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

$55.35

Average Daily Volume

126,970

Number of Holdings *

316

* 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

$38.00

Average Daily Volume

9,664

Number of Holdings *

483

* may have additional holdings in another (foreign) market
Performance
Period EFIV GDE
30 Days 1.58% 3.72%
60 Days 2.96% 9.02%
90 Days 4.08% 12.11%
12 Months 29.90% 57.31%
260 Overlapping Holdings
Symbol Grade Weight in EFIV Weight in GDE Overlap
A C 0.12% 0.09% 0.09%
AAPL C 9.5% 6.21% 6.21%
ABBV C 1.01% 0.63% 0.63%
ABT C 0.6% 0.38% 0.38%
ADBE F 0.78% 0.51% 0.51%
ADM D 0.09% 0.03% 0.03%
ADP B 0.34% 0.21% 0.21%
ADSK C 0.16% 0.11% 0.11%
AFL C 0.17% 0.1% 0.1%
AIG D 0.14% 0.1% 0.1%
AJG D 0.19% 0.11% 0.11%
AKAM D 0.04% 0.02% 0.02%
ALB D 0.03% 0.0% 0.0%
ALL B 0.14% 0.09% 0.09%
AMAT D 0.45% 0.22% 0.22%
AMD D 0.72% 0.47% 0.47%
AME C 0.11% 0.08% 0.08%
AMGN B 0.52% 0.32% 0.32%
AMP A 0.13% 0.11% 0.11%
AMT C 0.33% 0.21% 0.21%
APD B 0.18% 0.09% 0.09%
ARE C 0.06% 0.02% 0.02%
AVB B 0.1% 0.05% 0.05%
AVY C 0.05% 0.03% 0.03%
AWK B 0.08% 0.1% 0.08%
AXON B 0.08% 0.05% 0.05%
AXP B 0.43% 0.31% 0.31%
BAC D 0.78% 0.52% 0.52%
BALL C 0.06% 0.07% 0.06%
BAX C 0.06% 0.01% 0.01%
BBY C 0.06% 0.04% 0.04%
BDX D 0.2% 0.08% 0.08%
BEN F 0.02% 0.08% 0.02%
BIIB F 0.09% 0.03% 0.03%
BK B 0.15% 0.09% 0.09%
BKR C 0.1% 0.06% 0.06%
BLK B 0.37% 0.25% 0.25%
BMY C 0.29% 0.12% 0.12%
BR D 0.07% 0.04% 0.04%
BSX B 0.36% 0.21% 0.21%
C C 0.32% 0.18% 0.18%
CAG C 0.04% 0.02% 0.02%
CAH C 0.08% 0.06% 0.06%
CARR B 0.19% 0.1% 0.1%
CAT B 0.49% 0.27% 0.27%
CBRE A 0.11% 0.07% 0.07%
CF C 0.04% 0.02% 0.02%
CFG C 0.05% 0.04% 0.04%
CI C 0.3% 0.2% 0.2%
CL D 0.26% 0.16% 0.16%
CMCSA D 0.46% 0.22% 0.22%
CME C 0.23% 0.13% 0.13%
CMG C 0.23% 0.1% 0.1%
CMI C 0.12% 0.07% 0.07%
CNC D 0.12% 0.06% 0.06%
COF B 0.16% 0.12% 0.12%
COST B 1.2% 0.77% 0.77%
CPAY B 0.07% 0.04% 0.04%
CRM D 0.73% 0.4% 0.4%
CSCO C 0.59% 0.41% 0.41%
CSGP D 0.09% 0.03% 0.03%
CSX D 0.19% 0.2% 0.19%
CTAS B 0.21% 0.15% 0.15%
CTVA B 0.11% 0.08% 0.08%
CVS D 0.21% 0.13% 0.13%
CVX D 0.71% 0.31% 0.31%
DAL C 0.08% 0.03% 0.03%
DE B 0.3% 0.13% 0.13%
DECK C 0.07% 0.04% 0.04%
DFS B 0.09% 0.06% 0.06%
DGX B 0.05% 0.03% 0.03%
DHI B 0.17% 0.1% 0.1%
DHR B 0.53% 0.4% 0.4%
DIS D 0.48% 0.18% 0.18%
DLR B 0.15% 0.09% 0.09%
DOV B 0.08% 0.05% 0.05%
DOW D 0.1% 0.03% 0.03%
DVN F 0.07% 0.02% 0.02%
EA D 0.1% 0.06% 0.06%
EBAY B 0.1% 0.06% 0.06%
ECL B 0.19% 0.13% 0.13%
ED C 0.11% 0.06% 0.06%
EIX C 0.1% 0.05% 0.05%
EL F 0.06% 0.01% 0.01%
ELV C 0.38% 0.24% 0.24%
EMR D 0.17% 0.15% 0.15%
EQIX C 0.25% 0.13% 0.13%
EQR B 0.08% 0.04% 0.04%
EQT D 0.06% 0.01% 0.01%
ES C 0.07% 0.06% 0.06%
ETR B 0.08% 0.06% 0.06%
EW F 0.12% 0.03% 0.03%
EXC C 0.12% 0.09% 0.09%
EXPE C 0.05% 0.03% 0.03%
EXR B 0.11% 0.06% 0.06%
FANG D 0.09% 0.04% 0.04%
FCX D 0.18% 0.08% 0.08%
FDS C 0.05% 0.05% 0.05%
FIS B 0.14% 0.09% 0.09%
FITB B 0.08% 0.05% 0.05%
FTV C 0.08% 0.07% 0.07%
GE B 0.55% 0.32% 0.32%
GILD B 0.31% 0.19% 0.19%
GIS B 0.12% 0.06% 0.06%
GM C 0.16% 0.11% 0.11%
GOOGL D 2.69% 3.53% 2.69%
GPC D 0.06% 0.06% 0.06%
GPN D 0.08% 0.03% 0.03%
GS C 0.45% 0.31% 0.31%
GWW B 0.13% 0.08% 0.08%
HAL F 0.07% 0.02% 0.02%
HBAN B 0.06% 0.03% 0.03%
HD B 1.1% 0.71% 0.71%
HES F 0.1% 0.03% 0.03%
HIG B 0.1% 0.06% 0.06%
HLT B 0.16% 0.11% 0.11%
HOLX B 0.06% 0.06% 0.06%
HPE D 0.06% 0.04% 0.04%
HPQ D 0.08% 0.08% 0.08%
HRL C 0.03% 0.06% 0.03%
HST C 0.04% 0.06% 0.04%
HSY C 0.09% 0.04% 0.04%
HUBB B 0.06% 0.02% 0.02%
HUM F 0.12% 0.04% 0.04%
ICE C 0.27% 0.17% 0.17%
IDXX C 0.12% 0.05% 0.05%
IEX D 0.04% 0.01% 0.01%
IFF B 0.08% 0.04% 0.04%
INCY C 0.03% 0.06% 0.03%
INTC F 0.24% 0.05% 0.05%
IPG C 0.03% 0.04% 0.03%
IR C 0.11% 0.03% 0.03%
IRM C 0.1% 0.06% 0.06%
ITW C 0.2% 0.15% 0.15%
JBHT D 0.04% 0.02% 0.02%
JPM D 1.75% 1.15% 1.15%
K B 0.06% 0.04% 0.04%
KDP B 0.11% 0.1% 0.1%
KEY B 0.04% 0.02% 0.02%
KHC C 0.08% 0.03% 0.03%
KIM C 0.05% 0.01% 0.01%
KLAC D 0.29% 0.17% 0.17%
KMI B 0.12% 0.1% 0.1%
KO C 0.82% 0.53% 0.53%
KR C 0.11% 0.05% 0.05%
LKQ F 0.03% 0.0% 0.0%
LLY C 2.21% 1.54% 1.54%
LOW B 0.43% 0.28% 0.28%
LRCX F 0.29% 0.26% 0.26%
LVS D 0.04% 0.01% 0.01%
LW D 0.03% 0.0% 0.0%
MA B 1.2% 0.86% 0.86%
MAR C 0.17% 0.07% 0.07%
MAS B 0.05% 0.03% 0.03%
MCD B 0.62% 0.39% 0.39%
MCO B 0.22% 0.14% 0.14%
MDLZ B 0.29% 0.2% 0.2%
MET B 0.14% 0.09% 0.09%
MGM F 0.03% 0.12% 0.03%
MKC C 0.06% 0.06% 0.06%
MMC C 0.34% 0.2% 0.2%
MOS F 0.02% 0.07% 0.02%
MPC F 0.17% 0.08% 0.08%
MRK D 0.86% 0.42% 0.42%
MRNA F 0.07% 0.02% 0.02%
MS D 0.36% 0.31% 0.31%
MSCI C 0.13% 0.09% 0.09%
MSFT C 9.39% 5.65% 5.65%
MTB B 0.08% 0.05% 0.05%
MTD D 0.09% 0.08% 0.08%
MU F 0.29% 0.13% 0.13%
NDAQ A 0.09% 0.05% 0.05%
NEE C 0.51% 0.33% 0.33%
NEM B 0.18% 0.11% 0.11%
NKE D 0.28% 0.11% 0.11%
NSC C 0.17% 0.13% 0.13%
NTRS A 0.05% 0.04% 0.04%
NVDA D 8.67% 5.31% 5.31%
NWSA D 0.03% 0.02% 0.02%
OKE B 0.16% 0.14% 0.14%
OMC B 0.06% 0.03% 0.03%
ON D 0.09% 0.04% 0.04%
OTIS C 0.11% 0.08% 0.08%
OXY F 0.1% 0.03% 0.03%
PAYX C 0.13% 0.09% 0.09%
PCAR D 0.15% 0.05% 0.05%
PEG B 0.12% 0.07% 0.07%
PEP C 0.72% 0.37% 0.37%
PFE C 0.49% 0.23% 0.23%
PFG B 0.05% 0.03% 0.03%
PG C 1.21% 0.81% 0.81%
PH B 0.22% 0.14% 0.14%
PHM B 0.08% 0.04% 0.04%
PLD C 0.36% 0.24% 0.24%
PNC B 0.21% 0.13% 0.13%
POOL C 0.04% 0.01% 0.01%
PPG D 0.09% 0.03% 0.03%
PRU C 0.12% 0.08% 0.08%
PSA B 0.17% 0.1% 0.1%
PSX F 0.16% 0.07% 0.07%
PWR B 0.12% 0.07% 0.07%
PYPL B 0.22% 0.15% 0.15%
QCOM D 0.55% 0.32% 0.32%
REGN C 0.37% 0.2% 0.2%
RF B 0.06% 0.03% 0.03%
RJF C 0.06% 0.06% 0.06%
RMD C 0.11% 0.07% 0.07%
ROK D 0.09% 0.09% 0.09%
ROST C 0.15% 0.1% 0.1%
RSG D 0.12% 0.08% 0.08%
SBAC C 0.08% 0.04% 0.04%
SBUX C 0.33% 0.22% 0.22%
SCHW D 0.27% 0.12% 0.12%
SHW B 0.26% 0.17% 0.17%
SJM C 0.04% 0.08% 0.04%
SPGI B 0.49% 0.34% 0.34%
SRE C 0.15% 0.08% 0.08%
STT A 0.07% 0.05% 0.05%
SWK B 0.04% 0.04% 0.04%
SYF C 0.06% 0.04% 0.04%
SYK C 0.37% 0.25% 0.25%
SYY D 0.11% 0.06% 0.06%
T C 0.46% 0.28% 0.28%
TAP D 0.03% 0.07% 0.03%
TFC C 0.16% 0.1% 0.1%
TGT C 0.2% 0.08% 0.08%
TJX B 0.39% 0.29% 0.29%
TMUS C 0.31% 0.35% 0.31%
TRGP B 0.1% 0.06% 0.06%
TROW D 0.07% 0.02% 0.02%
TRV C 0.16% 0.09% 0.09%
TSCO C 0.09% 0.05% 0.05%
TSLA C 1.89% 1.37% 1.37%
TSN C 0.05% 0.04% 0.04%
TTWO C 0.07% 0.06% 0.06%
UBER C 0.42% 0.24% 0.24%
ULTA D 0.05% 0.01% 0.01%
UNH C 1.6% 1.05% 1.05%
UNP C 0.45% 0.3% 0.3%
UPS D 0.28% 0.05% 0.05%
URI B 0.14% 0.08% 0.08%
USB B 0.2% 0.13% 0.13%
V C 1.33% 1.14% 1.14%
VLO F 0.13% 0.06% 0.06%
VRSK D 0.11% 0.07% 0.07%
VTR C 0.08% 0.04% 0.04%
WAB B 0.09% 0.05% 0.05%
WAT C 0.06% 0.04% 0.04%
WBA F 0.02% 0.0% 0.0%
WDC D 0.06% 0.03% 0.03%
WELL C 0.23% 0.13% 0.13%
WM D 0.23% 0.09% 0.09%
WMB B 0.16% 0.1% 0.1%
WMT C 1.01% 1.09% 1.01%
WY C 0.07% 0.03% 0.03%
XOM C 1.48% 0.89% 0.89%
XYL C 0.09% 0.07% 0.07%
YUM D 0.11% 0.06% 0.06%
ZBH F 0.06% 0.02% 0.02%
ZTS C 0.26% 0.19% 0.19%
EFIV Overweight 56 Positions Relative to GDE
Symbol Grade Weight
GOOG D 2.25%
LIN B 0.66%
ACN C 0.65%
ETN C 0.36%
CB B 0.35%
MDT C 0.35%
TT B 0.24%
AON B 0.22%
SLB F 0.17%
JCI B 0.14%
TEL D 0.13%
RCL B 0.12%
ACGL C 0.12%
WTW C 0.09%
LULU D 0.09%
SW B 0.07%
LYB D 0.07%
CBOE C 0.06%
AMCR B 0.05%
DOC C 0.05%
EG C 0.05%
CCL C 0.05%
APTV D 0.05%
KMX D 0.04%
ALLE B 0.04%
REG C 0.04%
JKHY B 0.04%
UDR C 0.04%
PNR B 0.04%
FRT C 0.03%
GL C 0.03%
HAS B 0.03%
DAY D 0.03%
TPR C 0.03%
CPB C 0.03%
CRL F 0.03%
AIZ B 0.03%
MKTX C 0.03%
TFX C 0.03%
BXP B 0.03%
CHRW B 0.03%
BBWI F 0.02%
ETSY F 0.02%
BIO C 0.02%
AAL D 0.02%
IVZ B 0.02%
WYNN D 0.02%
RL C 0.02%
BWA D 0.02%
MHK C 0.02%
FMC C 0.02%
CZR C 0.02%
NCLH C 0.02%
DVA B 0.02%
NWS D 0.01%
PARA F 0.01%
EFIV Underweight 223 Positions Relative to GDE
Symbol Grade Weight
AMZN C -3.63%
META B -2.44%
BRK.A C -1.75%
AVGO C -1.38%
ORCL C -0.79%
JNJ C -0.76%
NFLX B -0.55%
TMO B -0.45%
NOW B -0.37%
ISRG B -0.35%
IBM B -0.34%
VZ B -0.34%
TXN C -0.34%
PM C -0.32%
BX B -0.31%
INTU C -0.3%
PGR B -0.3%
RTX C -0.29%
WFC D -0.26%
BKNG C -0.26%
ADI C -0.25%
HON D -0.25%
LMT C -0.24%
VRTX D -0.22%
EOG D -0.22%
PANW D -0.2%
ANET B -0.2%
KKR B -0.19%
APO C -0.18%
SO B -0.18%
MO C -0.17%
EPD B -0.17%
DELL D -0.16%
COP D -0.15%
HCA B -0.15%
PLTR B -0.15%
APH D -0.15%
DUK C -0.15%
OVV F -0.14%
FDX C -0.14%
BA F -0.14%
MMM B -0.14%
NOC B -0.14%
SCCO D -0.14%
MSI B -0.13%
MCK F -0.13%
WDAY D -0.13%
GD B -0.13%
CRWD D -0.12%
ROP C -0.12%
CHTR D -0.12%
ORLY C -0.12%
ET B -0.12%
AZO D -0.11%
TTD B -0.11%
TEAM D -0.11%
LEN B -0.1%
DASH C -0.1%
FTNT C -0.1%
MRVL C -0.1%
IQV C -0.1%
CCI C -0.1%
MPLX B -0.1%
TDG B -0.1%
CEG C -0.1%
O C -0.1%
AEP C -0.1%
D C -0.09%
SPG B -0.09%
CTSH C -0.09%
GEV B -0.09%
PCG C -0.09%
SNPS D -0.09%
KMB D -0.09%
STLD F -0.09%
CE F -0.09%
DRI B -0.08%
CPNG B -0.08%
IT B -0.08%
VRSN D -0.08%
CDNS D -0.08%
FAST C -0.08%
MPWR C -0.08%
KVUE C -0.08%
WLK D -0.07%
CPRT D -0.07%
ZS F -0.07%
SWKS D -0.07%
COIN F -0.07%
HWM B -0.07%
TDY B -0.07%
FICO B -0.07%
LHX C -0.07%
ALNY C -0.06%
EFX B -0.06%
ZM C -0.06%
KEYS C -0.06%
CNP C -0.06%
STZ D -0.06%
H C -0.06%
WEC C -0.06%
TER D -0.06%
APP C -0.06%
ABNB D -0.06%
RBLX B -0.06%
ILMN C -0.06%
DD B -0.06%
EXPD C -0.06%
ODFL D -0.06%
DTE C -0.05%
LUV C -0.05%
MCHP F -0.05%
XEL B -0.05%
NVR B -0.05%
AVTR B -0.05%
DDOG D -0.05%
FSLR C -0.05%
WPC C -0.05%
CG D -0.05%
VEEV C -0.05%
GLW C -0.05%
TWLO D -0.05%
VICI C -0.05%
MRO C -0.05%
WMG D -0.05%
ZBRA B -0.05%
CHD D -0.05%
NTAP D -0.05%
CLX C -0.04%
CINF B -0.04%
LDOS B -0.04%
AEE C -0.04%
GDDY C -0.04%
GEHC C -0.04%
GLPI C -0.04%
ARES B -0.04%
CSL B -0.04%
IOT B -0.04%
FCNCA D -0.04%
ANSS D -0.04%
PPL C -0.04%
VST C -0.04%
TXT D -0.04%
VRT C -0.04%
TPL B -0.04%
BAH C -0.04%
ACI F -0.04%
MKL C -0.04%
ROKU C -0.04%
SNAP F -0.04%
LBRDK F -0.04%
RIVN F -0.04%
VLTO C -0.04%
CDW D -0.04%
SSNC B -0.04%
TYL C -0.04%
BSY D -0.04%
PODD B -0.04%
SUI B -0.04%
CMS C -0.04%
DT C -0.04%
BRO C -0.04%
L C -0.03%
PINS F -0.03%
SNA C -0.03%
SNOW F -0.03%
NUE F -0.03%
NDSN C -0.03%
IP B -0.03%
MNST D -0.03%
HEI B -0.03%
FNF B -0.03%
ROL C -0.03%
MLM D -0.03%
J C -0.03%
LII B -0.03%
MANH B -0.03%
NET D -0.03%
VMC D -0.03%
AGR B -0.03%
INVH C -0.03%
WSM D -0.03%
ESS B -0.03%
SOLV C -0.03%
LYV B -0.03%
MOH D -0.03%
PKG B -0.03%
F F -0.03%
WRB C -0.03%
SQ D -0.03%
MAA B -0.03%
FE C -0.03%
ENPH D -0.03%
ATO B -0.03%
LPLA D -0.02%
MORN C -0.02%
WBD D -0.02%
ENTG F -0.02%
CRBG D -0.02%
BMRN F -0.02%
PTC D -0.02%
WSO C -0.02%
OC D -0.02%
UAL C -0.02%
MDB D -0.02%
DKNG C -0.02%
GGG C -0.02%
HUBS D -0.02%
BLDR C -0.02%
EPAM F -0.01%
DG F -0.01%
DLTR F -0.01%
ALGN D -0.01%
RPM B -0.01%
SMCI F -0.01%
DPZ F -0.01%
ERIE B -0.01%
DXCM F -0.01%
WST D -0.01%
CTRA D -0.01%
TW B -0.01%
RS D -0.01%
JBL D -0.0%
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