IWL vs. GDE ETF Comparison

Comparison of iShares Russell Top 200 ETF (IWL) to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)

IWL

iShares Russell Top 200 ETF

IWL Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Top 200® Index (the "underlying index"), which is a float-adjusted, capitalization-weighted index that measures the performance of the largest capitalization sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$139.24

Average Daily Volume

70,043

Number of Holdings ^*

198

* 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

$38.00

Average Daily Volume

9,664

Number of Holdings ^*

483

* may have additional holdings in another (foreign) market

Performance

Period	IWL	GDE
30 Days	1.95%	3.72%
60 Days	3.79%	9.02%
90 Days	4.37%	12.11%
12 Months	32.96%	57.31%

184 Overlapping Holdings

	Symbol	Grade	Weight in IWL	Weight in GDE	Overlap
	AAPL	C	8.03%	6.21%	6.21%
	ABBV	C	0.85%	0.63%	0.63%
	ABNB	D	0.13%	0.06%	0.06%
	ABT	C	0.5%	0.38%	0.38%
	ADBE	F	0.6%	0.51%	0.51%
	ADI	C	0.28%	0.25%	0.25%
	ADP	B	0.28%	0.21%	0.21%
	ADSK	C	0.14%	0.11%	0.11%
	AEP	C	0.14%	0.1%	0.1%
	AIG	D	0.12%	0.1%	0.1%
	AMAT	D	0.39%	0.22%	0.22%
	AMD	D	0.61%	0.47%	0.47%
	AMGN	B	0.44%	0.32%	0.32%
	AMT	C	0.28%	0.21%	0.21%
	AMZN	C	4.3%	3.63%	3.63%
	ANET	B	0.23%	0.2%	0.2%
	APD	B	0.16%	0.09%	0.09%
	APH	D	0.19%	0.15%	0.15%
	APO	C	0.15%	0.18%	0.15%
	AVGO	C	1.89%	1.38%	1.38%
	AXP	B	0.37%	0.31%	0.31%
	AZO	D	0.13%	0.11%	0.11%
	BA	F	0.23%	0.14%	0.14%
	BAC	D	0.65%	0.52%	0.52%
	BDX	D	0.17%	0.08%	0.08%
	BKNG	C	0.33%	0.26%	0.26%
	BLK	B	0.32%	0.25%	0.25%
	BMY	C	0.25%	0.12%	0.12%
	BRK.A	C	2.03%	1.75%	1.75%
	BSX	B	0.3%	0.21%	0.21%
	BX	B	0.27%	0.31%	0.27%
	C	C	0.27%	0.18%	0.18%
	CARR	B	0.16%	0.1%	0.1%
	CAT	B	0.42%	0.27%	0.27%
	CDNS	D	0.18%	0.08%	0.08%
	CEG	C	0.15%	0.1%	0.1%
	CI	C	0.25%	0.2%	0.2%
	CL	D	0.21%	0.16%	0.16%
	CMCSA	D	0.38%	0.22%	0.22%
	CME	C	0.19%	0.13%	0.13%
	CMG	C	0.19%	0.1%	0.1%
	COF	B	0.13%	0.12%	0.12%
	COP	D	0.3%	0.15%	0.15%
	COST	B	1.01%	0.77%	0.77%
	CPRT	D	0.11%	0.07%	0.07%
	CRM	D	0.59%	0.4%	0.4%
	CRWD	D	0.14%	0.12%	0.12%
	CSCO	C	0.5%	0.41%	0.41%
	CSX	D	0.16%	0.2%	0.16%
	CTAS	B	0.18%	0.15%	0.15%
	CVS	D	0.18%	0.13%	0.13%
	CVX	D	0.6%	0.31%	0.31%
	D	C	0.12%	0.09%	0.09%
	DASH	C	0.11%	0.1%	0.1%
	DE	B	0.25%	0.13%	0.13%
	DELL	D	0.07%	0.16%	0.07%
	DHR	B	0.45%	0.4%	0.4%
	DIS	D	0.41%	0.18%	0.18%
	DUK	C	0.22%	0.15%	0.15%
	ECL	B	0.16%	0.13%	0.13%
	EL	F	0.05%	0.01%	0.01%
	ELV	C	0.32%	0.24%	0.24%
	EMR	D	0.15%	0.15%	0.15%
	EOG	D	0.17%	0.22%	0.17%
	EQIX	C	0.2%	0.13%	0.13%
	EW	F	0.1%	0.03%	0.03%
	F	F	0.1%	0.03%	0.03%
	FCX	D	0.15%	0.08%	0.08%
	FDX	C	0.16%	0.14%	0.14%
	FTNT	C	0.12%	0.1%	0.1%
	GD	B	0.21%	0.13%	0.13%
	GE	B	0.48%	0.32%	0.32%
	GEV	B	0.15%	0.09%	0.09%
	GILD	B	0.26%	0.19%	0.19%
	GM	C	0.13%	0.11%	0.11%
	GOOGL	D	2.3%	3.53%	2.3%
	GS	C	0.38%	0.31%	0.31%
	HCA	B	0.19%	0.15%	0.15%
	HD	B	0.94%	0.71%	0.71%
	HON	D	0.33%	0.25%	0.25%
	IBM	B	0.49%	0.34%	0.34%
	ICE	C	0.23%	0.17%	0.17%
	INTC	F	0.21%	0.05%	0.05%
	INTU	C	0.44%	0.3%	0.3%
	ISRG	B	0.43%	0.35%	0.35%
	ITW	C	0.18%	0.15%	0.15%
	JNJ	C	0.99%	0.76%	0.76%
	JPM	D	1.45%	1.15%	1.15%
	KDP	B	0.1%	0.1%	0.1%
	KHC	C	0.08%	0.03%	0.03%
	KKR	B	0.2%	0.19%	0.19%
	KLAC	D	0.25%	0.17%	0.17%
	KMB	D	0.12%	0.09%	0.09%
	KO	C	0.69%	0.53%	0.53%
	LLY	C	1.95%	1.54%	1.54%
	LMT	C	0.3%	0.24%	0.24%
	LOW	B	0.36%	0.28%	0.28%
	LRCX	F	0.25%	0.26%	0.25%
	MA	B	1.01%	0.86%	0.86%
	MAR	C	0.13%	0.07%	0.07%
	MCD	B	0.53%	0.39%	0.39%
	MCK	F	0.17%	0.13%	0.13%
	MCO	B	0.19%	0.14%	0.14%
	MDLZ	B	0.25%	0.2%	0.2%
	MET	B	0.11%	0.09%	0.09%
	META	B	2.85%	2.44%	2.44%
	MMC	C	0.28%	0.2%	0.2%
	MMM	B	0.18%	0.14%	0.14%
	MNST	D	0.1%	0.03%	0.03%
	MO	C	0.23%	0.17%	0.17%
	MPC	F	0.14%	0.08%	0.08%
	MRK	D	0.73%	0.42%	0.42%
	MRNA	F	0.05%	0.02%	0.02%
	MRVL	C	0.16%	0.1%	0.1%
	MS	D	0.28%	0.31%	0.28%
	MSFT	C	7.95%	5.65%	5.65%
	MSI	B	0.18%	0.13%	0.13%
	MU	F	0.25%	0.13%	0.13%
	NEE	C	0.43%	0.33%	0.33%
	NEM	B	0.15%	0.11%	0.11%
	NFLX	B	0.74%	0.55%	0.55%
	NKE	D	0.24%	0.11%	0.11%
	NOC	B	0.18%	0.14%	0.14%
	NOW	B	0.45%	0.37%	0.37%
	NSC	C	0.14%	0.13%	0.13%
	NVDA	D	7.03%	5.31%	5.31%
	ORCL	C	0.63%	0.79%	0.63%
	ORLY	C	0.16%	0.12%	0.12%
	OXY	F	0.08%	0.03%	0.03%
	PANW	D	0.27%	0.2%	0.2%
	PCAR	D	0.12%	0.05%	0.05%
	PEP	C	0.6%	0.37%	0.37%
	PFE	C	0.41%	0.23%	0.23%
	PG	C	1.02%	0.81%	0.81%
	PGR	B	0.37%	0.3%	0.3%
	PH	B	0.19%	0.14%	0.14%
	PLD	C	0.3%	0.24%	0.24%
	PM	C	0.48%	0.32%	0.32%
	PNC	B	0.18%	0.13%	0.13%
	PSA	B	0.14%	0.1%	0.1%
	PSX	F	0.13%	0.07%	0.07%
	PYPL	B	0.18%	0.15%	0.15%
	QCOM	D	0.46%	0.32%	0.32%
	REGN	C	0.3%	0.2%	0.2%
	ROP	C	0.15%	0.12%	0.12%
	RSG	D	0.1%	0.08%	0.08%
	RTX	C	0.39%	0.29%	0.29%
	SBUX	C	0.28%	0.22%	0.22%
	SCHW	D	0.23%	0.12%	0.12%
	SHW	B	0.22%	0.17%	0.17%
	SNOW	F	0.09%	0.03%	0.03%
	SNPS	D	0.19%	0.09%	0.09%
	SO	B	0.24%	0.18%	0.18%
	SPGI	B	0.4%	0.34%	0.34%
	SRE	C	0.13%	0.08%	0.08%
	STZ	D	0.1%	0.06%	0.06%
	SYK	C	0.33%	0.25%	0.25%
	T	C	0.39%	0.28%	0.28%
	TDG	B	0.18%	0.1%	0.1%
	TEAM	D	0.06%	0.11%	0.06%
	TFC	C	0.14%	0.1%	0.1%
	TGT	C	0.17%	0.08%	0.08%
	TJX	B	0.34%	0.29%	0.29%
	TMO	B	0.58%	0.45%	0.45%
	TMUS	C	0.24%	0.35%	0.24%
	TRV	C	0.13%	0.09%	0.09%
	TSLA	C	1.59%	1.37%	1.37%
	TXN	C	0.45%	0.34%	0.34%
	UBER	C	0.36%	0.24%	0.24%
	UNH	C	1.36%	1.05%	1.05%
	UNP	C	0.38%	0.3%	0.3%
	UPS	D	0.23%	0.05%	0.05%
	USB	B	0.17%	0.13%	0.13%
	V	C	1.12%	1.14%	1.12%
	VLO	F	0.11%	0.06%	0.06%
	VRTX	D	0.31%	0.22%	0.22%
	VZ	B	0.46%	0.34%	0.34%
	WDAY	D	0.13%	0.13%	0.13%
	WELL	C	0.19%	0.13%	0.13%
	WFC	D	0.46%	0.26%	0.26%
	WM	D	0.21%	0.09%	0.09%
	WMT	C	0.87%	1.09%	0.87%
	XOM	C	1.24%	0.89%	0.89%
	ZTS	C	0.22%	0.19%	0.19%

IWL Overweight 14 Positions Relative to GDE

	Symbol	Grade	Weight
	GOOG	D	1.94%
	LIN	B	0.56%
	ACN	C	0.54%
	MDT	C	0.3%
	ETN	C	0.3%
	CB	B	0.29%
	FI	A	0.25%
	TT	B	0.2%
	AON	B	0.17%
	CRH	B	0.15%
	SLB	F	0.14%
	SPOT	B	0.12%
	JCI	B	0.12%
	LULU	D	0.08%

IWL Underweight 299 Positions Relative to GDE

	Symbol	Grade	Weight
	EPD	B	-0.17%
	PLTR	B	-0.15%
	OVV	F	-0.14%
	OKE	B	-0.14%
	SCCO	D	-0.14%
	MGM	F	-0.12%
	CHTR	D	-0.12%
	ET	B	-0.12%
	HLT	B	-0.11%
	AMP	A	-0.11%
	TTD	B	-0.11%
	AJG	D	-0.11%
	LEN	B	-0.1%
	ROST	C	-0.1%
	WMB	B	-0.1%
	KMI	B	-0.1%
	AWK	B	-0.1%
	IQV	C	-0.1%
	AFL	C	-0.1%
	CCI	C	-0.1%
	MPLX	B	-0.1%
	DHI	B	-0.1%
	O	C	-0.1%
	MSCI	C	-0.09%
	A	C	-0.09%
	BK	B	-0.09%
	FIS	B	-0.09%
	SPG	B	-0.09%
	CTSH	C	-0.09%
	EXC	C	-0.09%
	PAYX	C	-0.09%
	PCG	C	-0.09%
	STLD	F	-0.09%
	ALL	B	-0.09%
	DLR	B	-0.09%
	CE	F	-0.09%
	ROK	D	-0.09%
	SJM	C	-0.08%
	MTD	D	-0.08%
	GWW	B	-0.08%
	OTIS	C	-0.08%
	DRI	B	-0.08%
	CPNG	B	-0.08%
	IT	B	-0.08%
	VRSN	D	-0.08%
	HPQ	D	-0.08%
	BEN	F	-0.08%
	FAST	C	-0.08%
	MPWR	C	-0.08%
	PRU	C	-0.08%
	CTVA	B	-0.08%
	KVUE	C	-0.08%
	URI	B	-0.08%
	AME	C	-0.08%
	WLK	D	-0.07%
	PEG	B	-0.07%
	CMI	C	-0.07%
	CBRE	A	-0.07%
	BALL	C	-0.07%
	ZS	F	-0.07%
	SWKS	D	-0.07%
	COIN	F	-0.07%
	RMD	C	-0.07%
	XYL	C	-0.07%
	HWM	B	-0.07%
	FTV	C	-0.07%
	TDY	B	-0.07%
	FICO	B	-0.07%
	VRSK	D	-0.07%
	PWR	B	-0.07%
	LHX	C	-0.07%
	MOS	F	-0.07%
	TAP	D	-0.07%
	CAH	C	-0.06%
	RJF	C	-0.06%
	HIG	B	-0.06%
	MKC	C	-0.06%
	ALNY	C	-0.06%
	HST	C	-0.06%
	EFX	B	-0.06%
	ZM	C	-0.06%
	IRM	C	-0.06%
	GPC	D	-0.06%
	HRL	C	-0.06%
	SYY	D	-0.06%
	DFS	B	-0.06%
	KEYS	C	-0.06%
	TTWO	C	-0.06%
	CNP	C	-0.06%
	GIS	B	-0.06%
	EBAY	B	-0.06%
	HOLX	B	-0.06%
	ED	C	-0.06%
	ETR	B	-0.06%
	YUM	D	-0.06%
	BKR	C	-0.06%
	H	C	-0.06%
	ES	C	-0.06%
	WEC	C	-0.06%
	EXR	B	-0.06%
	INCY	C	-0.06%
	TER	D	-0.06%
	APP	C	-0.06%
	RBLX	B	-0.06%
	ILMN	C	-0.06%
	DD	B	-0.06%
	TRGP	B	-0.06%
	EXPD	C	-0.06%
	CNC	D	-0.06%
	ODFL	D	-0.06%
	EA	D	-0.06%
	TSCO	C	-0.05%
	DTE	C	-0.05%
	LUV	C	-0.05%
	MCHP	F	-0.05%
	XEL	B	-0.05%
	NVR	B	-0.05%
	AXON	B	-0.05%
	FDS	C	-0.05%
	EIX	C	-0.05%
	AVTR	B	-0.05%
	DDOG	D	-0.05%
	FSLR	C	-0.05%
	FITB	B	-0.05%
	WPC	C	-0.05%
	NDAQ	A	-0.05%
	CG	D	-0.05%
	STT	A	-0.05%
	VEEV	C	-0.05%
	KR	C	-0.05%
	DOV	B	-0.05%
	AVB	B	-0.05%
	GLW	C	-0.05%
	TWLO	D	-0.05%
	MTB	B	-0.05%
	WAB	B	-0.05%
	IDXX	C	-0.05%
	VICI	C	-0.05%
	MRO	C	-0.05%
	WMG	D	-0.05%
	ZBRA	B	-0.05%
	CHD	D	-0.05%
	NTAP	D	-0.05%
	CLX	C	-0.04%
	CINF	B	-0.04%
	SBAC	C	-0.04%
	CFG	C	-0.04%
	LDOS	B	-0.04%
	AEE	C	-0.04%
	GDDY	C	-0.04%
	GEHC	C	-0.04%
	GLPI	C	-0.04%
	ARES	B	-0.04%
	SYF	C	-0.04%
	NTRS	A	-0.04%
	CSL	B	-0.04%
	IOT	B	-0.04%
	FCNCA	D	-0.04%
	ANSS	D	-0.04%
	BBY	C	-0.04%
	K	B	-0.04%
	PPL	C	-0.04%
	VST	C	-0.04%
	WAT	C	-0.04%
	BR	D	-0.04%
	TXT	D	-0.04%
	HSY	C	-0.04%
	VRT	C	-0.04%
	TPL	B	-0.04%
	BAH	C	-0.04%
	ACI	F	-0.04%
	MKL	C	-0.04%
	ROKU	C	-0.04%
	SNAP	F	-0.04%
	IPG	C	-0.04%
	SWK	B	-0.04%
	EQR	B	-0.04%
	CPAY	B	-0.04%
	HPE	D	-0.04%
	LBRDK	F	-0.04%
	RIVN	F	-0.04%
	FANG	D	-0.04%
	HUM	F	-0.04%
	VTR	C	-0.04%
	VLTO	C	-0.04%
	CDW	D	-0.04%
	DECK	C	-0.04%
	ON	D	-0.04%
	TSN	C	-0.04%
	IFF	B	-0.04%
	SSNC	B	-0.04%
	TYL	C	-0.04%
	BSY	D	-0.04%
	PHM	B	-0.04%
	PODD	B	-0.04%
	SUI	B	-0.04%
	CMS	C	-0.04%
	DT	C	-0.04%
	BRO	C	-0.04%
	L	C	-0.03%
	PFG	B	-0.03%
	DGX	B	-0.03%
	PINS	F	-0.03%
	SNA	C	-0.03%
	WY	C	-0.03%
	BIIB	F	-0.03%
	NUE	F	-0.03%
	ADM	D	-0.03%
	NDSN	C	-0.03%
	IP	B	-0.03%
	HEI	B	-0.03%
	FNF	B	-0.03%
	ROL	C	-0.03%
	MLM	D	-0.03%
	J	C	-0.03%
	HES	F	-0.03%
	LII	B	-0.03%
	GPN	D	-0.03%
	MANH	B	-0.03%
	MAS	B	-0.03%
	NET	D	-0.03%
	VMC	D	-0.03%
	DOW	D	-0.03%
	AGR	B	-0.03%
	OMC	B	-0.03%
	INVH	C	-0.03%
	RF	B	-0.03%
	WSM	D	-0.03%
	WDC	D	-0.03%
	ESS	B	-0.03%
	SOLV	C	-0.03%
	AVY	C	-0.03%
	LYV	B	-0.03%
	IR	C	-0.03%
	EXPE	C	-0.03%
	MOH	D	-0.03%
	PKG	B	-0.03%
	CSGP	D	-0.03%
	PPG	D	-0.03%
	HBAN	B	-0.03%
	WRB	C	-0.03%
	SQ	D	-0.03%
	MAA	B	-0.03%
	DAL	C	-0.03%
	FE	C	-0.03%
	ENPH	D	-0.03%
	ATO	B	-0.03%
	HAL	F	-0.02%
	DVN	F	-0.02%
	LPLA	D	-0.02%
	MORN	C	-0.02%
	WBD	D	-0.02%
	TROW	D	-0.02%
	AKAM	D	-0.02%
	ENTG	F	-0.02%
	ZBH	F	-0.02%
	HUBB	B	-0.02%
	CRBG	D	-0.02%
	JBHT	D	-0.02%
	BMRN	F	-0.02%
	PTC	D	-0.02%
	WSO	C	-0.02%
	OC	D	-0.02%
	UAL	C	-0.02%
	ARE	C	-0.02%
	MDB	D	-0.02%
	KEY	B	-0.02%
	DKNG	C	-0.02%
	NWSA	D	-0.02%
	CAG	C	-0.02%
	GGG	C	-0.02%
	CF	C	-0.02%
	HUBS	D	-0.02%
	BLDR	C	-0.02%
	EPAM	F	-0.01%
	KIM	C	-0.01%
	DG	F	-0.01%
	DLTR	F	-0.01%
	LVS	D	-0.01%
	ALGN	D	-0.01%
	RPM	B	-0.01%
	SMCI	F	-0.01%
	IEX	D	-0.01%
	ULTA	D	-0.01%
	DPZ	F	-0.01%
	POOL	C	-0.01%
	ERIE	B	-0.01%
	DXCM	F	-0.01%
	WST	D	-0.01%
	CTRA	D	-0.01%
	TW	B	-0.01%
	BAX	C	-0.01%
	RS	D	-0.01%
	EQT	D	-0.01%
	WBA	F	-0.0%
	LW	D	-0.0%
	ALB	D	-0.0%
	JBL	D	-0.0%
	LKQ	F	-0.0%

IWL: Top Represented Industries & Keywords

Industries: Software - Application Drug Manufacturers - Major Semiconductors Aerospace & Defense Diversified Industrials Capital Markets Credit Services Medical Devices Asset Management Banks - Global Beverages - Soft Drinks Health Care Plans Household & Personal Products Internet Content & Information Telecom Services Utilities - Regulated Electric Auto Manufacturers Banks - Regional - US Biotechnology Business Services

Keywords: S&P 500 Nasdaq 100 Dow Jones Component Computing Natural Gas Work From Home Electronics IBD 50 Insurance Medicine Bank Chemical Electricity Integrated Circuits Mobile Devices Semiconductor Telecommunications Pharmaceutical Products Software Aerospace

GDE: Top Represented Industries & Keywords

Industries: Software - Application Diversified Industrials Utilities - Regulated Electric Asset Management Business Services Semiconductors Banks - Regional - US Capital Markets Diagnostics & Research Oil & Gas E&P Aerospace & Defense Drug Manufacturers - Major Specialty Retail Packaged Foods Software - Infrastructure Specialty Chemicals Credit Services Health Care Plans Household & Personal Products Insurance - Property & Casualty

Keywords: S&P 500 Nasdaq 100 Natural Gas Computing Insurance Dow Jones Component Electricity Electronics Aerospace Bank Semiconductor Telecommunications Banking Chemical Cloud Computing Medicine Mining Real Estate Investment Trust Investment Bank Petroleum Industry