XGDU.DE vs. GDE
XGDU.DE (Xtrackers IE Physical Gold ETC Securities) and GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) are both Gold funds. XGDU.DE is passively managed, while GDE is actively managed. Over the past 3 years, XGDU.DE returned 25.91%/yr vs 38.92%/yr for GDE. A 0.52 correlation means they provide meaningful diversification when combined. XGDU.DE charges 0.12%/yr vs 0.20%/yr for GDE.
Performance
XGDU.DE vs. GDE - Performance Comparison
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Different Trading Currencies
XGDU.DE is traded in EUR, while GDE is traded in USD. To make them comparable, the GDE values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, XGDU.DE achieves a -5.61% return, which is significantly lower than GDE's 0.46% return.
XGDU.DE
- 1D
- 0.13%
- 1M
- -8.80%
- YTD
- -5.61%
- 6M
- -6.76%
- 1Y
- 23.53%
- 3Y*
- 25.91%
- 5Y*
- 18.72%
- 10Y*
- —
GDE
- 1D
- 0.54%
- 1M
- -10.10%
- YTD
- 0.46%
- 6M
- -3.91%
- 1Y
- 37.58%
- 3Y*
- 38.92%
- 5Y*
- —
- 10Y*
- —
XGDU.DE vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XGDU.DE Xtrackers IE Physical Gold ETC Securities | -5.61% | 49.09% | 34.21% | 9.43% | -1.76% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 0.46% | 53.14% | 54.35% | 29.84% | -5.28% |
Correlation
The correlation between XGDU.DE and GDE is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 2022 | 0.52 |
The correlation between XGDU.DE and GDE shifts across timeframes, from 0.52 (all time) to 0.72 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
XGDU.DE vs. GDE — Risk / Return Rank
XGDU.DE
GDE
XGDU.DE vs. GDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers IE Physical Gold ETC Securities (XGDU.DE) 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.
| XGDU.DE | GDE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.60 | ||
| Sortino ratioReturn per unit of downside risk | -0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.25 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.90 | -0.84 |
| Martin ratioReturn relative to average drawdown | 2.47 | 5.42 | -2.95 |
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Drawdowns
XGDU.DE vs. GDE - Drawdown Comparison
The maximum XGDU.DE drawdown since its inception was -22.01%, roughly equal to the maximum GDE drawdown of -22.89%. Use the drawdown chart below to compare losses from any high point for XGDU.DE and GDE.
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Drawdown Indicators
| XGDU.DE | GDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.01% | -22.89% | +0.88% |
Max Drawdown (1Y)Largest decline over 1 year | -22.01% | -19.85% | -2.16% |
Max Drawdown (3Y)Largest decline over 3 years | -22.01% | -20.49% | -1.52% |
Max Drawdown (5Y)Largest decline over 5 years | -22.01% | — | — |
Current DrawdownCurrent decline from peak | -21.91% | -17.28% | -4.63% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -6.59% | -0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.49% | 6.95% | +2.54% |
Volatility
XGDU.DE vs. GDE - Volatility Comparison
The current volatility for Xtrackers IE Physical Gold ETC Securities (XGDU.DE) is 8.00%, while WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) has a volatility of 10.69%. This indicates that XGDU.DE 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.
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Volatility by Period
| XGDU.DE | GDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.00% | 10.69% | -2.69% |
Volatility (6M)Calculated over the trailing 6-month period | 21.36% | 24.79% | -3.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.53% | 28.65% | +3.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.97% | 25.22% | -6.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.76% | 25.22% | -6.46% |
XGDU.DE vs. GDE - Expense Ratio Comparison
XGDU.DE has a 0.12% expense ratio, which is lower than GDE's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XGDU.DE vs. GDE - Dividend Comparison
XGDU.DE has not paid dividends to shareholders, while GDE's dividend yield for the trailing twelve months is around 4.44%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.44% | 4.32% | 7.14% | 2.22% | 0.81% |
XGDU.DE Xtrackers IE Physical Gold ETC Securities | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XGDU.DE and GDE have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XGDU.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XGDU.DE is cheaper with a 0.12% expense ratio, compared with 0.20% for GDE.
They also come from different issuers: Xtrackers and WisdomTree. Their fees differ too: 0.12% for XGDU.DE and 0.20% for GDE.
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