INRO vs. GDE ETF Comparison

Comparison of BlackRock U.S. Industry Rotation ETF (INRO) to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
INRO

BlackRock U.S. Industry Rotation ETF

INRO Description

INRO is targeted US equity exposure, actively managed by shifting the selection and weighting of the portfolio towards industries among the broad domestic market. Portfolio allocation is based on five potential sources of return: information regarding the current economic cycle, valuation, quality metrics, analyst expectation data and recent individual industry trends. The strategy aims to capture the potential alpha from the dispersion between industry allocations and the broad market. During temporary defensive periods, the fund may depart from this principal investment strategy to invest 100% of the portfolio in liquid, short-term securities. The fund may engage in active and frequent trading. Derivatives may also be used to seek returns or hedge exposure. Up to one-third of the value of the funds assets may be lending.

Grade (RS Rating)

Last Trade

$28.10

Average Daily Volume

3,697

Number of Holdings *

423

* may have additional holdings in another (foreign) market
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

$37.29

Average Daily Volume

21,044

Number of Holdings *

488

* may have additional holdings in another (foreign) market
Performance
Period INRO GDE
30 Days 1.92% -2.21%
60 Days 5.31% 3.45%
90 Days 6.32% 7.53%
12 Months 57.23%
350 Overlapping Holdings
Symbol Grade Weight in INRO Weight in GDE Overlap
A F 0.05% 0.08% 0.05%
AAPL C 5.57% 6.27% 5.57%
ABBV F 0.4% 0.53% 0.4%
ACI C 0.01% 0.05% 0.01%
ADBE D 0.32% 0.46% 0.32%
ADI D 0.23% 0.25% 0.23%
ADP B 0.29% 0.24% 0.24%
ADSK B 0.1% 0.16% 0.1%
AEP C 0.31% 0.09% 0.09%
AFL C 0.09% 0.1% 0.09%
AIG C 0.08% 0.11% 0.08%
AJG B 0.09% 0.11% 0.09%
ALL A 0.08% 0.08% 0.08%
ALNY D 0.05% 0.06% 0.05%
AMAT F 0.32% 0.22% 0.22%
AMD F 0.49% 0.43% 0.43%
AME A 0.14% 0.1% 0.1%
AMGN D 0.22% 0.28% 0.22%
AMP A 0.17% 0.14% 0.14%
AMT D 0.11% 0.17% 0.11%
AMZN B 1.46% 4.05% 1.46%
ANSS B 0.05% 0.04% 0.04%
APD A 0.01% 0.1% 0.01%
APH B 0.19% 0.18% 0.18%
APO A 0.01% 0.25% 0.01%
APP A 0.08% 0.17% 0.08%
ARE F 0.04% 0.02% 0.02%
ARES A 0.11% 0.04% 0.04%
ATO A 0.05% 0.04% 0.04%
AVB B 0.01% 0.05% 0.01%
AVGO C 1.64% 1.46% 1.46%
AVTR F 0.02% 0.04% 0.02%
AVY D 0.07% 0.04% 0.04%
AXON A 0.02% 0.07% 0.02%
AXP B 1.14% 0.39% 0.39%
AZO C 0.15% 0.11% 0.11%
BA D 0.04% 0.12% 0.04%
BAC A 0.79% 0.68% 0.68%
BAH D 0.06% 0.03% 0.03%
BALL D 0.08% 0.06% 0.06%
BBY D 0.05% 0.04% 0.04%
BEN C 0.03% 0.08% 0.03%
BIIB F 0.03% 0.02% 0.02%
BK B 0.11% 0.09% 0.09%
BKR B 0.07% 0.11% 0.07%
BLDR D 0.15% 0.03% 0.03%
BMRN F 0.02% 0.02% 0.02%
BMY A 0.12% 0.14% 0.12%
BR B 0.07% 0.04% 0.04%
BRK.A B 0.06% 1.83% 0.06%
BRO B 0.04% 0.04% 0.04%
BSY D 0.02% 0.06% 0.02%
BX A 0.42% 0.39% 0.39%
C B 0.34% 0.21% 0.21%
CARR D 0.42% 0.1% 0.1%
CAT C 0.36% 0.3% 0.3%
CBRE B 0.88% 0.08% 0.08%
CCI C 0.05% 0.09% 0.05%
CDNS B 0.12% 0.09% 0.09%
CDW F 0.06% 0.04% 0.04%
CEG C 0.45% 0.13% 0.13%
CFG B 0.05% 0.04% 0.04%
CG B 0.04% 0.06% 0.04%
CINF A 0.04% 0.04% 0.04%
CME A 0.26% 0.13% 0.13%
CMI A 0.09% 0.09% 0.09%
COF B 0.49% 0.16% 0.16%
COIN A 0.2% 0.12% 0.12%
COP B 0.23% 0.16% 0.16%
COST A 0.46% 0.73% 0.46%
CPRT B 0.21% 0.08% 0.08%
CRM B 0.47% 0.53% 0.47%
CRWD B 0.11% 0.16% 0.11%
CSGP F 0.65% 0.03% 0.03%
CSL C 0.15% 0.04% 0.04%
CSX C 0.26% 0.21% 0.21%
CTAS B 0.34% 0.17% 0.17%
CTRA B 0.03% 0.01% 0.01%
CTSH C 0.02% 0.11% 0.02%
CVX A 0.48% 0.35% 0.35%
DAL A 0.03% 0.05% 0.03%
DDOG A 0.05% 0.06% 0.05%
DE C 0.2% 0.13% 0.13%
DELL B 0.07% 0.19% 0.07%
DFS B 0.31% 0.08% 0.08%
DG F 0.01% 0.01% 0.01%
DHI D 0.33% 0.09% 0.09%
DHR D 0.2% 0.35% 0.2%
DLR A 0.07% 0.1% 0.07%
DLTR F 0.01% 0.01% 0.01%
DOV B 0.06% 0.06% 0.06%
DT C 0.03% 0.05% 0.03%
DUK C 0.53% 0.15% 0.15%
DVN F 0.04% 0.01% 0.01%
EBAY D 0.02% 0.06% 0.02%
EFX F 0.08% 0.06% 0.06%
EIX C 0.2% 0.06% 0.06%
EMR A 0.24% 0.19% 0.19%
ENPH F 0.02% 0.02% 0.02%
ENTG F 0.03% 0.02% 0.02%
EOG A 0.14% 0.27% 0.14%
EPAM C 0.01% 0.0% 0.0%
EQIX A 0.1% 0.14% 0.1%
EQR C 0.01% 0.04% 0.01%
EQT A 0.04% 0.02% 0.02%
ERIE F 0.02% 0.02% 0.02%
ES C 0.13% 0.05% 0.05%
ESS A 0.01% 0.03% 0.01%
ETR A 0.2% 0.05% 0.05%
EXC C 0.24% 0.09% 0.09%
EXPD D 0.0% 0.06% 0.0%
EXR C 0.04% 0.06% 0.04%
F C 0.06% 0.03% 0.03%
FANG D 0.06% 0.04% 0.04%
FAST B 0.41% 0.1% 0.1%
FCNCA A 0.05% 0.04% 0.04%
FCX F 0.11% 0.08% 0.08%
FDS B 0.07% 0.05% 0.05%
FDX B 0.02% 0.14% 0.02%
FE C 0.15% 0.03% 0.03%
FI A 0.01% 0.22% 0.01%
FICO B 0.08% 0.07% 0.07%
FIS C 0.01% 0.09% 0.01%
FITB B 0.08% 0.06% 0.06%
FNF A 0.0% 0.03% 0.0%
FSLR F 0.04% 0.04% 0.04%
FTNT B 0.09% 0.14% 0.09%
FTV D 0.05% 0.07% 0.05%
GD D 0.03% 0.14% 0.03%
GDDY A 0.01% 0.03% 0.01%
GE D 0.08% 0.34% 0.08%
GEN B 0.03% 0.04% 0.03%
GEV A 0.31% 0.14% 0.14%
GGG B 0.03% 0.02% 0.02%
GILD C 0.16% 0.21% 0.16%
GLPI C 0.02% 0.04% 0.02%
GLW B 0.09% 0.06% 0.06%
GM B 0.09% 0.15% 0.09%
GOOGL B 3.12% 4.12% 3.12%
GS B 0.62% 0.36% 0.36%
GWW B 0.46% 0.08% 0.08%
HAL C 0.04% 0.02% 0.02%
HBAN B 0.07% 0.04% 0.04%
HD A 1.16% 0.75% 0.75%
HEI A 0.01% 0.03% 0.01%
HEI A 0.0% 0.03% 0.0%
HES B 0.07% 0.03% 0.03%
HIG B 0.05% 0.06% 0.05%
HON B 1.56% 0.31% 0.31%
HPE B 0.05% 0.06% 0.05%
HPQ B 0.06% 0.09% 0.06%
HUBB B 0.08% 0.02% 0.02%
HUBS B 0.05% 0.04% 0.04%
HWM A 0.02% 0.08% 0.02%
IBM C 0.06% 0.32% 0.06%
ICE C 0.29% 0.16% 0.16%
IEX B 0.03% 0.01% 0.01%
ILMN C 0.03% 0.07% 0.03%
INCY C 0.02% 0.06% 0.02%
INTC C 0.22% 0.06% 0.06%
INTU B 0.28% 0.32% 0.28%
INVH D 0.01% 0.03% 0.01%
IOT A 0.02% 0.05% 0.02%
IP A 0.09% 0.03% 0.03%
IQV F 0.05% 0.09% 0.05%
IR B 0.08% 0.04% 0.04%
IRM C 0.04% 0.03% 0.03%
IT C 0.02% 0.08% 0.02%
ITW B 0.15% 0.16% 0.15%
J D 0.04% 0.03% 0.03%
JBHT C 0.06% 0.02% 0.02%
JBL C 0.03% 0.01% 0.01%
JNJ D 0.36% 0.7% 0.36%
JPM A 1.68% 1.24% 1.24%
KEY B 0.05% 0.03% 0.03%
KEYS C 0.06% 0.06% 0.06%
KKR A 0.31% 0.25% 0.25%
KLAC F 0.18% 0.14% 0.14%
KMI A 0.1% 0.12% 0.1%
KR B 0.05% 0.05% 0.05%
L A 0.03% 0.03% 0.03%
LDOS C 0.06% 0.03% 0.03%
LEN D 0.28% 0.09% 0.09%
LHX B 0.02% 0.08% 0.02%
LII A 0.14% 0.03% 0.03%
LLY F 0.64% 1.37% 0.64%
LMT D 0.05% 0.23% 0.05%
LOW C 0.45% 0.28% 0.28%
LPLA A 0.07% 0.02% 0.02%
LRCX F 0.21% 0.23% 0.21%
LUV B 0.01% 0.05% 0.01%
MA B 0.04% 0.95% 0.04%
MAA A 0.01% 0.03% 0.01%
MANH D 0.03% 0.04% 0.03%
MAS D 0.12% 0.03% 0.03%
MCHP F 0.08% 0.04% 0.04%
MCO D 0.26% 0.13% 0.13%
MDB C 0.01% 0.02% 0.01%
MET A 0.08% 0.09% 0.08%
META C 3.77% 2.7% 2.7%
MKL A 0.04% 0.03% 0.03%
MLM B 0.59% 0.03% 0.03%
MMC D 0.16% 0.2% 0.16%
MMM D 0.78% 0.12% 0.12%
MO A 0.39% 0.18% 0.18%
MPC D 0.1% 0.08% 0.08%
MPWR F 0.06% 0.07% 0.06%
MRK F 0.24% 0.36% 0.24%
MRNA F 0.02% 0.01% 0.01%
MRO A 0.03% 0.06% 0.03%
MRVL B 0.17% 0.12% 0.12%
MS A 0.52% 0.43% 0.43%
MSCI B 0.15% 0.11% 0.11%
MSFT D 4.18% 5.58% 4.18%
MTB A 0.09% 0.06% 0.06%
MTD F 0.04% 0.07% 0.04%
MU D 0.25% 0.15% 0.15%
NDAQ A 0.12% 0.06% 0.06%
NDSN D 0.03% 0.03% 0.03%
NEE C 0.94% 0.28% 0.28%
NEM D 0.11% 0.09% 0.09%
NET B 0.01% 0.04% 0.01%
NOC D 0.03% 0.14% 0.03%
NOW B 0.3% 0.4% 0.3%
NSC B 0.23% 0.13% 0.13%
NTAP C 0.04% 0.04% 0.04%
NTRS A 0.08% 0.05% 0.05%
NUE D 0.01% 0.03% 0.01%
NVDA A 7.42% 6.47% 6.47%
NVR D 0.22% 0.03% 0.03%
OC A 0.11% 0.02% 0.02%
ODFL B 0.17% 0.07% 0.07%
OKE A 0.11% 0.17% 0.11%
ON F 0.06% 0.04% 0.04%
ORCL A 0.44% 0.92% 0.44%
ORLY B 0.21% 0.13% 0.13%
OTIS C 0.08% 0.08% 0.08%
OVV C 0.02% 0.12% 0.02%
OXY F 0.06% 0.03% 0.03%
PANW B 0.18% 0.23% 0.18%
PAYX B 0.11% 0.1% 0.1%
PCAR C 0.11% 0.07% 0.07%
PCG A 0.26% 0.1% 0.1%
PFE F 0.14% 0.21% 0.14%
PFG C 0.04% 0.03% 0.03%
PGR B 0.23% 0.24% 0.23%
PH B 0.17% 0.16% 0.16%
PHM D 0.19% 0.04% 0.04%
PINS F 0.05% 0.03% 0.03%
PKG B 0.1% 0.03% 0.03%
PLTR A 0.17% 0.26% 0.17%
PM A 0.83% 0.37% 0.37%
PNC B 0.2% 0.16% 0.16%
PPL A 0.05% 0.03% 0.03%
PRU B 0.07% 0.09% 0.07%
PSA C 0.07% 0.09% 0.07%
PSX C 0.1% 0.07% 0.07%
PTC B 0.04% 0.02% 0.02%
PWR A 0.37% 0.09% 0.09%
PYPL B 0.01% 0.19% 0.01%
QCOM F 0.39% 0.31% 0.31%
REGN F 0.12% 0.16% 0.12%
RF A 0.07% 0.04% 0.04%
RIVN F 0.01% 0.04% 0.01%
RJF A 0.11% 0.08% 0.08%
ROK B 0.1% 0.11% 0.1%
ROL B 0.06% 0.03% 0.03%
ROP C 0.09% 0.14% 0.09%
ROST D 0.14% 0.12% 0.12%
RS B 0.01% 0.02% 0.01%
RSG A 0.2% 0.09% 0.09%
RTX D 0.07% 0.32% 0.07%
SBAC D 0.03% 0.03% 0.03%
SCHW A 0.37% 0.15% 0.15%
SHW C 0.01% 0.17% 0.01%
SMCI F 0.02% 0.0% 0.0%
SNA B 0.04% 0.04% 0.04%
SNAP D 0.04% 0.04% 0.04%
SNOW C 0.01% 0.03% 0.01%
SNPS C 0.12% 0.1% 0.1%
SO C 0.59% 0.18% 0.18%
SPGI D 0.52% 0.3% 0.3%
SSNC C 0.03% 0.04% 0.03%
STLD B 0.01% 0.1% 0.01%
STT B 0.05% 0.06% 0.05%
SUI C 0.01% 0.04% 0.01%
SWK F 0.03% 0.04% 0.03%
SWKS F 0.03% 0.06% 0.03%
SYF B 0.18% 0.06% 0.06%
SYY D 0.04% 0.06% 0.04%
TDG D 0.03% 0.13% 0.03%
TDY B 0.05% 0.08% 0.05%
TEAM A 0.06% 0.16% 0.06%
TER F 0.03% 0.06% 0.03%
TFC A 0.15% 0.12% 0.12%
TGT B 0.08% 0.08% 0.08%
TJX A 0.38% 0.29% 0.29%
TMO F 0.26% 0.42% 0.26%
TMUS B 4.59% 0.49% 0.49%
TPL A 0.05% 0.07% 0.05%
TRGP A 0.07% 0.09% 0.07%
TROW B 0.05% 0.02% 0.02%
TRV A 0.09% 0.1% 0.09%
TSCO D 0.09% 0.05% 0.05%
TSLA A 1.32% 1.93% 1.32%
TW A 0.05% 0.02% 0.02%
TWLO A 0.01% 0.08% 0.01%
TXN C 0.41% 0.36% 0.36%
TXT D 0.01% 0.04% 0.01%
TYL B 0.04% 0.06% 0.04%
UBER F 0.5% 0.25% 0.25%
ULTA F 0.05% 0.01% 0.01%
UNH C 0.01% 1.03% 0.01%
UNP D 0.55% 0.3% 0.3%
UPS C 0.03% 0.05% 0.03%
URI B 0.5% 0.1% 0.1%
USB B 0.2% 0.15% 0.15%
V A 0.04% 1.19% 0.04%
VICI C 0.05% 0.06% 0.05%
VLO C 0.08% 0.06% 0.06%
VLTO C 0.11% 0.03% 0.03%
VMC B 0.61% 0.04% 0.04%
VRSK B 0.09% 0.08% 0.08%
VRSN F 0.01% 0.08% 0.01%
VRT A 0.14% 0.06% 0.06%
VRTX D 0.17% 0.23% 0.17%
VST A 0.17% 0.07% 0.07%
VTR B 0.06% 0.04% 0.04%
WAB B 0.07% 0.06% 0.06%
WAT C 0.03% 0.06% 0.03%
WBA F 0.01% 0.0% 0.0%
WDAY C 0.08% 0.16% 0.08%
WDC F 0.04% 0.03% 0.03%
WELL A 0.18% 0.13% 0.13%
WFC A 0.62% 0.37% 0.37%
WM B 0.37% 0.1% 0.1%
WMB A 0.12% 0.12% 0.12%
WMT A 0.41% 1.23% 0.41%
WRB B 0.03% 0.04% 0.03%
WSM D 0.05% 0.03% 0.03%
WSO A 0.16% 0.02% 0.02%
WST D 0.03% 0.02% 0.02%
WY D 0.03% 0.03% 0.03%
XEL A 0.23% 0.05% 0.05%
XOM B 0.95% 0.97% 0.95%
XYL D 0.06% 0.08% 0.06%
ZBRA B 0.04% 0.06% 0.04%
ZM B 0.04% 0.08% 0.04%
ZS B 0.03% 0.09% 0.03%
ZTS D 0.08% 0.18% 0.08%
INRO Overweight 73 Positions Relative to GDE
Symbol Grade Weight
GOOG B 2.71%
BXP D 1.38%
TT A 0.65%
ETN B 0.48%
JCI B 0.4%
Z A 0.25%
GRMN B 0.22%
WCN A 0.2%
EME A 0.19%
CB C 0.16%
NXPI F 0.12%
NRG B 0.12%
SW A 0.12%
AON B 0.11%
ACM B 0.11%
LNT A 0.1%
EVRG A 0.1%
LNG A 0.09%
ALLE D 0.09%
SLB C 0.09%
MSTR A 0.08%
FBIN F 0.07%
MELI D 0.07%
ACN C 0.07%
AMCR D 0.07%
ACGL D 0.06%
AOS F 0.06%
BURL A 0.05%
WTW B 0.05%
TRU D 0.05%
HOOD A 0.05%
CCK D 0.05%
KMX C 0.04%
STX D 0.04%
PNR B 0.04%
KNX B 0.04%
CBOE C 0.04%
TRMB B 0.04%
EG D 0.03%
PSTG F 0.03%
PAYC B 0.03%
DAY B 0.03%
DOC D 0.03%
AES F 0.03%
DKS D 0.03%
MKTX D 0.03%
CRL D 0.02%
TECH F 0.02%
LIN D 0.02%
NBIX C 0.02%
SEIC B 0.02%
TTC F 0.02%
AIZ A 0.02%
CNH C 0.02%
AFG A 0.02%
ALLY C 0.02%
BBWI C 0.02%
RVTY D 0.02%
UHAL D 0.02%
UTHR C 0.02%
MTCH F 0.02%
DOCU B 0.02%
RPRX F 0.01%
VTRS A 0.01%
CTLT D 0.01%
APA F 0.01%
BIO C 0.01%
EXAS D 0.01%
DINO D 0.01%
QRVO F 0.01%
CHRD F 0.01%
HII F 0.0%
CPT C 0.0%
INRO Underweight 139 Positions Relative to GDE
Symbol Grade Weight
PG C -0.76%
NFLX A -0.66%
KO D -0.49%
CSCO B -0.48%
MCD D -0.38%
ABT A -0.37%
ISRG A -0.36%
PEP F -0.34%
VZ C -0.32%
BKNG A -0.31%
T A -0.29%
BLK B -0.28%
SYK A -0.28%
CMCSA B -0.24%
ANET C -0.22%
BSX A -0.22%
PLD D -0.22%
SBUX A -0.22%
DIS B -0.21%
CI D -0.18%
EPD A -0.17%
MDLZ F -0.17%
ELV F -0.17%
MCK A -0.16%
CHTR B -0.15%
SCCO F -0.15%
CVS F -0.14%
HCA F -0.14%
TTD B -0.14%
ET A -0.14%
HLT A -0.13%
DASH A -0.13%
SRE A -0.13%
SPG A -0.12%
ECL D -0.12%
NKE F -0.11%
O C -0.1%
MGM D -0.1%
EA A -0.1%
MOS D -0.1%
CMG C -0.1%
CL D -0.1%
D C -0.1%
KMB C -0.09%
CTVA C -0.09%
MPLX A -0.09%
CPNG D -0.09%
MAR B -0.09%
KDP D -0.09%
MSI B -0.09%
RBLX B -0.08%
TAP B -0.08%
TTWO A -0.08%
BDX F -0.08%
YUM D -0.08%
DRI C -0.08%
KVUE A -0.08%
DECK A -0.07%
H B -0.07%
ABNB D -0.07%
AWK C -0.07%
LYV A -0.07%
CE F -0.06%
WMG C -0.06%
CHD A -0.06%
HOLX D -0.06%
WLK F -0.06%
WEC A -0.06%
CNP A -0.06%
RMD C -0.06%
DD D -0.06%
SQ A -0.05%
PODD B -0.05%
IDXX F -0.05%
CPAY A -0.05%
COR B -0.05%
CNC F -0.05%
EXPE B -0.05%
HRL D -0.05%
GPC F -0.05%
GIS F -0.05%
VEEV C -0.05%
PEG C -0.05%
TSN B -0.05%
ED C -0.05%
CAH B -0.05%
HST D -0.05%
STZ D -0.05%
CF A -0.04%
GEHC D -0.04%
UAL A -0.04%
HUM D -0.04%
HSY F -0.04%
IFF D -0.04%
LH B -0.04%
K B -0.04%
IPG F -0.04%
AEE A -0.04%
WPC C -0.04%
ROKU D -0.04%
CRBG B -0.04%
CMS C -0.04%
NWSA B -0.04%
LBRDK C -0.04%
DTE C -0.04%
MKC D -0.04%
SJM D -0.04%
KHC F -0.03%
DOW F -0.03%
EW C -0.03%
GPN C -0.03%
AGR A -0.03%
SIRI D -0.03%
PPG F -0.03%
MNST C -0.03%
SOLV F -0.03%
OMC C -0.03%
MOH F -0.03%
CLX A -0.03%
DPZ C -0.02%
AKAM F -0.02%
MORN B -0.02%
ZBH C -0.02%
DGX A -0.02%
CAG F -0.02%
WBD B -0.02%
DKNG B -0.02%
ADM D -0.02%
KIM A -0.01%
EL F -0.01%
ALGN D -0.01%
RPM B -0.01%
LVS B -0.01%
BAX F -0.01%
DXCM C -0.01%
POOL D -0.01%
LKQ F -0.0%
LW C -0.0%
ALB B -0.0%
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