RGBM.TO vs. GDE
RGBM.TO (Return Stacked Global Balanced & Macro ETF) and GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) are both exchange-traded funds - RGBM.TO is a Multistrategy fund actively managed by Return Stacked, while GDE is a Gold fund actively managed by WisdomTree. Both are actively managed. Over the past year, RGBM.TO returned 26.64% vs 35.77% for GDE. At a 0.14 correlation, their price movements are largely independent. RGBM.TO charges 0.85%/yr vs 0.20%/yr for GDE.
Performance
RGBM.TO vs. GDE - Performance Comparison
Loading charts...
Different Trading Currencies
RGBM.TO is traded in CAD, while GDE is traded in USD. To make them comparable, the GDE values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, RGBM.TO achieves a 17.39% return, which is significantly higher than GDE's 3.62% return.
RGBM.TO
- 1D
- 0.21%
- 1M
- -0.72%
- 6M
- 15.87%
- YTD
- 17.39%
- 1Y
- 26.64%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 9.80%
GDE
- 1D
- 2.55%
- 1M
- -3.08%
- 6M
- -4.90%
- YTD
- 3.62%
- 1Y
- 35.77%
- 3Y*
- 43.25%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 32.92%
RGBM.TO vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RGBM.TO Return Stacked Global Balanced & Macro ETF | 17.39% | -2.43% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 3.62% | 50.30% |
Correlation
The correlation between RGBM.TO and GDE is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Feb 6, 2025 | 0.14 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
RGBM.TO vs. GDE — Risk / Return Rank
RGBM.TO
GDE
RGBM.TO vs. GDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Return Stacked Global Balanced & Macro ETF (RGBM.TO) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE). 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.
| RGBM.TO | GDE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.35 | ||
| Sortino ratioReturn per unit of downside risk | +1.97 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.22 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 4.32 | 1.68 | +2.65 |
| Martin ratioReturn relative to average drawdown | 10.97 | 4.15 | +6.83 |
Loading charts...
Drawdowns
RGBM.TO vs. GDE - Drawdown Comparison
The maximum RGBM.TO drawdown since its inception was -15.89%, smaller than the maximum GDE drawdown of -25.43%. Use the drawdown chart below to compare losses from any high point for RGBM.TO and GDE.
Loading charts...
Drawdown Indicators
| RGBM.TO | GDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.89% | -25.43% | +9.54% |
Max Drawdown (1Y)Largest decline over 1 year | -6.19% | -21.40% | +15.21% |
Max Drawdown (3Y)Largest decline over 3 years | — | -21.40% | — |
Current DrawdownCurrent decline from peak | -2.01% | -15.53% | +13.52% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -6.22% | +1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 8.65% | -6.22% |
Volatility
RGBM.TO vs. GDE - Volatility Comparison
The current volatility for Return Stacked Global Balanced & Macro ETF (RGBM.TO) is 3.80%, while WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) has a volatility of 7.71%. This indicates that RGBM.TO experiences smaller price fluctuations and is considered to be less risky than GDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| RGBM.TO | GDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.80% | 7.71% | -3.91% |
Volatility (6M)Calculated over the trailing 6-month period | 7.28% | 26.25% | -18.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.62% | 30.62% | -20.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.80% | 27.70% | -14.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.80% | 27.70% | -14.90% |
RGBM.TO vs. GDE - Expense Ratio Comparison
RGBM.TO has a 0.85% expense ratio, which is higher than GDE's 0.20% expense ratio.
Dividends
RGBM.TO vs. GDE - Dividend Comparison
RGBM.TO has not paid dividends to shareholders, while GDE's dividend yield for the trailing twelve months is around 4.28%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.28% | 4.32% | 7.14% | 2.22% | 0.81% |
RGBM.TO Return Stacked Global Balanced & Macro ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RGBM.TO and GDE have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GDE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GDE is cheaper with a 0.20% expense ratio, compared with 0.85% for RGBM.TO.
RGBM.TO is categorized as Multistrategy, while GDE is Gold. They also come from different issuers: Return Stacked and WisdomTree. Their fees differ too: 0.85% for RGBM.TO and 0.20% for GDE.
Find the right allocation for RGBM.TO and GDE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer