EFIV vs. GDE ETF Comparison

Comparison of SPDR S&P 500 ESG ETF (EFIV) to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)

EFIV

SPDR S&P 500 ESG ETF

EFIV Description

• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index

Grade (RS Rating)

Last Trade

$57.77

Average Daily Volume

109,257

Number of Holdings ^*

313

* 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	EFIV	GDE
30 Days	2.81%	2.47%
60 Days	4.79%	7.08%
90 Days	5.59%	12.48%
12 Months	30.64%	63.68%

261 Overlapping Holdings

Symbol	Grade	Weight in EFIV	Weight in GDE	Overlap
A	D	0.11%	0.08%	0.08%
AAPL	C	9.53%	6.27%	6.27%
ABBV	D	0.84%	0.53%	0.53%
ABT	B	0.56%	0.37%	0.37%
ADBE	C	0.66%	0.46%	0.46%
ADM	D	0.07%	0.02%	0.02%
ADP	B	0.35%	0.24%	0.24%
ADSK	A	0.19%	0.16%	0.16%
AFL	B	0.16%	0.1%	0.1%
AIG	B	0.14%	0.11%	0.11%
AJG	B	0.18%	0.11%	0.11%
AKAM	D	0.04%	0.02%	0.02%
ALB	C	0.04%	0.0%	0.0%
ALL	A	0.15%	0.08%	0.08%
AMAT	F	0.42%	0.22%	0.22%
AMD	F	0.63%	0.43%	0.43%
AME	A	0.13%	0.1%	0.1%
AMGN	D	0.45%	0.28%	0.28%
AMP	A	0.15%	0.14%	0.14%
AMT	D	0.25%	0.17%	0.17%
APD	A	0.19%	0.1%	0.1%
ARE	D	0.05%	0.02%	0.02%
AVB	B	0.09%	0.05%	0.05%
AVY	D	0.05%	0.04%	0.04%
AWK	D	0.07%	0.07%	0.07%
AXON	A	0.12%	0.07%	0.07%
AXP	A	0.45%	0.39%	0.39%
BAC	A	0.86%	0.68%	0.68%
BALL	D	0.05%	0.06%	0.05%
BAX	D	0.05%	0.01%	0.01%
BBY	D	0.05%	0.04%	0.04%
BDX	F	0.19%	0.08%	0.08%
BEN	C	0.02%	0.08%	0.02%
BIIB	F	0.07%	0.02%	0.02%
BK	A	0.16%	0.09%	0.09%
BKR	B	0.12%	0.11%	0.11%
BLK	C	0.4%	0.28%	0.28%
BMY	B	0.33%	0.14%	0.14%
BR	A	0.07%	0.04%	0.04%
BSX	B	0.36%	0.22%	0.22%
C	A	0.37%	0.21%	0.21%
CAG	D	0.04%	0.02%	0.02%
CAH	B	0.09%	0.05%	0.05%
CARR	D	0.18%	0.1%	0.1%
CAT	B	0.52%	0.3%	0.3%
CBRE	B	0.11%	0.08%	0.08%
CF	B	0.04%	0.04%	0.04%
CFG	B	0.06%	0.04%	0.04%
CI	F	0.26%	0.18%	0.18%
CL	D	0.21%	0.1%	0.1%
CMCSA	B	0.47%	0.24%	0.24%
CME	A	0.23%	0.13%	0.13%
CMG	B	0.23%	0.1%	0.1%
CMI	A	0.14%	0.09%	0.09%
CNC	D	0.09%	0.05%	0.05%
COF	B	0.2%	0.16%	0.16%
COR	B	0.12%	0.05%	0.05%
COST	B	1.15%	0.73%	0.73%
CPAY	A	0.07%	0.05%	0.05%
CRM	B	0.92%	0.53%	0.53%
CSCO	B	0.66%	0.48%	0.48%
CSGP	D	0.09%	0.03%	0.03%
CSX	B	0.2%	0.21%	0.2%
CTAS	B	0.21%	0.17%	0.17%
CTVA	C	0.11%	0.09%	0.09%
CVS	D	0.19%	0.14%	0.14%
CVX	A	0.75%	0.35%	0.35%
DAL	C	0.12%	0.05%	0.05%
DE	A	0.28%	0.13%	0.13%
DECK	A	0.08%	0.07%	0.07%
DFS	B	0.12%	0.08%	0.08%
DGX	A	0.05%	0.02%	0.02%
DHI	D	0.13%	0.09%	0.09%
DHR	F	0.43%	0.35%	0.35%
DIS	B	0.52%	0.21%	0.21%
DLR	B	0.15%	0.1%	0.1%
DOV	A	0.08%	0.06%	0.06%
DOW	F	0.09%	0.03%	0.03%
DVN	F	0.07%	0.01%	0.01%
EA	A	0.11%	0.1%	0.1%
EBAY	D	0.08%	0.06%	0.06%
ECL	D	0.18%	0.12%	0.12%
ED	D	0.09%	0.05%	0.05%
EIX	B	0.09%	0.06%	0.06%
EL	F	0.04%	0.01%	0.01%
ELV	F	0.27%	0.17%	0.17%
EMR	A	0.21%	0.19%	0.19%
EQIX	A	0.24%	0.14%	0.14%
EQR	B	0.07%	0.04%	0.04%
EQT	B	0.07%	0.02%	0.02%
ES	D	0.06%	0.05%	0.05%
ETR	B	0.09%	0.05%	0.05%
EW	C	0.11%	0.03%	0.03%
EXC	C	0.11%	0.09%	0.09%
EXPE	B	0.06%	0.05%	0.05%
EXR	D	0.1%	0.06%	0.06%
FANG	D	0.09%	0.04%	0.04%
FCX	D	0.17%	0.08%	0.08%
FDS	B	0.05%	0.05%	0.05%
FI	A	0.34%	0.22%	0.22%
FIS	C	0.14%	0.09%	0.09%
FITB	A	0.09%	0.06%	0.06%
FTV	C	0.07%	0.07%	0.07%
GE	D	0.55%	0.34%	0.34%
GILD	C	0.32%	0.21%	0.21%
GIS	D	0.1%	0.05%	0.05%
GM	B	0.18%	0.15%	0.15%
GOOGL	C	2.92%	4.12%	2.92%
GPC	D	0.05%	0.05%	0.05%
GPN	B	0.08%	0.03%	0.03%
GS	A	0.52%	0.36%	0.36%
GWW	B	0.15%	0.08%	0.08%
HAL	C	0.07%	0.02%	0.02%
HBAN	A	0.07%	0.04%	0.04%
HD	A	1.13%	0.75%	0.75%
HES	B	0.11%	0.03%	0.03%
HIG	B	0.1%	0.06%	0.06%
HLT	A	0.17%	0.13%	0.13%
HOLX	D	0.05%	0.06%	0.05%
HPE	B	0.08%	0.06%	0.06%
HPQ	B	0.1%	0.09%	0.09%
HRL	D	0.02%	0.05%	0.02%
HST	C	0.03%	0.05%	0.03%
HSY	F	0.08%	0.04%	0.04%
HUBB	B	0.07%	0.02%	0.02%
HUM	C	0.1%	0.04%	0.04%
ICE	C	0.25%	0.16%	0.16%
IDXX	F	0.1%	0.05%	0.05%
IEX	B	0.05%	0.01%	0.01%
IFF	D	0.06%	0.04%	0.04%
INCY	C	0.04%	0.06%	0.04%
INTC	D	0.3%	0.06%	0.06%
IPG	D	0.03%	0.04%	0.03%
IR	B	0.12%	0.04%	0.04%
IRM	D	0.09%	0.03%	0.03%
ITW	B	0.21%	0.16%	0.16%
JBHT	C	0.04%	0.02%	0.02%
JPM	A	1.91%	1.24%	1.24%
K	A	0.06%	0.04%	0.04%
KDP	D	0.11%	0.09%	0.09%
KEY	B	0.05%	0.03%	0.03%
KHC	F	0.08%	0.03%	0.03%
KIM	A	0.05%	0.01%	0.01%
KLAC	D	0.24%	0.14%	0.14%
KMI	A	0.14%	0.12%	0.12%
KO	D	0.68%	0.49%	0.49%
KR	B	0.11%	0.05%	0.05%
LKQ	D	0.03%	0.0%	0.0%
LLY	F	1.79%	1.37%	1.37%
LOW	D	0.43%	0.28%	0.28%
LRCX	F	0.27%	0.23%	0.23%
LVS	C	0.05%	0.01%	0.01%
LW	C	0.03%	0.0%	0.0%
MA	C	1.2%	0.95%	0.95%
MAR	B	0.19%	0.09%	0.09%
MAS	D	0.05%	0.03%	0.03%
MCD	D	0.59%	0.38%	0.38%
MCO	B	0.21%	0.13%	0.13%
MDLZ	F	0.25%	0.17%	0.17%
MET	A	0.13%	0.09%	0.09%
MGM	D	0.02%	0.1%	0.02%
MKC	D	0.05%	0.04%	0.04%
MMC	B	0.31%	0.2%	0.2%
MOS	F	0.02%	0.1%	0.02%
MPC	D	0.15%	0.08%	0.08%
MRK	F	0.7%	0.36%	0.36%
MRNA	F	0.04%	0.01%	0.01%
MS	A	0.46%	0.43%	0.43%
MSCI	C	0.14%	0.11%	0.11%
MSFT	F	8.8%	5.58%	5.58%
MTB	A	0.1%	0.06%	0.06%
MTD	D	0.07%	0.07%	0.07%
MU	D	0.31%	0.15%	0.15%
NDAQ	A	0.09%	0.06%	0.06%
NEE	D	0.42%	0.28%	0.28%
NEM	D	0.13%	0.09%	0.09%
NKE	D	0.26%	0.11%	0.11%
NSC	B	0.17%	0.13%	0.13%
NTRS	A	0.06%	0.05%	0.05%
NVDA	C	10.02%	6.47%	6.47%
NWSA	B	0.03%	0.04%	0.03%
OKE	A	0.18%	0.17%	0.17%
OMC	C	0.06%	0.03%	0.03%
ON	D	0.08%	0.04%	0.04%
OTIS	C	0.11%	0.08%	0.08%
OXY	D	0.1%	0.03%	0.03%
PAYX	C	0.13%	0.1%	0.1%
PCAR	B	0.17%	0.07%	0.07%
PEG	A	0.12%	0.05%	0.05%
PEP	F	0.63%	0.34%	0.34%
PFG	D	0.05%	0.03%	0.03%
PG	A	1.09%	0.76%	0.76%
PH	A	0.25%	0.16%	0.16%
PHM	D	0.07%	0.04%	0.04%
PLD	D	0.3%	0.22%	0.22%
PNC	B	0.23%	0.16%	0.16%
POOL	C	0.04%	0.01%	0.01%
PPG	F	0.08%	0.03%	0.03%
PRU	A	0.12%	0.09%	0.09%
PSA	D	0.15%	0.09%	0.09%
PSX	C	0.15%	0.07%	0.07%
PWR	A	0.13%	0.09%	0.09%
PYPL	B	0.25%	0.19%	0.19%
QCOM	F	0.5%	0.31%	0.31%
REGN	F	0.24%	0.16%	0.16%
RF	A	0.07%	0.04%	0.04%
RJF	A	0.08%	0.08%	0.08%
RMD	C	0.1%	0.06%	0.06%
ROK	B	0.09%	0.11%	0.09%
ROST	C	0.13%	0.12%	0.12%
RSG	A	0.12%	0.09%	0.09%
SBAC	D	0.06%	0.03%	0.03%
SBUX	A	0.32%	0.22%	0.22%
SCHW	B	0.33%	0.15%	0.15%
SHW	A	0.25%	0.17%	0.17%
SJM	D	0.03%	0.04%	0.03%
SPGI	C	0.45%	0.3%	0.3%
SRE	A	0.16%	0.13%	0.13%
STT	A	0.08%	0.06%	0.06%
SWK	D	0.04%	0.04%	0.04%
SYF	B	0.07%	0.06%	0.06%
SYK	C	0.37%	0.28%	0.28%
SYY	B	0.11%	0.06%	0.06%
T	A	0.45%	0.29%	0.29%
TAP	C	0.03%	0.08%	0.03%
TFC	A	0.17%	0.12%	0.12%
TGT	F	0.2%	0.08%	0.08%
TJX	A	0.38%	0.29%	0.29%
TMUS	B	0.33%	0.49%	0.33%
TRGP	B	0.12%	0.09%	0.09%
TROW	B	0.07%	0.02%	0.02%
TRV	B	0.16%	0.1%	0.1%
TSCO	D	0.08%	0.05%	0.05%
TSLA	B	2.55%	1.93%	1.93%
TSN	B	0.05%	0.05%	0.05%
TTWO	A	0.08%	0.08%	0.08%
UBER	D	0.42%	0.25%	0.25%
ULTA	F	0.05%	0.01%	0.01%
UNH	C	1.56%	1.03%	1.03%
UNP	C	0.41%	0.3%	0.3%
UPS	C	0.27%	0.05%	0.05%
URI	B	0.16%	0.1%	0.1%
USB	A	0.22%	0.15%	0.15%
V	A	1.44%	1.19%	1.19%
VLO	C	0.12%	0.06%	0.06%
VRSK	A	0.11%	0.08%	0.08%
VTR	C	0.07%	0.04%	0.04%
WAB	B	0.1%	0.06%	0.06%
WAT	B	0.06%	0.06%	0.06%
WBA	F	0.02%	0.0%	0.0%
WDC	D	0.06%	0.03%	0.03%
WELL	A	0.22%	0.13%	0.13%
WM	A	0.23%	0.1%	0.1%
WMB	A	0.19%	0.12%	0.12%
WMT	A	1.03%	1.23%	1.03%
WY	D	0.06%	0.03%	0.03%
XOM	B	1.5%	0.97%	0.97%
XYL	D	0.08%	0.08%	0.08%
YUM	B	0.11%	0.08%	0.08%
ZBH	C	0.06%	0.02%	0.02%
ZTS	D	0.22%	0.18%	0.18%

EFIV Overweight 52 Positions Relative to GDE

Symbol	Grade	Weight
GOOG	C	2.42%
ACN	C	0.65%
LIN	D	0.61%
ETN	A	0.41%
MDT	D	0.31%
CB	C	0.3%
TT	A	0.26%
AON	A	0.23%
SLB	C	0.17%
JCI	C	0.16%
RCL	A	0.15%
ACGL	D	0.11%
LULU	C	0.1%
WTW	B	0.09%
CCL	B	0.07%
SW	A	0.07%
CBOE	B	0.06%
LYB	F	0.06%
PNR	A	0.05%
JKHY	D	0.04%
CHRW	C	0.04%
UDR	B	0.04%
AMCR	D	0.04%
RVTY	F	0.04%
APTV	D	0.04%
DOC	D	0.04%
EG	C	0.04%
TFX	F	0.03%
GL	B	0.03%
MKTX	D	0.03%
CRL	C	0.03%
AIZ	A	0.03%
BXP	D	0.03%
TPR	B	0.03%
NCLH	B	0.03%
REG	B	0.03%
KMX	B	0.03%
ALLE	D	0.03%
DAY	B	0.03%
PARA	C	0.02%
FMC	D	0.02%
DVA	B	0.02%
MHK	D	0.02%
BWA	D	0.02%
IVZ	B	0.02%
WYNN	D	0.02%
RL	B	0.02%
HAS	D	0.02%
CZR	F	0.02%
FRT	B	0.02%
CPB	D	0.02%
NWS	B	0.01%

EFIV Underweight 227 Positions Relative to GDE

Symbol	Grade	Weight
AMZN	C	-4.05%
META	D	-2.7%
BRK.A	B	-1.83%
AVGO	D	-1.46%
ORCL	B	-0.92%
JNJ	D	-0.7%
NFLX	A	-0.66%
TMO	F	-0.42%
NOW	A	-0.4%
BX	A	-0.39%
WFC	A	-0.37%
PM	B	-0.37%
TXN	C	-0.36%
ISRG	A	-0.36%
VZ	C	-0.32%
IBM	C	-0.32%
INTU	C	-0.32%
RTX	C	-0.32%
BKNG	A	-0.31%
HON	B	-0.31%
EOG	A	-0.27%
PLTR	B	-0.26%
KKR	A	-0.25%
APO	B	-0.25%
ADI	D	-0.25%
PGR	A	-0.24%
VRTX	F	-0.23%
PANW	C	-0.23%
LMT	D	-0.23%
ANET	C	-0.22%
PFE	D	-0.21%
DELL	C	-0.19%
APH	A	-0.18%
SO	D	-0.18%
MO	A	-0.18%
APP	B	-0.17%
EPD	A	-0.17%
TEAM	A	-0.16%
COP	C	-0.16%
CRWD	B	-0.16%
MCK	B	-0.16%
WDAY	B	-0.16%
CHTR	C	-0.15%
SCCO	F	-0.15%
DUK	C	-0.15%
GD	F	-0.14%
ROP	B	-0.14%
NOC	D	-0.14%
FTNT	C	-0.14%
HCA	F	-0.14%
GEV	B	-0.14%
TTD	B	-0.14%
FDX	B	-0.14%
ET	A	-0.14%
DASH	A	-0.13%
CEG	D	-0.13%
ORLY	B	-0.13%
TDG	D	-0.13%
BA	F	-0.12%
COIN	C	-0.12%
MRVL	B	-0.12%
OVV	B	-0.12%
SPG	B	-0.12%
MMM	D	-0.12%
AZO	C	-0.11%
CTSH	B	-0.11%
STLD	B	-0.1%
FAST	B	-0.1%
O	D	-0.1%
PCG	A	-0.1%
SNPS	B	-0.1%
D	C	-0.1%
KMB	D	-0.09%
MPLX	A	-0.09%
CCI	D	-0.09%
CPNG	D	-0.09%
LEN	D	-0.09%
IQV	D	-0.09%
ZS	C	-0.09%
CDNS	B	-0.09%
MSI	B	-0.09%
AEP	D	-0.09%
RBLX	C	-0.08%
IT	C	-0.08%
CPRT	A	-0.08%
VRSN	F	-0.08%
TDY	B	-0.08%
ZM	B	-0.08%
DRI	B	-0.08%
HWM	A	-0.08%
KVUE	A	-0.08%
TWLO	A	-0.08%
LHX	C	-0.08%
MPWR	F	-0.07%
ILMN	D	-0.07%
H	B	-0.07%
VST	B	-0.07%
TPL	A	-0.07%
ABNB	C	-0.07%
LYV	A	-0.07%
FICO	B	-0.07%
ODFL	B	-0.07%
CE	F	-0.06%
VICI	C	-0.06%
WMG	C	-0.06%
VRT	B	-0.06%
DDOG	A	-0.06%
TYL	B	-0.06%
CHD	B	-0.06%
CG	A	-0.06%
GLW	B	-0.06%
BSY	D	-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%
MRO	B	-0.06%
TER	D	-0.06%
EXPD	D	-0.06%
CNP	B	-0.06%
ZBRA	B	-0.06%
DD	D	-0.06%
SQ	B	-0.05%
PODD	C	-0.05%
IOT	A	-0.05%
ACI	C	-0.05%
XEL	A	-0.05%
LUV	C	-0.05%
VEEV	C	-0.05%
DT	C	-0.05%
STZ	D	-0.05%
GLPI	C	-0.04%
WRB	A	-0.04%
HUBS	A	-0.04%
MANH	D	-0.04%
GEHC	F	-0.04%
UAL	A	-0.04%
SNA	A	-0.04%
GEN	B	-0.04%
RIVN	F	-0.04%
VMC	B	-0.04%
NET	B	-0.04%
BRO	B	-0.04%
CDW	F	-0.04%
FSLR	F	-0.04%
ATO	A	-0.04%
SSNC	B	-0.04%
LH	C	-0.04%
SUI	D	-0.04%
TXT	D	-0.04%
AVTR	F	-0.04%
CINF	A	-0.04%
AEE	A	-0.04%
WPC	D	-0.04%
ANSS	B	-0.04%
FCNCA	A	-0.04%
ROKU	D	-0.04%
CSL	C	-0.04%
MCHP	D	-0.04%
CRBG	B	-0.04%
NTAP	C	-0.04%
CMS	C	-0.04%
ARES	A	-0.04%
LBRDK	C	-0.04%
DTE	C	-0.04%
SNAP	C	-0.04%
BAH	F	-0.03%
LDOS	C	-0.03%
BLDR	D	-0.03%
PINS	D	-0.03%
L	A	-0.03%
PPL	B	-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%
HEI	B	-0.03%
MKL	A	-0.03%
GDDY	A	-0.03%
J	F	-0.03%
AGR	B	-0.03%
FE	C	-0.03%
ESS	B	-0.03%
SIRI	C	-0.03%
LII	A	-0.03%
MNST	C	-0.03%
PKG	A	-0.03%
SOLV	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%
RS	B	-0.02%
ERIE	D	-0.02%
ENTG	D	-0.02%
MORN	B	-0.02%
MDB	C	-0.02%
WBD	C	-0.02%
TW	A	-0.02%
PTC	A	-0.02%
LPLA	A	-0.02%
ENPH	F	-0.02%
OC	A	-0.02%
DKNG	B	-0.02%
WSO	A	-0.02%
GGG	B	-0.02%
JBL	B	-0.01%
DG	F	-0.01%
DLTR	F	-0.01%
ALGN	D	-0.01%
RPM	A	-0.01%
DXCM	D	-0.01%
CTRA	B	-0.01%
SMCI	F	-0.0%
EPAM	C	-0.0%