CXSE vs. GDE
Compare and contrast key facts about WisdomTree China ex-State-Owned Enterprises Fund (CXSE) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE).
CXSE and GDE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CXSE is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree China ex-State-Owned Enterprises Index. It was launched on Sep 19, 2012. GDE is an actively managed fund by WisdomTree. It was launched on Mar 15, 2022.
Performance
CXSE vs. GDE - Performance Comparison
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CXSE vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CXSE WisdomTree China ex-State-Owned Enterprises Fund | -5.37% | 37.00% | 8.56% | -18.02% | -12.96% |
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, CXSE achieves a -5.37% return, which is significantly lower than GDE's 3.73% return.
CXSE
- 1D
- 0.30%
- 1M
- -3.35%
- YTD
- -5.37%
- 6M
- -14.60%
- 1Y
- 13.26%
- 3Y*
- 4.84%
- 5Y*
- -9.25%
- 10Y*
- 6.57%
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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CXSE vs. GDE - Expense Ratio Comparison
CXSE has a 0.32% expense ratio, which is higher than GDE's 0.20% expense ratio.
Return for Risk
CXSE vs. GDE — Risk / Return Rank
CXSE
GDE
CXSE vs. GDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree China ex-State-Owned Enterprises Fund (CXSE) 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.
| CXSE | GDE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 1.95 | -1.42 |
Sortino ratioReturn per unit of downside risk | 0.86 | 2.47 | -1.61 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.37 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 2.77 | -2.01 |
Martin ratioReturn relative to average drawdown | 1.80 | 10.77 | -8.97 |
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
| CXSE | GDE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 1.95 | -1.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.29 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 1.13 | -0.96 |
Correlation
The correlation between CXSE and GDE is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CXSE vs. GDE - Dividend Comparison
CXSE's dividend yield for the trailing twelve months is around 2.12%, less than GDE's 4.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CXSE WisdomTree China ex-State-Owned Enterprises Fund | 2.12% | 1.95% | 1.70% | 1.71% | 1.55% | 0.86% | 0.54% | 0.96% | 1.49% | 1.24% | 1.39% | 2.50% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.16% | 4.32% | 7.14% | 2.22% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CXSE vs. GDE - Drawdown Comparison
The maximum CXSE drawdown since its inception was -70.01%, which is greater than GDE's maximum drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for CXSE and GDE.
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Drawdown Indicators
| CXSE | GDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.01% | -32.01% | -38.00% |
Max Drawdown (1Y)Largest decline over 1 year | -17.70% | -22.66% | +4.96% |
Max Drawdown (5Y)Largest decline over 5 years | -64.47% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -70.01% | — | — |
Current DrawdownCurrent decline from peak | -49.38% | -16.07% | -33.31% |
Average DrawdownAverage peak-to-trough decline | -27.59% | -7.75% | -19.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.64% | 5.84% | +1.80% |
Volatility
CXSE vs. GDE - Volatility Comparison
The current volatility for WisdomTree China ex-State-Owned Enterprises Fund (CXSE) is 6.47%, while WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) has a volatility of 12.02%. This indicates that CXSE 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
| CXSE | GDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.47% | 12.02% | -5.55% |
Volatility (6M)Calculated over the trailing 6-month period | 15.27% | 25.26% | -9.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.92% | 32.25% | -7.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.28% | 26.19% | +6.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.64% | 26.19% | +2.45% |