GDE vs. SCHJ ETF Comparison

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

$38.90

Average Daily Volume

12,718

Number of Holdings *

484

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

HCM Defender 500 Index ETF

SCHJ Description The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US 1-5 Year Corporate Bond Index. To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to one year and less than five years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.

Grade (RS Rating)

Last Trade

$49.51

Average Daily Volume

51,035

Number of Holdings *

436

* may have additional holdings in another (foreign) market
Performance
Period GDE SCHJ
30 Days 5.81% 1.08%
60 Days 13.28% 1.60%
90 Days 12.93% 3.60%
12 Months 75.84% 10.03%
294 Overlapping Holdings
Symbol Grade Weight in GDE Weight in SCHJ Overlap
A B 0.09% 0.02% 0.02%
AAPL C 6.21% 0.04% 0.04%
ABBV A 0.59% 0.03% 0.03%
ABT B 0.34% 0.02% 0.02%
ADBE F 0.45% 0.01% 0.01%
ADI C 0.27% 0.02% 0.02%
ADM D 0.03% 0.02% 0.02%
ADP A 0.2% 0.05% 0.05%
ADSK B 0.14% 0.02% 0.02%
AEE A 0.03% 0.0% 0.0%
AEP C 0.09% 0.01% 0.01%
AFL A 0.1% 0.01% 0.01%
AGR C 0.03% 0.02% 0.02%
AIG F 0.1% 0.04% 0.04%
ALB D 0.0% 0.01% 0.0%
ALL B 0.09% 0.03% 0.03%
AMAT B 0.23% 0.04% 0.04%
AMGN D 0.28% 0.01% 0.01%
AMP A 0.13% 0.02% 0.02%
AMT C 0.19% 0.01% 0.01%
AMZN C 3.56% 0.04% 0.04%
APD C 0.09% 0.02% 0.02%
APH D 0.19% 0.0% 0.0%
ARE D 0.02% 0.02% 0.02%
ATO A 0.03% 0.05% 0.03%
AVB C 0.05% 0.01% 0.01%
AVGO C 1.48% 0.02% 0.02%
AWK B 0.09% 0.02% 0.02%
AXP A 0.35% 0.04% 0.04%
AZO D 0.1% 0.0% 0.0%
BA F 0.12% 0.01% 0.01%
BAC D 0.55% 0.03% 0.03%
BAX D 0.01% 0.03% 0.01%
BDX B 0.08% 0.05% 0.05%
BEN F 0.08% 0.01% 0.01%
BIIB F 0.03% 0.1% 0.03%
BK C 0.08% 0.01% 0.01%
BKNG C 0.27% 0.02% 0.02%
BLK A 0.24% 0.07% 0.07%
BMY B 0.12% 0.02% 0.02%
BR B 0.04% 0.02% 0.02%
BRO A 0.04% 0.01% 0.01%
BSX A 0.19% 0.0% 0.0%
C B 0.18% 0.03% 0.03%
CAG D 0.02% 0.01% 0.01%
CAH B 0.05% 0.02% 0.02%
CARR A 0.1% 0.1% 0.1%
CAT A 0.29% 0.02% 0.02%
CCI C 0.09% 0.01% 0.01%
CE D 0.1% 0.03% 0.03%
CF A 0.03% 0.02% 0.02%
CFG D 0.03% 0.02% 0.02%
CHD C 0.05% 0.01% 0.01%
CHTR D 0.11% 0.06% 0.06%
CI D 0.18% 0.02% 0.02%
CL D 0.14% 0.0% 0.0%
CLX B 0.03% 0.03% 0.03%
CMCSA B 0.21% 0.01% 0.01%
CME A 0.12% 0.07% 0.07%
CMI B 0.08% 0.0% 0.0%
CMS A 0.04% 0.0% 0.0%
CNP B 0.06% 0.02% 0.02%
COF C 0.12% 0.01% 0.01%
COP D 0.14% 0.09% 0.09%
COST C 0.7% 0.0% 0.0%
CRM B 0.4% 0.02% 0.02%
CSCO A 0.43% 0.03% 0.03%
CSL A 0.04% 0.01% 0.01%
CSX D 0.19% 0.01% 0.01%
CTRA D 0.01% 0.0% 0.0%
CTVA A 0.08% 0.02% 0.02%
CVS D 0.15% 0.01% 0.01%
CVX B 0.3% 0.02% 0.02%
D A 0.1% 0.02% 0.02%
DAL C 0.04% 0.02% 0.02%
DD B 0.06% 0.09% 0.06%
DE A 0.13% 0.0% 0.0%
DELL C 0.18% 0.04% 0.04%
DFS C 0.06% 0.02% 0.02%
DG F 0.01% 0.03% 0.01%
DGX B 0.02% 0.03% 0.02%
DHI C 0.1% 0.02% 0.02%
DHR C 0.38% 0.01% 0.01%
DIS D 0.18% 0.04% 0.04%
DLR C 0.09% 0.03% 0.03%
DLTR F 0.01% 0.05% 0.01%
DOV C 0.05% 0.02% 0.02%
DOW B 0.03% 0.04% 0.03%
DTE A 0.04% 0.01% 0.01%
DUK A 0.14% 0.02% 0.02%
DVN F 0.01% 0.02% 0.01%
EA D 0.1% 0.03% 0.03%
EBAY A 0.06% 0.03% 0.03%
ED A 0.05% 0.03% 0.03%
EFX C 0.07% 0.01% 0.01%
EIX A 0.06% 0.0% 0.0%
EL D 0.01% 0.02% 0.01%
EMR B 0.15% 0.03% 0.03%
EOG B 0.24% 0.02% 0.02%
EPD A 0.16% 0.03% 0.03%
EQIX B 0.12% 0.02% 0.02%
EQR C 0.04% 0.03% 0.03%
ES C 0.06% 0.01% 0.01%
ESS C 0.03% 0.0% 0.0%
ETR A 0.06% 0.02% 0.02%
EXC A 0.09% 0.03% 0.03%
EXPE B 0.04% 0.02% 0.02%
FANG D 0.04% 0.03% 0.03%
FCNCA D 0.04% 0.0% 0.0%
FDX D 0.12% 0.04% 0.04%
FE B 0.03% 0.01% 0.01%
FIS C 0.08% 0.03% 0.03%
FITB C 0.05% 0.01% 0.01%
FTNT A 0.11% 0.03% 0.03%
FTV B 0.07% 0.03% 0.03%
GD A 0.12% 0.02% 0.02%
GE C 0.32% 0.03% 0.03%
GILD A 0.18% 0.07% 0.07%
GIS C 0.06% 0.01% 0.01%
GLPI A 0.03% 0.02% 0.02%
GM D 0.11% 0.01% 0.01%
GOOGL B 3.68% 0.03% 0.03%
GPN F 0.03% 0.02% 0.02%
GS C 0.31% 0.05% 0.05%
GWW A 0.07% 0.03% 0.03%
H C 0.06% 0.02% 0.02%
HAL F 0.01% 0.03% 0.01%
HBAN D 0.03% 0.02% 0.02%
HCA B 0.15% 0.04% 0.04%
HD A 0.7% 0.01% 0.01%
HES D 0.03% 0.02% 0.02%
HON C 0.26% 0.04% 0.04%
HPE B 0.05% 0.03% 0.03%
HPQ C 0.08% 0.1% 0.08%
HRL F 0.05% 0.05% 0.05%
HST D 0.06% 0.02% 0.02%
HSY D 0.04% 0.01% 0.01%
HUBB A 0.02% 0.02% 0.02%
HUM F 0.04% 0.01% 0.01%
IBM B 0.33% 0.03% 0.03%
ICE A 0.16% 0.02% 0.02%
IFF C 0.04% 0.03% 0.03%
ILMN B 0.06% 0.02% 0.02%
INTC D 0.06% 0.02% 0.02%
INTU F 0.27% 0.02% 0.02%
IP C 0.03% 0.03% 0.03%
ITW A 0.15% 0.04% 0.04%
JBHT D 0.02% 0.04% 0.02%
JBL D 0.0% 0.03% 0.0%
JNJ D 0.7% 0.02% 0.02%
JPM D 1.09% 0.02% 0.02%
K B 0.04% 0.02% 0.02%
KDP C 0.1% 0.02% 0.02%
KEY C 0.02% 0.03% 0.02%
KEYS B 0.06% 0.03% 0.03%
KIM C 0.01% 0.0% 0.0%
KLAC B 0.17% 0.07% 0.07%
KMB B 0.09% 0.02% 0.02%
KMI A 0.09% 0.01% 0.01%
KO C 0.53% 0.05% 0.05%
KR C 0.05% 0.02% 0.02%
L D 0.02% 0.02% 0.02%
LDOS A 0.03% 0.03% 0.03%
LEN B 0.09% 0.02% 0.02%
LHX A 0.07% 0.03% 0.03%
LII C 0.03% 0.03% 0.03%
LLY D 1.51% 0.02% 0.02%
LMT A 0.23% 0.02% 0.02%
LOW A 0.27% 0.01% 0.01%
LRCX D 0.32% 0.01% 0.01%
LUV B 0.05% 0.04% 0.04%
LVS B 0.01% 0.03% 0.01%
MA A 0.88% 0.04% 0.04%
MAA C 0.03% 0.01% 0.01%
MAR B 0.07% 0.02% 0.02%
MCD A 0.38% 0.01% 0.01%
MCHP F 0.05% 0.05% 0.05%
MCK F 0.13% 0.01% 0.01%
MCO D 0.13% 0.02% 0.02%
MDLZ C 0.19% 0.03% 0.03%
MET A 0.09% 0.02% 0.02%
MKC C 0.05% 0.03% 0.03%
MLM D 0.03% 0.04% 0.03%
MMC D 0.18% 0.02% 0.02%
MMM C 0.14% 0.02% 0.02%
MO D 0.15% 0.02% 0.02%
MOS D 0.09% 0.04% 0.04%
MPC F 0.07% 0.03% 0.03%
MPLX A 0.1% 0.0% 0.0%
MRK F 0.38% 0.05% 0.05%
MRVL C 0.09% 0.02% 0.02%
MS B 0.36% 0.03% 0.03%
MSFT D 5.32% 0.05% 0.05%
MSI A 0.12% 0.03% 0.03%
MTB C 0.05% 0.01% 0.01%
MU D 0.15% 0.03% 0.03%
NDAQ C 0.05% 0.02% 0.02%
NEE A 0.31% 0.0% 0.0%
NEM C 0.12% 0.01% 0.01%
NKE D 0.12% 0.01% 0.01%
NOC B 0.13% 0.04% 0.04%
NSC C 0.11% 0.0% 0.0%
NTAP D 0.05% 0.02% 0.02%
NTRS C 0.04% 0.04% 0.04%
NUE D 0.03% 0.02% 0.02%
NVDA C 5.15% 0.03% 0.03%
O A 0.1% 0.01% 0.01%
OC C 0.02% 0.02% 0.02%
OKE B 0.13% 0.0% 0.0%
OMC C 0.03% 0.02% 0.02%
ORCL B 0.77% 0.06% 0.06%
ORLY A 0.12% 0.02% 0.02%
OTIS A 0.08% 0.07% 0.07%
PCAR D 0.05% 0.0% 0.0%
PCG B 0.09% 0.02% 0.02%
PEG A 0.06% 0.02% 0.02%
PEP D 0.33% 0.02% 0.02%
PFE D 0.22% 0.03% 0.03%
PFG C 0.03% 0.02% 0.02%
PG C 0.76% 0.02% 0.02%
PH A 0.14% 0.04% 0.04%
PHM A 0.04% 0.03% 0.03%
PKG C 0.03% 0.02% 0.02%
PM C 0.34% 0.02% 0.02%
PNC C 0.13% 0.02% 0.02%
PPG D 0.03% 0.01% 0.01%
PPL A 0.04% 0.04% 0.04%
PRU C 0.08% 0.01% 0.01%
PSA C 0.09% 0.01% 0.01%
PSX D 0.06% 0.01% 0.01%
PYPL C 0.17% 0.03% 0.03%
QCOM D 0.31% 0.02% 0.02%
RF C 0.03% 0.05% 0.03%
ROK D 0.09% 0.02% 0.02%
ROP C 0.13% 0.01% 0.01%
ROST C 0.12% 0.02% 0.02%
RPM A 0.01% 0.02% 0.01%
RS D 0.01% 0.02% 0.01%
RSG D 0.08% 0.01% 0.01%
RTX A 0.3% 0.02% 0.02%
SBUX B 0.2% 0.04% 0.04%
SCCO B 0.18% 0.0% 0.0%
SCHW D 0.11% 0.01% 0.01%
SHW B 0.16% 0.02% 0.02%
SJM C 0.07% 0.05% 0.05%
SO A 0.17% 0.0% 0.0%
SPG A 0.11% 0.02% 0.02%
SPGI C 0.31% 0.04% 0.04%
SRE A 0.11% 0.02% 0.02%
STLD B 0.1% 0.02% 0.02%
STT C 0.05% 0.01% 0.01%
STZ B 0.06% 0.02% 0.02%
SWK A 0.04% 0.03% 0.03%
SWKS F 0.08% 0.03% 0.03%
SYF B 0.04% 0.05% 0.04%
SYK C 0.25% 0.02% 0.02%
SYY B 0.05% 0.02% 0.02%
T A 0.27% 0.01% 0.01%
TAP D 0.07% 0.08% 0.07%
TDY A 0.07% 0.02% 0.02%
TFC D 0.1% 0.02% 0.02%
TGT C 0.07% 0.05% 0.05%
TJX C 0.27% 0.02% 0.02%
TMO C 0.45% 0.03% 0.03%
TMUS A 0.41% 0.06% 0.06%
TSN D 0.05% 0.02% 0.02%
TXN C 0.37% 0.0% 0.0%
TXT F 0.04% 0.0% 0.0%
UAL B 0.02% 0.02% 0.02%
UNH B 0.95% 0.01% 0.01%
UNP D 0.28% 0.0% 0.0%
UPS D 0.05% 0.02% 0.02%
USB C 0.12% 0.03% 0.03%
V C 1.01% 0.09% 0.09%
VLO F 0.06% 0.03% 0.03%
VMC D 0.03% 0.03% 0.03%
VRSK D 0.07% 0.05% 0.05%
VRSN B 0.08% 0.03% 0.03%
VTR C 0.04% 0.01% 0.01%
VZ A 0.32% 0.02% 0.02%
WAB A 0.05% 0.02% 0.02%
WBA F 0.0% 0.06% 0.0%
WEC A 0.06% 0.02% 0.02%
WELL C 0.12% 0.0% 0.0%
WFC D 0.27% 0.02% 0.02%
WLK C 0.07% 0.04% 0.04%
WM B 0.09% 0.02% 0.02%
WMB A 0.09% 0.03% 0.03%
WMT A 1.1% 0.03% 0.03%
WPC C 0.05% 0.02% 0.02%
XEL A 0.04% 0.02% 0.02%
XOM A 0.84% 0.03% 0.03%
ZBH F 0.02% 0.01% 0.01%
ZTS C 0.18% 0.02% 0.02%
GDE Overweight 190 Positions Relative to SCHJ
Symbol Grade Weight
META A 2.6%
BRK.A C 1.75%
TSLA C 1.46%
NFLX A 0.53%
AMD D 0.52%
NOW C 0.35%
ISRG A 0.34%
BX C 0.31%
PGR C 0.28%
UBER C 0.25%
PLD D 0.23%
KKR A 0.22%
REGN D 0.22%
ELV F 0.21%
VRTX D 0.2%
ANET A 0.2%
PANW D 0.18%
APO A 0.18%
FI A 0.17%
PLTR B 0.16%
CEG B 0.15%
CTAS B 0.14%
OVV F 0.13%
CRWD D 0.13%
ET C 0.13%
WDAY D 0.13%
MGM D 0.12%
MPWR B 0.12%
ECL B 0.12%
TTD C 0.12%
TDG A 0.12%
TEAM D 0.11%
CTSH B 0.11%
HLT A 0.11%
MSCI B 0.1%
YUM A 0.1%
DASH B 0.1%
AJG D 0.1%
GEV B 0.1%
XYL C 0.09%
ZS F 0.09%
TRV C 0.09%
URI C 0.09%
SNPS F 0.09%
CMG C 0.09%
IQV F 0.09%
FCX B 0.09%
DRI C 0.08%
PWR B 0.08%
CDNS D 0.08%
FAST B 0.08%
KVUE C 0.08%
COIN F 0.08%
AME D 0.08%
CPNG C 0.08%
BKR B 0.08%
TER C 0.08%
MTD B 0.08%
PAYX A 0.08%
CBRE A 0.07%
CPRT B 0.07%
ZM C 0.07%
TRGP B 0.07%
APP A 0.07%
FICO A 0.07%
HWM A 0.07%
IT C 0.07%
GPC D 0.06%
WMG D 0.06%
ZBRA A 0.06%
EXR C 0.06%
VLTO A 0.06%
BSY D 0.06%
INCY B 0.06%
CNC F 0.06%
TTWO F 0.06%
LYV A 0.06%
DECK B 0.06%
ALNY C 0.06%
RBLX C 0.06%
ODFL D 0.06%
TWLO B 0.06%
RMD C 0.06%
EXPD C 0.06%
BALL C 0.06%
ABNB D 0.06%
VEEV C 0.05%
AXON A 0.05%
ACI F 0.05%
FDS C 0.05%
TYL C 0.05%
DDOG D 0.05%
LBRDK B 0.05%
WAT B 0.05%
FSLR C 0.05%
DT C 0.05%
IDXX D 0.05%
VST A 0.05%
HIG A 0.05%
CG C 0.05%
GLW B 0.05%
MRO D 0.05%
IRM A 0.05%
RJF B 0.05%
HOLX D 0.05%
VICI C 0.05%
MOH D 0.04%
ANSS D 0.04%
GEHC C 0.04%
MKL C 0.04%
BBY B 0.04%
NWSA D 0.04%
ROKU C 0.04%
CRBG C 0.04%
GDDY D 0.04%
ARES A 0.04%
CPAY A 0.04%
BAH A 0.04%
SUI D 0.04%
IPG C 0.04%
IOT C 0.04%
ENPH D 0.04%
TPL B 0.04%
SSNC C 0.04%
CDW D 0.04%
VRT B 0.04%
PODD C 0.04%
SNAP D 0.04%
ON F 0.04%
TSCO A 0.04%
AVTR C 0.04%
NVR A 0.04%
AVY C 0.04%
BLDR B 0.03%
KHC D 0.03%
SNA A 0.03%
EW F 0.03%
WY B 0.03%
NDSN B 0.03%
PINS D 0.03%
ROL B 0.03%
FNF A 0.03%
HEI A 0.03%
MNST D 0.03%
INVH D 0.03%
CSGP F 0.03%
SOLV C 0.03%
J D 0.03%
NET D 0.03%
MAS A 0.03%
WRB B 0.03%
F D 0.03%
SBAC B 0.03%
CINF A 0.03%
SQ D 0.03%
IR A 0.03%
WSM B 0.03%
WDC C 0.03%
RIVN F 0.03%
MANH C 0.03%
BMRN F 0.02%
MORN C 0.02%
MRNA F 0.02%
LPLA D 0.02%
WBD D 0.02%
AKAM D 0.02%
MDB F 0.02%
TROW D 0.02%
ENTG D 0.02%
PTC D 0.02%
WSO C 0.02%
TW A 0.02%
ERIE A 0.02%
DKNG D 0.02%
GGG B 0.02%
OXY F 0.02%
SNOW F 0.02%
HUBS D 0.02%
SMCI F 0.01%
ALGN D 0.01%
IEX D 0.01%
DXCM F 0.01%
ULTA D 0.01%
POOL B 0.01%
DPZ D 0.01%
WST D 0.01%
EQT B 0.01%
LW D 0.0%
LKQ F 0.0%
EPAM F 0.0%
GDE Underweight 142 Positions Relative to SCHJ
Symbol Grade Weight
MDT B -0.1%
BABA A -0.09%
STLA F -0.07%
NI A -0.06%
ETN C -0.05%
EMN C -0.05%
SF A -0.05%
BERY C -0.05%
UHS D -0.04%
DXC D -0.04%
CMA C -0.04%
BHP B -0.04%
VFC B -0.04%
RPRX B -0.04%
FOXA A -0.04%
JEF A -0.04%
GSK F -0.04%
AMCR B -0.03%
TPR B -0.03%
FAF B -0.03%
HP F -0.03%
THG C -0.03%
BWA B -0.03%
KMPR D -0.03%
HAS A -0.03%
MAIN B -0.03%
TEL D -0.03%
RL B -0.03%
GP D -0.03%
ORI B -0.03%
TME B -0.03%
BC D -0.03%
SNX C -0.03%
AN C -0.03%
MHK B -0.03%
WB B -0.03%
FRT D -0.03%
OPI F -0.03%
JD B -0.03%
AWH F -0.03%
JCI B -0.03%
PVH F -0.03%
JHG C -0.03%
VNT F -0.03%
BKU D -0.03%
CNO C -0.03%
EVRG C -0.03%
AVT C -0.03%
ALLY F -0.03%
TT A -0.03%
ARCC A -0.03%
BIDU B -0.03%
HSBC B -0.03%
TSLX D -0.02%
TCPC F -0.02%
FNB D -0.02%
VLY C -0.02%
SNV D -0.02%
WAL C -0.02%
ALLE A -0.02%
AIZ A -0.02%
LEG D -0.02%
RGA C -0.02%
KSS D -0.02%
SBRA C -0.02%
OCSL D -0.02%
EQH C -0.02%
GXO D -0.02%
HTGC C -0.02%
NEU F -0.02%
BCSF B -0.02%
PSEC C -0.02%
AGO B -0.02%
RNR A -0.02%
TRMB B -0.02%
KRC C -0.02%
TKR D -0.02%
JNPR B -0.02%
PNW A -0.02%
G A -0.02%
HRB C -0.02%
GBDC B -0.02%
FHN D -0.02%
LNC D -0.02%
LNT A -0.02%
HOG D -0.02%
UNM A -0.02%
LAZ C -0.02%
GSBD D -0.02%
BKH C -0.02%
VOYA A -0.02%
SLG C -0.02%
BG F -0.02%
AON A -0.02%
HII F -0.02%
LYB D -0.02%
CNA D -0.02%
NNN A -0.02%
R C -0.02%
SITC F -0.02%
LH D -0.02%
CNH B -0.02%
NXPI F -0.02%
CM B -0.02%
AL D -0.02%
SLB D -0.02%
VOD C -0.02%
BXP C -0.02%
AER D -0.02%
BNS C -0.02%
DB C -0.02%
CB A -0.02%
RY B -0.02%
MUFG D -0.02%
NWG D -0.02%
VNO A -0.01%
PDM C -0.01%
ARW C -0.01%
OGE A -0.01%
OHI C -0.01%
CP C -0.01%
WRK B -0.01%
CPB D -0.01%
AMG B -0.01%
OGS C -0.01%
PAA D -0.01%
APTV D -0.01%
NFG A -0.01%
BMO B -0.01%
TD C -0.01%
AZN D -0.01%
WHR B -0.0%
FLEX C -0.0%
CUBE C -0.0%
BDN A -0.0%
BRX C -0.0%
WU D -0.0%
IVZ A -0.0%
LIN B -0.0%
AES B -0.0%
DOC C -0.0%
FSK A -0.0%
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