GDE vs. SPXN ETF Comparison

Comparison of WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) to ProShares S&P 500 Ex-Financials ETF (SPXN)
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

$38.97

Average Daily Volume

12,781

Number of Holdings *

484

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

ProShares S&P 500 Ex-Financials ETF

SPXN Description The investment seeks investment results, before fees and expenses that track the performance of the S&P 500® Ex-Financials Index (the "index"). Under normal circumstances, the fund will invest at least 80% of its total assets in component securities. The index seeks to provide exposure to the companies of the S&P 500® Index (the "S&P 500®") with the exception of those companies included in the Financials Sector.

Grade (RS Rating)

Last Trade

$61.24

Average Daily Volume

2,660

Number of Holdings *

396

* may have additional holdings in another (foreign) market
Performance
Period GDE SPXN
30 Days 8.56% 1.41%
60 Days 13.48% 6.88%
90 Days 10.57% 1.31%
12 Months 75.57% 34.46%
328 Overlapping Holdings
Symbol Grade Weight in GDE Weight in SPXN Overlap
A B 0.09% 0.1% 0.09%
AAPL C 6.21% 8.54% 6.21%
ABBV B 0.59% 0.84% 0.59%
ABNB D 0.06% 0.13% 0.06%
ABT C 0.34% 0.48% 0.34%
ADBE F 0.45% 0.55% 0.45%
ADI C 0.27% 0.28% 0.27%
ADM F 0.03% 0.07% 0.03%
ADP A 0.2% 0.27% 0.2%
ADSK C 0.14% 0.14% 0.14%
AEE A 0.03% 0.06% 0.03%
AEP C 0.09% 0.13% 0.09%
AKAM D 0.02% 0.04% 0.02%
ALB D 0.0% 0.03% 0.0%
ALGN D 0.01% 0.04% 0.01%
AMAT B 0.23% 0.4% 0.23%
AMD B 0.52% 0.64% 0.52%
AME D 0.08% 0.1% 0.08%
AMGN D 0.28% 0.42% 0.28%
AMZN C 3.56% 4.2% 3.56%
ANET A 0.2% 0.24% 0.2%
ANSS D 0.04% 0.07% 0.04%
APD C 0.09% 0.16% 0.09%
APH D 0.19% 0.19% 0.19%
ATO A 0.03% 0.05% 0.03%
AVGO C 1.48% 1.94% 1.48%
AVY D 0.04% 0.04% 0.04%
AWK C 0.09% 0.07% 0.07%
AXON A 0.05% 0.07% 0.05%
AZO D 0.1% 0.13% 0.1%
BA F 0.12% 0.21% 0.12%
BALL C 0.06% 0.05% 0.05%
BAX D 0.01% 0.05% 0.01%
BBY C 0.04% 0.05% 0.04%
BDX C 0.08% 0.17% 0.08%
BIIB F 0.03% 0.07% 0.03%
BKNG C 0.27% 0.34% 0.27%
BKR B 0.08% 0.09% 0.08%
BLDR B 0.03% 0.05% 0.03%
BMY B 0.12% 0.25% 0.12%
BR B 0.04% 0.06% 0.04%
BSX A 0.19% 0.3% 0.19%
CAG D 0.02% 0.04% 0.02%
CAH B 0.05% 0.06% 0.05%
CARR B 0.1% 0.16% 0.1%
CAT A 0.29% 0.46% 0.29%
CDNS D 0.08% 0.18% 0.08%
CDW D 0.04% 0.07% 0.04%
CE C 0.1% 0.04% 0.04%
CEG A 0.15% 0.2% 0.15%
CF A 0.03% 0.04% 0.03%
CHD D 0.05% 0.06% 0.05%
CHTR D 0.11% 0.08% 0.08%
CI D 0.18% 0.23% 0.18%
CL D 0.14% 0.2% 0.14%
CLX C 0.03% 0.05% 0.03%
CMCSA C 0.21% 0.39% 0.21%
CMG C 0.09% 0.19% 0.09%
CMI A 0.08% 0.11% 0.08%
CMS A 0.04% 0.05% 0.04%
CNC F 0.06% 0.1% 0.06%
CNP B 0.06% 0.05% 0.05%
COP D 0.14% 0.29% 0.14%
COST C 0.7% 0.95% 0.7%
CPRT C 0.07% 0.11% 0.07%
CRM B 0.4% 0.64% 0.4%
CRWD D 0.13% 0.16% 0.13%
CSCO A 0.43% 0.52% 0.43%
CSX D 0.19% 0.16% 0.16%
CTAS C 0.14% 0.17% 0.14%
CTRA D 0.01% 0.04% 0.01%
CTSH B 0.11% 0.09% 0.09%
CTVA A 0.08% 0.1% 0.08%
CVS C 0.15% 0.19% 0.15%
CVX B 0.3% 0.6% 0.3%
D A 0.1% 0.12% 0.1%
DAL C 0.04% 0.08% 0.04%
DD C 0.06% 0.09% 0.06%
DE B 0.13% 0.26% 0.13%
DECK B 0.06% 0.06% 0.06%
DELL C 0.18% 0.08% 0.08%
DG F 0.01% 0.04% 0.01%
DGX C 0.02% 0.04% 0.02%
DHI C 0.1% 0.14% 0.1%
DHR D 0.38% 0.43% 0.38%
DIS D 0.18% 0.42% 0.18%
DLTR F 0.01% 0.03% 0.01%
DOV B 0.05% 0.06% 0.05%
DOW B 0.03% 0.09% 0.03%
DPZ D 0.01% 0.04% 0.01%
DRI C 0.08% 0.05% 0.05%
DTE A 0.04% 0.06% 0.04%
DUK B 0.14% 0.21% 0.14%
DVN F 0.01% 0.06% 0.01%
DXCM F 0.01% 0.06% 0.01%
EA D 0.1% 0.08% 0.08%
EBAY A 0.06% 0.08% 0.06%
ECL B 0.12% 0.16% 0.12%
ED A 0.05% 0.09% 0.05%
EFX C 0.07% 0.09% 0.07%
EIX B 0.06% 0.08% 0.06%
EL D 0.01% 0.06% 0.01%
ELV F 0.21% 0.29% 0.21%
EMR B 0.15% 0.15% 0.15%
ENPH F 0.04% 0.04% 0.04%
EOG B 0.24% 0.17% 0.17%
EPAM F 0.0% 0.03% 0.0%
EQT B 0.01% 0.05% 0.01%
ES D 0.06% 0.06% 0.06%
ETR A 0.06% 0.07% 0.06%
EW F 0.03% 0.1% 0.03%
EXC A 0.09% 0.1% 0.09%
EXPD D 0.06% 0.04% 0.04%
EXPE B 0.04% 0.04% 0.04%
F D 0.03% 0.1% 0.03%
FANG C 0.04% 0.08% 0.04%
FAST C 0.08% 0.1% 0.08%
FCX B 0.09% 0.17% 0.09%
FDX F 0.12% 0.15% 0.12%
FE C 0.03% 0.05% 0.03%
FICO A 0.07% 0.12% 0.07%
FSLR C 0.05% 0.06% 0.05%
FTNT B 0.11% 0.12% 0.11%
FTV C 0.07% 0.07% 0.07%
GD C 0.12% 0.19% 0.12%
GDDY D 0.04% 0.05% 0.04%
GE C 0.32% 0.49% 0.32%
GEHC C 0.04% 0.1% 0.04%
GEV A 0.1% 0.17% 0.1%
GILD A 0.18% 0.25% 0.18%
GIS C 0.06% 0.1% 0.06%
GLW C 0.05% 0.08% 0.05%
GM D 0.11% 0.12% 0.11%
GOOGL B 3.68% 2.34% 2.34%
GPC D 0.06% 0.05% 0.05%
GWW B 0.07% 0.11% 0.07%
HAL D 0.01% 0.06% 0.01%
HCA C 0.15% 0.18% 0.15%
HD A 0.7% 0.97% 0.7%
HES C 0.03% 0.09% 0.03%
HLT B 0.11% 0.14% 0.11%
HOLX D 0.05% 0.05% 0.05%
HON C 0.26% 0.32% 0.26%
HPE B 0.05% 0.06% 0.05%
HPQ B 0.08% 0.08% 0.08%
HRL F 0.05% 0.02% 0.02%
HSY F 0.04% 0.07% 0.04%
HUBB B 0.02% 0.06% 0.02%
HUM F 0.04% 0.09% 0.04%
HWM A 0.07% 0.1% 0.07%
IBM A 0.33% 0.49% 0.33%
IDXX D 0.05% 0.1% 0.05%
IEX D 0.01% 0.04% 0.01%
IFF C 0.04% 0.06% 0.04%
INCY B 0.06% 0.03% 0.03%
INTC D 0.06% 0.24% 0.06%
INTU F 0.27% 0.42% 0.27%
IP C 0.03% 0.04% 0.03%
IPG D 0.04% 0.03% 0.03%
IQV F 0.09% 0.1% 0.09%
IR B 0.03% 0.1% 0.03%
ISRG C 0.34% 0.42% 0.34%
IT B 0.07% 0.09% 0.07%
ITW B 0.15% 0.17% 0.15%
J F 0.03% 0.04% 0.03%
JBHT D 0.02% 0.03% 0.02%
JBL C 0.0% 0.03% 0.0%
JNJ D 0.7% 0.94% 0.7%
K A 0.04% 0.05% 0.04%
KDP C 0.1% 0.1% 0.1%
KEYS C 0.06% 0.07% 0.06%
KHC F 0.03% 0.07% 0.03%
KLAC B 0.17% 0.25% 0.17%
KMB D 0.09% 0.12% 0.09%
KMI A 0.09% 0.1% 0.09%
KO C 0.53% 0.67% 0.53%
KR C 0.05% 0.09% 0.05%
KVUE C 0.08% 0.11% 0.08%
LDOS A 0.03% 0.05% 0.03%
LEN B 0.09% 0.11% 0.09%
LHX A 0.07% 0.11% 0.07%
LKQ F 0.0% 0.03% 0.0%
LLY D 1.51% 1.68% 1.51%
LMT A 0.23% 0.3% 0.23%
LOW A 0.27% 0.37% 0.27%
LRCX D 0.32% 0.26% 0.26%
LUV B 0.05% 0.04% 0.04%
LVS B 0.01% 0.04% 0.01%
LW D 0.0% 0.02% 0.0%
LYV B 0.06% 0.04% 0.04%
MAR B 0.07% 0.14% 0.07%
MAS A 0.03% 0.04% 0.03%
MCD A 0.38% 0.53% 0.38%
MCHP F 0.05% 0.1% 0.05%
MCK F 0.13% 0.15% 0.13%
MDLZ D 0.19% 0.24% 0.19%
META A 2.6% 3.01% 2.6%
MGM C 0.12% 0.02% 0.02%
MKC C 0.05% 0.05% 0.05%
MLM F 0.03% 0.08% 0.03%
MMM C 0.14% 0.18% 0.14%
MNST D 0.03% 0.09% 0.03%
MO D 0.15% 0.21% 0.15%
MOH D 0.04% 0.05% 0.04%
MOS F 0.09% 0.02% 0.02%
MPC C 0.07% 0.13% 0.07%
MPWR B 0.12% 0.11% 0.11%
MRK F 0.38% 0.69% 0.38%
MRNA F 0.02% 0.05% 0.02%
MRO C 0.05% 0.04% 0.04%
MSFT D 5.32% 7.71% 5.32%
MSI A 0.12% 0.18% 0.12%
MTD B 0.08% 0.08% 0.08%
MU D 0.15% 0.28% 0.15%
NDSN C 0.03% 0.03% 0.03%
NEE A 0.31% 0.42% 0.31%
NEM C 0.12% 0.15% 0.12%
NFLX B 0.53% 0.73% 0.53%
NKE D 0.12% 0.26% 0.12%
NOC B 0.13% 0.17% 0.13%
NOW C 0.35% 0.45% 0.35%
NSC D 0.11% 0.14% 0.11%
NTAP D 0.05% 0.06% 0.05%
NUE C 0.03% 0.09% 0.03%
NVDA B 5.15% 7.2% 5.15%
NVR B 0.04% 0.07% 0.04%
NWSA D 0.04% 0.02% 0.02%
ODFL F 0.06% 0.09% 0.06%
OKE A 0.13% 0.13% 0.13%
OMC C 0.03% 0.05% 0.03%
ON F 0.04% 0.07% 0.04%
ORCL C 0.77% 0.66% 0.66%
ORLY A 0.12% 0.16% 0.12%
OTIS A 0.08% 0.1% 0.08%
OXY D 0.02% 0.08% 0.02%
PANW D 0.18% 0.27% 0.18%
PAYX A 0.08% 0.1% 0.08%
PCAR C 0.05% 0.12% 0.05%
PCG C 0.09% 0.1% 0.09%
PEG A 0.06% 0.11% 0.06%
PEP F 0.33% 0.56% 0.33%
PFE D 0.22% 0.4% 0.22%
PG D 0.76% 0.98% 0.76%
PH B 0.14% 0.2% 0.14%
PHM A 0.04% 0.07% 0.04%
PKG B 0.03% 0.05% 0.03%
PLTR A 0.16% 0.18% 0.16%
PM D 0.34% 0.45% 0.34%
PODD C 0.04% 0.04% 0.04%
POOL B 0.01% 0.04% 0.01%
PPG D 0.03% 0.07% 0.03%
PPL B 0.04% 0.06% 0.04%
PSX D 0.06% 0.13% 0.06%
PTC D 0.02% 0.05% 0.02%
PWR B 0.08% 0.11% 0.08%
QCOM C 0.31% 0.46% 0.31%
REGN D 0.22% 0.27% 0.22%
RMD C 0.06% 0.09% 0.06%
ROK C 0.09% 0.07% 0.07%
ROL C 0.03% 0.03% 0.03%
ROP C 0.13% 0.14% 0.13%
ROST D 0.12% 0.12% 0.12%
RSG C 0.08% 0.1% 0.08%
RTX A 0.3% 0.39% 0.3%
SBUX C 0.2% 0.27% 0.2%
SHW C 0.16% 0.21% 0.16%
SJM D 0.07% 0.03% 0.03%
SMCI F 0.01% 0.05% 0.01%
SNA A 0.03% 0.04% 0.03%
SNPS F 0.09% 0.19% 0.09%
SO A 0.17% 0.24% 0.17%
SOLV C 0.03% 0.02% 0.02%
SRE B 0.11% 0.13% 0.11%
STLD B 0.1% 0.04% 0.04%
STZ D 0.06% 0.1% 0.06%
SWK C 0.04% 0.04% 0.04%
SWKS F 0.08% 0.04% 0.04%
SYK C 0.25% 0.3% 0.25%
SYY D 0.05% 0.09% 0.05%
T A 0.27% 0.38% 0.27%
TAP D 0.07% 0.02% 0.02%
TDG B 0.12% 0.2% 0.12%
TDY A 0.07% 0.05% 0.05%
TER C 0.08% 0.05% 0.05%
TGT D 0.07% 0.17% 0.07%
TJX D 0.27% 0.32% 0.27%
TMO D 0.45% 0.57% 0.45%
TMUS A 0.41% 0.24% 0.24%
TRGP A 0.07% 0.08% 0.07%
TSCO B 0.04% 0.08% 0.04%
TSLA C 1.46% 1.75% 1.46%
TSN D 0.05% 0.04% 0.04%
TTWO F 0.06% 0.06% 0.06%
TXN C 0.37% 0.45% 0.37%
TXT F 0.04% 0.04% 0.04%
TYL B 0.05% 0.06% 0.05%
UAL B 0.02% 0.04% 0.02%
UBER C 0.25% 0.38% 0.25%
ULTA D 0.01% 0.05% 0.01%
UNH B 0.95% 1.3% 0.95%
UNP D 0.28% 0.36% 0.28%
UPS D 0.05% 0.24% 0.05%
URI C 0.09% 0.13% 0.09%
VLO D 0.06% 0.1% 0.06%
VLTO A 0.06% 0.07% 0.06%
VMC D 0.03% 0.08% 0.03%
VRSK C 0.07% 0.09% 0.07%
VRSN B 0.08% 0.04% 0.04%
VRTX D 0.2% 0.29% 0.2%
VST B 0.05% 0.1% 0.05%
VZ B 0.32% 0.46% 0.32%
WAB B 0.05% 0.08% 0.05%
WAT B 0.05% 0.05% 0.05%
WBA F 0.0% 0.02% 0.0%
WBD D 0.02% 0.04% 0.02%
WDC C 0.03% 0.05% 0.03%
WEC A 0.06% 0.07% 0.06%
WM B 0.09% 0.18% 0.09%
WMB A 0.09% 0.13% 0.09%
WMT A 1.1% 0.85% 0.85%
WST D 0.01% 0.05% 0.01%
XEL B 0.04% 0.09% 0.04%
XOM A 0.84% 1.26% 0.84%
XYL C 0.09% 0.08% 0.08%
YUM B 0.1% 0.09% 0.09%
ZBH F 0.02% 0.05% 0.02%
ZBRA C 0.06% 0.05% 0.05%
ZTS C 0.18% 0.21% 0.18%
GDE Overweight 156 Positions Relative to SPXN
Symbol Grade Weight
BRK.A C 1.75%
JPM D 1.09%
V C 1.01%
MA A 0.88%
BAC D 0.55%
MS B 0.36%
AXP B 0.35%
BX C 0.31%
SPGI B 0.31%
GS D 0.31%
PGR C 0.28%
WFC F 0.27%
BLK A 0.24%
PLD D 0.23%
KKR C 0.22%
AMT C 0.19%
C C 0.18%
APO B 0.18%
SCCO B 0.18%
MMC D 0.18%
PYPL C 0.17%
FI A 0.17%
ICE A 0.16%
EPD A 0.16%
MCO D 0.13%
OVV D 0.13%
AMP A 0.13%
PNC C 0.13%
ET A 0.13%
WDAY D 0.13%
WELL C 0.12%
CME A 0.12%
COF C 0.12%
USB D 0.12%
TTD A 0.12%
EQIX C 0.12%
TEAM D 0.11%
SPG A 0.11%
SCHW D 0.11%
AFL A 0.1%
MSCI B 0.1%
MPLX A 0.1%
DASH B 0.1%
AIG F 0.1%
AJG D 0.1%
O A 0.1%
TFC D 0.1%
ZS F 0.09%
TRV C 0.09%
ALL C 0.09%
MET B 0.09%
DLR C 0.09%
CCI C 0.09%
MRVL B 0.09%
PSA C 0.09%
BEN F 0.08%
COIN F 0.08%
PRU C 0.08%
FIS B 0.08%
CPNG C 0.08%
BK C 0.08%
CBRE B 0.07%
WLK C 0.07%
ZM C 0.07%
APP A 0.07%
HST D 0.06%
WMG C 0.06%
EXR C 0.06%
BSY D 0.06%
DFS C 0.06%
ALNY C 0.06%
RBLX D 0.06%
ILMN B 0.06%
H C 0.06%
TWLO B 0.06%
VEEV C 0.05%
ACI F 0.05%
FDS C 0.05%
WPC C 0.05%
NDAQ B 0.05%
DDOG C 0.05%
AVB C 0.05%
LBRDK B 0.05%
FITB C 0.05%
DT B 0.05%
STT C 0.05%
HIG B 0.05%
CG B 0.05%
MTB C 0.05%
IRM A 0.05%
RJF B 0.05%
VICI C 0.05%
NTRS C 0.04%
MKL C 0.04%
EQR C 0.04%
ROKU B 0.04%
CRBG B 0.04%
ARES A 0.04%
CPAY A 0.04%
BAH A 0.04%
VTR C 0.04%
SUI D 0.04%
CSL A 0.04%
SYF B 0.04%
IOT C 0.04%
TPL A 0.04%
SSNC C 0.04%
BRO A 0.04%
VRT B 0.04%
SNAP D 0.04%
FCNCA D 0.04%
AVTR D 0.04%
GPN F 0.03%
PFG C 0.03%
WY C 0.03%
PINS C 0.03%
FNF B 0.03%
HEI C 0.03%
ESS D 0.03%
INVH F 0.03%
AGR B 0.03%
CSGP F 0.03%
LII C 0.03%
NET D 0.03%
MAA D 0.03%
WRB C 0.03%
RF C 0.03%
HBAN D 0.03%
SBAC C 0.03%
CINF B 0.03%
SQ D 0.03%
WSM B 0.03%
CFG D 0.03%
GLPI A 0.03%
RIVN F 0.03%
MANH C 0.03%
BMRN F 0.02%
MORN C 0.02%
LPLA C 0.02%
MDB D 0.02%
TROW D 0.02%
ENTG D 0.02%
ARE D 0.02%
WSO C 0.02%
TW A 0.02%
OC C 0.02%
ERIE B 0.02%
DKNG D 0.02%
GGG C 0.02%
KEY C 0.02%
L D 0.02%
SNOW F 0.02%
HUBS D 0.02%
KIM C 0.01%
RPM B 0.01%
RS D 0.01%
GDE Underweight 68 Positions Relative to SPXN
Symbol Grade Weight
GOOG B -1.94%
LIN B -0.55%
ACN B -0.53%
ETN C -0.32%
MDT C -0.28%
TT A -0.21%
NXPI F -0.15%
SLB D -0.14%
JCI C -0.12%
RCL C -0.1%
COR F -0.09%
GRMN D -0.07%
LULU D -0.07%
STX B -0.06%
STE D -0.06%
SW C -0.06%
LYB F -0.06%
APTV D -0.05%
GEN B -0.04%
TRMB B -0.04%
NI A -0.04%
LNT A -0.04%
RVTY C -0.04%
PNR B -0.04%
AMCR C -0.04%
CCL C -0.04%
NRG A -0.04%
HII F -0.03%
AOS B -0.03%
TPR C -0.03%
CTLT A -0.03%
TFX C -0.03%
KMX F -0.03%
TECH D -0.03%
ALLE A -0.03%
JNPR B -0.03%
CHRW C -0.03%
FFIV B -0.03%
EMN C -0.03%
BG F -0.03%
UHS D -0.03%
VTRS D -0.03%
EVRG C -0.03%
AES C -0.03%
PARA F -0.02%
BBWI F -0.02%
DVA C -0.02%
RL B -0.02%
FMC C -0.02%
BWA C -0.02%
PAYC D -0.02%
MHK B -0.02%
WYNN B -0.02%
CZR B -0.02%
NCLH C -0.02%
APA F -0.02%
HSIC D -0.02%
HAS B -0.02%
FOXA A -0.02%
CPB D -0.02%
DAY B -0.02%
GNRC B -0.02%
MTCH B -0.02%
QRVO F -0.02%
PNW B -0.02%
CRL F -0.02%
NWS D -0.01%
FOX A -0.01%
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