GDE vs. EAOA
Compare and contrast key facts about WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) and iShares ESG Aware Aggressive Allocation ETF (EAOA).
GDE and EAOA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GDE is an actively managed fund by WisdomTree. It was launched on Mar 15, 2022. EAOA is a passively managed fund by iShares that tracks the performance of the BlackRock ESG Aware Aggressive Allocation Index. It was launched on Jun 12, 2020.
Performance
GDE vs. EAOA - Performance Comparison
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GDE vs. EAOA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 3.73% | 73.76% | 44.79% | 33.85% | -18.67% |
EAOA iShares ESG Aware Aggressive Allocation ETF | -1.25% | 18.41% | 13.79% | 18.27% | -11.02% |
Returns By Period
In the year-to-date period, GDE achieves a 3.73% return, which is significantly higher than EAOA's -1.25% return.
GDE
- 1D
- 1.62%
- 1M
- -13.97%
- YTD
- 3.73%
- 6M
- 15.80%
- 1Y
- 62.68%
- 3Y*
- 44.97%
- 5Y*
- —
- 10Y*
- —
EAOA
- 1D
- 0.81%
- 1M
- -4.05%
- YTD
- -1.25%
- 6M
- 0.95%
- 1Y
- 17.60%
- 3Y*
- 13.92%
- 5Y*
- 7.15%
- 10Y*
- —
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GDE vs. EAOA - Expense Ratio Comparison
GDE has a 0.20% expense ratio, which is higher than EAOA's 0.18% expense ratio. However, 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
GDE vs. EAOA — Risk / Return Rank
GDE
EAOA
GDE vs. EAOA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) and iShares ESG Aware Aggressive Allocation ETF (EAOA). 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 | EAOA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.95 | 1.25 | +0.70 |
Sortino ratioReturn per unit of downside risk | 2.47 | 1.83 | +0.64 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.26 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.77 | 1.81 | +0.97 |
Martin ratioReturn relative to average drawdown | 10.77 | 8.18 | +2.59 |
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 | EAOA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.95 | 1.25 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.54 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.13 | 0.80 | +0.34 |
Correlation
The correlation between GDE and EAOA is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
GDE vs. EAOA - Dividend Comparison
GDE's dividend yield for the trailing twelve months is around 4.16%, more than EAOA's 2.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.16% | 4.32% | 7.14% | 2.22% | 0.81% | 0.00% | 0.00% |
EAOA iShares ESG Aware Aggressive Allocation ETF | 2.12% | 2.10% | 2.09% | 2.21% | 1.93% | 1.48% | 1.12% |
Drawdowns
GDE vs. EAOA - Drawdown Comparison
The maximum GDE drawdown since its inception was -32.01%, which is greater than EAOA's maximum drawdown of -25.06%. Use the drawdown chart below to compare losses from any high point for GDE and EAOA.
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Drawdown Indicators
| GDE | EAOA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.01% | -25.06% | -6.95% |
Max Drawdown (1Y)Largest decline over 1 year | -22.66% | -9.98% | -12.68% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.06% | — |
Current DrawdownCurrent decline from peak | -16.07% | -5.15% | -10.92% |
Average DrawdownAverage peak-to-trough decline | -7.75% | -5.44% | -2.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.84% | 2.21% | +3.63% |
Volatility
GDE vs. EAOA - Volatility Comparison
WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) has a higher volatility of 12.02% compared to iShares ESG Aware Aggressive Allocation ETF (EAOA) at 5.24%. This indicates that GDE's price experiences larger fluctuations and is considered to be riskier than EAOA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GDE | EAOA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.02% | 5.24% | +6.78% |
Volatility (6M)Calculated over the trailing 6-month period | 25.26% | 8.43% | +16.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.25% | 14.10% | +18.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.19% | 13.19% | +13.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.19% | 13.17% | +13.02% |