GDE vs. WTV
GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) and WTV (WisdomTree US Value ETF) are both exchange-traded funds - GDE is a Gold fund actively managed by WisdomTree, while WTV is a Large Cap Value Equities fund tracking the WisdomTree U.S. LargeCap Value Index. GDE is actively managed, while WTV is passively managed. Over the past 3 years, GDE returned 46.68%/yr vs 22.34%/yr for WTV. A 0.53 correlation means they provide meaningful diversification when combined. GDE charges 0.20%/yr vs 0.12%/yr for WTV.
Performance
GDE vs. WTV - Performance Comparison
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Returns By Period
In the year-to-date period, GDE achieves a 9.79% return, which is significantly lower than WTV's 10.52% return.
GDE
- 1D
- -1.35%
- 1M
- 1.88%
- YTD
- 9.79%
- 6M
- 11.87%
- 1Y
- 53.13%
- 3Y*
- 46.68%
- 5Y*
- —
- 10Y*
- —
WTV
- 1D
- -0.96%
- 1M
- 4.55%
- YTD
- 10.52%
- 6M
- 11.62%
- 1Y
- 23.33%
- 3Y*
- 22.34%
- 5Y*
- 13.17%
- 10Y*
- —
GDE vs. WTV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 9.79% | 73.76% | 44.79% | 33.85% | -18.67% |
WTV WisdomTree US Value ETF | 10.52% | 13.51% | 23.99% | 22.35% | -5.70% |
Correlation
The correlation between GDE and WTV is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Mar 18, 2022 | 0.53 |
The correlation between GDE and WTV shifts across timeframes, from 0.35 (1 year) to 0.53 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
GDE vs. WTV — Risk / Return Rank
GDE
WTV
GDE vs. WTV - 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 US Value ETF (WTV). 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 | WTV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.11 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.35 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | 3.28 | -0.92 |
| Martin ratioReturn relative to average drawdown | 7.34 | 10.69 | -3.35 |
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 | WTV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.88 | 1.99 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.15 | 0.67 | +0.48 |
Drawdowns
GDE vs. WTV - Drawdown Comparison
The maximum GDE drawdown since its inception was -32.01%, smaller than the maximum WTV drawdown of -42.18%. Use the drawdown chart below to compare losses from any high point for GDE and WTV.
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Drawdown Indicators
| GDE | WTV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.01% | -42.18% | +10.17% |
Max Drawdown (1Y)Largest decline over 1 year | -22.66% | -7.15% | -15.51% |
Max Drawdown (3Y)Largest decline over 3 years | -22.66% | -18.49% | -4.17% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.30% | — |
Current DrawdownCurrent decline from peak | -11.17% | -0.96% | -10.21% |
Average DrawdownAverage peak-to-trough decline | -7.88% | -5.06% | -2.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.26% | 2.19% | +5.07% |
Volatility
GDE vs. WTV - Volatility Comparison
WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) has a higher volatility of 6.65% compared to WisdomTree US Value ETF (WTV) at 3.02%. This indicates that GDE's price experiences larger fluctuations and is considered to be riskier than WTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GDE | WTV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.65% | 3.02% | +3.63% |
Volatility (6M)Calculated over the trailing 6-month period | 24.24% | 7.90% | +16.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.39% | 11.83% | +16.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.12% | 17.09% | +9.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.12% | 20.20% | +5.92% |
GDE vs. WTV - Expense Ratio Comparison
GDE has a 0.20% expense ratio, which is higher than WTV's 0.12% 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%.
Dividends
GDE vs. WTV - Dividend Comparison
GDE's dividend yield for the trailing twelve months is around 3.94%, more than WTV's 1.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 3.94% | 4.32% | 7.14% | 2.22% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WTV WisdomTree US Value ETF | 1.65% | 1.59% | 1.54% | 1.62% | 2.08% | 1.55% | 1.63% | 1.44% | 1.94% | 0.41% |
Frequently Asked Questions
GDE and WTV have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GDE has higher volatility (6.65%) compared to WTV (3.02%). In terms of maximum drawdown, GDE dropped -32.01% vs WTV's -42.18%.
On 3-year performance, GDE leads with 46.68% vs 22.34% for WTV. On fees, WTV is cheaper at 0.12% per year. On volatility, WTV has been the lower-risk option at 3.02%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, GDE has performed better with a 46.68% return vs 22.34%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
WTV is cheaper with a 0.12% expense ratio, compared with 0.20% for GDE.
GDE has the higher dividend yield at 3.94%, compared with 1.65% for WTV.
GDE is categorized as Gold, while WTV is Large Cap Value Equities. Their fees differ too: 0.20% for GDE and 0.12% for WTV.
WTV currently has the higher Sharpe Ratio (1.99 vs 1.88), 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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