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GDE vs. GDMN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GDE vs. GDMN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) and WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GDE achieves a 4.75% return, which is significantly higher than GDMN's -12.60% return.


GDE

1D
-5.84%
1M
-7.30%
YTD
4.75%
6M
6.10%
1Y
46.80%
3Y*
43.91%
5Y*
10Y*

GDMN

1D
-10.79%
1M
-19.50%
YTD
-12.60%
6M
-6.38%
1Y
61.89%
3Y*
55.50%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GDE vs. GDMN - Yearly Performance Comparison


2026 (YTD)2025202420232022
GDE
WisdomTree Efficient Gold Plus Equity Strategy Fund
4.75%73.76%44.79%33.85%-18.67%
GDMN
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
-12.60%237.09%28.23%12.97%-27.13%

Correlation

The correlation between GDE and GDMN is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.83

Correlation (3Y)
Calculated over the trailing 3-year period

0.75

Correlation (All Time)
Calculated using the full available price history since Mar 18, 2022

0.74

The correlation between GDE and GDMN has been stable across timeframes, ranging from 0.74 to 0.83 - a consistent structural relationship.

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Return for Risk

GDE vs. GDMN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GDE
GDE Risk / Return Rank: 4444
Overall Rank
GDE Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
GDE Sortino Ratio Rank: 4141
Sortino Ratio Rank
GDE Omega Ratio Rank: 4848
Omega Ratio Rank
GDE Calmar Ratio Rank: 4343
Calmar Ratio Rank
GDE Martin Ratio Rank: 4141
Martin Ratio Rank

GDMN
GDMN Risk / Return Rank: 2929
Overall Rank
GDMN Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
GDMN Sortino Ratio Rank: 2828
Sortino Ratio Rank
GDMN Omega Ratio Rank: 3232
Omega Ratio Rank
GDMN Calmar Ratio Rank: 3131
Calmar Ratio Rank
GDMN Martin Ratio Rank: 2727
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GDE vs. GDMN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) and WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN). 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.


GDEGDMNDifference
Sharpe ratioReturn per unit of total volatility

+0.62

Sortino ratioReturn per unit of downside risk

+0.58

Omega ratioGain probability vs. loss probability

1.30

1.21

+0.09

Calmar ratioReturn relative to maximum drawdown

2.07

1.46

+0.62

Martin ratioReturn relative to average drawdown

6.39

3.68

+2.71

GDE vs. GDMN - Sharpe Ratio Comparison

The current GDE Sharpe Ratio is 1.62, which is higher than the GDMN Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of GDE and GDMN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


GDEGDMNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.62

1.00

+0.62

Sharpe Ratio (All Time)

Calculated using the full available price history

1.09

0.74

+0.35

Drawdowns

GDE vs. GDMN - Drawdown Comparison

The maximum GDE drawdown since its inception was -32.01%, smaller than the maximum GDMN drawdown of -52.82%. Use the drawdown chart below to compare losses from any high point for GDE and GDMN.


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Drawdown Indicators


GDEGDMNDifference

Max Drawdown

Largest peak-to-trough decline

-32.01%

-52.82%

+20.81%

Max Drawdown (1Y)

Largest decline over 1 year

-22.66%

-42.63%

+19.97%

Max Drawdown (3Y)

Largest decline over 3 years

-22.66%

-42.63%

+19.97%

Current Drawdown

Current decline from peak

-15.24%

-42.63%

+27.39%

Average Drawdown

Average peak-to-trough decline

-7.89%

-18.92%

+11.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.35%

16.88%

-9.53%

Volatility

GDE vs. GDMN - Volatility Comparison

The current volatility for WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) is 8.15%, while WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) has a volatility of 18.84%. This indicates that GDE experiences smaller price fluctuations and is considered to be less risky than GDMN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GDEGDMNDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.15%

18.84%

-10.69%

Volatility (6M)

Calculated over the trailing 6-month period

25.02%

53.03%

-28.01%

Volatility (1Y)

Calculated over the trailing 1-year period

29.04%

62.34%

-33.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.27%

47.84%

-21.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.27%

47.84%

-21.57%

GDE vs. GDMN - Expense Ratio Comparison

GDE has a 0.20% expense ratio, which is lower than GDMN's 0.45% expense ratio.


Dividends

GDE vs. GDMN - Dividend Comparison

GDE's dividend yield for the trailing twelve months is around 4.12%, more than GDMN's 3.09% yield.


PositionTTM2025202420232022
GDE
WisdomTree Efficient Gold Plus Equity Strategy Fund
4.12%4.32%7.14%2.22%0.81%
GDMN
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
3.09%2.70%9.44%7.69%1.44%

Frequently Asked Questions


GDE and GDMN 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.

GDMN has higher volatility (18.84%) compared to GDE (8.15%). In terms of maximum drawdown, GDE dropped -32.01% vs GDMN's -52.82%.

On 3-year performance, GDMN leads with 55.50% vs 43.91% for GDE. On fees, GDE is cheaper at 0.20% per year. On volatility, GDE has been the lower-risk option at 8.15%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, GDMN has performed better with a 55.50% return vs 43.91%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

GDE is cheaper with a 0.20% expense ratio, compared with 0.45% for GDMN.

GDE has the higher dividend yield at 4.12%, compared with 3.09% for GDMN.

GDE is categorized as Gold, while GDMN is Commodities. Their fees differ too: 0.20% for GDE and 0.45% for GDMN.

GDE currently has the higher Sharpe Ratio (1.62 vs 1.00), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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