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      ESGU vs. GDE ETF Comparison

      Comparison of iShares MSCI USA ESG Optimized ETF (ESGU) to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
      ESGU

      iShares MSCI USA ESG Optimized ETF

      ESGU Description

      The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.

      Grade (RS Rating)

      Last Trade

      $131.71

      Average Daily Volume

      490,830

      Number of Holdings *

      284

      * 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

      $37.56

      Average Daily Volume

      20,561

      Number of Holdings *

      488

      * may have additional holdings in another (foreign) market
      Performance
      Period ESGU GDE
      30 Days 3.53% 2.47%
      60 Days 4.75% 7.08%
      90 Days 6.66% 12.48%
      12 Months 32.83% 63.68%
      247 Overlapping Holdings
      Symbol Grade Weight in ESGU Weight in GDE Overlap
      A D 0.11% 0.08% 0.08%
      AAPL C 6.22% 6.27% 6.22%
      ABBV D 0.41% 0.53% 0.41%
      ADBE C 0.56% 0.46% 0.46%
      ADI D 0.12% 0.25% 0.12%
      ADM D 0.09% 0.02% 0.02%
      ADP B 0.69% 0.24% 0.24%
      ADSK A 0.37% 0.16% 0.16%
      AFL B 0.12% 0.1% 0.1%
      AJG B 0.11% 0.11% 0.11%
      AKAM D 0.09% 0.02% 0.02%
      ALNY D 0.08% 0.06% 0.06%
      AMAT F 0.46% 0.22% 0.22%
      AMD F 0.44% 0.43% 0.43%
      AMGN D 0.37% 0.28% 0.28%
      AMT D 0.31% 0.17% 0.17%
      AMZN C 3.61% 4.05% 3.61%
      ANET C 0.2% 0.22% 0.2%
      ANSS B 0.21% 0.04% 0.04%
      AVGO D 1.37% 1.46% 1.37%
      AVTR F 0.08% 0.04% 0.04%
      AXON A 0.22% 0.07% 0.07%
      AXP A 0.44% 0.39% 0.39%
      BAC A 0.65% 0.68% 0.65%
      BALL D 0.09% 0.06% 0.06%
      BBY D 0.16% 0.04% 0.04%
      BIIB F 0.07% 0.02% 0.02%
      BK A 0.42% 0.09% 0.09%
      BKNG A 0.34% 0.31% 0.31%
      BKR B 0.15% 0.11% 0.11%
      BLK C 0.12% 0.28% 0.12%
      BMY B 0.17% 0.14% 0.14%
      BR A 0.45% 0.04% 0.04%
      BRK.A B 0.41% 1.83% 0.41%
      C A 0.34% 0.21% 0.21%
      CAH B 0.15% 0.05% 0.05%
      CARR D 0.17% 0.1% 0.1%
      CAT B 0.32% 0.3% 0.3%
      CBRE B 0.18% 0.08% 0.08%
      CCI D 0.31% 0.09% 0.09%
      CDNS B 0.22% 0.09% 0.09%
      CEG D 0.11% 0.13% 0.11%
      CHD B 0.21% 0.06% 0.06%
      CI F 0.28% 0.18% 0.18%
      CL D 0.09% 0.1% 0.09%
      CLX B 0.26% 0.03% 0.03%
      CMCSA B 0.2% 0.24% 0.2%
      CMG B 0.13% 0.1% 0.1%
      CMI A 0.46% 0.09% 0.09%
      CMS C 0.18% 0.04% 0.04%
      CNC D 0.07% 0.05% 0.05%
      COF B 0.12% 0.16% 0.12%
      COP C 0.36% 0.16% 0.16%
      COR B 0.22% 0.05% 0.05%
      COST B 0.79% 0.73% 0.73%
      CRM B 0.72% 0.53% 0.53%
      CSCO B 0.47% 0.48% 0.47%
      CVX A 0.61% 0.35% 0.35%
      D C 0.15% 0.1% 0.1%
      DAL C 0.23% 0.05% 0.05%
      DE A 0.22% 0.13% 0.13%
      DECK A 0.2% 0.07% 0.07%
      DELL C 0.11% 0.19% 0.11%
      DFS B 0.24% 0.08% 0.08%
      DGX A 0.14% 0.02% 0.02%
      DHI D 0.09% 0.09% 0.09%
      DHR F 0.31% 0.35% 0.31%
      DIS B 0.47% 0.21% 0.21%
      DLR B 0.23% 0.1% 0.1%
      DLTR F 0.06% 0.01% 0.01%
      DXCM D 0.1% 0.01% 0.01%
      EA A 0.17% 0.1% 0.1%
      ECL D 0.4% 0.12% 0.12%
      ED D 0.09% 0.05% 0.05%
      EIX B 0.11% 0.06% 0.06%
      ELV F 0.34% 0.17% 0.17%
      EQIX A 0.33% 0.14% 0.14%
      EQT B 0.12% 0.02% 0.02%
      ES D 0.1% 0.05% 0.05%
      EW C 0.25% 0.03% 0.03%
      EXC C 0.16% 0.09% 0.09%
      EXPD D 0.25% 0.06% 0.06%
      FANG D 0.09% 0.04% 0.04%
      FDS B 0.16% 0.05% 0.05%
      FDX B 0.11% 0.14% 0.11%
      FI A 0.12% 0.22% 0.12%
      FICO B 0.12% 0.07% 0.07%
      FIS C 0.13% 0.09% 0.09%
      FSLR F 0.08% 0.04% 0.04%
      FTV C 0.14% 0.07% 0.07%
      GDDY A 0.11% 0.03% 0.03%
      GE D 0.45% 0.34% 0.34%
      GEV B 0.17% 0.14% 0.14%
      GILD C 0.48% 0.21% 0.21%
      GIS D 0.35% 0.05% 0.05%
      GOOGL C 1.19% 4.12% 1.19%
      GS A 0.4% 0.36% 0.36%
      GWW B 0.37% 0.08% 0.08%
      HBAN A 0.17% 0.04% 0.04%
      HCA F 0.13% 0.14% 0.13%
      HD A 1.02% 0.75% 0.75%
      HES B 0.32% 0.03% 0.03%
      HIG B 0.26% 0.06% 0.06%
      HLT A 0.11% 0.13% 0.11%
      HOLX D 0.1% 0.06% 0.06%
      HON B 0.39% 0.31% 0.31%
      HPE B 0.17% 0.06% 0.06%
      HPQ B 0.1% 0.09% 0.09%
      HRL D 0.09% 0.05% 0.05%
      HUBB B 0.11% 0.02% 0.02%
      HUBS A 0.13% 0.04% 0.04%
      HWM A 0.11% 0.08% 0.08%
      IBM C 0.52% 0.32% 0.32%
      IDXX F 0.23% 0.05% 0.05%
      IEX B 0.11% 0.01% 0.01%
      IFF D 0.08% 0.04% 0.04%
      INTC D 0.29% 0.06% 0.06%
      INTU C 0.61% 0.32% 0.32%
      IP B 0.11% 0.03% 0.03%
      IPG D 0.08% 0.04% 0.04%
      IQV D 0.12% 0.09% 0.09%
      IR B 0.11% 0.04% 0.04%
      IRM D 0.15% 0.03% 0.03%
      ISRG A 0.33% 0.36% 0.33%
      IT C 0.16% 0.08% 0.08%
      J F 0.13% 0.03% 0.03%
      JBHT C 0.1% 0.02% 0.02%
      JNJ D 0.62% 0.7% 0.62%
      JPM A 1.34% 1.24% 1.24%
      K A 0.48% 0.04% 0.04%
      KDP D 0.09% 0.09% 0.09%
      KEYS A 0.2% 0.06% 0.06%
      KHC F 0.16% 0.03% 0.03%
      KKR A 0.12% 0.25% 0.12%
      KMB D 0.15% 0.09% 0.09%
      KMI A 0.32% 0.12% 0.12%
      KO D 0.85% 0.49% 0.49%
      KR B 0.22% 0.05% 0.05%
      LDOS C 0.1% 0.03% 0.03%
      LH C 0.1% 0.04% 0.04%
      LII A 0.13% 0.03% 0.03%
      LKQ D 0.23% 0.0% 0.0%
      LLY F 1.21% 1.37% 1.21%
      LOW D 0.39% 0.28% 0.28%
      LRCX F 0.29% 0.23% 0.23%
      MA C 0.95% 0.95% 0.95%
      MCD D 0.31% 0.38% 0.31%
      MCK B 0.32% 0.16% 0.16%
      MCO B 0.3% 0.13% 0.13%
      MDB C 0.1% 0.02% 0.02%
      MET A 0.31% 0.09% 0.09%
      META D 2.19% 2.7% 2.19%
      MKC D 0.1% 0.04% 0.04%
      MMC B 0.17% 0.2% 0.17%
      MMM D 0.32% 0.12% 0.12%
      MOH F 0.08% 0.03% 0.03%
      MRK F 0.47% 0.36% 0.36%
      MRNA F 0.04% 0.01% 0.01%
      MRO B 0.1% 0.06% 0.06%
      MRVL B 0.16% 0.12% 0.12%
      MS A 0.54% 0.43% 0.43%
      MSFT F 5.77% 5.58% 5.58%
      MTD D 0.08% 0.07% 0.07%
      MU D 0.18% 0.15% 0.15%
      NDAQ A 0.2% 0.06% 0.06%
      NEE D 0.41% 0.28% 0.28%
      NEM D 0.15% 0.09% 0.09%
      NFLX A 0.6% 0.66% 0.6%
      NOC D 0.19% 0.14% 0.14%
      NOW A 0.66% 0.4% 0.4%
      NTAP C 0.08% 0.04% 0.04%
      NTRS A 0.12% 0.05% 0.05%
      NUE C 0.12% 0.03% 0.03%
      NVDA C 6.91% 6.47% 6.47%
      OC A 0.11% 0.02% 0.02%
      ODFL B 0.1% 0.07% 0.07%
      OKE A 0.39% 0.17% 0.17%
      ORCL B 0.59% 0.92% 0.59%
      OVV B 0.14% 0.12% 0.12%
      PANW C 0.27% 0.23% 0.23%
      PAYX C 0.11% 0.1% 0.1%
      PEG A 0.48% 0.05% 0.05%
      PEP F 0.38% 0.34% 0.34%
      PFE D 0.24% 0.21% 0.21%
      PFG D 0.11% 0.03% 0.03%
      PG A 0.69% 0.76% 0.69%
      PGR A 0.42% 0.24% 0.24%
      PHM D 0.1% 0.04% 0.04%
      PLD D 0.13% 0.22% 0.13%
      PNC B 0.36% 0.16% 0.16%
      POOL C 0.1% 0.01% 0.01%
      PPG F 0.21% 0.03% 0.03%
      PRU A 0.54% 0.09% 0.09%
      PSX C 0.13% 0.07% 0.07%
      PTC A 0.15% 0.02% 0.02%
      PWR A 0.11% 0.09% 0.09%
      PYPL B 0.14% 0.19% 0.14%
      QCOM F 0.28% 0.31% 0.28%
      REGN F 0.15% 0.16% 0.15%
      RTX C 0.42% 0.32% 0.32%
      SBAC D 0.13% 0.03% 0.03%
      SBUX A 0.24% 0.22% 0.22%
      SCHW B 0.2% 0.15% 0.15%
      SNOW C 0.09% 0.03% 0.03%
      SNPS B 0.21% 0.1% 0.1%
      SPGI C 0.47% 0.3% 0.3%
      STLD B 0.11% 0.1% 0.1%
      SYF B 0.22% 0.06% 0.06%
      SYK C 0.11% 0.28% 0.11%
      SYY B 0.09% 0.06% 0.06%
      T A 0.16% 0.29% 0.16%
      TAP C 0.19% 0.08% 0.08%
      TEAM A 0.15% 0.16% 0.15%
      TFC A 0.13% 0.12% 0.12%
      TGT F 0.23% 0.08% 0.08%
      TMO F 0.2% 0.42% 0.2%
      TRGP B 0.28% 0.09% 0.09%
      TRV B 0.21% 0.1% 0.1%
      TSCO D 0.14% 0.05% 0.05%
      TSLA B 1.78% 1.93% 1.78%
      TWLO A 0.15% 0.08% 0.08%
      TXN C 0.7% 0.36% 0.36%
      UBER D 0.23% 0.25% 0.23%
      ULTA F 0.09% 0.01% 0.01%
      UNH C 0.95% 1.03% 0.95%
      UNP C 0.29% 0.3% 0.29%
      UPS C 0.16% 0.05% 0.05%
      URI B 0.13% 0.1% 0.1%
      USB A 0.17% 0.15% 0.15%
      V A 1.05% 1.19% 1.05%
      VEEV C 0.11% 0.05% 0.05%
      VLO C 0.09% 0.06% 0.06%
      VLTO D 0.19% 0.03% 0.03%
      VRTX F 0.32% 0.23% 0.23%
      VZ C 0.37% 0.32% 0.32%
      WAT B 0.17% 0.06% 0.06%
      WDAY B 0.17% 0.16% 0.16%
      WDC D 0.09% 0.03% 0.03%
      WELL A 0.24% 0.13% 0.13%
      WFC A 0.13% 0.37% 0.13%
      WSM B 0.13% 0.03% 0.03%
      WST C 0.1% 0.02% 0.02%
      WY D 0.1% 0.03% 0.03%
      XOM B 0.58% 0.97% 0.58%
      XYL D 0.22% 0.08% 0.08%
      ZBH C 0.1% 0.02% 0.02%
      ZTS D 0.34% 0.18% 0.18%
      ESGU Overweight 37 Positions Relative to GDE
      Symbol Grade Weight
      GOOG C 2.34%
      TT A 0.47%
      ACN C 0.43%
      CRH A 0.39%
      NI A 0.38%
      LIN D 0.34%
      PNR A 0.32%
      NXPI D 0.26%
      FLUT A 0.25%
      LNG B 0.2%
      FERG B 0.2%
      CHRW C 0.2%
      ETN A 0.19%
      JCI C 0.18%
      BG F 0.18%
      COO D 0.17%
      MELI D 0.17%
      STE F 0.15%
      RCL A 0.14%
      EME C 0.13%
      LULU C 0.12%
      AIZ A 0.12%
      TRMB B 0.12%
      CNH C 0.12%
      ACGL D 0.12%
      WTW B 0.11%
      FOX A 0.11%
      JNPR F 0.1%
      FBIN D 0.1%
      SLB C 0.1%
      DVA B 0.1%
      STX D 0.09%
      WTRG B 0.09%
      PARA C 0.09%
      TFX F 0.08%
      CPB D 0.08%
      HII D 0.07%
      ESGU Underweight 241 Positions Relative to GDE
      Symbol Grade Weight
      WMT A -1.23%
      TMUS B -0.49%
      BX A -0.39%
      ABT B -0.37%
      PM B -0.37%
      TJX A -0.29%
      EOG A -0.27%
      PLTR B -0.26%
      APO B -0.25%
      LMT D -0.23%
      BSX B -0.22%
      CSX B -0.21%
      EMR A -0.19%
      APH A -0.18%
      SO D -0.18%
      MO A -0.18%
      CTAS B -0.17%
      APP B -0.17%
      EPD A -0.17%
      MDLZ F -0.17%
      SHW A -0.17%
      CRWD B -0.16%
      ICE C -0.16%
      ITW B -0.16%
      PH A -0.16%
      CHTR C -0.15%
      SCCO F -0.15%
      DUK C -0.15%
      GM B -0.15%
      GD F -0.14%
      ROP B -0.14%
      FTNT C -0.14%
      CVS D -0.14%
      AMP A -0.14%
      TTD B -0.14%
      ET A -0.14%
      KLAC D -0.14%
      DASH A -0.13%
      ORLY B -0.13%
      SRE A -0.13%
      NSC B -0.13%
      TDG D -0.13%
      CME A -0.13%
      ROST C -0.12%
      BA F -0.12%
      COIN C -0.12%
      WMB A -0.12%
      SPG B -0.12%
      ROK B -0.11%
      NKE D -0.11%
      AZO C -0.11%
      MSCI C -0.11%
      AIG B -0.11%
      CTSH B -0.11%
      FAST B -0.1%
      O D -0.1%
      MGM D -0.1%
      AME A -0.1%
      MOS F -0.1%
      PCG A -0.1%
      WM A -0.1%
      APD A -0.1%
      CTVA C -0.09%
      MPLX A -0.09%
      CPNG D -0.09%
      RSG A -0.09%
      LEN D -0.09%
      ZS C -0.09%
      MAR B -0.09%
      MSI B -0.09%
      AEP D -0.09%
      PSA D -0.09%
      RJF A -0.08%
      RBLX C -0.08%
      TTWO A -0.08%
      MPC D -0.08%
      BDX F -0.08%
      VRSK A -0.08%
      CPRT A -0.08%
      VRSN F -0.08%
      TDY B -0.08%
      ZM B -0.08%
      ALL A -0.08%
      YUM B -0.08%
      DRI B -0.08%
      OTIS C -0.08%
      KVUE A -0.08%
      BEN C -0.08%
      FCX D -0.08%
      LHX C -0.08%
      MPWR F -0.07%
      ILMN D -0.07%
      PCAR B -0.07%
      H B -0.07%
      VST B -0.07%
      TPL A -0.07%
      ABNB C -0.07%
      AWK D -0.07%
      LYV A -0.07%
      CE F -0.06%
      VICI C -0.06%
      EXR D -0.06%
      DOV A -0.06%
      WMG C -0.06%
      VRT B -0.06%
      DDOG A -0.06%
      TYL B -0.06%
      FITB A -0.06%
      CG A -0.06%
      EBAY D -0.06%
      INCY C -0.06%
      STT A -0.06%
      WAB B -0.06%
      GLW B -0.06%
      BSY D -0.06%
      SWKS F -0.06%
      WLK D -0.06%
      EFX F -0.06%
      WEC A -0.06%
      MTB A -0.06%
      TER D -0.06%
      CNP B -0.06%
      RMD C -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%
      CPAY A -0.05%
      ETR B -0.05%
      EXPE B -0.05%
      XEL A -0.05%
      AVB B -0.05%
      GPC D -0.05%
      LUV C -0.05%
      TSN B -0.05%
      HST C -0.05%
      DT C -0.05%
      STZ D -0.05%
      GLPI C -0.04%
      WRB A -0.04%
      MANH D -0.04%
      CF B -0.04%
      GEHC F -0.04%
      UAL A -0.04%
      HUM C -0.04%
      SNA A -0.04%
      GEN B -0.04%
      RIVN F -0.04%
      VMC B -0.04%
      SWK D -0.04%
      NET B -0.04%
      BRO B -0.04%
      CDW F -0.04%
      HSY F -0.04%
      ATO A -0.04%
      SSNC B -0.04%
      RF A -0.04%
      SUI D -0.04%
      TXT D -0.04%
      CINF A -0.04%
      AEE A -0.04%
      WPC D -0.04%
      EQR B -0.04%
      FCNCA A -0.04%
      ROKU D -0.04%
      CSL C -0.04%
      MCHP D -0.04%
      CFG B -0.04%
      VTR C -0.04%
      CRBG B -0.04%
      ON D -0.04%
      NWSA B -0.04%
      AVY D -0.04%
      ARES A -0.04%
      LBRDK C -0.04%
      DTE C -0.04%
      SNAP C -0.04%
      SJM D -0.04%
      BAH F -0.03%
      BLDR D -0.03%
      PINS D -0.03%
      L A -0.03%
      OXY D -0.03%
      PPL B -0.03%
      DOW F -0.03%
      KEY B -0.03%
      NDSN B -0.03%
      FNF B -0.03%
      INVH D -0.03%
      ROL B -0.03%
      MAS D -0.03%
      HEI B -0.03%
      MKL A -0.03%
      GPN B -0.03%
      AGR B -0.03%
      FE C -0.03%
      ESS B -0.03%
      CSGP D -0.03%
      SIRI C -0.03%
      MNST C -0.03%
      PKG A -0.03%
      SOLV C -0.03%
      OMC C -0.03%
      MAA B -0.03%
      MLM B -0.03%
      NVR D -0.03%
      F C -0.03%
      BMRN D -0.02%
      DPZ C -0.02%
      HAL C -0.02%
      RS B -0.02%
      ERIE D -0.02%
      ENTG D -0.02%
      MORN B -0.02%
      ARE D -0.02%
      CAG D -0.02%
      TROW B -0.02%
      WBD C -0.02%
      TW A -0.02%
      LPLA A -0.02%
      ENPH F -0.02%
      DKNG B -0.02%
      WSO A -0.02%
      GGG B -0.02%
      JBL B -0.01%
      DG F -0.01%
      KIM A -0.01%
      EL F -0.01%
      ALGN D -0.01%
      RPM A -0.01%
      LVS C -0.01%
      BAX D -0.01%
      DVN F -0.01%
      CTRA B -0.01%
      WBA F -0.0%
      SMCI F -0.0%
      LW C -0.0%
      ALB C -0.0%
      EPAM C -0.0%

      ESGU: Top Represented Industries & Keywords

      Industries: Software - Application Diagnostics & Research Drug Manufacturers - Major Semiconductors Diversified Industrials Credit Services Business Services Capital Markets Medical Instruments & Supplies Oil & Gas E&P Packaged Foods Specialty Retail Health Care Plans Household & Personal Products Integrated Shipping & Logistics Specialty Chemicals Utilities - Regulated Electric Aerospace & Defense Asset Management Banks - Global
      Keywords: S&P 500 Nasdaq 100 Computing Dow Jones Component Natural Gas Insurance Telecommunications Bank Cloud Computing Electronics Medicine Banking Chemical Electricity Work From Home IBD 50 Aerospace Disability Petroleum Industry Cloud Infrastructure

      GDE: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Utilities - Regulated Electric Business Services Asset Management Semiconductors Diagnostics & Research Banks - Regional - US Capital Markets Oil & Gas E&P Aerospace & Defense Drug Manufacturers - Major Specialty Retail Packaged Foods Software - Infrastructure Specialty Chemicals Credit Services Health Care Plans Household & Personal Products Insurance - Property & Casualty
      Keywords: S&P 500 Nasdaq 100 Natural Gas Computing Dow Jones Component Insurance Electricity Electronics Aerospace Bank Semiconductor Medicine Telecommunications Banking Chemical Cloud Computing Mining Real Estate Investment Trust Investment Bank Petroleum Industry
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