GDE vs. ESG ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to FlexShares STOXX US ESG Impact Index Fund (ESG)

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

$37.00

Average Daily Volume

9,595

Number of Holdings ^*

483

* may have additional holdings in another (foreign) market

ESG

FlexShares STOXX US ESG Impact Index Fund

ESG Description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX US ESG Impact Index.

Grade (RS Rating)

Last Trade

$133.39

Average Daily Volume

4,543

Number of Holdings ^*

258

* may have additional holdings in another (foreign) market

Performance

Period	GDE	ESG
30 Days	1.04%	1.47%
60 Days	6.14%	2.40%
90 Days	7.78%	4.09%
12 Months	51.91%	23.32%

222 Overlapping Holdings

	Symbol	Grade	Weight in GDE	Weight in ESG	Overlap
	A	C	0.09%	0.07%	0.07%
	AAPL	D	6.21%	4.93%	4.93%
	ABT	C	0.38%	0.66%	0.38%
	ADBE	D	0.51%	0.79%	0.51%
	ADP	B	0.21%	0.47%	0.21%
	ADSK	B	0.11%	0.28%	0.11%
	AEP	B	0.1%	0.09%	0.09%
	AFL	B	0.1%	0.24%	0.1%
	AIG	D	0.1%	0.12%	0.1%
	AJG	C	0.11%	0.16%	0.11%
	AKAM	D	0.02%	0.04%	0.02%
	ALL	A	0.09%	0.09%	0.09%
	AMAT	D	0.22%	0.52%	0.22%
	AMD	F	0.47%	0.81%	0.47%
	AMT	C	0.21%	0.45%	0.21%
	AMZN	C	3.63%	4.82%	3.63%
	APO	C	0.18%	0.24%	0.18%
	ARE	B	0.02%	0.08%	0.02%
	AVGO	C	1.38%	1.92%	1.38%
	AVTR	B	0.05%	0.03%	0.03%
	AWK	A	0.1%	0.12%	0.1%
	AZO	D	0.11%	0.09%	0.09%
	BAC	D	0.52%	0.86%	0.52%
	BALL	C	0.07%	0.11%	0.07%
	BAX	C	0.01%	0.04%	0.01%
	BBY	B	0.04%	0.1%	0.04%
	BDX	F	0.08%	0.11%	0.08%
	BK	A	0.09%	0.22%	0.09%
	BKNG	B	0.26%	0.44%	0.26%
	BKR	D	0.06%	0.08%	0.06%
	BLK	A	0.25%	0.61%	0.25%
	BMY	C	0.12%	0.32%	0.12%
	BR	D	0.04%	0.08%	0.04%
	BRK.A	C	1.75%	2.88%	1.75%
	BSX	B	0.21%	0.21%	0.21%
	BX	B	0.31%	0.18%	0.18%
	C	D	0.18%	0.54%	0.18%
	CAG	B	0.02%	0.05%	0.02%
	CAH	C	0.06%	0.09%	0.06%
	CAT	C	0.27%	0.42%	0.27%
	CBRE	A	0.07%	0.18%	0.07%
	CCI	B	0.1%	0.09%	0.09%
	CHD	C	0.05%	0.04%	0.04%
	CI	C	0.2%	0.34%	0.2%
	CL	C	0.16%	0.36%	0.16%
	CLX	C	0.04%	0.1%	0.04%
	CMG	C	0.1%	0.25%	0.1%
	CMI	C	0.07%	0.17%	0.07%
	COP	D	0.15%	0.2%	0.15%
	COST	C	0.77%	0.99%	0.77%
	CRM	D	0.4%	0.4%	0.4%
	CRWD	F	0.12%	0.2%	0.12%
	CSCO	B	0.41%	0.66%	0.41%
	CSX	D	0.2%	0.11%	0.11%
	CTAS	C	0.15%	0.35%	0.15%
	CTSH	C	0.09%	0.16%	0.09%
	CTVA	B	0.08%	0.1%	0.08%
	CVS	D	0.13%	0.29%	0.13%
	CVX	D	0.31%	1.19%	0.31%
	DD	B	0.06%	0.11%	0.06%
	DE	B	0.13%	0.45%	0.13%
	DECK	C	0.04%	0.08%	0.04%
	DFS	C	0.06%	0.08%	0.06%
	DG	F	0.01%	0.04%	0.01%
	DIS	D	0.18%	0.68%	0.18%
	DLTR	F	0.01%	0.03%	0.01%
	DOV	B	0.05%	0.06%	0.05%
	DOW	D	0.03%	0.12%	0.03%
	DPZ	F	0.01%	0.04%	0.01%
	EBAY	B	0.06%	0.11%	0.06%
	ECL	B	0.13%	0.17%	0.13%
	EL	F	0.01%	0.08%	0.01%
	ELV	C	0.24%	0.51%	0.24%
	EMR	D	0.15%	0.1%	0.1%
	ESS	B	0.03%	0.07%	0.03%
	EW	F	0.03%	0.14%	0.03%
	EXPD	B	0.06%	0.03%	0.03%
	EXPE	C	0.03%	0.05%	0.03%
	F	D	0.03%	0.07%	0.03%
	FANG	D	0.04%	0.05%	0.04%
	FCX	D	0.08%	0.15%	0.08%
	FDS	C	0.05%	0.07%	0.05%
	FDX	C	0.14%	0.22%	0.14%
	FIS	B	0.09%	0.08%	0.08%
	FITB	B	0.05%	0.07%	0.05%
	FTV	C	0.07%	0.11%	0.07%
	GEHC	C	0.04%	0.18%	0.04%
	GILD	B	0.19%	0.25%	0.19%
	GIS	B	0.06%	0.21%	0.06%
	GLW	B	0.05%	0.06%	0.05%
	GM	B	0.11%	0.26%	0.11%
	GS	D	0.31%	0.76%	0.31%
	GWW	B	0.08%	0.15%	0.08%
	HBAN	B	0.03%	0.05%	0.03%
	HD	B	0.71%	0.93%	0.71%
	HIG	A	0.06%	0.14%	0.06%
	HLT	B	0.11%	0.22%	0.11%
	HOLX	B	0.06%	0.06%	0.06%
	HPE	D	0.04%	0.09%	0.04%
	HPQ	D	0.08%	0.16%	0.08%
	HST	D	0.06%	0.03%	0.03%
	HSY	C	0.04%	0.12%	0.04%
	HUBS	D	0.02%	0.1%	0.02%
	IBM	B	0.34%	0.97%	0.34%
	ICE	B	0.17%	0.46%	0.17%
	IDXX	C	0.05%	0.08%	0.05%
	IEX	D	0.01%	0.04%	0.01%
	ILMN	C	0.06%	0.05%	0.05%
	INTC	F	0.05%	0.34%	0.05%
	INTU	D	0.3%	0.45%	0.3%
	IPG	C	0.04%	0.06%	0.04%
	IQV	C	0.1%	0.18%	0.1%
	IRM	B	0.06%	0.14%	0.06%
	IT	B	0.08%	0.15%	0.08%
	ITW	B	0.15%	0.12%	0.12%
	JBL	D	0.0%	0.04%	0.0%
	JNJ	B	0.76%	1.95%	0.76%
	JPM	D	1.15%	2.88%	1.15%
	K	A	0.04%	0.11%	0.04%
	KDP	A	0.1%	0.09%	0.09%
	KEY	B	0.02%	0.03%	0.02%
	KEYS	C	0.06%	0.04%	0.04%
	KHC	C	0.03%	0.11%	0.03%
	KLAC	D	0.17%	0.16%	0.16%
	KMB	D	0.09%	0.23%	0.09%
	KO	B	0.53%	1.38%	0.53%
	KR	B	0.05%	0.19%	0.05%
	LII	B	0.03%	0.09%	0.03%
	LKQ	D	0.0%	0.01%	0.0%
	LLY	C	1.54%	2.56%	1.54%
	LOW	B	0.28%	0.59%	0.28%
	LRCX	F	0.26%	0.42%	0.26%
	LVS	D	0.01%	0.03%	0.01%
	MA	B	0.86%	0.99%	0.86%
	MAR	C	0.07%	0.24%	0.07%
	MAS	B	0.03%	0.05%	0.03%
	MCD	C	0.39%	0.35%	0.35%
	MCK	F	0.13%	0.22%	0.13%
	MCO	A	0.14%	0.13%	0.13%
	MDLZ	B	0.2%	0.42%	0.2%
	MET	A	0.09%	0.18%	0.09%
	META	A	2.44%	4.93%	2.44%
	MGM	D	0.12%	0.03%	0.03%
	MKC	B	0.06%	0.07%	0.06%
	MMC	C	0.2%	0.37%	0.2%
	MRK	D	0.42%	1.21%	0.42%
	MRNA	F	0.02%	0.06%	0.02%
	MRO	D	0.05%	0.05%	0.05%
	MS	D	0.31%	0.2%	0.2%
	MSCI	C	0.09%	0.1%	0.09%
	MSFT	C	5.65%	4.63%	4.63%
	MU	F	0.13%	0.5%	0.13%
	NDAQ	B	0.05%	0.11%	0.05%
	NDSN	C	0.03%	0.05%	0.03%
	NEM	B	0.11%	0.25%	0.11%
	NKE	D	0.11%	0.31%	0.11%
	NOW	A	0.37%	0.45%	0.37%
	NTAP	D	0.05%	0.08%	0.05%
	NTRS	B	0.04%	0.03%	0.03%
	NUE	F	0.03%	0.06%	0.03%
	OC	C	0.02%	0.03%	0.02%
	OMC	A	0.03%	0.1%	0.03%
	ORCL	B	0.79%	0.64%	0.64%
	OTIS	D	0.08%	0.16%	0.08%
	PANW	D	0.2%	0.27%	0.2%
	PEG	B	0.07%	0.07%	0.07%
	PEP	C	0.37%	0.4%	0.37%
	PFE	C	0.23%	0.4%	0.23%
	PFG	B	0.03%	0.08%	0.03%
	PG	C	0.81%	2.01%	0.81%
	PYPL	B	0.15%	0.23%	0.15%
	QCOM	D	0.32%	0.61%	0.32%
	RF	B	0.03%	0.04%	0.03%
	ROK	D	0.09%	0.05%	0.05%
	ROST	C	0.1%	0.21%	0.1%
	SBUX	C	0.22%	0.28%	0.22%
	SHW	B	0.17%	0.15%	0.15%
	SJM	C	0.08%	0.03%	0.03%
	SMCI	F	0.01%	0.11%	0.01%
	SNAP	F	0.04%	0.03%	0.03%
	SNPS	D	0.09%	0.24%	0.09%
	SPGI	B	0.34%	0.67%	0.34%
	STT	A	0.05%	0.07%	0.05%
	STZ	C	0.06%	0.08%	0.06%
	SUI	B	0.04%	0.06%	0.04%
	SWK	B	0.04%	0.05%	0.04%
	SWKS	F	0.07%	0.02%	0.02%
	SYK	C	0.25%	0.55%	0.25%
	SYY	D	0.06%	0.06%	0.06%
	TFC	D	0.1%	0.19%	0.1%
	TGT	C	0.08%	0.28%	0.08%
	TJX	C	0.29%	0.67%	0.29%
	TRV	B	0.09%	0.22%	0.09%
	TSCO	C	0.05%	0.13%	0.05%
	TSLA	C	1.37%	3.14%	1.37%
	TXN	C	0.34%	0.6%	0.34%
	UBER	C	0.24%	0.49%	0.24%
	UNH	C	1.05%	1.34%	1.05%
	UNP	B	0.3%	0.62%	0.3%
	URI	B	0.08%	0.09%	0.08%
	USB	B	0.13%	0.34%	0.13%
	V	B	1.14%	1.85%	1.14%
	VICI	C	0.05%	0.18%	0.05%
	VLO	D	0.06%	0.11%	0.06%
	VRSK	D	0.07%	0.13%	0.07%
	VRTX	D	0.22%	0.41%	0.22%
	VTR	C	0.04%	0.08%	0.04%
	VZ	B	0.34%	0.46%	0.34%
	WAB	A	0.05%	0.08%	0.05%
	WBA	F	0.0%	0.03%	0.0%
	WDC	D	0.03%	0.1%	0.03%
	WELL	B	0.13%	0.32%	0.13%
	WMT	B	1.09%	1.74%	1.09%
	WSM	C	0.03%	0.09%	0.03%
	WST	D	0.01%	0.04%	0.01%
	WY	C	0.03%	0.12%	0.03%
	XOM	D	0.89%	2.45%	0.89%
	XYL	D	0.07%	0.08%	0.07%
	YUM	D	0.06%	0.12%	0.06%
	ZBH	F	0.02%	0.03%	0.02%
	ZBRA	B	0.05%	0.06%	0.05%
	ZTS	B	0.19%	0.36%	0.19%

GDE Overweight 261 Positions Relative to ESG

	Symbol	Grade	Weight
	NVDA	D	5.31%
	GOOGL	D	3.53%
	ABBV	C	0.63%
	NFLX	B	0.55%
	TMO	C	0.45%
	DHR	B	0.4%
	TMUS	C	0.35%
	ISRG	C	0.35%
	NEE	B	0.33%
	GE	B	0.32%
	AMGN	B	0.32%
	PM	C	0.32%
	AXP	B	0.31%
	PGR	A	0.3%
	RTX	C	0.29%
	T	B	0.28%
	WFC	D	0.26%
	ADI	D	0.25%
	HON	D	0.25%
	LMT	C	0.24%
	PLD	C	0.24%
	CMCSA	D	0.22%
	EOG	D	0.22%
	ANET	B	0.2%
	REGN	C	0.2%
	KKR	B	0.19%
	SO	B	0.18%
	MO	C	0.17%
	EPD	A	0.17%
	DELL	D	0.16%
	HCA	B	0.15%
	PLTR	B	0.15%
	APH	D	0.15%
	DUK	C	0.15%
	OVV	D	0.14%
	BA	F	0.14%
	MMM	B	0.14%
	NOC	B	0.14%
	OKE	B	0.14%
	PH	B	0.14%
	SCCO	D	0.14%
	NSC	C	0.13%
	MSI	C	0.13%
	WDAY	D	0.13%
	CME	C	0.13%
	GD	B	0.13%
	EQIX	B	0.13%
	PNC	B	0.13%
	SCHW	D	0.12%
	ROP	C	0.12%
	COF	C	0.12%
	CHTR	D	0.12%
	ORLY	B	0.12%
	ET	B	0.12%
	AMP	B	0.11%
	TTD	B	0.11%
	TEAM	F	0.11%
	LEN	B	0.1%
	DASH	C	0.1%
	WMB	B	0.1%
	KMI	A	0.1%
	CARR	B	0.1%
	FTNT	C	0.1%
	MRVL	C	0.1%
	MPLX	A	0.1%
	DHI	B	0.1%
	TDG	B	0.1%
	CEG	C	0.1%
	PSA	B	0.1%
	O	B	0.1%
	D	C	0.09%
	SPG	B	0.09%
	EXC	B	0.09%
	GEV	B	0.09%
	PAYX	C	0.09%
	PCG	C	0.09%
	STLD	D	0.09%
	WM	D	0.09%
	DLR	B	0.09%
	CE	D	0.09%
	APD	B	0.09%
	MTD	D	0.08%
	SRE	B	0.08%
	DRI	C	0.08%
	CPNG	B	0.08%
	MPC	D	0.08%
	VRSN	D	0.08%
	BEN	F	0.08%
	CDNS	D	0.08%
	RSG	D	0.08%
	FAST	C	0.08%
	MPWR	C	0.08%
	PRU	C	0.08%
	KVUE	B	0.08%
	AME	C	0.08%
	WLK	D	0.07%
	PSX	D	0.07%
	CPRT	D	0.07%
	ZS	F	0.07%
	COIN	F	0.07%
	RMD	C	0.07%
	HWM	B	0.07%
	TDY	C	0.07%
	FICO	A	0.07%
	PWR	B	0.07%
	LHX	D	0.07%
	MOS	F	0.07%
	TAP	C	0.07%
	RJF	C	0.06%
	ALNY	B	0.06%
	EFX	C	0.06%
	ZM	C	0.06%
	GPC	D	0.06%
	HRL	C	0.06%
	TTWO	D	0.06%
	CNP	C	0.06%
	ED	C	0.06%
	ETR	A	0.06%
	H	C	0.06%
	ES	C	0.06%
	WEC	B	0.06%
	EXR	B	0.06%
	INCY	C	0.06%
	TER	D	0.06%
	APP	B	0.06%
	ABNB	D	0.06%
	RBLX	B	0.06%
	TRGP	B	0.06%
	CNC	C	0.06%
	ODFL	C	0.06%
	EA	D	0.06%
	DTE	B	0.05%
	LUV	C	0.05%
	UPS	D	0.05%
	MCHP	D	0.05%
	XEL	A	0.05%
	NVR	B	0.05%
	AXON	B	0.05%
	EIX	C	0.05%
	DDOG	D	0.05%
	FSLR	C	0.05%
	WPC	B	0.05%
	CG	C	0.05%
	VEEV	C	0.05%
	AVB	B	0.05%
	TWLO	D	0.05%
	MTB	B	0.05%
	PCAR	D	0.05%
	WMG	D	0.05%
	CINF	B	0.04%
	SBAC	C	0.04%
	CFG	D	0.04%
	LDOS	C	0.04%
	AEE	B	0.04%
	GDDY	C	0.04%
	GLPI	B	0.04%
	ARES	B	0.04%
	SYF	C	0.04%
	CSL	C	0.04%
	IOT	A	0.04%
	FCNCA	D	0.04%
	ANSS	F	0.04%
	PPL	C	0.04%
	VST	C	0.04%
	WAT	C	0.04%
	TXT	D	0.04%
	VRT	C	0.04%
	TPL	C	0.04%
	BAH	B	0.04%
	ACI	F	0.04%
	MKL	C	0.04%
	ROKU	C	0.04%
	EQR	B	0.04%
	CPAY	B	0.04%
	LBRDK	D	0.04%
	RIVN	F	0.04%
	HUM	F	0.04%
	VLTO	C	0.04%
	CDW	D	0.04%
	ON	D	0.04%
	TSN	C	0.04%
	IFF	B	0.04%
	SSNC	B	0.04%
	TYL	C	0.04%
	BSY	D	0.04%
	PHM	B	0.04%
	PODD	B	0.04%
	CMS	A	0.04%
	DT	C	0.04%
	BRO	C	0.04%
	L	B	0.03%
	DGX	B	0.03%
	PINS	F	0.03%
	OXY	F	0.03%
	SNA	B	0.03%
	SNOW	F	0.03%
	BIIB	F	0.03%
	ADM	D	0.03%
	IP	B	0.03%
	MNST	C	0.03%
	HEI	B	0.03%
	FNF	A	0.03%
	ROL	C	0.03%
	MLM	D	0.03%
	J	D	0.03%
	HES	D	0.03%
	GPN	D	0.03%
	MANH	B	0.03%
	NET	F	0.03%
	VMC	D	0.03%
	AGR	B	0.03%
	INVH	C	0.03%
	SOLV	C	0.03%
	AVY	D	0.03%
	LYV	B	0.03%
	IR	C	0.03%
	MOH	C	0.03%
	PKG	B	0.03%
	CSGP	D	0.03%
	PPG	C	0.03%
	WRB	C	0.03%
	SQ	D	0.03%
	MAA	B	0.03%
	DAL	C	0.03%
	FE	C	0.03%
	ENPH	C	0.03%
	ATO	B	0.03%
	HAL	F	0.02%
	DVN	F	0.02%
	LPLA	D	0.02%
	MORN	C	0.02%
	WBD	D	0.02%
	TROW	D	0.02%
	ENTG	D	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%
	UAL	B	0.02%
	MDB	D	0.02%
	DKNG	D	0.02%
	NWSA	D	0.02%
	GGG	C	0.02%
	CF	B	0.02%
	BLDR	C	0.02%
	EPAM	D	0.01%
	KIM	B	0.01%
	ALGN	D	0.01%
	RPM	B	0.01%
	ULTA	D	0.01%
	POOL	C	0.01%
	ERIE	A	0.01%
	DXCM	F	0.01%
	CTRA	F	0.01%
	TW	A	0.01%
	RS	D	0.01%
	EQT	D	0.01%
	LW	D	0.0%
	ALB	F	0.0%

GDE Underweight 36 Positions Relative to ESG

	Symbol	Grade	Weight
	GOOG	D	-1.46%
	ACN	C	-1.15%
	MDT	C	-0.39%
	CB	B	-0.37%
	TT	B	-0.34%
	SLB	F	-0.28%
	AON	B	-0.25%
	NXPI	D	-0.24%
	LULU	D	-0.16%
	WTW	B	-0.14%
	TEL	D	-0.11%
	SW	B	-0.08%
	CCEP	B	-0.08%
	NU	B	-0.08%
	DOC	C	-0.08%
	LNG	D	-0.07%
	PNR	B	-0.06%
	RPRX	C	-0.06%
	XPO	D	-0.05%
	BURL	B	-0.05%
	NVT	D	-0.05%
	DOX	C	-0.05%
	APTV	D	-0.04%
	PSTG	F	-0.03%
	LNT	A	-0.03%
	CCL	C	-0.03%
	LECO	F	-0.03%
	OKTA	F	-0.03%
	AES	C	-0.03%
	STX	D	-0.03%
	ACM	B	-0.02%
	FLEX	C	-0.02%
	CPT	B	-0.02%
	DKS	D	-0.02%
	RNR	B	-0.02%
	BG	D	-0.02%

GDE: Top Represented Industries & Keywords

Industries: Software - Application Diversified Industrials Utilities - Regulated Electric Asset Management Business Services Semiconductors Banks - Regional - US Capital Markets Diagnostics & Research 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 Insurance Dow Jones Component Electricity Electronics Aerospace Bank Semiconductor Telecommunications Banking Chemical Cloud Computing Medicine Mining Real Estate Investment Trust Investment Bank Petroleum Industry

ESG: Top Represented Industries & Keywords

Industries: Diversified Industrials Software - Application Semiconductors Specialty Retail Asset Management Banks - Regional - US Business Services Capital Markets Discount Stores Drug Manufacturers - Major Household & Personal Products Medical Devices Packaged Foods Restaurants Software - Infrastructure Beverages - Soft Drinks Credit Services Data Storage Diagnostics & Research Health Care Plans

Keywords: S&P 500 Nasdaq 100 Dow Jones Component Computing Insurance Electronics Banking Bank Natural Gas Semiconductor Work From Home Investment Bank Medicine Aerospace Mining Pharmaceutical Products Retailing Transport Beverage Cash Management