GDE vs. SGOL
Compare and contrast key facts about WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) and abrdn Physical Gold Shares ETF (SGOL).
GDE and SGOL 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. SGOL is a passively managed fund by abrdn that tracks the performance of the LBMA Gold Price PM ($/ozt). It was launched on Sep 9, 2009.
Performance
GDE vs. SGOL - Performance Comparison
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GDE vs. SGOL - 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% |
SGOL abrdn Physical Gold Shares ETF | 10.52% | 63.99% | 26.90% | 12.99% | -5.97% |
Returns By Period
In the year-to-date period, GDE achieves a 3.73% return, which is significantly lower than SGOL's 10.52% return.
GDE
- 1D
- 1.62%
- 1M
- -13.97%
- YTD
- 3.73%
- 6M
- 15.80%
- 1Y
- 62.68%
- 3Y*
- 44.97%
- 5Y*
- —
- 10Y*
- —
SGOL
- 1D
- 1.75%
- 1M
- -10.65%
- YTD
- 10.52%
- 6M
- 23.14%
- 1Y
- 52.61%
- 3Y*
- 34.00%
- 5Y*
- 22.26%
- 10Y*
- 14.31%
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GDE vs. SGOL - Expense Ratio Comparison
GDE has a 0.20% expense ratio, which is higher than SGOL's 0.17% 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. SGOL — Risk / Return Rank
GDE
SGOL
GDE vs. SGOL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) and abrdn Physical Gold Shares ETF (SGOL). 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 | SGOL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.95 | 1.92 | +0.03 |
Sortino ratioReturn per unit of downside risk | 2.47 | 2.35 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.35 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.77 | 2.73 | +0.04 |
Martin ratioReturn relative to average drawdown | 10.77 | 10.00 | +0.77 |
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 | SGOL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.95 | 1.92 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.27 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.91 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.13 | 0.58 | +0.55 |
Correlation
The correlation between GDE and SGOL is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
GDE vs. SGOL - Dividend Comparison
GDE's dividend yield for the trailing twelve months is around 4.16%, while SGOL has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.16% | 4.32% | 7.14% | 2.22% | 0.81% |
SGOL abrdn Physical Gold Shares ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GDE vs. SGOL - Drawdown Comparison
The maximum GDE drawdown since its inception was -32.01%, smaller than the maximum SGOL drawdown of -45.51%. Use the drawdown chart below to compare losses from any high point for GDE and SGOL.
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Drawdown Indicators
| GDE | SGOL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.01% | -45.51% | +13.50% |
Max Drawdown (1Y)Largest decline over 1 year | -22.66% | -19.14% | -3.52% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.92% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.56% | — |
Current DrawdownCurrent decline from peak | -16.07% | -11.69% | -4.38% |
Average DrawdownAverage peak-to-trough decline | -7.75% | -18.46% | +10.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.84% | 5.22% | +0.62% |
Volatility
GDE vs. SGOL - Volatility Comparison
WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) has a higher volatility of 12.02% compared to abrdn Physical Gold Shares ETF (SGOL) at 10.39%. This indicates that GDE's price experiences larger fluctuations and is considered to be riskier than SGOL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GDE | SGOL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.02% | 10.39% | +1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 25.26% | 24.05% | +1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.25% | 27.52% | +4.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.19% | 17.64% | +8.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.19% | 15.84% | +10.35% |