SCHG vs. GDE ETF Comparison

Comparison of Schwab U.S. Large-Cap Growth ETF (SCHG) to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
SCHG

Schwab U.S. Large-Cap Growth ETF

SCHG Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market IndexSM. The fund invests at least 90% of its net assets in stocks that are included in the index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "growth" based on a number of factors. The index is a float-adjusted market capitalization weighted index.

Grade (RS Rating)

Last Trade

$103.53

Average Daily Volume

1,456,683

Number of Holdings *

241

* 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 SCHG GDE
30 Days 1.30% 3.72%
60 Days 3.04% 9.02%
90 Days 3.01% 12.11%
12 Months 40.18% 57.31%
165 Overlapping Holdings
Symbol Grade Weight in SCHG Weight in GDE Overlap
AAPL C 11.82% 6.21% 6.21%
ABNB D 0.19% 0.06% 0.06%
ADBE F 0.97% 0.51% 0.51%
ADSK C 0.2% 0.11% 0.11%
ALB D 0.04% 0.0% 0.0%
ALGN D 0.06% 0.01% 0.01%
ALNY C 0.12% 0.06% 0.06%
AMD D 0.9% 0.47% 0.47%
AMZN C 6.3% 3.63% 3.63%
ANET B 0.33% 0.2% 0.2%
ANSS D 0.1% 0.04% 0.04%
APP C 0.07% 0.06% 0.06%
AVGO C 2.64% 1.38% 1.38%
AVTR B 0.07% 0.05% 0.05%
AXON B 0.1% 0.05% 0.05%
AZO D 0.2% 0.11% 0.11%
BKNG C 0.48% 0.26% 0.26%
BKR C 0.12% 0.06% 0.06%
BLDR C 0.08% 0.02% 0.02%
BLK B 0.46% 0.25% 0.25%
BMRN F 0.06% 0.02% 0.02%
CDNS D 0.27% 0.08% 0.08%
CEG C 0.22% 0.1% 0.1%
CHTR D 0.12% 0.12% 0.12%
CI C 0.38% 0.2% 0.2%
CMG C 0.29% 0.1% 0.1%
CNC D 0.15% 0.06% 0.06%
COIN F 0.11% 0.07% 0.07%
COST B 1.5% 0.77% 0.77%
CPAY B 0.08% 0.04% 0.04%
CPRT D 0.16% 0.07% 0.07%
CRM D 0.91% 0.4% 0.4%
CRWD D 0.22% 0.12% 0.12%
CSGP D 0.12% 0.03% 0.03%
CSL B 0.07% 0.04% 0.04%
CTAS B 0.26% 0.15% 0.15%
CTRA D 0.06% 0.01% 0.01%
CTVA B 0.14% 0.08% 0.08%
DASH C 0.15% 0.1% 0.1%
DDOG D 0.12% 0.05% 0.05%
DE B 0.37% 0.13% 0.13%
DECK C 0.09% 0.04% 0.04%
DELL D 0.11% 0.16% 0.11%
DHI B 0.21% 0.1% 0.1%
DHR B 0.66% 0.4% 0.4%
DKNG C 0.07% 0.02% 0.02%
DPZ F 0.05% 0.01% 0.01%
DT C 0.04% 0.04% 0.04%
DXCM F 0.1% 0.01% 0.01%
ELV C 0.47% 0.24% 0.24%
ENPH D 0.05% 0.03% 0.03%
EOG D 0.25% 0.22% 0.22%
EPAM F 0.04% 0.01% 0.01%
EQIX C 0.3% 0.13% 0.13%
EQT D 0.07% 0.01% 0.01%
EW F 0.15% 0.03% 0.03%
EXPE C 0.06% 0.03% 0.03%
FANG D 0.11% 0.04% 0.04%
FCNCA D 0.08% 0.04% 0.04%
FDS C 0.06% 0.05% 0.05%
FICO B 0.17% 0.07% 0.07%
FSLR C 0.09% 0.05% 0.05%
FTNT C 0.17% 0.1% 0.1%
GDDY C 0.08% 0.04% 0.04%
GE B 0.68% 0.32% 0.32%
GOOGL D 3.34% 3.53% 3.34%
GWW B 0.16% 0.08% 0.08%
HAL F 0.09% 0.02% 0.02%
HES F 0.13% 0.03% 0.03%
HLT B 0.2% 0.11% 0.11%
HUBS D 0.09% 0.02% 0.02%
HUM F 0.14% 0.04% 0.04%
IDXX C 0.15% 0.05% 0.05%
ILMN C 0.07% 0.06% 0.06%
INCY C 0.04% 0.06% 0.04%
INTU C 0.67% 0.3% 0.3%
IQV C 0.16% 0.1% 0.1%
ISRG B 0.65% 0.35% 0.35%
IT B 0.15% 0.08% 0.08%
JBHT D 0.05% 0.02% 0.02%
KLAC D 0.37% 0.17% 0.17%
LBRDK F 0.03% 0.04% 0.03%
LHX C 0.16% 0.07% 0.07%
LLY C 2.75% 1.54% 1.54%
LPLA D 0.06% 0.02% 0.02%
LRCX F 0.36% 0.26% 0.26%
LYV B 0.05% 0.03% 0.03%
MA B 1.49% 0.86% 0.86%
MAR C 0.2% 0.07% 0.07%
MCK F 0.24% 0.13% 0.13%
MCO B 0.28% 0.14% 0.14%
MDB D 0.08% 0.02% 0.02%
META B 4.24% 2.44% 2.44%
MKL C 0.07% 0.04% 0.04%
MLM D 0.12% 0.03% 0.03%
MNST D 0.13% 0.03% 0.03%
MOH D 0.08% 0.03% 0.03%
MPWR C 0.16% 0.08% 0.08%
MRNA F 0.09% 0.02% 0.02%
MRVL C 0.24% 0.1% 0.1%
MSCI C 0.16% 0.09% 0.09%
MSFT C 11.68% 5.65% 5.65%
MTD D 0.11% 0.08% 0.08%
NDSN C 0.05% 0.03% 0.03%
NET D 0.09% 0.03% 0.03%
NFLX B 1.09% 0.55% 0.55%
NOW B 0.67% 0.37% 0.37%
NVDA D 10.79% 5.31% 5.31%
NVR B 0.11% 0.05% 0.05%
ODFL D 0.13% 0.06% 0.06%
ORLY C 0.24% 0.12% 0.12%
PANW D 0.41% 0.2% 0.2%
PGR B 0.54% 0.3% 0.3%
PINS F 0.06% 0.03% 0.03%
PLTR B 0.25% 0.15% 0.15%
PODD B 0.06% 0.04% 0.04%
POOL C 0.05% 0.01% 0.01%
PTC D 0.08% 0.02% 0.02%
PYPL B 0.27% 0.15% 0.15%
RBLX B 0.08% 0.06% 0.06%
REGN C 0.46% 0.2% 0.2%
RIVN F 0.04% 0.04% 0.04%
RMD C 0.14% 0.07% 0.07%
ROKU C 0.03% 0.04% 0.03%
ROP C 0.22% 0.12% 0.12%
SBAC C 0.09% 0.04% 0.04%
SHW B 0.32% 0.17% 0.17%
SMCI F 0.08% 0.01% 0.01%
SNAP F 0.04% 0.04% 0.04%
SNOW F 0.14% 0.03% 0.03%
SNPS D 0.28% 0.09% 0.09%
SOLV C 0.03% 0.03% 0.03%
SPGI B 0.62% 0.34% 0.34%
SQ D 0.13% 0.03% 0.03%
STZ D 0.15% 0.06% 0.06%
TDG B 0.28% 0.1% 0.1%
TDY B 0.07% 0.07% 0.07%
TEAM D 0.1% 0.11% 0.1%
TMO B 0.86% 0.45% 0.45%
TMUS C 0.39% 0.35% 0.35%
TPL B 0.06% 0.04% 0.04%
TRGP B 0.12% 0.06% 0.06%
TSLA C 2.35% 1.37% 1.37%
TTD B 0.17% 0.11% 0.11%
TTWO C 0.09% 0.06% 0.06%
TW B 0.05% 0.01% 0.01%
TWLO D 0.04% 0.05% 0.04%
TYL C 0.09% 0.04% 0.04%
ULTA D 0.07% 0.01% 0.01%
UNH C 2.0% 1.05% 1.05%
URI B 0.17% 0.08% 0.08%
V C 1.66% 1.14% 1.14%
VEEV C 0.12% 0.05% 0.05%
VMC D 0.12% 0.03% 0.03%
VRT C 0.11% 0.04% 0.04%
VRTX D 0.45% 0.22% 0.22%
WAT C 0.07% 0.04% 0.04%
WBD D 0.06% 0.02% 0.02%
WDAY D 0.2% 0.13% 0.13%
WLK D 0.02% 0.07% 0.02%
WST D 0.08% 0.01% 0.01%
ZBRA B 0.06% 0.05% 0.05%
ZM C 0.07% 0.06% 0.06%
ZS F 0.06% 0.07% 0.06%
ZTS C 0.32% 0.19% 0.19%
SCHG Overweight 76 Positions Relative to GDE
Symbol Grade Weight
GOOG D 2.79%
LIN B 0.83%
ACN C 0.81%
LNG C 0.15%
LULU D 0.11%
EME B 0.07%
EG C 0.06%
NBIX F 0.05%
EXAS C 0.05%
IBKR B 0.05%
RNR C 0.05%
CASY D 0.05%
PSTG F 0.05%
MKTX C 0.04%
CRL F 0.04%
KNSL C 0.04%
HII D 0.04%
QRVO F 0.04%
FTI D 0.04%
TOST C 0.04%
CACI B 0.04%
REXR C 0.04%
CTLT B 0.04%
HOOD C 0.04%
SAIA D 0.04%
TFX C 0.04%
TECH C 0.04%
PFGC B 0.04%
DOCU C 0.04%
SRPT D 0.04%
OKTA F 0.04%
FND C 0.04%
BLD D 0.04%
CLH A 0.04%
TTEK C 0.04%
RRC D 0.03%
TREX D 0.03%
WSC D 0.03%
RGEN F 0.03%
LAD D 0.03%
PEN D 0.03%
CZR C 0.03%
WEX C 0.03%
MEDP F 0.03%
PAYC D 0.03%
GNRC D 0.03%
CHE C 0.03%
OLED C 0.03%
DAY D 0.03%
CHDN C 0.03%
W D 0.02%
U D 0.02%
PATH D 0.02%
MASI F 0.02%
CELH F 0.02%
BILL D 0.02%
FIVE D 0.02%
PCOR F 0.02%
CLF F 0.02%
ESTC F 0.02%
NOV F 0.02%
ETSY F 0.02%
BIO C 0.02%
JAZZ D 0.02%
PCTY C 0.02%
WCC D 0.02%
PLUG F 0.01%
FIVN F 0.01%
CACC F 0.01%
RCM C 0.01%
ZI D 0.01%
RH B 0.01%
NFE F 0.0%
UI B 0.0%
AGL F 0.0%
SEDG F 0.0%
SCHG Underweight 318 Positions Relative to GDE
Symbol Grade Weight
BRK.A C -1.75%
JPM D -1.15%
WMT C -1.09%
XOM C -0.89%
PG C -0.81%
ORCL C -0.79%
JNJ C -0.76%
HD B -0.71%
ABBV C -0.63%
KO C -0.53%
BAC D -0.52%
MRK D -0.42%
CSCO C -0.41%
MCD B -0.39%
ABT C -0.38%
PEP C -0.37%
IBM B -0.34%
VZ B -0.34%
TXN C -0.34%
NEE C -0.33%
AMGN B -0.32%
PM C -0.32%
QCOM D -0.32%
MS D -0.31%
GS C -0.31%
CVX D -0.31%
AXP B -0.31%
BX B -0.31%
UNP C -0.3%
TJX B -0.29%
RTX C -0.29%
LOW B -0.28%
T C -0.28%
CAT B -0.27%
WFC D -0.26%
ADI C -0.25%
HON D -0.25%
SYK C -0.25%
UBER C -0.24%
LMT C -0.24%
PLD C -0.24%
PFE C -0.23%
SBUX C -0.22%
AMAT D -0.22%
CMCSA D -0.22%
AMT C -0.21%
BSX B -0.21%
ADP B -0.21%
MDLZ B -0.2%
CSX D -0.2%
MMC C -0.2%
GILD B -0.19%
KKR B -0.19%
APO C -0.18%
C C -0.18%
SO B -0.18%
DIS D -0.18%
ICE C -0.17%
MO C -0.17%
EPD B -0.17%
CL D -0.16%
COP D -0.15%
HCA B -0.15%
ITW C -0.15%
APH D -0.15%
EMR D -0.15%
DUK C -0.15%
OVV F -0.14%
FDX C -0.14%
BA F -0.14%
MMM B -0.14%
NOC B -0.14%
OKE B -0.14%
PH B -0.14%
SCCO D -0.14%
NSC C -0.13%
MSI B -0.13%
ECL B -0.13%
USB B -0.13%
WELL C -0.13%
CME C -0.13%
MU F -0.13%
GD B -0.13%
CVS D -0.13%
PNC B -0.13%
MGM F -0.12%
SCHW D -0.12%
BMY C -0.12%
COF B -0.12%
ET B -0.12%
NKE D -0.11%
AMP A -0.11%
GM C -0.11%
AJG D -0.11%
NEM B -0.11%
LEN B -0.1%
ROST C -0.1%
WMB B -0.1%
KMI B -0.1%
CARR B -0.1%
AWK B -0.1%
AFL C -0.1%
CCI C -0.1%
AIG D -0.1%
KDP B -0.1%
MPLX B -0.1%
PSA B -0.1%
TFC C -0.1%
O C -0.1%
AEP C -0.1%
A C -0.09%
BK B -0.09%
MET B -0.09%
D C -0.09%
FIS B -0.09%
SPG B -0.09%
CTSH C -0.09%
EXC C -0.09%
GEV B -0.09%
PAYX C -0.09%
PCG C -0.09%
KMB D -0.09%
STLD F -0.09%
WM D -0.09%
ALL B -0.09%
TRV C -0.09%
DLR B -0.09%
CE F -0.09%
ROK D -0.09%
APD B -0.09%
SJM C -0.08%
TGT C -0.08%
OTIS C -0.08%
SRE C -0.08%
DRI B -0.08%
CPNG B -0.08%
MPC F -0.08%
VRSN D -0.08%
HPQ D -0.08%
BEN F -0.08%
RSG D -0.08%
BDX D -0.08%
FAST C -0.08%
FCX D -0.08%
PRU C -0.08%
KVUE C -0.08%
AME C -0.08%
PEG B -0.07%
CMI C -0.07%
CBRE A -0.07%
PSX F -0.07%
BALL C -0.07%
SWKS D -0.07%
XYL C -0.07%
HWM B -0.07%
FTV C -0.07%
VRSK D -0.07%
PWR B -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%
HST C -0.06%
EFX B -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%
VLO F -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%
H C -0.06%
ES C -0.06%
WEC C -0.06%
EXR B -0.06%
TER D -0.06%
DD B -0.06%
EXPD C -0.06%
EA D -0.06%
TSCO C -0.05%
DTE C -0.05%
LUV C -0.05%
UPS D -0.05%
MCHP F -0.05%
XEL B -0.05%
EIX C -0.05%
INTC F -0.05%
FITB B -0.05%
WPC C -0.05%
NDAQ A -0.05%
CG D -0.05%
STT A -0.05%
KR C -0.05%
DOV B -0.05%
AVB B -0.05%
GLW C -0.05%
MTB B -0.05%
WAB B -0.05%
PCAR D -0.05%
VICI C -0.05%
MRO C -0.05%
WMG D -0.05%
CHD D -0.05%
NTAP D -0.05%
CLX C -0.04%
CINF B -0.04%
CFG C -0.04%
LDOS B -0.04%
AEE C -0.04%
GEHC C -0.04%
GLPI C -0.04%
ARES B -0.04%
SYF C -0.04%
NTRS A -0.04%
IOT B -0.04%
BBY C -0.04%
K B -0.04%
PPL C -0.04%
VST C -0.04%
BR D -0.04%
TXT D -0.04%
HSY C -0.04%
BAH C -0.04%
ACI F -0.04%
IPG C -0.04%
SWK B -0.04%
EQR B -0.04%
HPE D -0.04%
VTR C -0.04%
VLTO C -0.04%
CDW D -0.04%
ON D -0.04%
TSN C -0.04%
IFF B -0.04%
SSNC B -0.04%
BSY D -0.04%
PHM B -0.04%
SUI B -0.04%
CMS C -0.04%
BRO C -0.04%
L C -0.03%
PFG B -0.03%
DGX B -0.03%
OXY F -0.03%
SNA C -0.03%
WY C -0.03%
BIIB F -0.03%
NUE F -0.03%
ADM D -0.03%
KHC C -0.03%
IP B -0.03%
HEI B -0.03%
FNF B -0.03%
ROL C -0.03%
J C -0.03%
LII B -0.03%
GPN D -0.03%
MANH B -0.03%
MAS B -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%
AVY C -0.03%
IR C -0.03%
PKG B -0.03%
F F -0.03%
PPG D -0.03%
HBAN B -0.03%
WRB C -0.03%
MAA B -0.03%
DAL C -0.03%
FE C -0.03%
ATO B -0.03%
DVN F -0.02%
MORN C -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%
WSO C -0.02%
OC D -0.02%
UAL C -0.02%
ARE C -0.02%
KEY B -0.02%
NWSA D -0.02%
CAG C -0.02%
GGG C -0.02%
CF C -0.02%
KIM C -0.01%
DG F -0.01%
DLTR F -0.01%
EL F -0.01%
LVS D -0.01%
RPM B -0.01%
IEX D -0.01%
ERIE B -0.01%
BAX C -0.01%
RS D -0.01%
WBA F -0.0%
LW D -0.0%
JBL D -0.0%
LKQ F -0.0%
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