GDE vs. ESGU ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to iShares MSCI USA ESG Optimized ETF (ESGU)

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

ESGU

iShares MSCI USA ESG Optimized ETF

ESGU Description

The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.

Grade (RS Rating)

Last Trade

$125.72

Average Daily Volume

586,579

Number of Holdings ^*

284

* may have additional holdings in another (foreign) market

Performance

Period	GDE	ESGU
30 Days	3.72%	2.53%
60 Days	9.02%	4.44%
90 Days	12.11%	5.36%
12 Months	57.31%	31.69%

244 Overlapping Holdings

	Symbol	Grade	Weight in GDE	Weight in ESGU	Overlap
	A	C	0.09%	0.13%	0.09%
	AAPL	C	6.21%	6.42%	6.21%
	ABBV	C	0.63%	0.5%	0.5%
	ADBE	F	0.51%	0.62%	0.51%
	ADI	C	0.25%	0.14%	0.14%
	ADM	D	0.03%	0.1%	0.03%
	ADP	B	0.21%	0.67%	0.21%
	ADSK	C	0.11%	0.34%	0.11%
	AFL	C	0.1%	0.12%	0.1%
	AJG	D	0.11%	0.12%	0.11%
	AKAM	D	0.02%	0.1%	0.02%
	ALNY	C	0.06%	0.09%	0.06%
	AMAT	D	0.22%	0.53%	0.22%
	AMD	D	0.47%	0.51%	0.47%
	AMGN	B	0.32%	0.45%	0.32%
	AMT	C	0.21%	0.4%	0.21%
	AMZN	C	3.63%	3.47%	3.47%
	ANET	B	0.2%	0.2%	0.2%
	ANSS	D	0.04%	0.21%	0.04%
	AVGO	C	1.38%	1.45%	1.38%
	AVTR	B	0.05%	0.1%	0.05%
	AXON	B	0.05%	0.14%	0.05%
	AXP	B	0.31%	0.41%	0.31%
	BAC	D	0.52%	0.56%	0.52%
	BALL	C	0.07%	0.1%	0.07%
	BBY	C	0.04%	0.17%	0.04%
	BIIB	F	0.03%	0.09%	0.03%
	BK	B	0.09%	0.38%	0.09%
	BKNG	C	0.26%	0.28%	0.26%
	BKR	C	0.06%	0.12%	0.06%
	BLK	B	0.25%	0.1%	0.1%
	BMY	C	0.12%	0.16%	0.12%
	BR	D	0.04%	0.44%	0.04%
	BRK.A	C	1.75%	0.41%	0.41%
	C	C	0.18%	0.3%	0.18%
	CAH	C	0.06%	0.15%	0.06%
	CARR	B	0.1%	0.19%	0.1%
	CAT	B	0.27%	0.3%	0.27%
	CBRE	A	0.07%	0.17%	0.07%
	CCI	C	0.1%	0.37%	0.1%
	CDNS	D	0.08%	0.21%	0.08%
	CEG	C	0.1%	0.1%	0.1%
	CHD	D	0.05%	0.21%	0.05%
	CI	C	0.2%	0.33%	0.2%
	CL	D	0.16%	0.1%	0.1%
	CLX	C	0.04%	0.26%	0.04%
	CMCSA	D	0.22%	0.19%	0.19%
	CMG	C	0.1%	0.13%	0.1%
	CMI	C	0.07%	0.41%	0.07%
	CMS	C	0.04%	0.2%	0.04%
	CNC	D	0.06%	0.1%	0.06%
	COF	B	0.12%	0.1%	0.1%
	COP	D	0.15%	0.35%	0.15%
	COST	B	0.77%	0.83%	0.77%
	CRM	D	0.4%	0.59%	0.4%
	CSCO	C	0.41%	0.43%	0.41%
	CVX	D	0.31%	0.56%	0.31%
	D	C	0.09%	0.16%	0.09%
	DAL	C	0.03%	0.17%	0.03%
	DE	B	0.13%	0.22%	0.13%
	DECK	C	0.04%	0.18%	0.04%
	DELL	D	0.16%	0.1%	0.1%
	DFS	B	0.06%	0.19%	0.06%
	DGX	B	0.03%	0.14%	0.03%
	DHI	B	0.1%	0.11%	0.1%
	DHR	B	0.4%	0.39%	0.39%
	DIS	D	0.18%	0.39%	0.18%
	DLR	B	0.09%	0.22%	0.09%
	DLTR	F	0.01%	0.07%	0.01%
	DXCM	F	0.01%	0.09%	0.01%
	EA	D	0.06%	0.16%	0.06%
	ECL	B	0.13%	0.42%	0.13%
	ED	C	0.06%	0.1%	0.06%
	EIX	C	0.05%	0.12%	0.05%
	ELV	C	0.24%	0.49%	0.24%
	EQIX	C	0.13%	0.33%	0.13%
	EQT	D	0.01%	0.1%	0.01%
	ES	C	0.06%	0.11%	0.06%
	EW	F	0.03%	0.26%	0.03%
	EXC	C	0.09%	0.18%	0.09%
	EXPD	C	0.06%	0.27%	0.06%
	FANG	D	0.04%	0.09%	0.04%
	FDS	C	0.05%	0.15%	0.05%
	FDX	C	0.14%	0.11%	0.11%
	FICO	B	0.07%	0.11%	0.07%
	FIS	B	0.09%	0.13%	0.09%
	FSLR	C	0.05%	0.1%	0.05%
	FTV	C	0.07%	0.14%	0.07%
	GDDY	C	0.04%	0.09%	0.04%
	GE	B	0.32%	0.47%	0.32%
	GEV	B	0.09%	0.12%	0.09%
	GILD	B	0.19%	0.47%	0.19%
	GIS	B	0.06%	0.43%	0.06%
	GOOGL	D	3.53%	1.14%	1.14%
	GS	C	0.31%	0.34%	0.31%
	GWW	B	0.08%	0.33%	0.08%
	HBAN	B	0.03%	0.14%	0.03%
	HCA	B	0.15%	0.16%	0.15%
	HD	B	0.71%	0.99%	0.71%
	HES	F	0.03%	0.29%	0.03%
	HIG	B	0.06%	0.26%	0.06%
	HLT	B	0.11%	0.1%	0.1%
	HOLX	B	0.06%	0.1%	0.06%
	HON	D	0.25%	0.37%	0.25%
	HPE	D	0.04%	0.14%	0.04%
	HPQ	D	0.08%	0.1%	0.08%
	HRL	C	0.06%	0.1%	0.06%
	HUBB	B	0.02%	0.11%	0.02%
	HUBS	D	0.02%	0.1%	0.02%
	HWM	B	0.07%	0.1%	0.07%
	IBM	B	0.34%	0.57%	0.34%
	IDXX	C	0.05%	0.28%	0.05%
	IEX	D	0.01%	0.1%	0.01%
	IFF	B	0.04%	0.1%	0.04%
	INTC	F	0.05%	0.25%	0.05%
	INTU	C	0.3%	0.61%	0.3%
	IP	B	0.03%	0.1%	0.03%
	IPG	C	0.04%	0.1%	0.04%
	IQV	C	0.1%	0.16%	0.1%
	IR	C	0.03%	0.1%	0.03%
	IRM	C	0.06%	0.16%	0.06%
	ISRG	B	0.35%	0.32%	0.32%
	IT	B	0.08%	0.17%	0.08%
	J	C	0.03%	0.14%	0.03%
	JBHT	D	0.02%	0.1%	0.02%
	JNJ	C	0.76%	0.7%	0.7%
	JPM	D	1.15%	1.17%	1.15%
	K	B	0.04%	0.51%	0.04%
	KDP	B	0.1%	0.11%	0.1%
	KEYS	C	0.06%	0.21%	0.06%
	KHC	C	0.03%	0.2%	0.03%
	KKR	B	0.19%	0.11%	0.11%
	KMB	D	0.09%	0.17%	0.09%
	KMI	B	0.1%	0.26%	0.1%
	KO	C	0.53%	1.03%	0.53%
	KR	C	0.05%	0.23%	0.05%
	LDOS	B	0.04%	0.1%	0.04%
	LII	B	0.03%	0.13%	0.03%
	LKQ	F	0.0%	0.26%	0.0%
	LLY	C	1.54%	1.56%	1.54%
	LOW	B	0.28%	0.38%	0.28%
	LRCX	F	0.26%	0.33%	0.26%
	MA	B	0.86%	0.93%	0.86%
	MCD	B	0.39%	0.32%	0.32%
	MCK	F	0.13%	0.28%	0.13%
	MCO	B	0.14%	0.31%	0.14%
	MDB	D	0.02%	0.11%	0.02%
	MET	B	0.09%	0.3%	0.09%
	META	B	2.44%	2.16%	2.16%
	MKC	C	0.06%	0.11%	0.06%
	MMC	C	0.2%	0.19%	0.19%
	MMM	B	0.14%	0.34%	0.14%
	MOH	D	0.03%	0.1%	0.03%
	MRK	D	0.42%	0.59%	0.42%
	MRNA	F	0.02%	0.08%	0.02%
	MRO	C	0.05%	0.09%	0.05%
	MRVL	C	0.1%	0.14%	0.1%
	MS	D	0.31%	0.41%	0.31%
	MSFT	C	5.65%	6.25%	5.65%
	MTD	D	0.08%	0.1%	0.08%
	MU	F	0.13%	0.18%	0.13%
	NDAQ	A	0.05%	0.2%	0.05%
	NEE	C	0.33%	0.48%	0.33%
	NEM	B	0.11%	0.2%	0.11%
	NFLX	B	0.55%	0.53%	0.53%
	NOC	B	0.14%	0.21%	0.14%
	NOW	B	0.37%	0.6%	0.37%
	NTAP	D	0.05%	0.09%	0.05%
	NTRS	A	0.04%	0.1%	0.04%
	NUE	F	0.03%	0.12%	0.03%
	NVDA	D	5.31%	6.05%	5.31%
	OC	D	0.02%	0.1%	0.02%
	ODFL	D	0.06%	0.1%	0.06%
	OKE	B	0.14%	0.34%	0.14%
	ORCL	C	0.79%	0.54%	0.54%
	OVV	F	0.14%	0.13%	0.13%
	PANW	D	0.2%	0.25%	0.2%
	PAYX	C	0.09%	0.11%	0.09%
	PEG	B	0.07%	0.47%	0.07%
	PEP	C	0.37%	0.44%	0.37%
	PFE	C	0.23%	0.3%	0.23%
	PFG	B	0.03%	0.1%	0.03%
	PG	C	0.81%	0.74%	0.74%
	PGR	B	0.3%	0.44%	0.3%
	PHM	B	0.04%	0.11%	0.04%
	PLD	C	0.24%	0.16%	0.16%
	PNC	B	0.13%	0.32%	0.13%
	POOL	C	0.01%	0.1%	0.01%
	PPG	D	0.03%	0.23%	0.03%
	PRU	C	0.08%	0.52%	0.08%
	PSX	F	0.07%	0.14%	0.07%
	PTC	D	0.02%	0.14%	0.02%
	PWR	B	0.07%	0.1%	0.07%
	PYPL	B	0.15%	0.12%	0.12%
	QCOM	D	0.32%	0.3%	0.3%
	REGN	C	0.2%	0.24%	0.2%
	RTX	C	0.29%	0.44%	0.29%
	SBAC	C	0.04%	0.15%	0.04%
	SBUX	C	0.22%	0.25%	0.22%
	SCHW	D	0.12%	0.16%	0.12%
	SNOW	F	0.03%	0.09%	0.03%
	SNPS	D	0.09%	0.21%	0.09%
	SPGI	B	0.34%	0.51%	0.34%
	STLD	F	0.09%	0.1%	0.09%
	SYF	C	0.04%	0.17%	0.04%
	SYK	C	0.25%	0.11%	0.11%
	SYY	D	0.06%	0.1%	0.06%
	T	C	0.28%	0.16%	0.16%
	TAP	D	0.07%	0.17%	0.07%
	TEAM	D	0.11%	0.1%	0.1%
	TFC	C	0.1%	0.12%	0.1%
	TGT	C	0.08%	0.24%	0.08%
	TMO	B	0.45%	0.25%	0.25%
	TRGP	B	0.06%	0.22%	0.06%
	TRV	C	0.09%	0.2%	0.09%
	TSCO	C	0.05%	0.15%	0.05%
	TSLA	C	1.37%	1.34%	1.34%
	TWLO	D	0.05%	0.1%	0.05%
	TXN	C	0.34%	0.72%	0.34%
	UBER	C	0.24%	0.24%	0.24%
	ULTA	D	0.01%	0.1%	0.01%
	UNH	C	1.05%	0.99%	0.99%
	UNP	C	0.3%	0.32%	0.3%
	UPS	D	0.05%	0.16%	0.05%
	URI	B	0.08%	0.12%	0.08%
	USB	B	0.13%	0.16%	0.13%
	V	C	1.14%	1.02%	1.02%
	VEEV	C	0.05%	0.12%	0.05%
	VLO	F	0.06%	0.09%	0.06%
	VLTO	C	0.04%	0.21%	0.04%
	VRTX	D	0.22%	0.35%	0.22%
	VZ	B	0.34%	0.41%	0.34%
	WAT	C	0.04%	0.16%	0.04%
	WDAY	D	0.13%	0.17%	0.13%
	WDC	D	0.03%	0.1%	0.03%
	WELL	C	0.13%	0.24%	0.13%
	WFC	D	0.26%	0.09%	0.09%
	WSM	D	0.03%	0.15%	0.03%
	WST	D	0.01%	0.1%	0.01%
	WY	C	0.03%	0.11%	0.03%
	XOM	C	0.89%	0.56%	0.56%
	XYL	C	0.07%	0.25%	0.07%
	ZBH	F	0.02%	0.09%	0.02%
	ZTS	C	0.19%	0.38%	0.19%

GDE Overweight 239 Positions Relative to ESGU

	Symbol	Grade	Weight
	WMT	C	1.09%
	ABT	C	0.38%
	TMUS	C	0.35%
	PM	C	0.32%
	BX	B	0.31%
	TJX	B	0.29%
	LMT	C	0.24%
	EOG	D	0.22%
	BSX	B	0.21%
	MDLZ	B	0.2%
	CSX	D	0.2%
	APO	C	0.18%
	SO	B	0.18%
	KLAC	D	0.17%
	SHW	B	0.17%
	ICE	C	0.17%
	MO	C	0.17%
	EPD	B	0.17%
	ITW	C	0.15%
	PLTR	B	0.15%
	APH	D	0.15%
	EMR	D	0.15%
	CTAS	B	0.15%
	DUK	C	0.15%
	BA	F	0.14%
	PH	B	0.14%
	SCCO	D	0.14%
	NSC	C	0.13%
	MSI	B	0.13%
	CME	C	0.13%
	GD	B	0.13%
	CVS	D	0.13%
	MGM	F	0.12%
	CRWD	D	0.12%
	ROP	C	0.12%
	CHTR	D	0.12%
	ORLY	C	0.12%
	ET	B	0.12%
	AZO	D	0.11%
	NKE	D	0.11%
	AMP	A	0.11%
	TTD	B	0.11%
	GM	C	0.11%
	LEN	B	0.1%
	ROST	C	0.1%
	DASH	C	0.1%
	WMB	B	0.1%
	AWK	B	0.1%
	FTNT	C	0.1%
	AIG	D	0.1%
	MPLX	B	0.1%
	TDG	B	0.1%
	PSA	B	0.1%
	O	C	0.1%
	AEP	C	0.1%
	MSCI	C	0.09%
	SPG	B	0.09%
	CTSH	C	0.09%
	PCG	C	0.09%
	WM	D	0.09%
	ALL	B	0.09%
	CE	F	0.09%
	ROK	D	0.09%
	APD	B	0.09%
	SJM	C	0.08%
	OTIS	C	0.08%
	SRE	C	0.08%
	DRI	B	0.08%
	CPNG	B	0.08%
	MPC	F	0.08%
	VRSN	D	0.08%
	BEN	F	0.08%
	RSG	D	0.08%
	BDX	D	0.08%
	FAST	C	0.08%
	FCX	D	0.08%
	MPWR	C	0.08%
	CTVA	B	0.08%
	KVUE	C	0.08%
	AME	C	0.08%
	WLK	D	0.07%
	CPRT	D	0.07%
	ZS	F	0.07%
	SWKS	D	0.07%
	COIN	F	0.07%
	RMD	C	0.07%
	TDY	B	0.07%
	VRSK	D	0.07%
	MAR	C	0.07%
	LHX	C	0.07%
	MOS	F	0.07%
	RJF	C	0.06%
	HST	C	0.06%
	EFX	B	0.06%
	ZM	C	0.06%
	GPC	D	0.06%
	TTWO	C	0.06%
	CNP	C	0.06%
	EBAY	B	0.06%
	STZ	D	0.06%
	ETR	B	0.06%
	YUM	D	0.06%
	H	C	0.06%
	WEC	C	0.06%
	EXR	B	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%
	DD	B	0.06%
	DTE	C	0.05%
	LUV	C	0.05%
	MCHP	F	0.05%
	XEL	B	0.05%
	NVR	B	0.05%
	DDOG	D	0.05%
	FITB	B	0.05%
	WPC	C	0.05%
	CG	D	0.05%
	STT	A	0.05%
	DOV	B	0.05%
	AVB	B	0.05%
	GLW	C	0.05%
	MTB	B	0.05%
	WAB	B	0.05%
	PCAR	D	0.05%
	VICI	C	0.05%
	WMG	D	0.05%
	ZBRA	B	0.05%
	CINF	B	0.04%
	CFG	C	0.04%
	AEE	C	0.04%
	GEHC	C	0.04%
	GLPI	C	0.04%
	ARES	B	0.04%
	CSL	B	0.04%
	IOT	B	0.04%
	FCNCA	D	0.04%
	PPL	C	0.04%
	VST	C	0.04%
	TXT	D	0.04%
	HSY	C	0.04%
	VRT	C	0.04%
	TPL	B	0.04%
	BAH	C	0.04%
	ACI	F	0.04%
	MKL	C	0.04%
	ROKU	C	0.04%
	SNAP	F	0.04%
	SWK	B	0.04%
	EQR	B	0.04%
	CPAY	B	0.04%
	LBRDK	F	0.04%
	RIVN	F	0.04%
	HUM	F	0.04%
	VTR	C	0.04%
	CDW	D	0.04%
	ON	D	0.04%
	TSN	C	0.04%
	SSNC	B	0.04%
	TYL	C	0.04%
	BSY	D	0.04%
	PODD	B	0.04%
	SUI	B	0.04%
	DT	C	0.04%
	BRO	C	0.04%
	L	C	0.03%
	PINS	F	0.03%
	OXY	F	0.03%
	SNA	C	0.03%
	NDSN	C	0.03%
	MNST	D	0.03%
	HEI	B	0.03%
	FNF	B	0.03%
	ROL	C	0.03%
	MLM	D	0.03%
	GPN	D	0.03%
	MANH	B	0.03%
	MAS	B	0.03%
	NET	D	0.03%
	VMC	D	0.03%
	DOW	D	0.03%
	AGR	B	0.03%
	OMC	B	0.03%
	INVH	C	0.03%
	RF	B	0.03%
	ESS	B	0.03%
	SOLV	C	0.03%
	AVY	C	0.03%
	LYV	B	0.03%
	EXPE	C	0.03%
	PKG	B	0.03%
	F	F	0.03%
	CSGP	D	0.03%
	WRB	C	0.03%
	SQ	D	0.03%
	MAA	B	0.03%
	FE	C	0.03%
	ENPH	D	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	F	0.02%
	CRBG	D	0.02%
	BMRN	F	0.02%
	WSO	C	0.02%
	UAL	C	0.02%
	ARE	C	0.02%
	KEY	B	0.02%
	DKNG	C	0.02%
	NWSA	D	0.02%
	CAG	C	0.02%
	GGG	C	0.02%
	CF	C	0.02%
	BLDR	C	0.02%
	EPAM	F	0.01%
	KIM	C	0.01%
	DG	F	0.01%
	EL	F	0.01%
	LVS	D	0.01%
	ALGN	D	0.01%
	RPM	B	0.01%
	SMCI	F	0.01%
	DPZ	F	0.01%
	ERIE	B	0.01%
	CTRA	D	0.01%
	TW	B	0.01%
	BAX	C	0.01%
	RS	D	0.01%
	WBA	F	0.0%
	LW	D	0.0%
	ALB	D	0.0%
	JBL	D	0.0%

GDE Underweight 40 Positions Relative to ESGU

	Symbol	Grade	Weight
	GOOG	D	-2.23%
	ACN	C	-0.45%
	TT	B	-0.44%
	LIN	B	-0.38%
	CRH	B	-0.36%
	NI	B	-0.36%
	PNR	B	-0.29%
	NXPI	F	-0.29%
	COR	D	-0.23%
	FLUT	B	-0.22%
	COO	B	-0.2%
	FERG	D	-0.2%
	BG	D	-0.2%
	MELI	B	-0.2%
	CHRW	B	-0.19%
	ETN	C	-0.17%
	STE	C	-0.17%
	LNG	C	-0.17%
	JCI	B	-0.16%
	ACGL	C	-0.14%
	FBIN	B	-0.12%
	CNH	D	-0.12%
	JNPR	B	-0.11%
	EME	B	-0.11%
	FI	A	-0.11%
	AIZ	B	-0.11%
	DVA	B	-0.11%
	PARA	F	-0.1%
	LH	C	-0.1%
	SLB	F	-0.1%
	STX	C	-0.1%
	WTRG	D	-0.1%
	TRMB	C	-0.1%
	LULU	D	-0.1%
	WTW	C	-0.1%
	TFX	C	-0.1%
	FOX	B	-0.1%
	CPB	C	-0.1%
	RCL	B	-0.1%
	HII	D	-0.09%

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

ESGU: Top Represented Industries & Keywords

Industries: Software - Application Diagnostics & Research Drug Manufacturers - Major Semiconductors Diversified Industrials Credit Services Business Services Capital Markets Medical Instruments & Supplies Oil & Gas E&P Packaged Foods Specialty Retail Health Care Plans Household & Personal Products Integrated Shipping & Logistics Specialty Chemicals Utilities - Regulated Electric Aerospace & Defense Asset Management Banks - Global

Keywords: S&P 500 Nasdaq 100 Computing Dow Jones Component Natural Gas Insurance Telecommunications Bank Cloud Computing Electronics Medicine Banking Chemical Electricity Work From Home IBD 50 Aerospace Disability Petroleum Industry Cloud Infrastructure