GDE vs. CDEI ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI)
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
CDEI

Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF

CDEI Description Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$72.40

Average Daily Volume

644

Number of Holdings *

370

* may have additional holdings in another (foreign) market
Performance
Period GDE CDEI
30 Days 2.47% 1.83%
60 Days 7.08% 4.03%
90 Days 12.48% 4.65%
12 Months 63.68% 24.85%
219 Overlapping Holdings
Symbol Grade Weight in GDE Weight in CDEI Overlap
A D 0.08% 0.11% 0.08%
AAPL C 6.27% 10.52% 6.27%
ABBV D 0.53% 0.91% 0.53%
ABT B 0.37% 0.6% 0.37%
ADBE C 0.46% 0.71% 0.46%
ADI D 0.25% 0.32% 0.25%
ADP B 0.24% 0.37% 0.24%
ADSK A 0.16% 0.2% 0.16%
AGR B 0.03% 0.01% 0.01%
AIG B 0.11% 0.15% 0.11%
AKAM D 0.02% 0.04% 0.02%
ALGN D 0.01% 0.05% 0.01%
ALL A 0.08% 0.16% 0.08%
ALNY D 0.06% 0.1% 0.06%
AMD F 0.43% 0.68% 0.43%
AMGN D 0.28% 0.48% 0.28%
AMP A 0.14% 0.17% 0.14%
AMT D 0.17% 0.28% 0.17%
ANET C 0.22% 0.3% 0.22%
ANSS B 0.04% 0.09% 0.04%
APH A 0.18% 0.26% 0.18%
AVGO D 1.46% 2.36% 1.46%
AVTR F 0.04% 0.04% 0.04%
AWK D 0.07% 0.08% 0.07%
AXP A 0.39% 0.5% 0.39%
BAC A 0.68% 0.94% 0.68%
BAH F 0.03% 0.06% 0.03%
BAX D 0.01% 0.05% 0.01%
BBY D 0.04% 0.06% 0.04%
BDX F 0.08% 0.2% 0.08%
BIIB F 0.02% 0.07% 0.02%
BK A 0.09% 0.17% 0.09%
BKNG A 0.31% 0.51% 0.31%
BKR B 0.11% 0.13% 0.11%
BMY B 0.14% 0.36% 0.14%
BR A 0.04% 0.08% 0.04%
BSX B 0.22% 0.39% 0.22%
C A 0.21% 0.39% 0.21%
CAG D 0.02% 0.04% 0.02%
CARR D 0.1% 0.19% 0.1%
CCI D 0.09% 0.14% 0.09%
CFG B 0.04% 0.06% 0.04%
CI F 0.18% 0.27% 0.18%
CL D 0.1% 0.23% 0.1%
CLX B 0.03% 0.06% 0.03%
CMCSA B 0.24% 0.51% 0.24%
CME A 0.13% 0.24% 0.13%
CMI A 0.09% 0.15% 0.09%
CMS C 0.04% 0.06% 0.04%
CNC D 0.05% 0.09% 0.05%
COF B 0.16% 0.21% 0.16%
CPRT A 0.08% 0.15% 0.08%
CRM B 0.53% 0.94% 0.53%
CRWD B 0.16% 0.24% 0.16%
CSCO B 0.48% 0.7% 0.48%
CSGP D 0.03% 0.09% 0.03%
CVS D 0.14% 0.21% 0.14%
DAL C 0.05% 0.13% 0.05%
DE A 0.13% 0.3% 0.13%
DECK A 0.07% 0.08% 0.07%
DELL C 0.19% 0.12% 0.12%
DFS B 0.08% 0.13% 0.08%
DG F 0.01% 0.05% 0.01%
DHR F 0.35% 0.48% 0.35%
DIS B 0.21% 0.6% 0.21%
DLR B 0.1% 0.18% 0.1%
DLTR F 0.01% 0.04% 0.01%
DT C 0.05% 0.04% 0.04%
DTE C 0.04% 0.07% 0.04%
EA A 0.1% 0.12% 0.1%
EBAY D 0.06% 0.09% 0.06%
ECL D 0.12% 0.19% 0.12%
EFX F 0.06% 0.1% 0.06%
EL F 0.01% 0.05% 0.01%
ELV F 0.17% 0.29% 0.17%
EMR A 0.19% 0.22% 0.19%
EPAM C 0.0% 0.04% 0.0%
EQIX A 0.14% 0.26% 0.14%
ES D 0.05% 0.07% 0.05%
EW C 0.03% 0.12% 0.03%
EXC C 0.09% 0.12% 0.09%
EXPD D 0.06% 0.05% 0.05%
FAST B 0.1% 0.14% 0.1%
FDX B 0.14% 0.2% 0.14%
FI A 0.22% 0.37% 0.22%
FICO B 0.07% 0.17% 0.07%
FIS C 0.09% 0.15% 0.09%
FITB A 0.06% 0.1% 0.06%
FSLR F 0.04% 0.06% 0.04%
FTV C 0.07% 0.08% 0.07%
GEN B 0.04% 0.05% 0.04%
GILD C 0.21% 0.35% 0.21%
GIS D 0.05% 0.11% 0.05%
GOOGL C 4.12% 5.91% 4.12%
H B 0.07% 0.02% 0.02%
HBAN A 0.04% 0.08% 0.04%
HD A 0.75% 1.22% 0.75%
HIG B 0.06% 0.1% 0.06%
HLT A 0.13% 0.18% 0.13%
HOLX D 0.06% 0.05% 0.05%
HPE B 0.06% 0.08% 0.06%
HPQ B 0.09% 0.11% 0.09%
HST C 0.05% 0.04% 0.04%
HSY F 0.04% 0.08% 0.04%
HUBS A 0.04% 0.11% 0.04%
IBM C 0.32% 0.58% 0.32%
ICE C 0.16% 0.27% 0.16%
IDXX F 0.05% 0.1% 0.05%
IEX B 0.01% 0.05% 0.01%
IFF D 0.04% 0.06% 0.04%
INTC D 0.06% 0.32% 0.06%
INTU C 0.32% 0.58% 0.32%
IPG D 0.04% 0.03% 0.03%
IQV D 0.09% 0.11% 0.09%
IR B 0.04% 0.13% 0.04%
IT C 0.08% 0.12% 0.08%
JPM A 1.24% 2.08% 1.24%
K A 0.04% 0.06% 0.04%
KDP D 0.09% 0.11% 0.09%
KEY B 0.03% 0.05% 0.03%
KIM A 0.01% 0.05% 0.01%
KMB D 0.09% 0.13% 0.09%
KO D 0.49% 0.74% 0.49%
KR B 0.05% 0.13% 0.05%
LLY F 1.37% 2.03% 1.37%
LOW D 0.28% 0.47% 0.28%
LPLA A 0.02% 0.07% 0.02%
LRCX F 0.23% 0.29% 0.23%
MA C 0.95% 1.3% 0.95%
MAR B 0.09% 0.2% 0.09%
MAS D 0.03% 0.05% 0.03%
MCO B 0.13% 0.23% 0.13%
MDLZ F 0.17% 0.26% 0.17%
MET A 0.09% 0.15% 0.09%
MMC B 0.2% 0.33% 0.2%
MORN B 0.02% 0.03% 0.02%
MOS F 0.1% 0.03% 0.03%
MRK F 0.36% 0.76% 0.36%
MRNA F 0.01% 0.04% 0.01%
MSFT F 5.58% 9.49% 5.58%
MSI B 0.09% 0.25% 0.09%
MU D 0.15% 0.33% 0.15%
NDAQ A 0.06% 0.1% 0.06%
NEE D 0.28% 0.47% 0.28%
NFLX A 0.66% 1.08% 0.66%
NOW A 0.4% 0.65% 0.4%
NTAP C 0.04% 0.07% 0.04%
NTRS A 0.05% 0.06% 0.05%
NVDA C 6.47% 10.49% 6.47%
O D 0.1% 0.15% 0.1%
OC A 0.02% 0.05% 0.02%
OMC C 0.03% 0.06% 0.03%
ON D 0.04% 0.09% 0.04%
OTIS C 0.08% 0.12% 0.08%
PANW C 0.23% 0.38% 0.23%
PEG A 0.05% 0.13% 0.05%
PEP F 0.34% 0.69% 0.34%
PFE D 0.21% 0.45% 0.21%
PFG D 0.03% 0.06% 0.03%
PH A 0.16% 0.27% 0.16%
PINS D 0.03% 0.05% 0.03%
PODD C 0.05% 0.06% 0.05%
POOL C 0.01% 0.04% 0.01%
PRU A 0.09% 0.14% 0.09%
PWR A 0.09% 0.14% 0.09%
PYPL B 0.19% 0.27% 0.19%
QCOM F 0.31% 0.55% 0.31%
REGN F 0.16% 0.25% 0.16%
RF A 0.04% 0.07% 0.04%
RJF A 0.08% 0.09% 0.08%
ROK B 0.11% 0.1% 0.1%
RSG A 0.09% 0.13% 0.09%
SBUX A 0.22% 0.33% 0.22%
SCHW B 0.15% 0.36% 0.15%
SJM D 0.04% 0.03% 0.03%
SPG B 0.12% 0.17% 0.12%
SPGI C 0.3% 0.48% 0.3%
SRE A 0.13% 0.17% 0.13%
SWK D 0.04% 0.04% 0.04%
SYF B 0.06% 0.08% 0.06%
SYK C 0.28% 0.42% 0.28%
SYY B 0.06% 0.11% 0.06%
T A 0.29% 0.48% 0.29%
TEAM A 0.16% 0.12% 0.12%
TER D 0.06% 0.05% 0.05%
TFC A 0.12% 0.19% 0.12%
TGT F 0.08% 0.21% 0.08%
TJX A 0.29% 0.41% 0.29%
TMO F 0.42% 0.62% 0.42%
TMUS B 0.49% 0.35% 0.35%
TRV B 0.1% 0.18% 0.1%
TSCO D 0.05% 0.09% 0.05%
TTD B 0.14% 0.17% 0.14%
TW A 0.02% 0.04% 0.02%
TWLO A 0.08% 0.05% 0.05%
TYL B 0.06% 0.08% 0.06%
UNH C 1.03% 1.66% 1.03%
UNP C 0.3% 0.43% 0.3%
USB A 0.15% 0.24% 0.15%
V A 1.19% 1.56% 1.19%
VEEV C 0.05% 0.1% 0.05%
VRSN F 0.08% 0.05% 0.05%
VRTX F 0.23% 0.38% 0.23%
VTR C 0.04% 0.08% 0.04%
VZ C 0.32% 0.52% 0.32%
WAB B 0.06% 0.1% 0.06%
WAT B 0.06% 0.07% 0.06%
WDC D 0.03% 0.06% 0.03%
WELL A 0.13% 0.25% 0.13%
WM A 0.1% 0.27% 0.1%
WMT A 1.23% 1.11% 1.11%
WSO A 0.02% 0.05% 0.02%
WST C 0.02% 0.07% 0.02%
WY D 0.03% 0.07% 0.03%
XEL A 0.05% 0.12% 0.05%
XYL D 0.08% 0.09% 0.08%
YUM B 0.08% 0.12% 0.08%
ZBRA B 0.06% 0.06% 0.06%
ZTS D 0.18% 0.24% 0.18%
GDE Overweight 269 Positions Relative to CDEI
Symbol Grade Weight
AMZN C 4.05%
META D 2.7%
TSLA B 1.93%
BRK.A B 1.83%
XOM B 0.97%
ORCL B 0.92%
PG A 0.76%
COST B 0.73%
JNJ D 0.7%
MS A 0.43%
BX A 0.39%
MCD D 0.38%
WFC A 0.37%
PM B 0.37%
GS A 0.36%
TXN C 0.36%
ISRG A 0.36%
CVX A 0.35%
GE D 0.34%
RTX C 0.32%
HON B 0.31%
CAT B 0.3%
BLK C 0.28%
EOG A 0.27%
PLTR B 0.26%
UBER D 0.25%
KKR A 0.25%
APO B 0.25%
PGR A 0.24%
LMT D 0.23%
AMAT F 0.22%
PLD D 0.22%
CSX B 0.21%
SO D 0.18%
MO A 0.18%
CTAS B 0.17%
APP B 0.17%
EPD A 0.17%
OKE A 0.17%
SHW A 0.17%
PNC B 0.16%
COP C 0.16%
MCK B 0.16%
WDAY B 0.16%
ITW B 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%
NOC D 0.14%
FTNT C 0.14%
HCA F 0.14%
GEV B 0.14%
ET A 0.14%
KLAC D 0.14%
DASH A 0.13%
CEG D 0.13%
ORLY B 0.13%
NSC B 0.13%
TDG D 0.13%
KMI A 0.12%
ROST C 0.12%
BA F 0.12%
COIN C 0.12%
WMB A 0.12%
MRVL B 0.12%
OVV B 0.12%
MMM D 0.12%
NKE D 0.11%
AZO C 0.11%
MSCI C 0.11%
CTSH B 0.11%
AJG B 0.11%
STLD B 0.1%
MGM D 0.1%
AME A 0.1%
AFL B 0.1%
URI B 0.1%
PCG A 0.1%
PAYX C 0.1%
CMG B 0.1%
SNPS B 0.1%
D C 0.1%
APD A 0.1%
CTVA C 0.09%
MPLX A 0.09%
CPNG D 0.09%
LEN D 0.09%
ZS C 0.09%
CDNS B 0.09%
NEM D 0.09%
AEP D 0.09%
PSA D 0.09%
TRGP B 0.09%
DHI D 0.09%
RBLX C 0.08%
TAP C 0.08%
CBRE B 0.08%
TTWO A 0.08%
MPC D 0.08%
VRSK A 0.08%
TDY B 0.08%
ZM B 0.08%
DRI B 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%
ILMN D 0.07%
PCAR B 0.07%
VST B 0.07%
MTD D 0.07%
PSX C 0.07%
TPL A 0.07%
ABNB C 0.07%
AXON A 0.07%
LYV A 0.07%
ODFL B 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%
EIX B 0.06%
CHD B 0.06%
CG A 0.06%
INCY C 0.06%
STT A 0.06%
GLW B 0.06%
BSY D 0.06%
VLO C 0.06%
KEYS A 0.06%
SWKS F 0.06%
WLK D 0.06%
WEC A 0.06%
MRO B 0.06%
MTB A 0.06%
BALL D 0.06%
CNP B 0.06%
RMD C 0.06%
DD D 0.06%
SQ B 0.05%
IOT A 0.05%
ACI C 0.05%
CPAY A 0.05%
FDS B 0.05%
UPS C 0.05%
COR B 0.05%
ETR B 0.05%
EXPE B 0.05%
AVB B 0.05%
HRL D 0.05%
GPC D 0.05%
LUV C 0.05%
TSN B 0.05%
ED D 0.05%
CAH B 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%
RIVN F 0.04%
VMC B 0.04%
PHM D 0.04%
NET B 0.04%
BRO B 0.04%
CDW F 0.04%
ATO A 0.04%
SSNC B 0.04%
LH C 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%
CRBG B 0.04%
NWSA B 0.04%
AVY D 0.04%
ARES A 0.04%
LBRDK C 0.04%
SNAP C 0.04%
FANG D 0.04%
MKC D 0.04%
LDOS C 0.03%
IRM D 0.03%
KHC F 0.03%
BLDR D 0.03%
L A 0.03%
OXY D 0.03%
PPL B 0.03%
DOW F 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%
GPN B 0.03%
FE C 0.03%
ESS B 0.03%
SIRI C 0.03%
LII A 0.03%
HES B 0.03%
SBAC D 0.03%
PPG F 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%
BMRN D 0.02%
DPZ C 0.02%
HAL C 0.02%
RS B 0.02%
ERIE D 0.02%
ENTG D 0.02%
ARE D 0.02%
ZBH C 0.02%
EQT B 0.02%
DGX A 0.02%
MDB C 0.02%
TROW B 0.02%
WBD C 0.02%
JBHT C 0.02%
PTC A 0.02%
HUBB B 0.02%
ENPH F 0.02%
DKNG B 0.02%
ADM D 0.02%
GGG B 0.02%
JBL B 0.01%
RPM A 0.01%
LVS C 0.01%
DXCM D 0.01%
ULTA F 0.01%
DVN F 0.01%
CTRA B 0.01%
WBA F 0.0%
SMCI F 0.0%
LKQ D 0.0%
LW C 0.0%
ALB C 0.0%
GDE Underweight 151 Positions Relative to CDEI
Symbol Grade Weight
ACN C -0.69%
ETN A -0.44%
MDT D -0.33%
TT A -0.28%
AON A -0.24%
JCI C -0.17%
ACGL D -0.11%
STE F -0.07%
EME C -0.07%
NRG B -0.06%
STX D -0.06%
CBOE B -0.06%
RGA A -0.05%
Z A -0.05%
EQH B -0.05%
LNT A -0.05%
USFD A -0.05%
NTNX A -0.05%
DOCU A -0.05%
BURL A -0.05%
XPO B -0.05%
TRMB B -0.05%
DAY B -0.04%
SCI B -0.04%
JEF A -0.04%
NVT B -0.04%
ALLE D -0.04%
ITT A -0.04%
JLL D -0.04%
JKHY D -0.04%
JNPR F -0.04%
RNR C -0.04%
ELS C -0.04%
CLH B -0.04%
PFGC B -0.04%
UNM A -0.04%
TXRH C -0.04%
EWBC A -0.04%
SOFI A -0.04%
APTV D -0.04%
ACM A -0.04%
AMCR D -0.04%
CASY A -0.04%
DOC D -0.04%
HSIC B -0.03%
CFR B -0.03%
TTC D -0.03%
MEDP D -0.03%
GPK C -0.03%
BILL A -0.03%
WTFC A -0.03%
BRX A -0.03%
ZION B -0.03%
SNX C -0.03%
PEN B -0.03%
AAON B -0.03%
PCTY B -0.03%
ORI A -0.03%
REXR F -0.03%
CMA A -0.03%
TPX B -0.03%
FBIN D -0.03%
GL B -0.03%
RPRX D -0.03%
PRI A -0.03%
CIEN B -0.03%
AES F -0.03%
MKTX D -0.03%
OHI C -0.03%
AFG A -0.03%
AIT A -0.03%
CUBE D -0.03%
CCK C -0.03%
TTEK F -0.03%
DKS C -0.03%
BLD D -0.03%
PAYC B -0.03%
LECO B -0.03%
RDN C -0.02%
INSP D -0.02%
GATX A -0.02%
ITRI B -0.02%
BC C -0.02%
APPF B -0.02%
CRUS D -0.02%
LEA D -0.02%
THO B -0.02%
BCPC B -0.02%
ETSY D -0.02%
PVH C -0.02%
CROX D -0.02%
SUM B -0.02%
LNC B -0.02%
JHG A -0.02%
BPMC C -0.02%
WHR B -0.02%
COOP B -0.02%
IDA A -0.02%
LYFT C -0.02%
MTG C -0.02%
SAIC F -0.02%
FAF A -0.02%
MTH D -0.02%
MAT D -0.02%
AWI A -0.02%
DBX B -0.02%
MTN C -0.02%
BMI B -0.02%
RHP B -0.02%
AZEK A -0.02%
ALK C -0.02%
HALO F -0.02%
BBWI D -0.02%
FMC D -0.02%
CADE B -0.02%
ATI D -0.02%
ELAN D -0.02%
ONB B -0.02%
FCN D -0.02%
PARA C -0.02%
EXLS B -0.02%
MIDD C -0.02%
GTLS B -0.02%
BIO D -0.02%
CVLT B -0.02%
G B -0.02%
VFC C -0.02%
RHI B -0.02%
TREX C -0.02%
MKSI C -0.02%
NNN D -0.02%
BWA D -0.02%
SNV B -0.02%
SKX D -0.02%
HQY B -0.02%
COLM B -0.01%
CWEN C -0.01%
TNET D -0.01%
ASH D -0.01%
OGN D -0.01%
CHH A -0.01%
FELE B -0.01%
FLO D -0.01%
M D -0.01%
SLGN A -0.01%
CELH F -0.01%
SWX B -0.01%
POR C -0.01%
MMS F -0.01%
TENB C -0.01%
SON D -0.01%
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