BAR vs. GDE
Compare and contrast key facts about GraniteShares Gold Trust (BAR) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE).
BAR and GDE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BAR is a passively managed fund by GraniteShares that tracks the performance of the LBMA Gold Price PM ($/ozt). It was launched on Aug 31, 2017. GDE is an actively managed fund by WisdomTree. It was launched on Mar 15, 2022.
Performance
BAR vs. GDE - Performance Comparison
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BAR vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BAR GraniteShares Gold Trust | 10.45% | 64.12% | 26.97% | 12.96% | -6.04% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 3.73% | 73.76% | 44.79% | 33.85% | -18.67% |
Returns By Period
In the year-to-date period, BAR achieves a 10.45% return, which is significantly higher than GDE's 3.73% return.
BAR
- 1D
- 1.73%
- 1M
- -10.66%
- YTD
- 10.45%
- 6M
- 23.08%
- 1Y
- 52.47%
- 3Y*
- 33.99%
- 5Y*
- 22.26%
- 10Y*
- —
GDE
- 1D
- 1.62%
- 1M
- -13.97%
- YTD
- 3.73%
- 6M
- 15.80%
- 1Y
- 62.68%
- 3Y*
- 44.97%
- 5Y*
- —
- 10Y*
- —
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BAR vs. GDE - Expense Ratio Comparison
BAR has a 0.17% expense ratio, which is lower than GDE's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
BAR vs. GDE — Risk / Return Rank
BAR
GDE
BAR vs. GDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GraniteShares Gold Trust (BAR) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BAR | GDE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.91 | 1.95 | -0.05 |
Sortino ratioReturn per unit of downside risk | 2.34 | 2.47 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.37 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.72 | 2.77 | -0.05 |
Martin ratioReturn relative to average drawdown | 9.96 | 10.77 | -0.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BAR | GDE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.91 | 1.95 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.27 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 1.13 | -0.15 |
Correlation
The correlation between BAR and GDE is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BAR vs. GDE - Dividend Comparison
BAR has not paid dividends to shareholders, while GDE's dividend yield for the trailing twelve months is around 4.16%.
| TTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BAR GraniteShares Gold Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.16% | 4.32% | 7.14% | 2.22% | 0.81% |
Drawdowns
BAR vs. GDE - Drawdown Comparison
The maximum BAR drawdown since its inception was -21.53%, smaller than the maximum GDE drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for BAR and GDE.
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Drawdown Indicators
| BAR | GDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.53% | -32.01% | +10.48% |
Max Drawdown (1Y)Largest decline over 1 year | -19.19% | -22.66% | +3.47% |
Max Drawdown (5Y)Largest decline over 5 years | -20.91% | — | — |
Current DrawdownCurrent decline from peak | -11.72% | -16.07% | +4.35% |
Average DrawdownAverage peak-to-trough decline | -6.30% | -7.75% | +1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.24% | 5.84% | -0.60% |
Volatility
BAR vs. GDE - Volatility Comparison
The current volatility for GraniteShares Gold Trust (BAR) is 10.44%, while WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) has a volatility of 12.02%. This indicates that BAR experiences smaller price fluctuations and is considered to be less risky than GDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAR | GDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.44% | 12.02% | -1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 24.17% | 25.26% | -1.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.65% | 32.25% | -4.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.65% | 26.19% | -8.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 26.19% | -9.88% |