WDIG vs. GDE
WDIG (WisdomTree Efficient Rare Earth Plus Strategic Metals Fund) and GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) are both exchange-traded funds - WDIG is a Rare Earth & Strategic Metals fund actively managed by WisdomTree, while GDE is a Gold fund actively managed by WisdomTree. Both are actively managed. A 0.70 correlation means they provide meaningful diversification when combined. WDIG charges 0.55%/yr vs 0.20%/yr for GDE.
Performance
WDIG vs. GDE - Performance Comparison
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Returns By Period
WDIG
- 1D
- -4.18%
- 1M
- -20.52%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GDE
- 1D
- -2.32%
- 1M
- -7.62%
- 6M
- -8.10%
- YTD
- -1.44%
- 1Y
- 32.91%
- 3Y*
- 39.38%
- 5Y*
- —
- 10Y*
- —
WDIG vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund | -28.49% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | -12.78% |
Correlation
The correlation between WDIG and GDE is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 7, 2026 | 0.70 |
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Return for Risk
WDIG vs. GDE — Risk / Return Rank
WDIG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
GDE
WDIG vs. GDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG) 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.
| WDIG | GDE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.21 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.46 | — |
| Martin ratioReturn relative to average drawdown | — | 3.49 | — |
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Drawdowns
WDIG vs. GDE - Drawdown Comparison
The maximum WDIG drawdown since its inception was -30.12%, smaller than the maximum GDE drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for WDIG and GDE.
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Drawdown Indicators
| WDIG | GDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.12% | -32.01% | +1.89% |
Max Drawdown (1Y)Largest decline over 1 year | — | -22.66% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.66% | — |
Current DrawdownCurrent decline from peak | -30.12% | -20.26% | -9.86% |
Average DrawdownAverage peak-to-trough decline | -15.34% | -8.14% | -7.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 9.45% | — |
Volatility
WDIG vs. GDE - Volatility Comparison
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Volatility by Period
| WDIG | GDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 7.91% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 26.34% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 55.79% | 30.80% | +24.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.79% | 27.13% | +28.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 55.79% | 27.13% | +28.66% |
WDIG vs. GDE - Expense Ratio Comparison
WDIG has a 0.55% expense ratio, which is higher than GDE's 0.20% expense ratio.
Dividends
WDIG vs. GDE - Dividend Comparison
WDIG has not paid dividends to shareholders, while GDE's dividend yield for the trailing twelve months is around 4.38%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.38% | 4.32% | 7.14% | 2.22% | 0.81% |
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WDIG and GDE have a correlation of 0.70, 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 0.55% for WDIG.
GDE has the higher dividend yield at 4.38%, compared with 0.00% for WDIG.
WDIG is categorized as Rare Earth & Strategic Metals, while GDE is Gold. Their fees differ too: 0.55% for WDIG and 0.20% for GDE.
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