GDE vs. DFVX ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to Dimensional US Large Cap Vector ETF (DFVX)
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
DFVX

Dimensional US Large Cap Vector ETF

DFVX Description The advisor implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. The portfolio is designed to purchase a broad and diverse group of readily marketable securities of U.S. large cap companies that the advisor determines to have higher profitability and lower relative price as compared to other U.S. large cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, the portfolio will invest at least 80% of its net assets in equity securities of large cap U.S. companies.

Grade (RS Rating)

Last Trade

$67.99

Average Daily Volume

14,879

Number of Holdings *

326

* may have additional holdings in another (foreign) market
Performance
Period GDE DFVX
30 Days 2.47% 3.63%
60 Days 7.08% 4.02%
90 Days 12.48% 6.22%
12 Months 63.68% 28.45%
258 Overlapping Holdings
Symbol Grade Weight in GDE Weight in DFVX Overlap
A D 0.08% 0.19% 0.08%
ABBV D 0.53% 0.66% 0.53%
ABT B 0.37% 0.57% 0.37%
ACI C 0.05% 0.0% 0.0%
ADBE C 0.46% 0.64% 0.46%
ADI D 0.25% 0.23% 0.23%
ADP B 0.24% 0.59% 0.24%
ADSK A 0.16% 0.15% 0.15%
AFL B 0.1% 0.09% 0.09%
AIG B 0.11% 0.28% 0.11%
AJG B 0.11% 0.18% 0.11%
AKAM D 0.02% 0.09% 0.02%
ALGN D 0.01% 0.0% 0.0%
ALL A 0.08% 0.05% 0.05%
AMAT F 0.22% 0.4% 0.22%
AME A 0.1% 0.24% 0.1%
AMGN D 0.28% 0.73% 0.28%
AMP A 0.14% 0.44% 0.14%
AMZN C 4.05% 5.61% 4.05%
APD A 0.1% 0.18% 0.1%
APH A 0.18% 0.11% 0.11%
APO B 0.25% 0.16% 0.16%
APP B 0.17% 0.39% 0.17%
AVGO D 1.46% 0.57% 0.57%
AVY D 0.04% 0.13% 0.04%
AXP A 0.39% 0.94% 0.39%
BAH F 0.03% 0.07% 0.03%
BALL D 0.06% 0.08% 0.06%
BBY D 0.04% 0.23% 0.04%
BDX F 0.08% 0.19% 0.08%
BKR B 0.11% 0.24% 0.11%
BLDR D 0.03% 0.18% 0.03%
BMY B 0.14% 0.41% 0.14%
BR A 0.04% 0.1% 0.04%
BRO B 0.04% 0.19% 0.04%
BSX B 0.22% 0.07% 0.07%
CAG D 0.02% 0.01% 0.01%
CARR D 0.1% 0.15% 0.1%
CAT B 0.3% 1.09% 0.3%
CBRE B 0.08% 0.08% 0.08%
CDW F 0.04% 0.13% 0.04%
CE F 0.06% 0.04% 0.04%
CF B 0.04% 0.13% 0.04%
CHD B 0.06% 0.09% 0.06%
CHTR C 0.15% 0.14% 0.14%
CI F 0.18% 0.32% 0.18%
CINF A 0.04% 0.12% 0.04%
CMCSA B 0.24% 0.67% 0.24%
CMG B 0.1% 0.23% 0.1%
CMI A 0.09% 0.24% 0.09%
COIN C 0.12% 0.03% 0.03%
COP C 0.16% 0.69% 0.16%
COR B 0.05% 0.08% 0.05%
COST B 0.73% 1.21% 0.73%
CPAY A 0.05% 0.21% 0.05%
CPRT A 0.08% 0.02% 0.02%
CRBG B 0.04% 0.12% 0.04%
CSCO B 0.48% 0.65% 0.48%
CSL C 0.04% 0.13% 0.04%
CSX B 0.21% 0.42% 0.21%
CTAS B 0.17% 0.29% 0.17%
CTRA B 0.01% 0.15% 0.01%
CTSH B 0.11% 0.26% 0.11%
CVS D 0.14% 0.02% 0.02%
CVX A 0.35% 1.1% 0.35%
DAL C 0.05% 0.39% 0.05%
DE A 0.13% 0.5% 0.13%
DECK A 0.07% 0.06% 0.06%
DFS B 0.08% 0.31% 0.08%
DG F 0.01% 0.08% 0.01%
DGX A 0.02% 0.13% 0.02%
DHI D 0.09% 0.22% 0.09%
DLTR F 0.01% 0.04% 0.01%
DOV A 0.06% 0.09% 0.06%
DOW F 0.03% 0.18% 0.03%
DRI B 0.08% 0.19% 0.08%
DVN F 0.01% 0.22% 0.01%
EA A 0.1% 0.21% 0.1%
EBAY D 0.06% 0.24% 0.06%
ECL D 0.12% 0.04% 0.04%
EFX F 0.06% 0.08% 0.06%
EL F 0.01% 0.02% 0.01%
ELV F 0.17% 0.35% 0.17%
ENTG D 0.02% 0.01% 0.01%
EOG A 0.27% 0.41% 0.27%
EW C 0.03% 0.13% 0.03%
EXPD D 0.06% 0.13% 0.06%
EXPE B 0.05% 0.1% 0.05%
F C 0.03% 0.32% 0.03%
FANG D 0.04% 0.23% 0.04%
FAST B 0.1% 0.26% 0.1%
FCNCA A 0.04% 0.15% 0.04%
FCX D 0.08% 0.17% 0.08%
FDS B 0.05% 0.12% 0.05%
FDX B 0.14% 0.36% 0.14%
FI A 0.22% 0.39% 0.22%
FIS C 0.09% 0.32% 0.09%
FITB A 0.06% 0.15% 0.06%
FNF B 0.03% 0.1% 0.03%
FSLR F 0.04% 0.08% 0.04%
GD F 0.14% 0.21% 0.14%
GEHC F 0.04% 0.26% 0.04%
GEN B 0.04% 0.16% 0.04%
GGG B 0.02% 0.11% 0.02%
GILD C 0.21% 0.69% 0.21%
GIS D 0.05% 0.24% 0.05%
GLW B 0.06% 0.26% 0.06%
GM B 0.15% 0.45% 0.15%
GOOGL C 4.12% 2.62% 2.62%
GPC D 0.05% 0.11% 0.05%
GWW B 0.08% 0.33% 0.08%
HAL C 0.02% 0.15% 0.02%
HBAN A 0.04% 0.03% 0.03%
HES B 0.03% 0.33% 0.03%
HIG B 0.06% 0.3% 0.06%
HON B 0.31% 0.76% 0.31%
HPE B 0.06% 0.18% 0.06%
HSY F 0.04% 0.11% 0.04%
HUBB B 0.02% 0.1% 0.02%
HUM C 0.04% 0.06% 0.04%
HWM A 0.08% 0.13% 0.08%
IBM C 0.32% 1.06% 0.32%
IDXX F 0.05% 0.15% 0.05%
IEX B 0.01% 0.07% 0.01%
IP B 0.03% 0.07% 0.03%
IPG D 0.04% 0.05% 0.04%
IQV D 0.09% 0.26% 0.09%
ITW B 0.16% 0.34% 0.16%
JBHT C 0.02% 0.11% 0.02%
JBL B 0.01% 0.03% 0.01%
JNJ D 0.7% 1.76% 0.7%
JPM A 1.24% 2.79% 1.24%
K A 0.04% 0.04% 0.04%
KEYS A 0.06% 0.09% 0.06%
KLAC D 0.14% 0.34% 0.14%
KMB D 0.09% 0.17% 0.09%
KO D 0.49% 0.57% 0.49%
KR B 0.05% 0.37% 0.05%
KVUE A 0.08% 0.05% 0.05%
LDOS C 0.03% 0.05% 0.03%
LEN D 0.09% 0.08% 0.08%
LEN D 0.09% 0.0% 0.0%
LII A 0.03% 0.01% 0.01%
LKQ D 0.0% 0.01% 0.0%
LMT D 0.23% 0.67% 0.23%
LPLA A 0.02% 0.2% 0.02%
LRCX F 0.23% 0.32% 0.23%
LVS C 0.01% 0.09% 0.01%
MCHP D 0.04% 0.23% 0.04%
MCO B 0.13% 0.21% 0.13%
MDLZ F 0.17% 0.21% 0.17%
MET A 0.09% 0.4% 0.09%
META D 2.7% 4.84% 2.7%
MKL A 0.03% 0.1% 0.03%
MLM B 0.03% 0.17% 0.03%
MMC B 0.2% 0.41% 0.2%
MMM D 0.12% 0.17% 0.12%
MNST C 0.03% 0.02% 0.02%
MOH F 0.03% 0.08% 0.03%
MPC D 0.08% 0.34% 0.08%
MRK F 0.36% 0.32% 0.32%
MRO B 0.06% 0.08% 0.06%
MS A 0.43% 0.01% 0.01%
MSFT F 5.58% 4.8% 4.8%
NDAQ A 0.06% 0.01% 0.01%
NDSN B 0.03% 0.05% 0.03%
NKE D 0.11% 0.13% 0.11%
NOC D 0.14% 0.16% 0.14%
NSC B 0.13% 0.13% 0.13%
NTAP C 0.04% 0.15% 0.04%
NTRS A 0.05% 0.02% 0.02%
NUE C 0.03% 0.23% 0.03%
NVR D 0.03% 0.25% 0.03%
OC A 0.02% 0.17% 0.02%
ODFL B 0.07% 0.25% 0.07%
OKE A 0.17% 0.3% 0.17%
OMC C 0.03% 0.15% 0.03%
ON D 0.04% 0.12% 0.04%
ORCL B 0.92% 1.18% 0.92%
OVV B 0.12% 0.02% 0.02%
OXY D 0.03% 0.17% 0.03%
PAYX C 0.1% 0.28% 0.1%
PCAR B 0.07% 0.4% 0.07%
PEP F 0.34% 0.9% 0.34%
PFG D 0.03% 0.07% 0.03%
PG A 0.76% 1.45% 0.76%
PGR A 0.24% 0.36% 0.24%
PH A 0.16% 0.35% 0.16%
PHM D 0.04% 0.16% 0.04%
PKG A 0.03% 0.19% 0.03%
POOL C 0.01% 0.07% 0.01%
PPG F 0.03% 0.13% 0.03%
PRU A 0.09% 0.19% 0.09%
PSX C 0.07% 0.24% 0.07%
PWR A 0.09% 0.11% 0.09%
PYPL B 0.19% 0.23% 0.19%
QCOM F 0.31% 0.67% 0.31%
RF A 0.04% 0.03% 0.03%
RJF A 0.08% 0.22% 0.08%
RMD C 0.06% 0.07% 0.06%
ROK B 0.11% 0.14% 0.11%
ROL B 0.03% 0.07% 0.03%
ROST C 0.12% 0.29% 0.12%
RPM A 0.01% 0.16% 0.01%
RS B 0.02% 0.14% 0.02%
RSG A 0.09% 0.19% 0.09%
SCCO F 0.15% 0.04% 0.04%
SCHW B 0.15% 0.39% 0.15%
SHW A 0.17% 0.52% 0.17%
SJM D 0.04% 0.01% 0.01%
SNA A 0.04% 0.15% 0.04%
SOLV C 0.03% 0.02% 0.02%
SSNC B 0.04% 0.17% 0.04%
STLD B 0.1% 0.19% 0.1%
STZ D 0.05% 0.2% 0.05%
SWKS F 0.06% 0.1% 0.06%
SYF B 0.06% 0.12% 0.06%
SYK C 0.28% 0.22% 0.22%
SYY B 0.06% 0.24% 0.06%
T A 0.29% 0.63% 0.29%
TER D 0.06% 0.04% 0.04%
TGT F 0.08% 0.44% 0.08%
TJX A 0.29% 0.51% 0.29%
TMO F 0.42% 0.37% 0.37%
TMUS B 0.49% 0.56% 0.49%
TPL A 0.07% 0.06% 0.06%
TRGP B 0.09% 0.25% 0.09%
TROW B 0.02% 0.17% 0.02%
TRV B 0.1% 0.52% 0.1%
TSCO D 0.05% 0.16% 0.05%
TTWO A 0.08% 0.1% 0.08%
TXN C 0.36% 0.68% 0.36%
TXT D 0.04% 0.02% 0.02%
UAL A 0.04% 0.19% 0.04%
ULTA F 0.01% 0.14% 0.01%
UNH C 1.03% 1.56% 1.03%
UNP C 0.3% 0.71% 0.3%
UPS C 0.05% 0.33% 0.05%
URI B 0.1% 0.49% 0.1%
V A 1.19% 1.59% 1.19%
VLO C 0.06% 0.3% 0.06%
VMC B 0.04% 0.18% 0.04%
VRT B 0.06% 0.23% 0.06%
VRTX F 0.23% 0.26% 0.23%
VST B 0.07% 0.35% 0.07%
VZ C 0.32% 0.95% 0.32%
WAT B 0.06% 0.05% 0.05%
WLK D 0.06% 0.02% 0.02%
WM A 0.1% 0.32% 0.1%
WMB A 0.12% 0.25% 0.12%
WMG C 0.06% 0.03% 0.03%
WMT A 1.23% 1.35% 1.23%
WRB A 0.04% 0.13% 0.04%
WSM B 0.03% 0.15% 0.03%
WSO A 0.02% 0.0% 0.0%
XOM B 0.97% 2.24% 0.97%
ZBRA B 0.06% 0.06% 0.06%
ZTS D 0.18% 0.25% 0.18%
GDE Overweight 231 Positions Relative to DFVX
Symbol Grade Weight
NVDA C 6.47%
AAPL C 6.27%
TSLA B 1.93%
BRK.A B 1.83%
LLY F 1.37%
MA C 0.95%
HD A 0.75%
BAC A 0.68%
NFLX A 0.66%
CRM B 0.53%
AMD F 0.43%
NOW A 0.4%
BX A 0.39%
MCD D 0.38%
WFC A 0.37%
PM B 0.37%
GS A 0.36%
ISRG A 0.36%
DHR F 0.35%
GE D 0.34%
INTU C 0.32%
RTX C 0.32%
BKNG A 0.31%
SPGI C 0.3%
LOW D 0.28%
NEE D 0.28%
BLK C 0.28%
PLTR B 0.26%
UBER D 0.25%
KKR A 0.25%
PANW C 0.23%
ANET C 0.22%
PLD D 0.22%
SBUX A 0.22%
DIS B 0.21%
PFE D 0.21%
C A 0.21%
EMR A 0.19%
DELL C 0.19%
SO D 0.18%
MO A 0.18%
EPD A 0.17%
AMT D 0.17%
TEAM A 0.16%
REGN F 0.16%
PNC B 0.16%
CRWD B 0.16%
ICE C 0.16%
MCK B 0.16%
WDAY B 0.16%
COF B 0.16%
DUK C 0.15%
USB A 0.15%
MU D 0.15%
ROP B 0.14%
EQIX A 0.14%
FTNT C 0.14%
HCA F 0.14%
GEV B 0.14%
TTD B 0.14%
ET A 0.14%
HLT A 0.13%
DASH A 0.13%
CEG D 0.13%
ORLY B 0.13%
SRE A 0.13%
TDG D 0.13%
WELL A 0.13%
CME A 0.13%
KMI A 0.12%
BA F 0.12%
MRVL B 0.12%
TFC A 0.12%
SPG B 0.12%
AZO C 0.11%
MSCI C 0.11%
O D 0.1%
MGM D 0.1%
MOS F 0.1%
PCG A 0.1%
CL D 0.1%
SNPS B 0.1%
D C 0.1%
DLR B 0.1%
CTVA C 0.09%
MPLX A 0.09%
CCI D 0.09%
CPNG D 0.09%
EXC C 0.09%
HPQ B 0.09%
BK A 0.09%
ZS C 0.09%
CDNS B 0.09%
MAR B 0.09%
KDP D 0.09%
MSI B 0.09%
NEM D 0.09%
AEP D 0.09%
PSA D 0.09%
RBLX C 0.08%
TAP C 0.08%
IT C 0.08%
VRSK A 0.08%
VRSN F 0.08%
TDY B 0.08%
ZM B 0.08%
YUM B 0.08%
OTIS C 0.08%
BEN C 0.08%
TWLO A 0.08%
LHX C 0.08%
XYL D 0.08%
MPWR F 0.07%
ILMN D 0.07%
H B 0.07%
MTD D 0.07%
ABNB C 0.07%
AWK D 0.07%
AXON A 0.07%
FTV C 0.07%
LYV A 0.07%
FICO B 0.07%
VICI C 0.06%
EXR D 0.06%
DDOG A 0.06%
EIX B 0.06%
TYL B 0.06%
CG A 0.06%
INCY C 0.06%
HOLX D 0.06%
STT A 0.06%
WAB B 0.06%
BSY D 0.06%
ALNY D 0.06%
WEC A 0.06%
INTC D 0.06%
MTB A 0.06%
CNP B 0.06%
DD D 0.06%
SQ B 0.05%
PODD C 0.05%
IOT A 0.05%
CNC D 0.05%
ETR B 0.05%
XEL A 0.05%
AVB B 0.05%
HRL D 0.05%
LUV C 0.05%
VEEV C 0.05%
PEG A 0.05%
TSN B 0.05%
ED D 0.05%
CAH B 0.05%
HST C 0.05%
DT C 0.05%
ES D 0.05%
GLPI C 0.04%
HUBS A 0.04%
MANH D 0.04%
RIVN F 0.04%
SWK D 0.04%
NET B 0.04%
ATO A 0.04%
IFF D 0.04%
LH C 0.04%
IR B 0.04%
SUI D 0.04%
AVTR F 0.04%
AEE A 0.04%
WPC D 0.04%
EQR B 0.04%
ANSS B 0.04%
ROKU D 0.04%
CFG B 0.04%
VTR C 0.04%
CMS C 0.04%
NWSA B 0.04%
ARES A 0.04%
LBRDK C 0.04%
DTE C 0.04%
SNAP C 0.04%
MKC D 0.04%
IRM D 0.03%
KHC F 0.03%
PINS D 0.03%
WY D 0.03%
L A 0.03%
PPL B 0.03%
KEY B 0.03%
INVH D 0.03%
SNOW C 0.03%
VLTO D 0.03%
MAS D 0.03%
HEI B 0.03%
GDDY A 0.03%
J F 0.03%
GPN B 0.03%
AGR B 0.03%
WDC D 0.03%
FE C 0.03%
ESS B 0.03%
CSGP D 0.03%
SIRI C 0.03%
SBAC D 0.03%
MAA B 0.03%
CLX B 0.03%
BMRN D 0.02%
WST C 0.02%
DPZ C 0.02%
ERIE D 0.02%
MORN B 0.02%
ARE D 0.02%
ZBH C 0.02%
EQT B 0.02%
MDB C 0.02%
WBD C 0.02%
TW A 0.02%
PTC A 0.02%
ENPH F 0.02%
DKNG B 0.02%
ADM D 0.02%
BIIB F 0.02%
KIM A 0.01%
MRNA F 0.01%
BAX D 0.01%
DXCM D 0.01%
WBA F 0.0%
SMCI F 0.0%
LW C 0.0%
ALB C 0.0%
EPAM C 0.0%
GDE Underweight 68 Positions Relative to DFVX
Symbol Grade Weight
GOOG C -2.41%
ACN C -0.7%
LIN D -0.63%
RCL A -0.4%
LNG B -0.35%
ETN A -0.35%
NXPI D -0.3%
JCI C -0.25%
EME C -0.23%
LYB F -0.18%
XPO B -0.15%
FOXA B -0.14%
NRG B -0.14%
ACGL D -0.14%
CASY A -0.13%
AMCR D -0.13%
BURL A -0.13%
CPB D -0.12%
TT A -0.12%
UTHR C -0.11%
SLB C -0.11%
THC D -0.1%
BG F -0.1%
CLH B -0.1%
TOL B -0.1%
USFD A -0.1%
EQH B -0.09%
CBOE B -0.08%
DKS C -0.08%
RNR C -0.08%
LULU C -0.08%
JKHY D -0.07%
UHAL D -0.07%
UHS D -0.07%
PNR A -0.07%
FLEX A -0.07%
WTW B -0.06%
PFGC B -0.06%
AOS F -0.05%
TRU D -0.04%
EWBC A -0.04%
LECO B -0.04%
DVA B -0.03%
SAIA B -0.03%
EMN D -0.03%
AON A -0.03%
BLD D -0.03%
FOX A -0.03%
PAG B -0.02%
ACM A -0.02%
EG C -0.02%
ALLE D -0.02%
WMS D -0.02%
GFS C -0.01%
PR B -0.01%
AFG A -0.01%
BJ A -0.01%
FFIV B -0.01%
NVT B -0.01%
CW B -0.01%
FND C -0.01%
ALLY C -0.01%
STE F -0.0%
SCI B -0.0%
FTI A -0.0%
FIX A -0.0%
NBIX C -0.0%
UHAL D -0.0%
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