GDE vs. CTEF
GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) and CTEF (Castellan Targeted Equity ETF) are both exchange-traded funds - GDE is a Gold fund actively managed by WisdomTree, while CTEF is a Mid Cap Blend Equities fund actively managed by Castellan. Both are actively managed. At a 0.46 correlation, their price movements are largely independent. GDE charges 0.20%/yr vs 0.45%/yr for CTEF.
Performance
GDE vs. CTEF - Performance Comparison
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Returns By Period
In the year-to-date period, GDE achieves a 5.74% return, which is significantly lower than CTEF's 27.48% return.
GDE
- 1D
- 0.95%
- 1M
- -7.44%
- YTD
- 5.74%
- 6M
- 8.50%
- 1Y
- 47.93%
- 3Y*
- 44.47%
- 5Y*
- —
- 10Y*
- —
CTEF
- 1D
- 1.50%
- 1M
- 4.26%
- YTD
- 27.48%
- 6M
- 28.46%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GDE vs. CTEF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 5.74% | 39.98% |
CTEF Castellan Targeted Equity ETF | 27.48% | 33.22% |
Correlation
The correlation between GDE and CTEF is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 20, 2025 | 0.46 |
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Return for Risk
GDE vs. CTEF — Risk / Return Rank
GDE
CTEF
GDE vs. CTEF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) and Castellan Targeted Equity ETF (CTEF). 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.
| GDE | CTEF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.31 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.13 | — | — |
| Martin ratioReturn relative to average drawdown | 6.49 | — | — |
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
| GDE | CTEF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.10 | 3.33 | -2.24 |
Drawdowns
GDE vs. CTEF - Drawdown Comparison
The maximum GDE drawdown since its inception was -32.01%, which is greater than CTEF's maximum drawdown of -15.00%. Use the drawdown chart below to compare losses from any high point for GDE and CTEF.
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Drawdown Indicators
| GDE | CTEF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.01% | -15.00% | -17.01% |
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 | -14.44% | -1.85% | -12.59% |
Average DrawdownAverage peak-to-trough decline | -7.90% | -1.79% | -6.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.40% | — | — |
Volatility
GDE vs. CTEF - Volatility Comparison
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Volatility by Period
| GDE | CTEF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.25% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 25.04% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 29.09% | 22.00% | +7.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.26% | 22.00% | +4.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.26% | 22.00% | +4.26% |
GDE vs. CTEF - Expense Ratio Comparison
GDE has a 0.20% expense ratio, which is lower than CTEF's 0.45% expense ratio.
Dividends
GDE vs. CTEF - Dividend Comparison
GDE's dividend yield for the trailing twelve months is around 4.09%, more than CTEF's 0.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
CTEF Castellan Targeted Equity ETF | 0.06% | 0.08% | 0.00% | 0.00% | 0.00% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.09% | 4.32% | 7.14% | 2.22% | 0.81% |
Frequently Asked Questions
GDE and CTEF have a correlation of 0.46, 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 0.45% for CTEF.
GDE has the higher dividend yield at 4.09%, compared with 0.06% for CTEF.
GDE is categorized as Gold, while CTEF is Mid Cap Blend Equities. They also come from different issuers: WisdomTree and Castellan. Their fees differ too: 0.20% for GDE and 0.45% for CTEF.
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