17% 0.14% 0.14%
MPWR B 0.09% 0.07% 0.07%
MRK B 0.82% 0.67% 0.67%
MRNA B 0.1% 0.08% 0.08%
MS A 0.3% 0.25% 0.25%
MSCI D 0.09% 0.08% 0.08%
MSFT D 7.68% 6.36% 6.36%
MSI A 0.15% 0.11% 0.11%
MTB A 0.06% 0.05% 0.05%
MTD D 0.07% 0.06% 0.06%
MU B 0.32% 0.27% 0.27%
NDAQ B 0.06% 0.05% 0.05%
NDSN C 0.04% 0.03% 0.03%
NEE B 0.37% 0.29% 0.29%
NEM B 0.12% 0.08% 0.08%
NFLX C 0.64% 0.52% 0.52%
NKE F 0.28% 0.24% 0.24%
NOW D 0.37% 0.32% 0.32%
NRG B 0.04% 0.03% 0.03%
NSC D 0.13% 0.12% 0.12%
NTAP B 0.05% 0.04% 0.04%
NTRS C 0.04% 0.04% 0.04%
NUE D 0.11% 0.08% 0.08%
NVDA C 5.58% 4.66% 4.66%
NVR C 0.06% 0.04% 0.04%
NXPI A 0.17% 0.13% 0.13%
O B 0.12% 0.1% 0.1%
ODFL F 0.08% 0.09% 0.08%
OKE B 0.11% 0.1% 0.1%
OMC B 0.05% 0.04% 0.04%
ON F 0.08% 0.05% 0.05%
ORCL D 0.47% 0.39% 0.39%
ORLY D 0.15% 0.13% 0.13%
OTIS D 0.09% 0.09% 0.09%
PANW B 0.24% 0.2% 0.2%
PAYX C 0.1% 0.07% 0.07%
PCAR D 0.14% 0.11% 0.11%
PEG A 0.09% 0.06% 0.06%
PEP B 0.62% 0.52% 0.52%
PFE D 0.4% 0.31% 0.31%
PFG C 0.05% 0.03% 0.03%
PG A 0.98% 0.82% 0.82%
PGR A 0.31% 0.25% 0.25%
PH B 0.17% 0.15% 0.15%
PHM B 0.06% 0.04% 0.04%
PKG D 0.04% 0.03% 0.03%
PLD D 0.25% 0.2% 0.2%
PNC B 0.16% 0.13% 0.13%
PNR C 0.03% 0.02% 0.02%
POOL D 0.04% 0.03% 0.03%
PPG D 0.08% 0.06% 0.06%
PRU B 0.1% 0.08% 0.08%
PSA D 0.11% 0.09% 0.09%
PSX D 0.16% 0.13% 0.13%
PTC D 0.05% 0.03% 0.03%
PWR A 0.09% 0.08% 0.08%
PYPL B 0.18% 0.14% 0.14%
QCOM B 0.51% 0.39% 0.39%
RCL A 0.08% 0.06% 0.06%
REGN C 0.26% 0.17% 0.17%
RF B 0.05% 0.03% 0.03%
RJF B 0.06% 0.05% 0.05%
RMD B 0.08% 0.07% 0.07%
ROK F 0.08% 0.07% 0.07%
ROL A 0.03% 0.03% 0.03%
ROP D 0.14% 0.1% 0.1%
ROST D 0.11% 0.09% 0.09%
RSG B 0.1% 0.09% 0.09%
SBAC D 0.05% 0.04% 0.04%
SBUX F 0.21% 0.22% 0.21%
SCHW A 0.29% 0.23% 0.23%
SHW D 0.19% 0.16% 0.16%
SJM F 0.03% 0.03% 0.03%
SLB F 0.17% 0.13% 0.13%
SNA D 0.04% 0.03% 0.03%
SNPS D 0.21% 0.17% 0.17%
SPG C 0.12% 0.09% 0.09%
SPGI C 0.35% 0.28% 0.28%
SRE B 0.12% 0.07% 0.07%
STE D 0.05% 0.04% 0.04%
STLD D 0.05% 0.04% 0.04%
STT C 0.06% 0.04% 0.04%
STX C 0.04% 0.03% 0.03%
STZ D 0.1% 0.11% 0.1%
SWK F 0.03% 0.02% 0.02%
SWKS F 0.04% 0.03% 0.03%
SYF B 0.05% 0.04% 0.04%
SYK D 0.28% 0.26% 0.26%
SYY D 0.1% 0.07% 0.07%
T B 0.31% 0.26% 0.26%
TDG A 0.18% 0.11% 0.11%
TEL C 0.11% 0.1% 0.1%
TER B 0.05% 0.05% 0.05%
TFC B 0.13% 0.11% 0.11%
TGT D 0.18% 0.15% 0.15%
TJX C 0.28% 0.23% 0.23%
TMO D 0.56% 0.44% 0.44%
TMUS C 0.22% 0.18% 0.18%
TRGP B 0.06% 0.06% 0.06%
TRMB D 0.03% 0.03% 0.03%
TROW D 0.06% 0.06% 0.06%
TRV D 0.12% 0.1% 0.1%
TSCO B 0.07% 0.05% 0.05%
TSLA D 1.28% 1.15% 1.15%
TSN B 0.04% 0.04% 0.04%
TT A 0.18% 0.13% 0.13%
TTWO D 0.06% 0.05% 0.05%
TXN A 0.41% 0.3% 0.3%
TYL A 0.05% 0.04% 0.04%
UAL B 0.04% 0.04% 0.04%
UBER D 0.36% 0.28% 0.28%
ULTA F 0.05% 0.04% 0.04%
UNH C 1.16% 0.97% 0.97%
UNP D 0.37% 0.32% 0.32%
UPS F 0.27% 0.23% 0.23%
URI D 0.11% 0.09% 0.09%
USB D 0.16% 0.14% 0.14%
V D 1.08% 0.81% 0.81%
VICI B 0.08% 0.04% 0.04%
VLO D 0.14% 0.11% 0.11%
VLTO A 0.05% 0.04% 0.04%
VMC C 0.09% 0.07% 0.07%
VRSK B 0.09% 0.07% 0.07%
VRSN F 0.04% 0.03% 0.03%
VRTX C 0.26% 0.19% 0.19%
VTR B 0.05% 0.03% 0.03%
VTRS D 0.04% 0.03% 0.03%
VZ D 0.42% 0.34% 0.34%
WAB A 0.07% 0.06% 0.06%
WAT D 0.05% 0.04% 0.04%
WBA F 0.03% 0.03% 0.03%
WBD F 0.04% 0.04% 0.04%
WDC B 0.06% 0.04% 0.04%
WELL A 0.13% 0.11% 0.11%
WM A 0.19% 0.16% 0.16%
WMB B 0.12% 0.1% 0.1%
WRB D 0.04% 0.03% 0.03%
WST D 0.07% 0.05% 0.05%
WTW D 0.07% 0.05% 0.05%
WY F 0.06% 0.04% 0.04%
XYL A 0.08% 0.06% 0.06%
YUM C 0.1% 0.08% 0.08%
ZBH D 0.06% 0.05% 0.05%
ZBRA A 0.04% 0.04% 0.04%
ZTS D 0.2% 0.14% 0.14%
XVV Overweight 66 Positions Relative to GDE
Symbol Grade Weight
FI C 0.23%
GEV B 0.11%
COR D 0.09%
CPAY B 0.06%
COO D 0.05%
BG B 0.04%
INCY D 0.03%
CTLT C 0.03%
AOS D 0.03%
UHS D 0.03%
BBWI C 0.03%
HRL B 0.03%
ALLE D 0.03%
TAP F 0.03%
GEN F 0.03%
CPT B 0.03%
JNPR D 0.03%
EMN B 0.03%
MGM F 0.03%
UDR B 0.03%
IPG D 0.03%
JKHY D 0.03%
TECH C 0.03%
PODD C 0.03%
RVTY D 0.03%
KIM C 0.03%
WRK A 0.03%
BIO F 0.02%
PARA C 0.02%
MHK D 0.02%
RL D 0.02%
GL F 0.02%
IVZ D 0.02%
NCLH F 0.02%
BEN F 0.02%
RHI D 0.02%
CMA B 0.02%
ETSY F 0.02%
DVA B 0.02%
CZR F 0.02%
FRT B 0.02%
FMC C 0.02%
HAS B 0.02%
FOXA B 0.02%
MKTX F 0.02%
PAYC F 0.02%
BWA B 0.02%
GNRC B 0.02%
MTCH F 0.02%
BXP F 0.02%
TPR D 0.02%
CPB B 0.02%
DAY F 0.02%
HSIC D 0.02%
AAL D 0.02%
AIZ D 0.02%
WYNN D 0.02%
NWSA D 0.02%
MOS F 0.02%
QRVO F 0.02%
TFX F 0.02%
CHRW C 0.02%
FFIV F 0.02%
REG D 0.02%
NWS D 0.01%
FOX B 0.01%
XVV Underweight 112 Positions Relative to GDE
Symbol Grade Weight
XOM B -1.01%
JNJ F -0.66%
WMT B -0.57%
CVX B -0.57%
WFC B -0.45%
COP C -0.31%
HON D -0.28%
PM B -0.25%
BA F -0.23%
RTX A -0.23%
LMT A -0.21%
SO A -0.18%
EOG B -0.17%
MO A -0.16%
KKR C -0.15%
NOC B -0.15%
CRWD D -0.14%
PXD B -0.14%
GD A -0.14%
DUK A -0.14%
WDAY F -0.12%
MELI C -0.12%
MMM B -0.11%
MRVL D -0.11%
HES B -0.1%
AEP A -0.1%
SNOW F -0.1%
APO C -0.1%
LNG D -0.09%
SMCI D -0.09%
DASH D -0.09%
D B -0.09%
DDOG C -0.09%
GWW D -0.09%
SQ D -0.09%
WCN D -0.09%
PLTR D -0.09%
COIN D -0.09%
TTD B -0.08%
FANG B -0.08%
SPOT B -0.08%
LHX A -0.08%
OXY B -0.08%
DD A -0.07%
VEEV D -0.07%
KVUE D -0.07%
DELL B -0.07%
HUBS D -0.07%
DVN B -0.07%
VRT B -0.06%
NU C -0.06%
WEC B -0.06%
PCG B -0.06%
AEE B -0.05%
DTE A -0.05%
DKNG D -0.05%
CTRA B -0.05%
VST B -0.05%
CPNG A -0.05%
MDB F -0.05%
XEL C -0.05%
MKL A -0.04%
LDOS A -0.04%
SUI F -0.04%
TDY D -0.04%
CSL B -0.04%
RBLX C -0.04%
ARES B -0.04%
GDDY A -0.04%
PINS A -0.04%
CCEP A -0.04%
LPLA B -0.04%
FCNCA B -0.04%
BAH B -0.04%
SSNC C -0.04%
NET F -0.04%
CMS A -0.04%
ENTG D -0.04%
TEAM F -0.04%
OC A -0.03%
OKTA D -0.03%
RPRX D -0.03%
WSO B -0.03%
APP B -0.03%
TPL B -0.03%
GGG D -0.03%
ALNY D -0.03%
PSTG C -0.03%
EQT B -0.03%
LII D -0.03%
MANH D -0.03%
RS D -0.03%
AVTR D -0.03%
TRU C -0.03%
TXT D -0.03%
MSTR D -0.03%
CHKP D -0.03%
MRO D -0.03%
AER A -0.03%
DECK D -0.03%
FE A -0.03%
ZM D -0.03%
PPL A -0.03%
ZS F -0.03%
J D -0.03%
FNF B -0.03%
RPM D -0.02%
LECO D -0.02%
BMRN F -0.02%
NTNX C -0.02%
YUMC F -0.02%
EME A -0.02%
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