GDE vs. MU
GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) is Gold fund actively managed by WisdomTree, while MU (Micron Technology, Inc.) is a stock. Over the past 3 years, GDE returned 39.14%/yr vs 137.11%/yr for MU. At a 0.40 correlation, their price movements are largely independent.
Performance
GDE vs. MU - Performance Comparison
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Returns By Period
In the year-to-date period, GDE achieves a -1.30% return, which is significantly lower than MU's 203.41% return.
GDE
- 1D
- -0.20%
- 1M
- -4.95%
- 6M
- -7.43%
- YTD
- -1.30%
- 1Y
- 32.45%
- 3Y*
- 39.14%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 29.17%
MU
- 1D
- 1.94%
- 1M
- -23.67%
- 6M
- 138.72%
- YTD
- 203.41%
- 1Y
- 657.80%
- 3Y*
- 137.11%
- 5Y*
- 62.98%
- 10Y*
- 52.40%
- ALL TIME*
- 17.23%
GDE vs. MU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | -1.30% | 73.76% | 44.79% | 33.85% | -8.58% |
MU Micron Technology, Inc. | 203.41% | 240.24% | -0.96% | 71.93% | -36.78% |
Correlation
The correlation between GDE and MU is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 2022 | 0.40 |
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Return for Risk
GDE vs. MU — Risk / Return Rank
GDE
MU
GDE vs. MU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) and Micron Technology, Inc. (MU). 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 | MU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -7.63 | ||
| Sortino ratioReturn per unit of downside risk | -3.75 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.66 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | 21.93 | -20.49 |
| Martin ratioReturn relative to average drawdown | 3.38 | 74.09 | -70.71 |
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Drawdowns
GDE vs. MU - Drawdown Comparison
The maximum GDE drawdown since its inception was -32.01%, smaller than the maximum MU drawdown of -98.25%. Use the drawdown chart below to compare losses from any high point for GDE and MU.
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Drawdown Indicators
| GDE | MU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.01% | -98.25% | +66.24% |
Max Drawdown (1Y)Largest decline over 1 year | -22.66% | -30.28% | +7.62% |
Max Drawdown (3Y)Largest decline over 3 years | -22.66% | -57.63% | +34.97% |
Max Drawdown (5Y)Largest decline over 5 years | — | -57.63% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -57.63% | — |
Current DrawdownCurrent decline from peak | -20.14% | -28.67% | +8.53% |
Average DrawdownAverage peak-to-trough decline | -8.16% | -58.05% | +49.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.62% | 8.95% | +0.67% |
Volatility
GDE vs. MU - Volatility Comparison
The current volatility for WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) is 7.43%, while Micron Technology, Inc. (MU) has a volatility of 30.97%. This indicates that GDE experiences smaller price fluctuations and is considered to be less risky than MU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GDE | MU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.43% | 30.97% | -23.54% |
Volatility (6M)Calculated over the trailing 6-month period | 26.34% | 63.14% | -36.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.85% | 76.55% | -45.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.10% | 55.01% | -27.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.10% | 50.78% | -23.68% |
Dividends
GDE vs. MU - Dividend Comparison
GDE's dividend yield for the trailing twelve months is around 4.38%, more than MU's 0.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.38% | 4.32% | 7.14% | 2.22% | 0.81% | 0.00% |
MU Micron Technology, Inc. | 0.06% | 0.16% | 0.55% | 0.54% | 0.89% | 0.21% |
Frequently Asked Questions
GDE and MU have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MU has higher volatility (30.97%) compared to GDE (7.43%). In terms of maximum drawdown, GDE dropped -32.01% vs MU's -98.25%.
MU currently has the higher Sharpe Ratio (8.69 vs 1.06), 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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