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      EVUS vs. GDE ETF Comparison

      Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
      EVUS

      iShares ESG Aware MSCI USA Value ETF

      EVUS Description

      EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.

      Grade (RS Rating)

      Last Trade

      $30.74

      Average Daily Volume

      1,444

      Number of Holdings *

      234

      * 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 EVUS GDE
      30 Days 2.65% 2.47%
      60 Days 3.47% 7.08%
      90 Days 6.09% 12.48%
      12 Months 29.50% 63.68%
      197 Overlapping Holdings
      Symbol Grade Weight in EVUS Weight in GDE Overlap
      A D 0.19% 0.08% 0.08%
      ABBV D 0.92% 0.53% 0.53%
      ABT B 0.24% 0.37% 0.24%
      ADI D 0.27% 0.25% 0.25%
      ADM D 0.11% 0.02% 0.02%
      ADP B 1.24% 0.24% 0.24%
      AFL B 0.23% 0.1% 0.1%
      AKAM D 0.12% 0.02% 0.02%
      AMGN D 0.74% 0.28% 0.28%
      AMT D 0.59% 0.17% 0.17%
      ANSS B 0.35% 0.04% 0.04%
      APD A 0.11% 0.1% 0.1%
      AVGO D 2.9% 1.46% 1.46%
      AVTR F 0.09% 0.04% 0.04%
      AVY D 0.09% 0.04% 0.04%
      AXP A 0.9% 0.39% 0.39%
      BAC A 1.33% 0.68% 0.68%
      BALL D 0.1% 0.06% 0.06%
      BBY D 0.28% 0.04% 0.04%
      BIIB F 0.1% 0.02% 0.02%
      BK A 0.74% 0.09% 0.09%
      BKR B 0.31% 0.11% 0.11%
      BLK C 0.31% 0.28% 0.28%
      BMY B 0.42% 0.14% 0.14%
      BR A 0.73% 0.04% 0.04%
      BRK.A B 1.19% 1.83% 1.19%
      C A 0.69% 0.21% 0.21%
      CAG D 0.09% 0.02% 0.02%
      CAH B 0.31% 0.05% 0.05%
      CARR D 0.4% 0.1% 0.1%
      CAT B 0.75% 0.3% 0.3%
      CBRE B 0.35% 0.08% 0.08%
      CCI D 0.6% 0.09% 0.09%
      CHD B 0.29% 0.06% 0.06%
      CI F 0.58% 0.18% 0.18%
      CLX B 0.43% 0.03% 0.03%
      CMCSA B 0.4% 0.24% 0.24%
      CMI A 0.78% 0.09% 0.09%
      CMS C 0.38% 0.04% 0.04%
      CNC D 0.18% 0.05% 0.05%
      COF B 0.18% 0.16% 0.16%
      COP C 0.82% 0.16% 0.16%
      COR B 0.49% 0.05% 0.05%
      CSCO B 1.01% 0.48% 0.48%
      CVS D 0.09% 0.14% 0.09%
      CVX A 1.26% 0.35% 0.35%
      D C 0.28% 0.1% 0.1%
      DAL C 0.3% 0.05% 0.05%
      DD D 0.1% 0.06% 0.06%
      DE A 0.43% 0.13% 0.13%
      DFS B 0.45% 0.08% 0.08%
      DG F 0.06% 0.01% 0.01%
      DGX A 0.3% 0.02% 0.02%
      DHI D 0.16% 0.09% 0.09%
      DHR F 0.7% 0.35% 0.35%
      DIS B 0.88% 0.21% 0.21%
      DLR B 0.47% 0.1% 0.1%
      DLTR F 0.06% 0.01% 0.01%
      DOV A 0.1% 0.06% 0.06%
      DOW F 0.1% 0.03% 0.03%
      EA A 0.41% 0.1% 0.1%
      ECL D 0.64% 0.12% 0.12%
      ED D 0.25% 0.05% 0.05%
      EIX B 0.28% 0.06% 0.06%
      ELV F 0.65% 0.17% 0.17%
      EQIX A 0.61% 0.14% 0.14%
      EQT B 0.16% 0.02% 0.02%
      ES D 0.23% 0.05% 0.05%
      EXC C 0.35% 0.09% 0.09%
      EXPD D 0.51% 0.06% 0.06%
      FANG D 0.11% 0.04% 0.04%
      FDS B 0.19% 0.05% 0.05%
      FDX B 0.23% 0.14% 0.14%
      FI A 0.38% 0.22% 0.22%
      FIS C 0.25% 0.09% 0.09%
      FSLR F 0.1% 0.04% 0.04%
      FTV C 0.27% 0.07% 0.07%
      GEHC F 0.09% 0.04% 0.04%
      GEN B 0.11% 0.04% 0.04%
      GEV B 0.23% 0.14% 0.14%
      GILD C 0.96% 0.21% 0.21%
      GIS D 0.6% 0.05% 0.05%
      GS A 0.84% 0.36% 0.36%
      HBAN A 0.29% 0.04% 0.04%
      HCA F 0.3% 0.14% 0.14%
      HD A 2.07% 0.75% 0.75%
      HIG B 0.47% 0.06% 0.06%
      HOLX D 0.14% 0.06% 0.06%
      HON B 0.86% 0.31% 0.31%
      HPE B 0.35% 0.06% 0.06%
      HPQ B 0.17% 0.09% 0.09%
      HRL D 0.12% 0.05% 0.05%
      HUBB B 0.14% 0.02% 0.02%
      HUM C 0.1% 0.04% 0.04%
      IBM C 1.17% 0.32% 0.32%
      ICE C 0.1% 0.16% 0.1%
      IEX B 0.17% 0.01% 0.01%
      IFF D 0.12% 0.04% 0.04%
      INTC D 0.57% 0.06% 0.06%
      IP B 0.16% 0.03% 0.03%
      IPG D 0.08% 0.04% 0.04%
      IR B 0.15% 0.04% 0.04%
      IRM D 0.34% 0.03% 0.03%
      ITW B 0.1% 0.16% 0.1%
      J F 0.21% 0.03% 0.03%
      JBHT C 0.16% 0.02% 0.02%
      JNJ D 1.43% 0.7% 0.7%
      JPM A 2.81% 1.24% 1.24%
      K A 0.89% 0.04% 0.04%
      KDP D 0.21% 0.09% 0.09%
      KEYS A 0.35% 0.06% 0.06%
      KHC F 0.26% 0.03% 0.03%
      KMB D 0.36% 0.09% 0.09%
      KMI A 0.81% 0.12% 0.12%
      KO D 1.67% 0.49% 0.49%
      KR B 0.41% 0.05% 0.05%
      LDOS C 0.11% 0.03% 0.03%
      LH C 0.22% 0.04% 0.04%
      LKQ D 0.39% 0.0% 0.0%
      LOW D 0.74% 0.28% 0.28%
      MCD D 0.63% 0.38% 0.38%
      MDLZ F 0.09% 0.17% 0.09%
      MET A 0.52% 0.09% 0.09%
      MKC D 0.14% 0.04% 0.04%
      MMC B 0.24% 0.2% 0.2%
      MMM D 0.6% 0.12% 0.12%
      MRK F 0.52% 0.36% 0.36%
      MRO B 0.18% 0.06% 0.06%
      MS A 1.07% 0.43% 0.43%
      MU D 0.41% 0.15% 0.15%
      NDAQ A 0.38% 0.06% 0.06%
      NEE D 0.82% 0.28% 0.28%
      NEM D 0.28% 0.09% 0.09%
      NKE D 0.08% 0.11% 0.08%
      NOC D 0.4% 0.14% 0.14%
      NTAP C 0.1% 0.04% 0.04%
      NTRS A 0.16% 0.05% 0.05%
      NUE C 0.25% 0.03% 0.03%
      OC A 0.21% 0.02% 0.02%
      OKE A 0.77% 0.17% 0.17%
      ORCL B 1.31% 0.92% 0.92%
      OVV B 0.39% 0.12% 0.12%
      PAYX C 0.12% 0.1% 0.1%
      PEG A 0.96% 0.05% 0.05%
      PEP F 0.84% 0.34% 0.34%
      PFE D 0.55% 0.21% 0.21%
      PFG D 0.12% 0.03% 0.03%
      PG A 1.5% 0.76% 0.76%
      PGR A 0.39% 0.24% 0.24%
      PHM D 0.13% 0.04% 0.04%
      PLD D 0.3% 0.22% 0.22%
      PNC B 0.62% 0.16% 0.16%
      PPG F 0.34% 0.03% 0.03%
      PRU A 1.02% 0.09% 0.09%
      PSA D 0.11% 0.09% 0.09%
      PSX C 0.33% 0.07% 0.07%
      PYPL B 0.24% 0.19% 0.19%
      QCOM F 0.63% 0.31% 0.31%
      REGN F 0.22% 0.16% 0.16%
      RMD C 0.1% 0.06% 0.06%
      ROK B 0.13% 0.11% 0.11%
      RTX C 0.79% 0.32% 0.32%
      SBUX A 0.37% 0.22% 0.22%
      SCHW B 0.4% 0.15% 0.15%
      SOLV C 0.11% 0.03% 0.03%
      SPGI C 0.65% 0.3% 0.3%
      STLD B 0.11% 0.1% 0.1%
      STT A 0.18% 0.06% 0.06%
      STZ D 0.09% 0.05% 0.05%
      SYF B 0.47% 0.06% 0.06%
      SYY B 0.09% 0.06% 0.06%
      T A 0.38% 0.29% 0.29%
      TAP C 0.33% 0.08% 0.08%
      TFC A 0.24% 0.12% 0.12%
      TGT F 0.43% 0.08% 0.08%
      TJX A 0.18% 0.29% 0.18%
      TMO F 0.11% 0.42% 0.11%
      TRV B 0.46% 0.1% 0.1%
      TSCO D 0.23% 0.05% 0.05%
      TWLO A 0.15% 0.08% 0.08%
      TXN C 1.47% 0.36% 0.36%
      ULTA F 0.09% 0.01% 0.01%
      UNH C 2.04% 1.03% 1.03%
      UPS C 0.32% 0.05% 0.05%
      URI B 0.27% 0.1% 0.1%
      USB A 0.28% 0.15% 0.15%
      VLO C 0.23% 0.06% 0.06%
      VZ C 0.79% 0.32% 0.32%
      WDC D 0.11% 0.03% 0.03%
      WELL A 0.46% 0.13% 0.13%
      WFC A 0.28% 0.37% 0.28%
      WMB A 0.16% 0.12% 0.12%
      WY D 0.26% 0.03% 0.03%
      XOM B 1.54% 0.97% 0.97%
      XYL D 0.41% 0.08% 0.08%
      ZBH C 0.23% 0.02% 0.02%
      ZTS D 0.43% 0.18% 0.18%
      EVUS Overweight 37 Positions Relative to GDE
      Symbol Grade Weight
      CRH A 0.76%
      NI A 0.67%
      PNR A 0.63%
      ACN C 0.56%
      NXPI D 0.52%
      LIN D 0.49%
      FERG B 0.43%
      CHRW C 0.4%
      JCI C 0.38%
      FLUT A 0.36%
      BG F 0.32%
      STE F 0.3%
      COO D 0.3%
      ETN A 0.29%
      SLB C 0.28%
      CNH C 0.24%
      FBIN D 0.23%
      WTRG B 0.21%
      TRMB B 0.2%
      AIZ A 0.2%
      ACGL D 0.16%
      TFX F 0.15%
      ALLE D 0.15%
      WTW B 0.14%
      FOX A 0.13%
      CB C 0.13%
      BXP D 0.12%
      CPB D 0.12%
      HII D 0.12%
      CBOE B 0.11%
      AZPN A 0.11%
      JNPR F 0.11%
      MKTX D 0.11%
      CCK C 0.1%
      TTC D 0.09%
      KMX B 0.09%
      LYB F 0.08%
      EVUS Underweight 291 Positions Relative to GDE
      Symbol Grade Weight
      NVDA C -6.47%
      AAPL C -6.27%
      MSFT F -5.58%
      GOOGL C -4.12%
      AMZN C -4.05%
      META D -2.7%
      TSLA B -1.93%
      LLY F -1.37%
      WMT A -1.23%
      V A -1.19%
      MA C -0.95%
      COST B -0.73%
      NFLX A -0.66%
      CRM B -0.53%
      TMUS B -0.49%
      ADBE C -0.46%
      AMD F -0.43%
      NOW A -0.4%
      BX A -0.39%
      PM B -0.37%
      ISRG A -0.36%
      GE D -0.34%
      INTU C -0.32%
      BKNG A -0.31%
      UNP C -0.3%
      SYK C -0.28%
      EOG A -0.27%
      PLTR B -0.26%
      UBER D -0.25%
      KKR A -0.25%
      APO B -0.25%
      VRTX F -0.23%
      PANW C -0.23%
      LMT D -0.23%
      LRCX F -0.23%
      AMAT F -0.22%
      ANET C -0.22%
      BSX B -0.22%
      CSX B -0.21%
      EMR A -0.19%
      DELL C -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%
      SHW A -0.17%
      TEAM A -0.16%
      CRWD B -0.16%
      MCK B -0.16%
      ADSK A -0.16%
      WDAY 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%
      AMP A -0.14%
      TTD B -0.14%
      ET A -0.14%
      KLAC D -0.14%
      HLT A -0.13%
      DASH A -0.13%
      CEG D -0.13%
      ORLY B -0.13%
      SRE A -0.13%
      NSC B -0.13%
      TDG D -0.13%
      MCO B -0.13%
      CME A -0.13%
      ROST C -0.12%
      BA F -0.12%
      COIN C -0.12%
      MRVL B -0.12%
      SPG B -0.12%
      AZO C -0.11%
      MSCI C -0.11%
      AIG B -0.11%
      CTSH B -0.11%
      AJG 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%
      CMG B -0.1%
      WM A -0.1%
      CL D -0.1%
      SNPS B -0.1%
      CTVA C -0.09%
      PWR A -0.09%
      MPLX A -0.09%
      CPNG D -0.09%
      RSG A -0.09%
      LEN D -0.09%
      IQV D -0.09%
      ZS C -0.09%
      CDNS B -0.09%
      MAR B -0.09%
      MSI B -0.09%
      AEP D -0.09%
      TRGP B -0.09%
      RJF A -0.08%
      RBLX C -0.08%
      TTWO A -0.08%
      MPC D -0.08%
      IT C -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%
      HWM A -0.08%
      KVUE A -0.08%
      GWW B -0.08%
      BEN C -0.08%
      FCX D -0.08%
      LHX C -0.08%
      MPWR F -0.07%
      DECK A -0.07%
      ILMN D -0.07%
      PCAR B -0.07%
      H B -0.07%
      VST B -0.07%
      MTD D -0.07%
      TPL A -0.07%
      ABNB C -0.07%
      AWK D -0.07%
      AXON A -0.07%
      LYV A -0.07%
      FICO B -0.07%
      ODFL B -0.07%
      CE F -0.06%
      VICI C -0.06%
      EXR D -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%
      WAT B -0.06%
      EBAY D -0.06%
      INCY C -0.06%
      WAB B -0.06%
      GLW B -0.06%
      BSY D -0.06%
      ALNY 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%
      ZBRA B -0.06%
      SQ B -0.05%
      PODD C -0.05%
      IDXX F -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%
      VEEV C -0.05%
      TSN B -0.05%
      HST C -0.05%
      DT C -0.05%
      GLPI C -0.04%
      WRB A -0.04%
      HUBS A -0.04%
      MANH D -0.04%
      CF B -0.04%
      UAL A -0.04%
      SNA A -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%
      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%
      KEY B -0.03%
      EW C -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%
      MAS D -0.03%
      HEI B -0.03%
      MKL A -0.03%
      GDDY 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%
      LII A -0.03%
      HES B -0.03%
      SBAC D -0.03%
      MNST C -0.03%
      PKG A -0.03%
      OMC C -0.03%
      MAA B -0.03%
      MLM B -0.03%
      NVR D -0.03%
      F C -0.03%
      MOH F -0.03%
      BMRN D -0.02%
      WST C -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%
      MDB C -0.02%
      TROW B -0.02%
      WBD C -0.02%
      TW A -0.02%
      PTC 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%
      KIM A -0.01%
      EL F -0.01%
      ALGN D -0.01%
      RPM A -0.01%
      LVS C -0.01%
      MRNA F -0.01%
      BAX D -0.01%
      DXCM D -0.01%
      POOL C -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%

      EVUS: Top Represented Industries & Keywords

      Industries: Diversified Industrials Drug Manufacturers - Major Packaged Foods Business Services Capital Markets Health Care Plans Semiconductors Specialty Chemicals Credit Services Diagnostics & Research Integrated Shipping & Logistics Medical Instruments & Supplies Oil & Gas E&P Software - Application Utilities - Regulated Electric Asset Management Banks - Global Banks - Regional - US Household & Personal Products Insurance - Diversified
      Keywords: S&P 500 Nasdaq 100 Dow Jones Component Natural Gas Insurance Computing Bank Banking Chemical Electronics Mining Beverage Electricity Medicine Telecommunications Aerospace Disability Investment Bank Building Materials Financial Products

      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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