GDE vs. IVE ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to iShares S&P 500 Value ETF (IVE)
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

$38.44

Average Daily Volume

10,029

Number of Holdings *

483

* may have additional holdings in another (foreign) market
IVE

iShares S&P 500 Value ETF

IVE Description The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P 500® Value Index (the "underlying index"), which measures the performance of the large-capitalization value sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$196.26

Average Daily Volume

480,530

Number of Holdings *

437

* may have additional holdings in another (foreign) market
Performance
Period GDE IVE
30 Days 3.94% 2.46%
60 Days 9.20% 4.37%
90 Days 13.39% 7.45%
12 Months 62.60% 27.45%
352 Overlapping Holdings
Symbol Grade Weight in GDE Weight in IVE Overlap
A C 0.09% 0.19% 0.09%
ABBV C 0.63% 1.04% 0.63%
ABNB D 0.06% 0.13% 0.06%
ABT C 0.38% 0.98% 0.38%
ADI C 0.25% 0.22% 0.22%
ADM D 0.03% 0.14% 0.03%
ADP B 0.21% 0.33% 0.21%
ADSK C 0.11% 0.13% 0.11%
AEE A 0.04% 0.11% 0.04%
AEP C 0.1% 0.26% 0.1%
AFL C 0.1% 0.27% 0.1%
AIG D 0.1% 0.23% 0.1%
AJG D 0.11% 0.15% 0.11%
AKAM D 0.02% 0.04% 0.02%
ALB F 0.0% 0.05% 0.0%
ALGN D 0.01% 0.04% 0.01%
ALL B 0.09% 0.24% 0.09%
AME C 0.08% 0.1% 0.08%
AMGN B 0.32% 0.86% 0.32%
AMP B 0.11% 0.1% 0.1%
AMT C 0.21% 0.32% 0.21%
ANSS D 0.04% 0.06% 0.04%
APD B 0.09% 0.3% 0.09%
APH D 0.15% 0.16% 0.15%
ARE C 0.02% 0.09% 0.02%
ATO B 0.03% 0.1% 0.03%
AVB C 0.05% 0.16% 0.05%
AVY D 0.03% 0.09% 0.03%
AWK C 0.1% 0.14% 0.1%
AXP B 0.31% 0.21% 0.21%
AZO D 0.11% 0.08% 0.08%
BA F 0.14% 0.24% 0.14%
BAC D 0.52% 1.27% 0.52%
BALL C 0.07% 0.1% 0.07%
BAX C 0.01% 0.1% 0.01%
BBY C 0.04% 0.09% 0.04%
BDX F 0.08% 0.33% 0.08%
BEN F 0.08% 0.03% 0.03%
BIIB F 0.03% 0.14% 0.03%
BK A 0.09% 0.25% 0.09%
BKR D 0.06% 0.16% 0.06%
BLK B 0.25% 0.6% 0.25%
BMY C 0.12% 0.48% 0.12%
BR D 0.04% 0.05% 0.04%
BRK.A C 1.75% 3.91% 1.75%
BRO C 0.04% 0.03% 0.03%
BSX B 0.21% 0.27% 0.21%
BX B 0.31% 0.15% 0.15%
C D 0.18% 0.53% 0.18%
CAG C 0.02% 0.07% 0.02%
CAH C 0.06% 0.13% 0.06%
CARR B 0.1% 0.16% 0.1%
CAT B 0.27% 0.34% 0.27%
CBRE A 0.07% 0.17% 0.07%
CCI C 0.1% 0.25% 0.1%
CDW D 0.04% 0.08% 0.04%
CEG A 0.1% 0.16% 0.1%
CF C 0.02% 0.03% 0.02%
CFG C 0.04% 0.09% 0.04%
CHD C 0.05% 0.07% 0.05%
CHTR D 0.12% 0.09% 0.09%
CI C 0.2% 0.5% 0.2%
CINF C 0.04% 0.1% 0.04%
CL C 0.16% 0.26% 0.16%
CLX C 0.04% 0.1% 0.04%
CMCSA D 0.22% 0.75% 0.22%
CME C 0.13% 0.24% 0.13%
CMI C 0.07% 0.2% 0.07%
CMS B 0.04% 0.1% 0.04%
CNC C 0.06% 0.19% 0.06%
CNP D 0.06% 0.09% 0.06%
COF A 0.12% 0.26% 0.12%
COP D 0.15% 0.18% 0.15%
COST B 0.77% 1.14% 0.77%
CSCO B 0.41% 0.97% 0.41%
CSGP D 0.03% 0.09% 0.03%
CSX D 0.2% 0.16% 0.16%
CTAS C 0.15% 0.16% 0.15%
CTRA D 0.01% 0.03% 0.01%
CTSH C 0.09% 0.19% 0.09%
CTVA B 0.08% 0.19% 0.08%
CVS F 0.13% 0.35% 0.13%
CVX D 0.31% 1.16% 0.31%
D B 0.09% 0.24% 0.09%
DAL C 0.03% 0.06% 0.03%
DD B 0.06% 0.16% 0.06%
DE B 0.13% 0.21% 0.13%
DFS B 0.06% 0.07% 0.06%
DG F 0.01% 0.09% 0.01%
DGX C 0.03% 0.08% 0.03%
DHR C 0.4% 0.87% 0.4%
DIS D 0.18% 0.8% 0.18%
DLR B 0.09% 0.15% 0.09%
DLTR F 0.01% 0.07% 0.01%
DOV B 0.05% 0.12% 0.05%
DOW D 0.03% 0.17% 0.03%
DPZ D 0.01% 0.04% 0.01%
DRI B 0.08% 0.04% 0.04%
DTE B 0.05% 0.13% 0.05%
DUK B 0.15% 0.44% 0.15%
DVN F 0.02% 0.12% 0.02%
DXCM F 0.01% 0.05% 0.01%
EA D 0.06% 0.1% 0.06%
EBAY B 0.06% 0.16% 0.06%
ECL A 0.13% 0.15% 0.13%
ED C 0.06% 0.17% 0.06%
EFX C 0.06% 0.11% 0.06%
EIX C 0.05% 0.16% 0.05%
EL F 0.01% 0.09% 0.01%
ELV C 0.24% 0.62% 0.24%
EMR D 0.15% 0.28% 0.15%
ENPH D 0.03% 0.05% 0.03%
EOG D 0.22% 0.11% 0.11%
EPAM F 0.01% 0.03% 0.01%
EQIX B 0.13% 0.21% 0.13%
EQR C 0.04% 0.13% 0.04%
EQT D 0.01% 0.09% 0.01%
ES C 0.06% 0.12% 0.06%
ESS C 0.03% 0.1% 0.03%
ETR A 0.06% 0.13% 0.06%
EW F 0.03% 0.13% 0.03%
EXC B 0.09% 0.19% 0.09%
EXPD C 0.06% 0.05% 0.05%
EXR B 0.06% 0.18% 0.06%
F F 0.03% 0.2% 0.03%
FAST C 0.08% 0.1% 0.08%
FCX D 0.08% 0.15% 0.08%
FDS C 0.05% 0.04% 0.04%
FDX F 0.14% 0.31% 0.14%
FE C 0.03% 0.11% 0.03%
FIS B 0.09% 0.23% 0.09%
FITB B 0.05% 0.14% 0.05%
FSLR C 0.05% 0.12% 0.05%
GD B 0.13% 0.33% 0.13%
GE A 0.32% 0.54% 0.32%
GEHC C 0.04% 0.18% 0.04%
GEV B 0.09% 0.17% 0.09%
GILD B 0.19% 0.5% 0.19%
GIS B 0.06% 0.2% 0.06%
GLW B 0.05% 0.16% 0.05%
GM B 0.11% 0.26% 0.11%
GPC D 0.06% 0.09% 0.06%
GPN D 0.03% 0.14% 0.03%
GS C 0.31% 0.75% 0.31%
GWW A 0.08% 0.05% 0.05%
HAL F 0.02% 0.12% 0.02%
HBAN B 0.03% 0.1% 0.03%
HCA A 0.15% 0.19% 0.15%
HD A 0.71% 1.14% 0.71%
HIG B 0.06% 0.16% 0.06%
HOLX C 0.06% 0.09% 0.06%
HON D 0.25% 0.64% 0.25%
HPE D 0.04% 0.11% 0.04%
HPQ D 0.08% 0.14% 0.08%
HRL D 0.06% 0.04% 0.04%
HST C 0.06% 0.02% 0.02%
HSY D 0.04% 0.09% 0.04%
HUBB A 0.02% 0.06% 0.02%
HUM F 0.04% 0.19% 0.04%
HWM B 0.07% 0.07% 0.07%
IBM A 0.34% 0.95% 0.34%
ICE C 0.17% 0.45% 0.17%
IDXX D 0.05% 0.09% 0.05%
IEX D 0.01% 0.07% 0.01%
IFF C 0.04% 0.13% 0.04%
INCY C 0.06% 0.05% 0.05%
INTC F 0.05% 0.4% 0.05%
INVH C 0.03% 0.1% 0.03%
IP C 0.03% 0.08% 0.03%
IPG C 0.04% 0.06% 0.04%
IQV D 0.1% 0.13% 0.1%
IR C 0.03% 0.04% 0.03%
IRM B 0.06% 0.08% 0.06%
ISRG C 0.35% 0.29% 0.29%
ITW C 0.15% 0.18% 0.15%
J C 0.03% 0.09% 0.03%
JBHT D 0.02% 0.07% 0.02%
JBL D 0.0% 0.03% 0.0%
JNJ C 0.76% 1.92% 0.76%
JPM D 1.15% 2.83% 1.15%
K A 0.04% 0.1% 0.04%
KDP B 0.1% 0.19% 0.1%
KEY B 0.02% 0.07% 0.02%
KEYS C 0.06% 0.13% 0.06%
KHC C 0.03% 0.14% 0.03%
KIM C 0.01% 0.08% 0.01%
KMB D 0.09% 0.23% 0.09%
KMI A 0.1% 0.2% 0.1%
KO B 0.53% 0.81% 0.53%
KR C 0.05% 0.18% 0.05%
KVUE C 0.08% 0.22% 0.08%
L D 0.03% 0.07% 0.03%
LDOS B 0.04% 0.1% 0.04%
LEN C 0.1% 0.1% 0.1%
LHX C 0.07% 0.21% 0.07%
LKQ F 0.0% 0.05% 0.0%
LMT B 0.24% 0.59% 0.24%
LOW A 0.28% 0.71% 0.28%
LUV C 0.05% 0.08% 0.05%
LVS D 0.01% 0.03% 0.01%
LW D 0.0% 0.02% 0.0%
MA C 0.86% 0.55% 0.55%
MAA C 0.03% 0.09% 0.03%
MAS B 0.03% 0.04% 0.03%
MCD B 0.39% 0.58% 0.39%
MCHP F 0.05% 0.08% 0.05%
MCK F 0.13% 0.33% 0.13%
MCO A 0.14% 0.19% 0.14%
MDLZ C 0.2% 0.28% 0.2%
MET A 0.09% 0.22% 0.09%
MGM D 0.12% 0.01% 0.01%
MKC C 0.06% 0.1% 0.06%
MLM D 0.03% 0.05% 0.03%
MMC C 0.2% 0.26% 0.2%
MMM A 0.14% 0.36% 0.14%
MNST D 0.03% 0.07% 0.03%
MO D 0.17% 0.44% 0.17%
MOH D 0.03% 0.04% 0.03%
MOS F 0.07% 0.04% 0.04%
MPC F 0.08% 0.13% 0.08%
MRK D 0.42% 0.85% 0.42%
MRNA F 0.02% 0.11% 0.02%
MRO C 0.05% 0.03% 0.03%
MS C 0.31% 0.59% 0.31%
MSCI C 0.09% 0.09% 0.09%
MSI B 0.13% 0.15% 0.13%
MTB A 0.05% 0.14% 0.05%
MTD D 0.08% 0.09% 0.08%
MU F 0.13% 0.49% 0.13%
NDAQ A 0.05% 0.15% 0.05%
NDSN C 0.03% 0.07% 0.03%
NEE C 0.33% 0.84% 0.33%
NEM B 0.11% 0.3% 0.11%
NKE D 0.11% 0.26% 0.11%
NOC A 0.14% 0.35% 0.14%
NSC C 0.13% 0.27% 0.13%
NTAP D 0.05% 0.07% 0.05%
NTRS B 0.04% 0.09% 0.04%
NUE F 0.03% 0.06% 0.03%
NWSA D 0.02% 0.05% 0.02%
O C 0.1% 0.26% 0.1%
OKE B 0.14% 0.1% 0.1%
OMC B 0.03% 0.1% 0.03%
ON F 0.04% 0.08% 0.04%
ORLY D 0.12% 0.09% 0.09%
OTIS C 0.08% 0.11% 0.08%
OXY F 0.03% 0.17% 0.03%
PAYX C 0.09% 0.12% 0.09%
PCAR D 0.05% 0.06% 0.05%
PCG C 0.09% 0.2% 0.09%
PEG B 0.07% 0.2% 0.07%
PEP D 0.37% 0.75% 0.37%
PFE D 0.23% 0.8% 0.23%
PFG B 0.03% 0.09% 0.03%
PG C 0.81% 1.21% 0.81%
PGR A 0.3% 0.36% 0.3%
PH A 0.14% 0.08% 0.08%
PKG B 0.03% 0.09% 0.03%
PLD C 0.24% 0.58% 0.24%
PM C 0.32% 0.59% 0.32%
PNC A 0.13% 0.34% 0.13%
PODD B 0.04% 0.05% 0.04%
POOL D 0.01% 0.03% 0.01%
PPG D 0.03% 0.14% 0.03%
PPL B 0.04% 0.12% 0.04%
PRU C 0.08% 0.2% 0.08%
PSA B 0.1% 0.16% 0.1%
PSX D 0.07% 0.26% 0.07%
PTC D 0.02% 0.04% 0.02%
PWR B 0.07% 0.06% 0.06%
PYPL B 0.15% 0.35% 0.15%
QCOM F 0.32% 0.43% 0.32%
REGN C 0.2% 0.24% 0.2%
RF B 0.03% 0.1% 0.03%
RJF C 0.06% 0.11% 0.06%
RMD C 0.07% 0.18% 0.07%
ROK F 0.09% 0.08% 0.08%
ROL C 0.03% 0.04% 0.03%
ROP C 0.12% 0.16% 0.12%
RSG D 0.08% 0.09% 0.08%
RTX C 0.29% 0.76% 0.29%
SBAC C 0.04% 0.08% 0.04%
SBUX C 0.22% 0.22% 0.22%
SCHW D 0.12% 0.45% 0.12%
SHW B 0.17% 0.21% 0.17%
SJM C 0.08% 0.06% 0.06%
SNA C 0.03% 0.04% 0.03%
SO A 0.18% 0.47% 0.18%
SOLV C 0.03% 0.05% 0.03%
SPG A 0.09% 0.16% 0.09%
SPGI A 0.34% 0.45% 0.34%
SRE B 0.08% 0.25% 0.08%
STLD D 0.09% 0.03% 0.03%
STT B 0.05% 0.12% 0.05%
STZ D 0.06% 0.2% 0.06%
SWK B 0.04% 0.08% 0.04%
SWKS F 0.07% 0.08% 0.07%
SYF C 0.04% 0.09% 0.04%
SYK C 0.25% 0.22% 0.22%
SYY D 0.06% 0.18% 0.06%
T C 0.28% 0.75% 0.28%
TAP D 0.07% 0.05% 0.05%
TDY C 0.07% 0.1% 0.07%
TER D 0.06% 0.1% 0.06%
TFC D 0.1% 0.27% 0.1%
TGT C 0.08% 0.34% 0.08%
TJX C 0.29% 0.23% 0.23%
TMO C 0.45% 0.7% 0.45%
TMUS C 0.35% 0.5% 0.35%
TROW D 0.02% 0.11% 0.02%
TRV C 0.09% 0.26% 0.09%
TSCO C 0.05% 0.09% 0.05%
TSN D 0.04% 0.08% 0.04%
TTWO D 0.06% 0.06% 0.06%
TXN C 0.34% 0.55% 0.34%
TXT D 0.04% 0.08% 0.04%
UAL C 0.02% 0.08% 0.02%
ULTA D 0.01% 0.03% 0.01%
UNH C 1.05% 1.64% 1.05%
UNP C 0.3% 0.4% 0.3%
UPS F 0.05% 0.45% 0.05%
USB B 0.13% 0.34% 0.13%
V C 1.14% 0.74% 0.74%
VICI C 0.05% 0.17% 0.05%
VLO F 0.06% 0.21% 0.06%
VLTO B 0.04% 0.12% 0.04%
VMC D 0.03% 0.05% 0.03%
VRSK D 0.07% 0.08% 0.07%
VRSN D 0.08% 0.04% 0.04%
VRTX D 0.22% 0.22% 0.22%
VTR C 0.04% 0.13% 0.04%
VZ B 0.34% 0.9% 0.34%
WAB A 0.05% 0.14% 0.05%
WAT C 0.04% 0.06% 0.04%
WBA F 0.0% 0.03% 0.0%
WBD D 0.02% 0.09% 0.02%
WDC D 0.03% 0.1% 0.03%
WEC B 0.06% 0.15% 0.06%
WELL C 0.13% 0.37% 0.13%
WFC D 0.26% 0.89% 0.26%
WM D 0.09% 0.19% 0.09%
WMB B 0.1% 0.16% 0.1%
WMT C 1.09% 1.66% 1.09%
WRB C 0.03% 0.09% 0.03%
WY C 0.03% 0.11% 0.03%
XEL B 0.05% 0.17% 0.05%
XOM D 0.89% 2.41% 0.89%
XYL D 0.07% 0.15% 0.07%
YUM F 0.06% 0.1% 0.06%
ZBH F 0.02% 0.11% 0.02%
ZBRA B 0.05% 0.08% 0.05%
ZTS C 0.19% 0.19% 0.19%
GDE Overweight 131 Positions Relative to IVE
Symbol Grade Weight
AAPL C 6.21%
MSFT C 5.65%
NVDA D 5.31%
AMZN C 3.63%
GOOGL D 3.53%
META A 2.44%
LLY C 1.54%
AVGO C 1.38%
TSLA C 1.37%
ORCL B 0.79%
NFLX B 0.55%
ADBE F 0.51%
AMD D 0.47%
CRM D 0.4%
NOW A 0.37%
INTU C 0.3%
LRCX F 0.26%
BKNG B 0.26%
UBER C 0.24%
AMAT F 0.22%
PANW C 0.2%
ANET A 0.2%
KKR A 0.19%
APO B 0.18%
KLAC D 0.17%
EPD B 0.17%
DELL C 0.16%
PLTR B 0.15%
OVV F 0.14%
SCCO D 0.14%
WDAY D 0.13%
CRWD D 0.12%
ET B 0.12%
HLT B 0.11%
TTD B 0.11%
TEAM D 0.11%
CMG C 0.1%
ROST C 0.1%
DASH C 0.1%
FTNT B 0.1%
MRVL C 0.1%
MPLX B 0.1%
DHI C 0.1%
TDG B 0.1%
SNPS D 0.09%
CE F 0.09%
CPNG A 0.08%
IT A 0.08%
CDNS D 0.08%
MPWR C 0.08%
URI B 0.08%
WLK D 0.07%
CPRT D 0.07%
ZS F 0.07%
COIN F 0.07%
FTV C 0.07%
FICO B 0.07%
MAR C 0.07%
ALNY C 0.06%
ZM C 0.06%
H C 0.06%
APP B 0.06%
RBLX B 0.06%
ILMN C 0.06%
TRGP B 0.06%
ODFL D 0.06%
NVR B 0.05%
AXON A 0.05%
AVTR B 0.05%
DDOG D 0.05%
WPC C 0.05%
CG D 0.05%
VEEV C 0.05%
TWLO C 0.05%
WMG D 0.05%
GDDY C 0.04%
GLPI C 0.04%
ARES A 0.04%
CSL B 0.04%
IOT A 0.04%
FCNCA D 0.04%
VST A 0.04%
VRT C 0.04%
TPL A 0.04%
BAH B 0.04%
ACI F 0.04%
MKL C 0.04%
ROKU C 0.04%
SNAP F 0.04%
CPAY C 0.04%
LBRDK F 0.04%
RIVN F 0.04%
FANG D 0.04%
DECK D 0.04%
SSNC B 0.04%
TYL C 0.04%
BSY D 0.04%
PHM B 0.04%
SUI C 0.04%
DT C 0.04%
PINS F 0.03%
SNOW F 0.03%
HEI A 0.03%
FNF B 0.03%
HES D 0.03%
LII B 0.03%
MANH A 0.03%
NET D 0.03%
AGR B 0.03%
WSM D 0.03%
LYV B 0.03%
EXPE C 0.03%
SQ D 0.03%
LPLA D 0.02%
MORN B 0.02%
ENTG F 0.02%
CRBG D 0.02%
BMRN F 0.02%
WSO C 0.02%
OC C 0.02%
MDB D 0.02%
DKNG C 0.02%
GGG C 0.02%
HUBS D 0.02%
BLDR C 0.02%
RPM B 0.01%
SMCI F 0.01%
ERIE B 0.01%
WST D 0.01%
TW B 0.01%
RS D 0.01%
GDE Underweight 85 Positions Relative to IVE
Symbol Grade Weight
MDT C -0.58%
CB B -0.57%
LIN B -0.52%
ACN C -0.49%
SLB F -0.28%
JCI B -0.24%
FI A -0.24%
ETN C -0.22%
COR D -0.19%
AON B -0.18%
WTW C -0.14%
TEL D -0.13%
LYB F -0.12%
TT A -0.12%
SW C -0.11%
LH C -0.09%
APTV D -0.09%
AMCR C -0.08%
DOC C -0.08%
EG C -0.08%
NRG A -0.08%
BG D -0.07%
TRMB C -0.07%
VTRS D -0.07%
EVRG B -0.07%
UHS B -0.07%
UDR C -0.07%
NXPI D -0.07%
GEN C -0.07%
RVTY C -0.07%
NI B -0.07%
LNT B -0.07%
BXP B -0.06%
TFX C -0.06%
CHRW A -0.06%
STX C -0.06%
TECH D -0.06%
EMN B -0.06%
GRMN D -0.06%
REG C -0.06%
FFIV B -0.06%
KMX D -0.06%
JNPR A -0.06%
COO B -0.06%
JKHY C -0.06%
AES C -0.06%
CPT B -0.06%
MTCH C -0.05%
MKTX C -0.05%
TPR C -0.05%
AIZ B -0.05%
CPB B -0.05%
CRL F -0.05%
HII D -0.05%
PNW B -0.05%
QRVO F -0.05%
STE C -0.05%
CTLT B -0.05%
BWA D -0.04%
ALLE C -0.04%
CBOE C -0.04%
FMC C -0.04%
MHK C -0.04%
FRT C -0.04%
GL C -0.04%
HAS B -0.04%
HSIC D -0.04%
FOXA B -0.04%
PARA F -0.03%
BBWI F -0.03%
BIO C -0.03%
AAL D -0.03%
IVZ B -0.03%
RL B -0.02%
GNRC D -0.02%
CZR C -0.02%
AOS D -0.02%
ETSY F -0.02%
DVA B -0.02%
DAY D -0.02%
PAYC D -0.02%
PNR B -0.02%
FOX B -0.02%
CCL C -0.02%
NWS D -0.01%
Compare ETFs