GDE vs. BLV ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to Vanguard Long-Term Bond ETF (BLV)

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

BLV

Vanguard Long-Term Bond ETF

BLV Description

The investment seeks to track the performance of a market-weighted bond index with a long-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Barclays U.S. Long Government/Credit Float Adjusted Index. This Index includes all medium and larger issues of U.S. government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities of greater than 10 years and are publicly issued. All of the fund's investments will be selected through the sampling process, and at least 80% of the fund's assets will be invested in bonds held in the index.

Grade (RS Rating)

Last Trade

$75.36

Average Daily Volume

600,949

Number of Holdings ^*

342

* may have additional holdings in another (foreign) market

Performance

Period	GDE	BLV
30 Days	3.72%	1.51%
60 Days	9.02%	7.04%
90 Days	12.11%	6.82%
12 Months	57.31%	13.99%

247 Overlapping Holdings

Symbol	Grade	Weight in GDE	Weight in BLV	Overlap
AAPL	C	6.21%	0.02%	0.02%
ABBV	C	0.63%	0.02%	0.02%
ABT	C	0.38%	0.01%	0.01%
ADI	C	0.25%	0.02%	0.02%
ADM	D	0.03%	0.01%	0.01%
AEE	C	0.04%	0.01%	0.01%
AEP	C	0.1%	0.01%	0.01%
AFL	C	0.1%	0.01%	0.01%
AIG	D	0.1%	0.01%	0.01%
AJG	D	0.11%	0.02%	0.02%
ALB	D	0.0%	0.01%	0.0%
ALL	B	0.09%	0.01%	0.01%
AMAT	D	0.22%	0.01%	0.01%
AMGN	B	0.32%	0.02%	0.02%
AMT	C	0.21%	0.01%	0.01%
AMZN	C	3.63%	0.03%	0.03%
APD	B	0.09%	0.01%	0.01%
ARE	C	0.02%	0.01%	0.01%
ATO	B	0.03%	0.01%	0.01%
AVB	B	0.05%	0.01%	0.01%
AVGO	C	1.38%	0.03%	0.03%
AWK	B	0.1%	0.01%	0.01%
AXP	B	0.31%	0.02%	0.02%
BA	F	0.14%	0.01%	0.01%
BAC	D	0.52%	0.01%	0.01%
BAX	C	0.01%	0.01%	0.01%
BDX	D	0.08%	0.01%	0.01%
BEN	F	0.08%	0.01%	0.01%
BIIB	F	0.03%	0.02%	0.02%
BMY	C	0.12%	0.01%	0.01%
BSX	B	0.21%	0.01%	0.01%
C	C	0.18%	0.01%	0.01%
CAG	C	0.02%	0.02%	0.02%
CAH	C	0.06%	0.01%	0.01%
CARR	B	0.1%	0.04%	0.04%
CAT	B	0.27%	0.01%	0.01%
CCI	C	0.1%	0.01%	0.01%
CF	C	0.02%	0.02%	0.02%
CFG	C	0.04%	0.01%	0.01%
CHD	D	0.05%	0.01%	0.01%
CHTR	D	0.12%	0.01%	0.01%
CI	C	0.2%	0.01%	0.01%
CINF	B	0.04%	0.01%	0.01%
CL	D	0.16%	0.01%	0.01%
CMCSA	D	0.22%	0.01%	0.01%
CME	C	0.13%	0.02%	0.02%
CMI	C	0.07%	0.01%	0.01%
CMS	C	0.04%	0.01%	0.01%
CNP	C	0.06%	0.01%	0.01%
COP	D	0.15%	0.01%	0.01%
COST	B	0.77%	0.04%	0.04%
CRM	D	0.4%	0.03%	0.03%
CSCO	C	0.41%	0.03%	0.03%
CSX	D	0.2%	0.01%	0.01%
CVS	D	0.13%	0.01%	0.01%
CVX	D	0.31%	0.01%	0.01%
D	C	0.09%	0.01%	0.01%
DD	B	0.06%	0.04%	0.04%
DE	B	0.13%	0.01%	0.01%
DELL	D	0.16%	0.04%	0.04%
DG	F	0.01%	0.01%	0.01%
DGX	B	0.03%	0.01%	0.01%
DHR	B	0.4%	0.01%	0.01%
DIS	D	0.18%	0.01%	0.01%
DOV	B	0.05%	0.01%	0.01%
DOW	D	0.03%	0.01%	0.01%
DRI	B	0.08%	0.01%	0.01%
DT	C	0.04%	0.01%	0.01%
DTE	C	0.05%	0.01%	0.01%
DUK	C	0.15%	0.01%	0.01%
DVN	F	0.02%	0.01%	0.01%
EA	D	0.06%	0.01%	0.01%
EBAY	B	0.06%	0.02%	0.02%
ECL	B	0.13%	0.01%	0.01%
ED	C	0.06%	0.01%	0.01%
EIX	C	0.05%	0.01%	0.01%
EL	F	0.01%	0.01%	0.01%
EOG	D	0.22%	0.01%	0.01%
EPD	B	0.17%	0.01%	0.01%
EQIX	C	0.13%	0.01%	0.01%
EQR	B	0.04%	0.01%	0.01%
ES	C	0.06%	0.01%	0.01%
ESS	B	0.03%	0.01%	0.01%
ET	B	0.12%	0.01%	0.01%
ETR	B	0.06%	0.01%	0.01%
EXC	C	0.09%	0.01%	0.01%
EXR	B	0.06%	0.01%	0.01%
FANG	D	0.04%	0.02%	0.02%
FDX	C	0.14%	0.01%	0.01%
FE	C	0.03%	0.01%	0.01%
FIS	B	0.09%	0.01%	0.01%
FITB	B	0.05%	0.04%	0.04%
FNF	B	0.03%	0.01%	0.01%
FTV	C	0.07%	0.01%	0.01%
GD	B	0.13%	0.01%	0.01%
GE	B	0.32%	0.01%	0.01%
GILD	B	0.19%	0.01%	0.01%
GIS	B	0.06%	0.01%	0.01%
GLW	C	0.05%	0.01%	0.01%
GM	C	0.11%	0.02%	0.02%
GOOGL	D	3.53%	0.02%	0.02%
GPN	D	0.03%	0.02%	0.02%
GS	C	0.31%	0.01%	0.01%
GWW	B	0.08%	0.01%	0.01%
HAL	F	0.02%	0.03%	0.02%
HCA	B	0.15%	0.01%	0.01%
HD	B	0.71%	0.01%	0.01%
HES	F	0.03%	0.01%	0.01%
HIG	B	0.06%	0.01%	0.01%
HON	D	0.25%	0.01%	0.01%
HPE	D	0.04%	0.04%	0.04%
HPQ	D	0.08%	0.03%	0.03%
HRL	C	0.06%	0.01%	0.01%
HSY	C	0.04%	0.01%	0.01%
HUM	F	0.04%	0.01%	0.01%
IBM	B	0.34%	0.01%	0.01%
ICE	C	0.17%	0.02%	0.02%
IFF	B	0.04%	0.01%	0.01%
INTC	F	0.05%	0.01%	0.01%
IP	B	0.03%	0.01%	0.01%
IPG	C	0.04%	0.01%	0.01%
ITW	C	0.15%	0.01%	0.01%
JNJ	C	0.76%	0.01%	0.01%
JPM	D	1.15%	0.01%	0.01%
K	B	0.04%	0.01%	0.01%
KDP	B	0.1%	0.01%	0.01%
KIM	C	0.01%	0.01%	0.01%
KLAC	D	0.17%	0.01%	0.01%
KMB	D	0.09%	0.01%	0.01%
KMI	B	0.1%	0.01%	0.01%
KO	C	0.53%	0.01%	0.01%
KR	C	0.05%	0.01%	0.01%
L	C	0.03%	0.01%	0.01%
LHX	C	0.07%	0.01%	0.01%
LLY	C	1.54%	0.01%	0.01%
LMT	C	0.24%	0.01%	0.01%
LOW	B	0.28%	0.01%	0.01%
LRCX	F	0.26%	0.01%	0.01%
MA	B	0.86%	0.01%	0.01%
MAA	B	0.03%	0.01%	0.01%
MAR	C	0.07%	0.02%	0.02%
MAS	B	0.03%	0.01%	0.01%
MCD	B	0.39%	0.01%	0.01%
MCO	B	0.14%	0.01%	0.01%
MDLZ	B	0.2%	0.02%	0.02%
MET	B	0.09%	0.01%	0.01%
MKC	C	0.06%	0.01%	0.01%
MKL	C	0.04%	0.01%	0.01%
MLM	D	0.03%	0.01%	0.01%
MMC	C	0.2%	0.01%	0.01%
MMM	B	0.14%	0.01%	0.01%
MO	C	0.17%	0.01%	0.01%
MOS	F	0.07%	0.01%	0.01%
MPC	F	0.08%	0.01%	0.01%
MPLX	B	0.1%	0.01%	0.01%
MRK	D	0.42%	0.01%	0.01%
MRO	C	0.05%	0.01%	0.01%
MS	D	0.31%	0.02%	0.02%
MSFT	C	5.65%	0.01%	0.01%
MSI	B	0.13%	0.01%	0.01%
NDAQ	A	0.05%	0.01%	0.01%
NEE	C	0.33%	0.01%	0.01%
NEM	B	0.11%	0.01%	0.01%
NKE	D	0.11%	0.01%	0.01%
NOC	B	0.14%	0.01%	0.01%
NSC	C	0.13%	0.01%	0.01%
NUE	F	0.03%	0.03%	0.03%
NVDA	D	5.31%	0.02%	0.02%
O	C	0.1%	0.01%	0.01%
OC	D	0.02%	0.01%	0.01%
OKE	B	0.14%	0.01%	0.01%
ORCL	C	0.79%	0.01%	0.01%
OTIS	C	0.08%	0.01%	0.01%
PCG	C	0.09%	0.01%	0.01%
PEG	B	0.07%	0.01%	0.01%
PEP	C	0.37%	0.01%	0.01%
PFE	C	0.23%	0.01%	0.01%
PFG	B	0.03%	0.01%	0.01%
PG	C	0.81%	0.01%	0.01%
PGR	B	0.3%	0.01%	0.01%
PH	B	0.14%	0.01%	0.01%
PHM	B	0.04%	0.01%	0.01%
PKG	B	0.03%	0.01%	0.01%
PLD	C	0.24%	0.01%	0.01%
PM	C	0.32%	0.01%	0.01%
PPL	C	0.04%	0.01%	0.01%
PRU	C	0.08%	0.01%	0.01%
PSX	F	0.07%	0.02%	0.02%
PYPL	B	0.15%	0.02%	0.02%
QCOM	D	0.32%	0.01%	0.01%
REGN	C	0.2%	0.01%	0.01%
RF	B	0.03%	0.01%	0.01%
RJF	C	0.06%	0.01%	0.01%
ROK	D	0.09%	0.01%	0.01%
RPM	B	0.01%	0.01%	0.01%
RSG	D	0.08%	0.01%	0.01%
RTX	C	0.29%	0.01%	0.01%
SBUX	C	0.22%	0.01%	0.01%
SCCO	D	0.14%	0.03%	0.03%
SCHW	D	0.12%	0.01%	0.01%
SHW	B	0.17%	0.01%	0.01%
SJM	C	0.08%	0.01%	0.01%
SNA	C	0.03%	0.01%	0.01%
SO	B	0.18%	0.01%	0.01%
SPG	B	0.09%	0.01%	0.01%
SPGI	B	0.34%	0.01%	0.01%
SRE	C	0.08%	0.01%	0.01%
STLD	F	0.09%	0.01%	0.01%
STZ	D	0.06%	0.01%	0.01%
SWK	B	0.04%	0.01%	0.01%
SYK	C	0.25%	0.01%	0.01%
SYY	D	0.06%	0.01%	0.01%
T	C	0.28%	0.01%	0.01%
TAP	D	0.07%	0.03%	0.03%
TGT	C	0.08%	0.01%	0.01%
TJX	B	0.29%	0.01%	0.01%
TMO	B	0.45%	0.01%	0.01%
TMUS	C	0.35%	0.01%	0.01%
TRV	C	0.09%	0.01%	0.01%
TSN	C	0.04%	0.01%	0.01%
TXN	C	0.34%	0.01%	0.01%
UAL	C	0.02%	0.01%	0.01%
UNH	C	1.05%	0.01%	0.01%
UNP	C	0.3%	0.01%	0.01%
UPS	D	0.05%	0.01%	0.01%
V	C	1.14%	0.01%	0.01%
VLO	F	0.06%	0.02%	0.02%
VMC	D	0.03%	0.02%	0.02%
VRSK	D	0.07%	0.01%	0.01%
VTR	C	0.04%	0.01%	0.01%
VZ	B	0.34%	0.01%	0.01%
WBA	F	0.0%	0.01%	0.0%
WEC	C	0.06%	0.01%	0.01%
WELL	C	0.13%	0.01%	0.01%
WFC	D	0.26%	0.01%	0.01%
WLK	D	0.07%	0.01%	0.01%
WM	D	0.09%	0.01%	0.01%
WMB	B	0.1%	0.01%	0.01%
WMT	C	1.09%	0.01%	0.01%
WPC	C	0.05%	0.01%	0.01%
WRB	C	0.03%	0.01%	0.01%
WY	C	0.03%	0.04%	0.03%
XEL	B	0.05%	0.01%	0.01%
XOM	C	0.89%	0.01%	0.01%
XYL	C	0.07%	0.01%	0.01%
ZBH	F	0.02%	0.01%	0.01%
ZTS	C	0.19%	0.01%	0.01%

GDE Overweight 236 Positions Relative to BLV

Symbol	Grade	Weight
META	B	2.44%
BRK.A	C	1.75%
TSLA	C	1.37%
NFLX	B	0.55%
ADBE	F	0.51%
AMD	D	0.47%
NOW	B	0.37%
ISRG	B	0.35%
BX	B	0.31%
INTU	C	0.3%
BKNG	C	0.26%
BLK	B	0.25%
ELV	C	0.24%
UBER	C	0.24%
VRTX	D	0.22%
ADP	B	0.21%
PANW	D	0.2%
ANET	B	0.2%
KKR	B	0.19%
APO	C	0.18%
PLTR	B	0.15%
APH	D	0.15%
EMR	D	0.15%
CTAS	B	0.15%
OVV	F	0.14%
MCK	F	0.13%
USB	B	0.13%
WDAY	D	0.13%
MU	F	0.13%
PNC	B	0.13%
MGM	F	0.12%
CRWD	D	0.12%
ROP	C	0.12%
COF	B	0.12%
ORLY	C	0.12%
AZO	D	0.11%
HLT	B	0.11%
AMP	A	0.11%
ADSK	C	0.11%
TTD	B	0.11%
TEAM	D	0.11%
CMG	C	0.1%
LEN	B	0.1%
ROST	C	0.1%
DASH	C	0.1%
FTNT	C	0.1%
MRVL	C	0.1%
IQV	C	0.1%
DHI	B	0.1%
TDG	B	0.1%
CEG	C	0.1%
PSA	B	0.1%
TFC	C	0.1%
MSCI	C	0.09%
A	C	0.09%
BK	B	0.09%
CTSH	C	0.09%
GEV	B	0.09%
PAYX	C	0.09%
SNPS	D	0.09%
DLR	B	0.09%
CE	F	0.09%
MTD	D	0.08%
CPNG	B	0.08%
IT	B	0.08%
VRSN	D	0.08%
CDNS	D	0.08%
FAST	C	0.08%
FCX	D	0.08%
MPWR	C	0.08%
CTVA	B	0.08%
KVUE	C	0.08%
URI	B	0.08%
AME	C	0.08%
CBRE	A	0.07%
BALL	C	0.07%
CPRT	D	0.07%
ZS	F	0.07%
SWKS	D	0.07%
COIN	F	0.07%
RMD	C	0.07%
HWM	B	0.07%
TDY	B	0.07%
FICO	B	0.07%
PWR	B	0.07%
ALNY	C	0.06%
HST	C	0.06%
EFX	B	0.06%
ZM	C	0.06%
IRM	C	0.06%
GPC	D	0.06%
DFS	B	0.06%
KEYS	C	0.06%
TTWO	C	0.06%
HOLX	B	0.06%
YUM	D	0.06%
BKR	C	0.06%
H	C	0.06%
INCY	C	0.06%
TER	D	0.06%
APP	C	0.06%
ABNB	D	0.06%
RBLX	B	0.06%
ILMN	C	0.06%
TRGP	B	0.06%
EXPD	C	0.06%
CNC	D	0.06%
ODFL	D	0.06%
TSCO	C	0.05%
LUV	C	0.05%
MCHP	F	0.05%
NVR	B	0.05%
AXON	B	0.05%
FDS	C	0.05%
AVTR	B	0.05%
DDOG	D	0.05%
FSLR	C	0.05%
CG	D	0.05%
STT	A	0.05%
VEEV	C	0.05%
TWLO	D	0.05%
MTB	B	0.05%
WAB	B	0.05%
IDXX	C	0.05%
PCAR	D	0.05%
VICI	C	0.05%
WMG	D	0.05%
ZBRA	B	0.05%
NTAP	D	0.05%
CLX	C	0.04%
SBAC	C	0.04%
LDOS	B	0.04%
GDDY	C	0.04%
GEHC	C	0.04%
GLPI	C	0.04%
ARES	B	0.04%
SYF	C	0.04%
NTRS	A	0.04%
CSL	B	0.04%
IOT	B	0.04%
FCNCA	D	0.04%
ANSS	D	0.04%
BBY	C	0.04%
VST	C	0.04%
WAT	C	0.04%
BR	D	0.04%
TXT	D	0.04%
VRT	C	0.04%
TPL	B	0.04%
BAH	C	0.04%
ACI	F	0.04%
ROKU	C	0.04%
SNAP	F	0.04%
CPAY	B	0.04%
LBRDK	F	0.04%
RIVN	F	0.04%
VLTO	C	0.04%
CDW	D	0.04%
DECK	C	0.04%
ON	D	0.04%
SSNC	B	0.04%
TYL	C	0.04%
BSY	D	0.04%
PODD	B	0.04%
SUI	B	0.04%
BRO	C	0.04%
PINS	F	0.03%
OXY	F	0.03%
SNOW	F	0.03%
NDSN	C	0.03%
KHC	C	0.03%
EW	F	0.03%
MNST	D	0.03%
HEI	B	0.03%
ROL	C	0.03%
J	C	0.03%
LII	B	0.03%
MANH	B	0.03%
NET	D	0.03%
AGR	B	0.03%
OMC	B	0.03%
INVH	C	0.03%
WSM	D	0.03%
WDC	D	0.03%
SOLV	C	0.03%
AVY	C	0.03%
LYV	B	0.03%
IR	C	0.03%
EXPE	C	0.03%
MOH	D	0.03%
F	F	0.03%
CSGP	D	0.03%
PPG	D	0.03%
HBAN	B	0.03%
SQ	D	0.03%
DAL	C	0.03%
ENPH	D	0.03%
LPLA	D	0.02%
MORN	C	0.02%
WBD	D	0.02%
MRNA	F	0.02%
TROW	D	0.02%
AKAM	D	0.02%
ENTG	F	0.02%
HUBB	B	0.02%
CRBG	D	0.02%
JBHT	D	0.02%
BMRN	F	0.02%
PTC	D	0.02%
WSO	C	0.02%
MDB	D	0.02%
KEY	B	0.02%
DKNG	C	0.02%
NWSA	D	0.02%
GGG	C	0.02%
HUBS	D	0.02%
BLDR	C	0.02%
EPAM	F	0.01%
DLTR	F	0.01%
LVS	D	0.01%
ALGN	D	0.01%
SMCI	F	0.01%
IEX	D	0.01%
ULTA	D	0.01%
DPZ	F	0.01%
POOL	C	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%
EQT	D	0.01%
LW	D	0.0%
JBL	D	0.0%
LKQ	F	0.0%

GDE Underweight 95 Positions Relative to BLV

Symbol	Grade	Weight
WIT	C	-1.44%
MDT	C	-0.05%
EQH	C	-0.04%
ALLY	F	-0.04%
BHP	D	-0.03%
TEL	D	-0.02%
OHI	B	-0.02%
LEA	F	-0.02%
BHF	F	-0.02%
WU	F	-0.02%
WHR	D	-0.02%
BABA	B	-0.02%
FOXA	B	-0.02%
VTRS	D	-0.02%
GSK	C	-0.02%
CPT	B	-0.01%
PECO	B	-0.01%
DOC	C	-0.01%
AIZ	B	-0.01%
AGO	C	-0.01%
AES	C	-0.01%
ADC	C	-0.01%
AAT	B	-0.01%
CACC	F	-0.01%
HIW	B	-0.01%
JD	C	-0.01%
FRT	C	-0.01%
REG	C	-0.01%
AVA	C	-0.01%
CHI	B	-0.01%
UDR	C	-0.01%
SWX	C	-0.01%
SIGI	D	-0.01%
OPI	F	-0.01%
PDM	B	-0.01%
JNPR	B	-0.01%
IDA	C	-0.01%
LXP	B	-0.01%
KRC	B	-0.01%
KSS	F	-0.01%
WTRG	D	-0.01%
WRK	C	-0.01%
ORI	B	-0.01%
NYC	C	-0.01%
NWE	B	-0.01%
INGR	B	-0.01%
BWA	D	-0.01%
AFG	B	-0.01%
APTV	D	-0.01%
CPB	C	-0.01%
COO	B	-0.01%
VOYA	B	-0.01%
VMI	D	-0.01%
STE	C	-0.01%
SBRA	C	-0.01%
NOV	F	-0.01%
NNN	C	-0.01%
OGE	C	-0.01%
LH	C	-0.01%
NXPI	F	-0.01%
IVZ	B	-0.01%
HOG	C	-0.01%
JEF	B	-0.01%
HAS	B	-0.01%
EE	B	-0.01%
FMC	C	-0.01%
UNM	B	-0.01%
EG	C	-0.01%
AON	B	-0.01%
ACGL	C	-0.01%
CTS	D	-0.01%
EVRG	B	-0.01%
ETN	C	-0.01%
JCI	B	-0.01%
LNC	D	-0.01%
LIN	B	-0.01%
OGS	B	-0.01%
PNW	C	-0.01%
RPRX	C	-0.01%
TT	B	-0.01%
BKH	B	-0.01%
CP	C	-0.01%
EMN	B	-0.01%
JBLU	D	-0.01%
NI	B	-0.01%
PAA	C	-0.01%
LNT	B	-0.01%
EQNR	F	-0.01%
KOF	D	-0.01%
LYB	D	-0.01%
MUFG	D	-0.01%
CB	B	-0.01%
AZN	D	-0.01%
VOD	C	-0.01%
HSBC	B	-0.01%