GDE vs. AUAU
GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) and AUAU (Global X Gold Miners ETF) are both Gold funds. GDE is actively managed, while AUAU is passively managed. Their correlation of 0.83 means they have usually moved in the same direction. GDE charges 0.20%/yr vs 0.35%/yr for AUAU.
Performance
GDE vs. AUAU - Performance Comparison
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Returns By Period
In the year-to-date period, GDE achieves a 6.13% return, which is significantly higher than AUAU's -1.42% return.
GDE
- 1D
- 3.32%
- 1M
- 2.89%
- 6M
- -5.29%
- YTD
- 6.13%
- 1Y
- 40.11%
- 3Y*
- 42.55%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 30.99%
AUAU
- 1D
- 7.53%
- 1M
- 5.89%
- 6M
- -14.29%
- YTD
- -1.42%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $77.65K | $58.73K | $72.20K | |
| $5.96M | $7.02M | $9.78M |
GDE vs. AUAU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 6.13% | 2.18% |
AUAU Global X Gold Miners ETF | -1.42% | 4.18% |
Correlation
The correlation between GDE and AUAU is 0.83, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 10, 2025 | 0.83 |
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Return for Risk
GDE vs. AUAU — Risk / Return Rank
GDE
AUAU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
GDE vs. AUAU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) and Global X Gold Miners ETF (AUAU). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GDE | AUAU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.24 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.78 | — | — |
| Martin ratioReturn relative to average drawdown | 3.84 | — | — |
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Drawdowns
GDE vs. AUAU - Drawdown Comparison
The maximum GDE drawdown since its inception was -32.01%, smaller than the maximum AUAU drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for GDE and AUAU.
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Drawdown Indicators
| GDE | AUAU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.01% | -38.43% | +6.42% |
Max Drawdown (1Y)Largest decline over 1 year | -22.66% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -22.66% | — | — |
Current DrawdownCurrent decline from peak | -14.13% | -27.18% | +13.05% |
Average DrawdownAverage peak-to-trough decline | -8.28% | -17.94% | +9.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.46% | — | — |
Volatility
GDE vs. AUAU - Volatility Comparison
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Volatility by Period
| GDE | AUAU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.47% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 24.01% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 31.26% | 50.75% | -19.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.15% | 50.75% | -23.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.15% | 50.75% | -23.60% |
GDE vs. AUAU - Expense Ratio Comparison
GDE has a 0.20% expense ratio, which is lower than AUAU's 0.35% expense ratio.
Dividends
GDE vs. AUAU - Dividend Comparison
GDE's dividend yield for the trailing twelve months is around 4.07%, more than AUAU's 0.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
AUAU Global X Gold Miners ETF | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.07% | 4.32% | 7.14% | 2.22% | 0.81% |
Frequently Asked Questions
GDE and AUAU have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GDE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GDE is cheaper with a 0.20% expense ratio, compared with 0.35% for AUAU.
GDE has the higher dividend yield at 4.07%, compared with 0.64% for AUAU.
They also come from different issuers: WisdomTree and Global X. Their fees differ too: 0.20% for GDE and 0.35% for AUAU.
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