GDE vs. SPXV ETF Comparison

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

$37.83

Average Daily Volume

20,519

Number of Holdings *

488

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

ProShares S&P 500 Ex-Health Care ETF

SPXV Description The investment seeks investment results, before fees and expenses that track the performance of the S&P 500® Ex-Health Care 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 Health Care Sector.

Grade (RS Rating)

Last Trade

$64.67

Average Daily Volume

641

Number of Holdings *

438

* may have additional holdings in another (foreign) market
Performance
Period GDE SPXV
30 Days -0.79% 3.89%
60 Days 2.51% 5.58%
90 Days 7.95% 8.49%
12 Months 58.13% 35.95%
367 Overlapping Holdings
Symbol Grade Weight in GDE Weight in SPXV Overlap
AAPL B 6.27% 7.68% 6.27%
ABNB C 0.07% 0.13% 0.07%
ADBE C 0.46% 0.5% 0.46%
ADI D 0.25% 0.23% 0.23%
ADM F 0.02% 0.06% 0.02%
ADP B 0.24% 0.27% 0.24%
ADSK B 0.16% 0.15% 0.15%
AEE A 0.04% 0.05% 0.04%
AEP D 0.09% 0.12% 0.09%
AFL B 0.1% 0.13% 0.1%
AIG B 0.11% 0.11% 0.11%
AJG A 0.11% 0.15% 0.11%
AKAM F 0.02% 0.03% 0.02%
ALB C 0.0% 0.03% 0.0%
ALL B 0.08% 0.12% 0.08%
AMAT F 0.22% 0.31% 0.22%
AMD F 0.43% 0.49% 0.43%
AME A 0.1% 0.1% 0.1%
AMP B 0.14% 0.12% 0.12%
AMT D 0.17% 0.21% 0.17%
AMZN C 4.05% 4.25% 4.05%
ANET C 0.22% 0.22% 0.22%
ANSS B 0.04% 0.07% 0.04%
APD A 0.1% 0.16% 0.1%
APH B 0.18% 0.19% 0.18%
ARE D 0.02% 0.04% 0.02%
ATO A 0.04% 0.05% 0.04%
AVB B 0.05% 0.07% 0.05%
AVGO D 1.46% 1.72% 1.46%
AVY D 0.04% 0.04% 0.04%
AWK D 0.07% 0.06% 0.06%
AXON B 0.07% 0.1% 0.07%
AXP A 0.39% 0.36% 0.36%
AZO C 0.11% 0.12% 0.11%
BA D 0.12% 0.23% 0.12%
BAC A 0.68% 0.71% 0.68%
BALL D 0.06% 0.04% 0.04%
BBY D 0.04% 0.04% 0.04%
BEN C 0.08% 0.01% 0.01%
BK A 0.09% 0.13% 0.09%
BKNG B 0.31% 0.38% 0.31%
BKR C 0.11% 0.1% 0.1%
BLDR C 0.03% 0.05% 0.03%
BLK C 0.28% 0.33% 0.28%
BR A 0.04% 0.06% 0.04%
BRK.A B 1.83% 1.94% 1.83%
BRO B 0.04% 0.06% 0.04%
BX B 0.39% 0.29% 0.29%
C A 0.21% 0.29% 0.21%
CAG D 0.02% 0.03% 0.02%
CARR C 0.1% 0.14% 0.1%
CAT B 0.3% 0.42% 0.3%
CBRE B 0.08% 0.09% 0.08%
CCI D 0.09% 0.1% 0.09%
CDNS B 0.09% 0.18% 0.09%
CDW F 0.04% 0.05% 0.04%
CE F 0.06% 0.02% 0.02%
CEG D 0.13% 0.16% 0.13%
CF B 0.04% 0.03% 0.03%
CFG B 0.04% 0.05% 0.04%
CHD B 0.06% 0.06% 0.06%
CHTR C 0.15% 0.08% 0.08%
CINF A 0.04% 0.05% 0.04%
CL D 0.1% 0.17% 0.1%
CLX C 0.03% 0.05% 0.03%
CMCSA C 0.24% 0.37% 0.24%
CME A 0.13% 0.18% 0.13%
CMG B 0.1% 0.18% 0.1%
CMI A 0.09% 0.11% 0.09%
CMS C 0.04% 0.05% 0.04%
CNP A 0.06% 0.05% 0.05%
COF B 0.16% 0.16% 0.16%
COP D 0.16% 0.29% 0.16%
COST B 0.73% 0.9% 0.73%
CPAY A 0.05% 0.06% 0.05%
CPRT A 0.08% 0.11% 0.08%
CRM B 0.53% 0.71% 0.53%
CRWD B 0.16% 0.18% 0.16%
CSCO A 0.48% 0.52% 0.48%
CSGP C 0.03% 0.07% 0.03%
CSX B 0.21% 0.15% 0.15%
CTAS B 0.17% 0.17% 0.17%
CTRA B 0.01% 0.04% 0.01%
CTSH B 0.11% 0.09% 0.09%
CTVA B 0.09% 0.09% 0.09%
CVX B 0.35% 0.62% 0.35%
D C 0.1% 0.11% 0.1%
DAL B 0.05% 0.09% 0.05%
DD D 0.06% 0.08% 0.06%
DE B 0.13% 0.23% 0.13%
DECK A 0.07% 0.06% 0.06%
DELL C 0.19% 0.08% 0.08%
DFS B 0.08% 0.1% 0.08%
DG F 0.01% 0.04% 0.01%
DHI D 0.09% 0.11% 0.09%
DIS B 0.21% 0.47% 0.21%
DLR A 0.1% 0.12% 0.1%
DLTR D 0.01% 0.03% 0.01%
DOV A 0.06% 0.06% 0.06%
DOW F 0.03% 0.07% 0.03%
DPZ C 0.02% 0.03% 0.02%
DRI B 0.08% 0.04% 0.04%
DTE C 0.04% 0.06% 0.04%
DUK C 0.15% 0.19% 0.15%
DVN F 0.01% 0.05% 0.01%
EA C 0.1% 0.09% 0.09%
EBAY C 0.06% 0.07% 0.06%
ECL D 0.12% 0.14% 0.12%
ED D 0.05% 0.07% 0.05%
EFX D 0.06% 0.07% 0.06%
EIX A 0.06% 0.07% 0.06%
EL F 0.01% 0.03% 0.01%
EMR A 0.19% 0.16% 0.16%
ENPH F 0.02% 0.02% 0.02%
EOG C 0.27% 0.17% 0.17%
EPAM C 0.0% 0.03% 0.0%
EQIX A 0.14% 0.19% 0.14%
EQR B 0.04% 0.06% 0.04%
EQT B 0.02% 0.06% 0.02%
ERIE D 0.02% 0.02% 0.02%
ES D 0.05% 0.05% 0.05%
ESS B 0.03% 0.04% 0.03%
ETR B 0.05% 0.07% 0.05%
EXC D 0.09% 0.09% 0.09%
EXPD C 0.06% 0.04% 0.04%
EXPE B 0.05% 0.05% 0.05%
EXR C 0.06% 0.08% 0.06%
F C 0.03% 0.1% 0.03%
FANG F 0.04% 0.07% 0.04%
FAST B 0.1% 0.11% 0.1%
FCX F 0.08% 0.14% 0.08%
FDS B 0.05% 0.04% 0.04%
FDX B 0.14% 0.15% 0.14%
FE D 0.03% 0.05% 0.03%
FI A 0.22% 0.27% 0.22%
FICO B 0.07% 0.13% 0.07%
FIS D 0.09% 0.11% 0.09%
FITB B 0.06% 0.07% 0.06%
FSLR F 0.04% 0.05% 0.04%
FTNT C 0.14% 0.13% 0.13%
FTV B 0.07% 0.06% 0.06%
GD F 0.14% 0.17% 0.14%
GDDY B 0.03% 0.06% 0.03%
GE D 0.34% 0.43% 0.34%
GEN A 0.04% 0.04% 0.04%
GEV C 0.14% 0.2% 0.14%
GIS D 0.05% 0.08% 0.05%
GLW B 0.06% 0.08% 0.06%
GM B 0.15% 0.14% 0.14%
GOOGL C 4.12% 2.27% 2.27%
GPC D 0.05% 0.04% 0.04%
GPN C 0.03% 0.07% 0.03%
GS B 0.36% 0.42% 0.36%
GWW A 0.08% 0.12% 0.08%
HAL C 0.02% 0.06% 0.02%
HBAN B 0.04% 0.06% 0.04%
HD A 0.75% 0.91% 0.75%
HES C 0.03% 0.09% 0.03%
HIG B 0.06% 0.08% 0.06%
HLT A 0.13% 0.14% 0.13%
HON B 0.31% 0.33% 0.31%
HPE B 0.06% 0.06% 0.06%
HPQ B 0.09% 0.08% 0.08%
HRL D 0.05% 0.02% 0.02%
HST C 0.05% 0.03% 0.03%
HSY F 0.04% 0.06% 0.04%
HUBB B 0.02% 0.05% 0.02%
HWM B 0.08% 0.1% 0.08%
IBM C 0.32% 0.42% 0.32%
ICE D 0.16% 0.2% 0.16%
IEX B 0.01% 0.04% 0.01%
IFF D 0.04% 0.05% 0.04%
INTC C 0.06% 0.23% 0.06%
INTU C 0.32% 0.43% 0.32%
INVH D 0.03% 0.04% 0.03%
IP B 0.03% 0.04% 0.03%
IPG C 0.04% 0.02% 0.02%
IR A 0.04% 0.09% 0.04%
IRM C 0.03% 0.08% 0.03%
IT C 0.08% 0.09% 0.08%
ITW A 0.16% 0.17% 0.16%
J F 0.03% 0.04% 0.03%
JBHT C 0.02% 0.03% 0.02%
JBL C 0.01% 0.03% 0.01%
JPM B 1.24% 1.57% 1.24%
K A 0.04% 0.05% 0.04%
KDP D 0.09% 0.08% 0.08%
KEY A 0.03% 0.04% 0.03%
KEYS B 0.06% 0.06% 0.06%
KHC D 0.03% 0.06% 0.03%
KIM A 0.01% 0.04% 0.01%
KKR B 0.25% 0.23% 0.23%
KLAC F 0.14% 0.19% 0.14%
KMB C 0.09% 0.1% 0.09%
KMI B 0.12% 0.12% 0.12%
KO D 0.49% 0.54% 0.49%
KR A 0.05% 0.09% 0.05%
KVUE A 0.08% 0.1% 0.08%
L B 0.03% 0.03% 0.03%
LDOS D 0.03% 0.05% 0.03%
LEN C 0.09% 0.09% 0.09%
LHX C 0.08% 0.11% 0.08%
LKQ D 0.0% 0.02% 0.0%
LMT D 0.23% 0.26% 0.23%
LOW C 0.28% 0.34% 0.28%
LRCX F 0.23% 0.21% 0.21%
LUV B 0.05% 0.04% 0.04%
LVS C 0.01% 0.04% 0.01%
LW C 0.0% 0.02% 0.0%
LYV A 0.07% 0.05% 0.05%
MA B 0.95% 0.97% 0.95%
MAA B 0.03% 0.04% 0.03%
MAR A 0.09% 0.15% 0.09%
MAS C 0.03% 0.04% 0.03%
MCD D 0.38% 0.47% 0.38%
MCHP F 0.04% 0.08% 0.04%
MCO A 0.13% 0.17% 0.13%
MDLZ F 0.17% 0.19% 0.17%
MET A 0.09% 0.11% 0.09%
META D 2.7% 2.72% 2.7%
MGM F 0.1% 0.02% 0.02%
MKC D 0.04% 0.04% 0.04%
MLM B 0.03% 0.08% 0.03%
MMC A 0.2% 0.24% 0.2%
MMM D 0.12% 0.16% 0.12%
MNST B 0.03% 0.08% 0.03%
MO A 0.18% 0.21% 0.18%
MOS F 0.1% 0.02% 0.02%
MPC F 0.08% 0.12% 0.08%
MPWR F 0.07% 0.06% 0.06%
MRO B 0.06% 0.04% 0.04%
MS B 0.43% 0.38% 0.38%
MSCI C 0.11% 0.1% 0.1%
MSFT D 5.58% 6.93% 5.58%
MSI C 0.09% 0.18% 0.09%
MTB B 0.06% 0.08% 0.06%
MU D 0.15% 0.24% 0.15%
NDAQ A 0.06% 0.07% 0.06%
NDSN B 0.03% 0.03% 0.03%
NEE D 0.28% 0.35% 0.28%
NEM F 0.09% 0.11% 0.09%
NFLX B 0.66% 0.79% 0.66%
NKE F 0.11% 0.21% 0.11%
NOC D 0.14% 0.15% 0.14%
NOW B 0.4% 0.47% 0.4%
NSC A 0.13% 0.13% 0.13%
NTAP C 0.04% 0.05% 0.04%
NTRS A 0.05% 0.05% 0.05%
NUE D 0.03% 0.08% 0.03%
NVDA C 6.47% 7.84% 6.47%
NVR D 0.03% 0.08% 0.03%
NWSA B 0.04% 0.02% 0.02%
O D 0.1% 0.11% 0.1%
ODFL B 0.07% 0.09% 0.07%
OKE C 0.17% 0.14% 0.14%
OMC C 0.03% 0.04% 0.03%
ON C 0.04% 0.06% 0.04%
ORCL C 0.92% 0.66% 0.66%
ORLY B 0.13% 0.16% 0.13%
OTIS C 0.08% 0.09% 0.08%
OXY F 0.03% 0.08% 0.03%
PANW C 0.23% 0.28% 0.23%
PAYX B 0.1% 0.1% 0.1%
PCAR B 0.07% 0.13% 0.07%
PCG B 0.1% 0.1% 0.1%
PEG A 0.05% 0.1% 0.05%
PEP F 0.34% 0.49% 0.34%
PFG C 0.03% 0.04% 0.03%
PG A 0.76% 0.9% 0.76%
PGR A 0.24% 0.34% 0.24%
PH A 0.16% 0.2% 0.16%
PHM C 0.04% 0.06% 0.04%
PKG B 0.03% 0.05% 0.03%
PLD D 0.22% 0.24% 0.22%
PLTR B 0.26% 0.3% 0.26%
PM B 0.37% 0.45% 0.37%
PNC A 0.16% 0.19% 0.16%
POOL C 0.01% 0.03% 0.01%
PPG D 0.03% 0.06% 0.03%
PPL B 0.03% 0.06% 0.03%
PRU A 0.09% 0.1% 0.09%
PSA C 0.09% 0.12% 0.09%
PSX C 0.07% 0.12% 0.07%
PTC A 0.02% 0.05% 0.02%
PWR A 0.09% 0.11% 0.09%
PYPL A 0.19% 0.2% 0.19%
QCOM F 0.31% 0.4% 0.31%
RF B 0.04% 0.05% 0.04%
RJF A 0.08% 0.07% 0.07%
ROK B 0.11% 0.07% 0.07%
ROL B 0.03% 0.03% 0.03%
ROP B 0.14% 0.13% 0.13%
ROST C 0.12% 0.1% 0.1%
RSG A 0.09% 0.1% 0.09%
RTX D 0.32% 0.35% 0.32%
SBAC D 0.03% 0.05% 0.03%
SBUX B 0.22% 0.25% 0.22%
SCHW A 0.15% 0.27% 0.15%
SHW A 0.17% 0.2% 0.17%
SJM D 0.04% 0.03% 0.03%
SMCI D 0.0% 0.02% 0.0%
SNA A 0.04% 0.04% 0.04%
SNPS B 0.1% 0.18% 0.1%
SO D 0.18% 0.22% 0.18%
SPG C 0.12% 0.12% 0.12%
SPGI C 0.3% 0.36% 0.3%
SRE A 0.13% 0.13% 0.13%
STLD B 0.1% 0.05% 0.05%
STT A 0.06% 0.06% 0.06%
STZ D 0.05% 0.08% 0.05%
SWK D 0.04% 0.03% 0.03%
SWKS F 0.06% 0.03% 0.03%
SYF A 0.06% 0.06% 0.06%
SYY C 0.06% 0.08% 0.06%
T A 0.29% 0.37% 0.29%
TAP C 0.08% 0.02% 0.02%
TDG D 0.13% 0.16% 0.13%
TDY B 0.08% 0.05% 0.05%
TER F 0.06% 0.04% 0.04%
TFC B 0.12% 0.14% 0.12%
TGT F 0.08% 0.16% 0.08%
TJX A 0.29% 0.3% 0.29%
TMUS A 0.49% 0.26% 0.26%
TRGP B 0.09% 0.1% 0.09%
TROW A 0.02% 0.06% 0.02%
TRV B 0.1% 0.13% 0.1%
TSCO C 0.05% 0.07% 0.05%
TSLA B 1.93% 2.0% 1.93%
TSN B 0.05% 0.04% 0.04%
TTWO B 0.08% 0.07% 0.07%
TXN D 0.36% 0.41% 0.36%
TXT D 0.04% 0.04% 0.04%
TYL A 0.06% 0.06% 0.06%
UAL B 0.04% 0.07% 0.04%
UBER D 0.25% 0.35% 0.25%
ULTA F 0.01% 0.04% 0.01%
UNP C 0.3% 0.32% 0.3%
UPS C 0.05% 0.22% 0.05%
URI B 0.1% 0.12% 0.1%
USB A 0.15% 0.17% 0.15%
V A 1.19% 1.16% 1.16%
VICI C 0.06% 0.07% 0.06%
VLO C 0.06% 0.1% 0.06%
VLTO C 0.03% 0.06% 0.03%
VMC B 0.04% 0.08% 0.04%
VRSK A 0.08% 0.09% 0.08%
VRSN F 0.08% 0.03% 0.03%
VST B 0.07% 0.11% 0.07%
VTR D 0.04% 0.06% 0.04%
VZ B 0.32% 0.39% 0.32%
WAB B 0.06% 0.08% 0.06%
WBA D 0.0% 0.01% 0.0%
WBD C 0.02% 0.05% 0.02%
WDC C 0.03% 0.05% 0.03%
WEC A 0.06% 0.07% 0.06%
WELL C 0.13% 0.18% 0.13%
WFC A 0.37% 0.57% 0.37%
WM A 0.1% 0.18% 0.1%
WMB B 0.12% 0.15% 0.12%
WMT B 1.23% 0.82% 0.82%
WRB A 0.04% 0.04% 0.04%
WY D 0.03% 0.05% 0.03%
XEL A 0.05% 0.09% 0.05%
XOM C 0.97% 1.19% 0.97%
XYL D 0.08% 0.07% 0.07%
YUM B 0.08% 0.08% 0.08%
ZBRA A 0.06% 0.04% 0.04%
GDE Overweight 121 Positions Relative to SPXV
Symbol Grade Weight
LLY F 1.37%
UNH B 1.03%
JNJ D 0.7%
ABBV D 0.53%
TMO F 0.42%
ABT B 0.37%
MRK F 0.36%
ISRG C 0.36%
DHR D 0.35%
AMGN D 0.28%
SYK C 0.28%
APO A 0.25%
VRTX D 0.23%
BSX C 0.22%
GILD B 0.21%
PFE D 0.21%
CI D 0.18%
ZTS D 0.18%
APP B 0.17%
EPD B 0.17%
ELV F 0.17%
TEAM B 0.16%
REGN F 0.16%
MCK C 0.16%
WDAY C 0.16%
SCCO F 0.15%
CVS D 0.14%
HCA F 0.14%
TTD B 0.14%
ET B 0.14%
BMY B 0.14%
DASH A 0.13%
COIN B 0.12%
MRVL B 0.12%
OVV C 0.12%
MPLX B 0.09%
CPNG D 0.09%
IQV F 0.09%
ZS C 0.09%
RBLX C 0.08%
BDX F 0.08%
ZM B 0.08%
A D 0.08%
TWLO B 0.08%
ILMN C 0.07%
H A 0.07%
MTD F 0.07%
TPL B 0.07%
WMG C 0.06%
VRT B 0.06%
DDOG A 0.06%
CG B 0.06%
WAT B 0.06%
INCY C 0.06%
HOLX D 0.06%
BSY D 0.06%
ALNY D 0.06%
WLK D 0.06%
RMD C 0.06%
SQ B 0.05%
PODD B 0.05%
IDXX F 0.05%
IOT B 0.05%
ACI C 0.05%
COR C 0.05%
CNC F 0.05%
VEEV B 0.05%
CAH B 0.05%
DT C 0.05%
GLPI B 0.04%
HUBS B 0.04%
MANH C 0.04%
GEHC F 0.04%
HUM C 0.04%
RIVN D 0.04%
NET B 0.04%
SSNC A 0.04%
LH B 0.04%
SUI D 0.04%
AVTR F 0.04%
WPC D 0.04%
FCNCA B 0.04%
ROKU D 0.04%
CSL B 0.04%
CRBG B 0.04%
ARES B 0.04%
LBRDK C 0.04%
SNAP C 0.04%
BAH F 0.03%
PINS F 0.03%
EW C 0.03%
FNF B 0.03%
WSM B 0.03%
SNOW C 0.03%
HEI B 0.03%
MKL A 0.03%
AGR B 0.03%
SIRI C 0.03%
LII A 0.03%
SOLV C 0.03%
MOH F 0.03%
BMRN F 0.02%
WST C 0.02%
RS B 0.02%
ENTG D 0.02%
MORN A 0.02%
ZBH C 0.02%
DGX B 0.02%
MDB C 0.02%
TW B 0.02%
LPLA B 0.02%
OC B 0.02%
DKNG C 0.02%
BIIB F 0.02%
WSO A 0.02%
GGG B 0.02%
ALGN D 0.01%
RPM A 0.01%
MRNA F 0.01%
BAX F 0.01%
DXCM C 0.01%
GDE Underweight 71 Positions Relative to SPXV
Symbol Grade Weight
GOOG C -1.88%
ACN B -0.5%
LIN D -0.48%
ETN A -0.32%
CB D -0.24%
TT B -0.21%
AON A -0.19%
SLB C -0.14%
JCI C -0.13%
RCL B -0.12%
NXPI D -0.12%
ACGL D -0.09%
LULU C -0.08%
GRMN A -0.07%
WTW B -0.07%
CCL B -0.06%
SW B -0.06%
STX D -0.05%
CBOE B -0.05%
LYB F -0.05%
LNT A -0.04%
EG C -0.04%
NI A -0.04%
TRMB B -0.04%
PNR B -0.04%
NRG C -0.04%
AIZ B -0.03%
BXP D -0.03%
NCLH B -0.03%
DAY A -0.03%
EMN D -0.03%
JNPR F -0.03%
REG B -0.03%
KMX B -0.03%
ALLE D -0.03%
JKHY D -0.03%
CPT B -0.03%
BG F -0.03%
CHRW C -0.03%
TPR A -0.03%
UDR B -0.03%
FFIV A -0.03%
APTV F -0.03%
EVRG A -0.03%
DOC C -0.03%
AMCR D -0.03%
FMC D -0.02%
MHK D -0.02%
HII F -0.02%
BWA C -0.02%
IVZ B -0.02%
MTCH F -0.02%
CZR D -0.02%
HAS D -0.02%
APA F -0.02%
RL B -0.02%
WYNN D -0.02%
AOS D -0.02%
CPB D -0.02%
FRT A -0.02%
GL C -0.02%
AES F -0.02%
MKTX D -0.02%
FOXA C -0.02%
PNW B -0.02%
PAYC A -0.02%
GNRC B -0.02%
NWS B -0.01%
FOX B -0.01%
QRVO F -0.01%
PARA C -0.01%
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