GDE vs. LGH ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to HCM Defender 500 Index ETF (LGH)
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

$38.30

Average Daily Volume

9,664

Number of Holdings *

483

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

HCM Defender 500 Index ETF

LGH Description The investment seeks to provide investment results that correspond, before fees and expenses, generally to the performance of the HCM Defender 500 Index (the HCM 500 index). The fund seeks to achieve its investment objective by investing at least 80% of its net assets, including borrowings for investment purposes but exclusive of collateral held from securities lending, in securities included in the HCM 500 index. The HCM 500 index seeks to outperform the Solactive US Large Cap Index using a proprietary methodology.

Grade (RS Rating)

Last Trade

$50.12

Average Daily Volume

23,341

Number of Holdings *

457

* may have additional holdings in another (foreign) market
Performance
Period GDE LGH
30 Days 3.72% 2.18%
60 Days 9.02% 0.91%
90 Days 12.11% 1.58%
12 Months 57.31% 30.59%
429 Overlapping Holdings
Symbol Grade Weight in GDE Weight in LGH Overlap
A C 0.09% 0.07% 0.07%
AAPL C 6.21% 6.79% 6.21%
ABBV C 0.63% 0.54% 0.54%
ABNB D 0.06% 0.08% 0.06%
ABT C 0.38% 0.31% 0.31%
ADBE F 0.51% 0.35% 0.35%
ADI C 0.25% 0.17% 0.17%
ADM D 0.03% 0.05% 0.03%
ADP B 0.21% 0.17% 0.17%
ADSK C 0.11% 0.09% 0.09%
AEE C 0.04% 0.03% 0.03%
AEP C 0.1% 0.08% 0.08%
AFL C 0.1% 0.09% 0.09%
AIG D 0.1% 0.08% 0.08%
AJG D 0.11% 0.1% 0.1%
AKAM D 0.02% 0.02% 0.02%
ALB D 0.0% 0.02% 0.0%
ALGN D 0.01% 0.03% 0.01%
ALL B 0.09% 0.08% 0.08%
ALNY C 0.06% 0.05% 0.05%
AMAT D 0.22% 0.23% 0.22%
AMD D 0.47% 0.38% 0.38%
AME C 0.08% 0.06% 0.06%
AMGN B 0.32% 0.27% 0.27%
AMP A 0.11% 0.07% 0.07%
AMT C 0.21% 0.18% 0.18%
AMZN C 3.63% 3.63% 3.63%
ANET B 0.2% 0.13% 0.13%
ANSS D 0.04% 0.04% 0.04%
APD B 0.09% 0.09% 0.09%
APH D 0.15% 0.11% 0.11%
APO C 0.18% 0.07% 0.07%
ARE C 0.02% 0.03% 0.02%
ARES B 0.04% 0.03% 0.03%
ATO B 0.03% 0.03% 0.03%
AVB B 0.05% 0.05% 0.05%
AVGO C 1.38% 1.43% 1.38%
AVTR B 0.05% 0.02% 0.02%
AVY C 0.03% 0.03% 0.03%
AWK B 0.1% 0.04% 0.04%
AXON B 0.05% 0.04% 0.04%
AXP B 0.31% 0.23% 0.23%
AZO D 0.11% 0.08% 0.08%
BA F 0.14% 0.13% 0.13%
BAC D 0.52% 0.43% 0.43%
BAH C 0.04% 0.03% 0.03%
BALL C 0.07% 0.03% 0.03%
BAX C 0.01% 0.04% 0.01%
BBY C 0.04% 0.04% 0.04%
BDX D 0.08% 0.11% 0.08%
BIIB F 0.03% 0.05% 0.03%
BK B 0.09% 0.08% 0.08%
BKNG C 0.26% 0.21% 0.21%
BKR C 0.06% 0.05% 0.05%
BLK B 0.25% 0.19% 0.19%
BMRN F 0.02% 0.02% 0.02%
BMY C 0.12% 0.16% 0.12%
BR D 0.04% 0.04% 0.04%
BRK.A C 1.75% 1.23% 1.23%
BRO C 0.04% 0.03% 0.03%
BSX B 0.21% 0.18% 0.18%
BX B 0.31% 0.17% 0.17%
C C 0.18% 0.17% 0.17%
CAG C 0.02% 0.03% 0.02%
CAH C 0.06% 0.04% 0.04%
CARR B 0.1% 0.1% 0.1%
CAT B 0.27% 0.27% 0.27%
CBRE A 0.07% 0.06% 0.06%
CCI C 0.1% 0.07% 0.07%
CDNS D 0.08% 0.11% 0.08%
CDW D 0.04% 0.05% 0.04%
CEG C 0.1% 0.1% 0.1%
CF C 0.02% 0.02% 0.02%
CFG C 0.04% 0.02% 0.02%
CHD D 0.05% 0.03% 0.03%
CHTR D 0.12% 0.05% 0.05%
CI C 0.2% 0.17% 0.17%
CINF B 0.04% 0.03% 0.03%
CL D 0.16% 0.14% 0.14%
CLX C 0.04% 0.03% 0.03%
CMCSA D 0.22% 0.25% 0.22%
CME C 0.13% 0.11% 0.11%
CMG C 0.1% 0.1% 0.1%
CMI C 0.07% 0.06% 0.06%
CMS C 0.04% 0.03% 0.03%
CNC D 0.06% 0.06% 0.06%
CNP C 0.06% 0.02% 0.02%
COF B 0.12% 0.08% 0.08%
COIN F 0.07% 0.05% 0.05%
COP D 0.15% 0.2% 0.15%
COST B 0.77% 0.62% 0.62%
CPAY B 0.04% 0.03% 0.03%
CPRT D 0.07% 0.06% 0.06%
CRM D 0.4% 0.36% 0.36%
CRWD D 0.12% 0.09% 0.09%
CSCO C 0.41% 0.32% 0.32%
CSGP D 0.03% 0.04% 0.03%
CSL B 0.04% 0.04% 0.04%
CSX D 0.2% 0.1% 0.1%
CTAS B 0.15% 0.1% 0.1%
CTRA D 0.01% 0.03% 0.01%
CTSH C 0.09% 0.06% 0.06%
CTVA B 0.08% 0.07% 0.07%
CVS D 0.13% 0.12% 0.12%
CVX D 0.31% 0.38% 0.31%
D C 0.09% 0.08% 0.08%
DAL C 0.03% 0.04% 0.03%
DASH C 0.1% 0.06% 0.06%
DD B 0.06% 0.05% 0.05%
DDOG D 0.05% 0.05% 0.05%
DE B 0.13% 0.16% 0.13%
DECK C 0.04% 0.03% 0.03%
DELL D 0.16% 0.05% 0.05%
DFS B 0.06% 0.05% 0.05%
DG F 0.01% 0.03% 0.01%
DGX B 0.03% 0.03% 0.03%
DHI B 0.1% 0.1% 0.1%
DHR B 0.4% 0.28% 0.28%
DIS D 0.18% 0.25% 0.18%
DLR B 0.09% 0.07% 0.07%
DLTR F 0.01% 0.02% 0.01%
DOV B 0.05% 0.04% 0.04%
DOW D 0.03% 0.05% 0.03%
DPZ F 0.01% 0.02% 0.01%
DRI B 0.08% 0.03% 0.03%
DTE C 0.05% 0.04% 0.04%
DUK C 0.15% 0.14% 0.14%
DVN F 0.02% 0.04% 0.02%
DXCM F 0.01% 0.04% 0.01%
EA D 0.06% 0.06% 0.06%
EBAY B 0.06% 0.05% 0.05%
ECL B 0.13% 0.1% 0.1%
ED C 0.06% 0.05% 0.05%
EFX B 0.06% 0.06% 0.06%
EIX C 0.05% 0.05% 0.05%
EL F 0.01% 0.03% 0.01%
ELV C 0.24% 0.19% 0.19%
EMR D 0.15% 0.09% 0.09%
ENPH D 0.03% 0.02% 0.02%
ENTG F 0.02% 0.03% 0.02%
EOG D 0.22% 0.11% 0.11%
EPAM F 0.01% 0.02% 0.01%
EQIX C 0.13% 0.12% 0.12%
EQR B 0.04% 0.04% 0.04%
EQT D 0.01% 0.02% 0.01%
ES C 0.06% 0.04% 0.04%
ESS B 0.03% 0.03% 0.03%
ETR B 0.06% 0.04% 0.04%
EW F 0.03% 0.06% 0.03%
EXC C 0.09% 0.06% 0.06%
EXPD C 0.06% 0.02% 0.02%
EXPE C 0.03% 0.03% 0.03%
EXR B 0.06% 0.06% 0.06%
F F 0.03% 0.07% 0.03%
FANG D 0.04% 0.04% 0.04%
FAST C 0.08% 0.06% 0.06%
FCX D 0.08% 0.1% 0.08%
FDS C 0.05% 0.02% 0.02%
FDX C 0.14% 0.1% 0.1%
FE C 0.03% 0.04% 0.03%
FICO B 0.07% 0.06% 0.06%
FIS B 0.09% 0.07% 0.07%
FITB B 0.05% 0.05% 0.05%
FSLR C 0.05% 0.04% 0.04%
FTNT C 0.1% 0.08% 0.08%
FTV C 0.07% 0.04% 0.04%
GD B 0.13% 0.1% 0.1%
GDDY C 0.04% 0.04% 0.04%
GE B 0.32% 0.29% 0.29%
GEHC C 0.04% 0.05% 0.04%
GEV B 0.09% 0.09% 0.09%
GILD B 0.19% 0.17% 0.17%
GIS B 0.06% 0.07% 0.06%
GLW C 0.05% 0.05% 0.05%
GM C 0.11% 0.11% 0.11%
GOOGL D 3.53% 1.89% 1.89%
GPC D 0.06% 0.03% 0.03%
GPN D 0.03% 0.05% 0.03%
GS C 0.31% 0.25% 0.25%
GWW B 0.08% 0.06% 0.06%
HAL F 0.02% 0.04% 0.02%
HBAN B 0.03% 0.03% 0.03%
HCA B 0.15% 0.13% 0.13%
HD B 0.71% 0.6% 0.6%
HES F 0.03% 0.06% 0.03%
HIG B 0.06% 0.06% 0.06%
HLT B 0.11% 0.08% 0.08%
HOLX B 0.06% 0.03% 0.03%
HON D 0.25% 0.21% 0.21%
HPE D 0.04% 0.03% 0.03%
HPQ D 0.08% 0.05% 0.05%
HST C 0.06% 0.02% 0.02%
HSY C 0.04% 0.05% 0.04%
HUBB B 0.02% 0.03% 0.02%
HUBS D 0.02% 0.03% 0.02%
HUM F 0.04% 0.06% 0.04%
HWM B 0.07% 0.06% 0.06%
IBM B 0.34% 0.3% 0.3%
ICE C 0.17% 0.13% 0.13%
IDXX C 0.05% 0.06% 0.05%
IEX D 0.01% 0.02% 0.01%
IFF B 0.04% 0.04% 0.04%
ILMN C 0.06% 0.04% 0.04%
INTC F 0.05% 0.14% 0.05%
INTU C 0.3% 0.26% 0.26%
INVH C 0.03% 0.03% 0.03%
IP B 0.03% 0.02% 0.02%
IQV C 0.1% 0.06% 0.06%
IR C 0.03% 0.05% 0.03%
IRM C 0.06% 0.04% 0.04%
ISRG B 0.35% 0.26% 0.26%
IT B 0.08% 0.05% 0.05%
ITW C 0.15% 0.12% 0.12%
J C 0.03% 0.02% 0.02%
JBHT D 0.02% 0.02% 0.02%
JBL D 0.0% 0.02% 0.0%
JNJ C 0.76% 0.73% 0.73%
JPM D 1.15% 1.21% 1.15%
K B 0.04% 0.03% 0.03%
KDP B 0.1% 0.05% 0.05%
KEY B 0.02% 0.02% 0.02%
KEYS C 0.06% 0.04% 0.04%
KHC C 0.03% 0.04% 0.03%
KIM C 0.01% 0.02% 0.01%
KKR B 0.19% 0.12% 0.12%
KLAC D 0.17% 0.14% 0.14%
KMB D 0.09% 0.07% 0.07%
KMI B 0.1% 0.07% 0.07%
KO C 0.53% 0.43% 0.43%
KR C 0.05% 0.07% 0.05%
KVUE C 0.08% 0.06% 0.06%
LDOS B 0.04% 0.03% 0.03%
LEN B 0.1% 0.07% 0.07%
LHX C 0.07% 0.07% 0.07%
LKQ F 0.0% 0.01% 0.0%
LLY C 1.54% 1.55% 1.54%
LMT C 0.24% 0.22% 0.22%
LOW B 0.28% 0.23% 0.23%
LPLA D 0.02% 0.02% 0.02%
LRCX F 0.26% 0.14% 0.14%
LUV C 0.05% 0.03% 0.03%
LVS D 0.01% 0.02% 0.01%
LW D 0.0% 0.02% 0.0%
MA B 0.86% 0.76% 0.76%
MAA B 0.03% 0.03% 0.03%
MAR C 0.07% 0.09% 0.07%
MAS B 0.03% 0.03% 0.03%
MCD B 0.39% 0.33% 0.33%
MCHP F 0.05% 0.06% 0.05%
MCK F 0.13% 0.11% 0.11%
MCO B 0.14% 0.11% 0.11%
MDB D 0.02% 0.03% 0.02%
MDLZ B 0.2% 0.16% 0.16%
MET B 0.09% 0.08% 0.08%
META B 2.44% 2.44% 2.44%
MKC C 0.06% 0.03% 0.03%
MKL C 0.04% 0.03% 0.03%
MLM D 0.03% 0.05% 0.03%
MMC C 0.2% 0.16% 0.16%
MMM B 0.14% 0.11% 0.11%
MNST D 0.03% 0.04% 0.03%
MO C 0.17% 0.14% 0.14%
MOH D 0.03% 0.03% 0.03%
MPC F 0.08% 0.1% 0.08%
MPWR C 0.08% 0.06% 0.06%
MRK D 0.42% 0.47% 0.42%
MRNA F 0.02% 0.04% 0.02%
MRO C 0.05% 0.02% 0.02%
MRVL C 0.1% 0.09% 0.09%
MS D 0.31% 0.2% 0.2%
MSCI C 0.09% 0.06% 0.06%
MSFT C 5.65% 6.85% 5.65%
MSI B 0.13% 0.11% 0.11%
MTB B 0.05% 0.04% 0.04%
MTD D 0.08% 0.05% 0.05%
MU F 0.13% 0.14% 0.13%
NDAQ A 0.05% 0.04% 0.04%
NEE C 0.33% 0.28% 0.28%
NEM B 0.11% 0.07% 0.07%
NET D 0.03% 0.04% 0.03%
NFLX B 0.55% 0.45% 0.45%
NKE D 0.11% 0.15% 0.11%
NOC B 0.14% 0.12% 0.12%
NOW B 0.37% 0.26% 0.26%
NSC C 0.13% 0.08% 0.08%
NTAP D 0.05% 0.03% 0.03%
NTRS A 0.04% 0.03% 0.03%
NUE F 0.03% 0.06% 0.03%
NVDA D 5.31% 5.94% 5.31%
NVR B 0.05% 0.04% 0.04%
O C 0.1% 0.07% 0.07%
ODFL D 0.06% 0.06% 0.06%
OKE B 0.14% 0.09% 0.09%
OMC B 0.03% 0.03% 0.03%
ON D 0.04% 0.05% 0.04%
ORCL C 0.79% 0.39% 0.39%
ORLY C 0.12% 0.1% 0.1%
OTIS C 0.08% 0.06% 0.06%
OXY F 0.03% 0.05% 0.03%
PANW D 0.2% 0.15% 0.15%
PAYX C 0.09% 0.06% 0.06%
PCAR D 0.05% 0.07% 0.05%
PCG C 0.09% 0.07% 0.07%
PEG B 0.07% 0.06% 0.06%
PEP C 0.37% 0.38% 0.37%
PFE C 0.23% 0.28% 0.23%
PFG B 0.03% 0.03% 0.03%
PG C 0.81% 0.66% 0.66%
PGR B 0.3% 0.23% 0.23%
PH B 0.14% 0.12% 0.12%
PHM B 0.04% 0.05% 0.04%
PINS F 0.03% 0.03% 0.03%
PKG B 0.03% 0.03% 0.03%
PLD C 0.24% 0.19% 0.19%
PLTR B 0.15% 0.1% 0.1%
PM C 0.32% 0.3% 0.3%
PNC B 0.13% 0.11% 0.11%
PODD B 0.04% 0.02% 0.02%
POOL C 0.01% 0.02% 0.01%
PPG D 0.03% 0.04% 0.03%
PPL C 0.04% 0.04% 0.04%
PRU C 0.08% 0.07% 0.07%
PSA B 0.1% 0.09% 0.09%
PSX F 0.07% 0.09% 0.07%
PTC D 0.02% 0.03% 0.02%
PWR B 0.07% 0.06% 0.06%
PYPL B 0.15% 0.12% 0.12%
QCOM D 0.32% 0.28% 0.28%
RBLX B 0.06% 0.03% 0.03%
REGN C 0.2% 0.18% 0.18%
RF B 0.03% 0.03% 0.03%
RJF C 0.06% 0.04% 0.04%
RMD C 0.07% 0.05% 0.05%
ROK D 0.09% 0.05% 0.05%
ROP C 0.12% 0.09% 0.09%
ROST C 0.1% 0.07% 0.07%
RPM B 0.01% 0.02% 0.01%
RS D 0.01% 0.02% 0.01%
RSG D 0.08% 0.06% 0.06%
RTX C 0.29% 0.26% 0.26%
SBAC C 0.04% 0.04% 0.04%
SBUX C 0.22% 0.17% 0.17%
SCHW D 0.12% 0.13% 0.12%
SHW B 0.17% 0.13% 0.13%
SJM C 0.08% 0.02% 0.02%
SMCI F 0.01% 0.05% 0.01%
SNOW F 0.03% 0.05% 0.03%
SNPS D 0.09% 0.11% 0.09%
SO B 0.18% 0.15% 0.15%
SPG B 0.09% 0.09% 0.09%
SPGI B 0.34% 0.25% 0.25%
SQ D 0.03% 0.06% 0.03%
SRE C 0.08% 0.08% 0.08%
SSNC B 0.04% 0.02% 0.02%
STLD F 0.09% 0.02% 0.02%
STT A 0.05% 0.04% 0.04%
STZ D 0.06% 0.06% 0.06%
SUI B 0.04% 0.03% 0.03%
SWK B 0.04% 0.03% 0.03%
SWKS D 0.07% 0.02% 0.02%
SYF C 0.04% 0.03% 0.03%
SYK C 0.25% 0.18% 0.18%
SYY D 0.06% 0.06% 0.06%
T C 0.28% 0.24% 0.24%
TDG B 0.1% 0.09% 0.09%
TDY B 0.07% 0.03% 0.03%
TEAM D 0.11% 0.04% 0.04%
TER D 0.06% 0.03% 0.03%
TFC C 0.1% 0.09% 0.09%
TGT C 0.08% 0.11% 0.08%
TJX B 0.29% 0.2% 0.2%
TMO B 0.45% 0.37% 0.37%
TMUS C 0.35% 0.15% 0.15%
TPL B 0.04% 0.03% 0.03%
TRGP B 0.06% 0.05% 0.05%
TROW D 0.02% 0.04% 0.02%
TRV C 0.09% 0.09% 0.09%
TSCO C 0.05% 0.04% 0.04%
TSLA C 1.37% 1.28% 1.28%
TSN C 0.04% 0.03% 0.03%
TTD B 0.11% 0.09% 0.09%
TTWO C 0.06% 0.04% 0.04%
TXN C 0.34% 0.28% 0.28%
TXT D 0.04% 0.03% 0.03%
TYL C 0.04% 0.03% 0.03%
UAL C 0.02% 0.02% 0.02%
UBER C 0.24% 0.21% 0.21%
ULTA D 0.01% 0.03% 0.01%
UNH C 1.05% 1.06% 1.05%
UNP C 0.3% 0.23% 0.23%
UPS D 0.05% 0.15% 0.05%
URI B 0.08% 0.07% 0.07%
USB B 0.13% 0.1% 0.1%
V C 1.14% 0.96% 0.96%
VEEV C 0.05% 0.06% 0.05%
VICI C 0.05% 0.05% 0.05%
VLO F 0.06% 0.07% 0.06%
VLTO C 0.04% 0.03% 0.03%
VMC D 0.03% 0.05% 0.03%
VRSK D 0.07% 0.06% 0.06%
VRSN D 0.08% 0.03% 0.03%
VRT C 0.04% 0.06% 0.04%
VRTX D 0.22% 0.19% 0.19%
VTR C 0.04% 0.05% 0.04%
VZ B 0.34% 0.29% 0.29%
WAB B 0.05% 0.05% 0.05%
WAT C 0.04% 0.03% 0.03%
WBA F 0.0% 0.01% 0.0%
WBD D 0.02% 0.03% 0.02%
WDAY D 0.13% 0.07% 0.07%
WDC D 0.03% 0.03% 0.03%
WEC C 0.06% 0.04% 0.04%
WELL C 0.13% 0.1% 0.1%
WFC D 0.26% 0.3% 0.26%
WM D 0.09% 0.12% 0.09%
WMB B 0.1% 0.09% 0.09%
WMT C 1.09% 0.51% 0.51%
WPC C 0.05% 0.02% 0.02%
WRB C 0.03% 0.03% 0.03%
WST D 0.01% 0.03% 0.01%
WY C 0.03% 0.04% 0.03%
XEL B 0.05% 0.06% 0.05%
XOM C 0.89% 1.02% 0.89%
XYL C 0.07% 0.05% 0.05%
YUM D 0.06% 0.06% 0.06%
ZBH F 0.02% 0.03% 0.02%
ZBRA B 0.05% 0.02% 0.02%
ZM C 0.06% 0.02% 0.02%
ZTS C 0.19% 0.14% 0.14%
GDE Overweight 54 Positions Relative to LGH
Symbol Grade Weight
EPD B 0.17%
OVV F 0.14%
SCCO D 0.14%
MGM F 0.12%
ET B 0.12%
MPLX B 0.1%
CE F 0.09%
CPNG B 0.08%
BEN F 0.08%
WLK D 0.07%
ZS F 0.07%
MOS F 0.07%
TAP D 0.07%
HRL C 0.06%
H C 0.06%
INCY C 0.06%
APP C 0.06%
CG D 0.05%
TWLO D 0.05%
WMG D 0.05%
GLPI C 0.04%
IOT B 0.04%
FCNCA D 0.04%
VST C 0.04%
ACI F 0.04%
ROKU C 0.04%
SNAP F 0.04%
IPG C 0.04%
LBRDK F 0.04%
RIVN F 0.04%
BSY D 0.04%
DT C 0.04%
L C 0.03%
SNA C 0.03%
NDSN C 0.03%
HEI B 0.03%
FNF B 0.03%
ROL C 0.03%
LII B 0.03%
MANH B 0.03%
AGR B 0.03%
WSM D 0.03%
SOLV C 0.03%
LYV B 0.03%
MORN C 0.02%
CRBG D 0.02%
WSO C 0.02%
OC D 0.02%
DKNG C 0.02%
NWSA D 0.02%
GGG C 0.02%
BLDR C 0.02%
ERIE B 0.01%
TW B 0.01%
GDE Underweight 28 Positions Relative to LGH
Symbol Grade Weight
SPXL B -16.93%
GOOG D -1.64%
LIN B -0.35%
ACN C -0.34%
MDT C -0.19%
CB B -0.18%
ETN C -0.18%
TT B -0.12%
AON B -0.1%
SLB F -0.09%
JCI B -0.08%
ACGL C -0.06%
LNG C -0.06%
RCL B -0.05%
STE C -0.04%
CBOE C -0.04%
LYB D -0.04%
GRMN D -0.04%
WTW C -0.04%
LNT B -0.03%
TRU B -0.03%
STX C -0.03%
JKHY B -0.02%
EVRG B -0.02%
VTRS D -0.02%
BG D -0.02%
TRMB C -0.02%
APA F -0.01%
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