GDE vs GLD

AGDE

BGLD

Measures won4–1GDE wins · of 6 · 5Y

$10,000 · 5Y$22,364GLDM · GLD $22,029

Lowest cost0.10%GLDM · $10 on $10k

Most income16.66%GDE · $1,666 on $10k

Smallest drop−22.7%GDE · worst fall in 1Y

Held in common[…]GDE and GLD

WisdomTree Efficient Gold Plus Equity Strategy Fund · $381MSPDR Gold Shares · $138B

+40.8%3 years · per year$27,931 · $19,917+25.8%

[…]5 years · per year[…] · $22,029+17.1%

0.20%Expense ratio$20 · $40 on $10k · lower wins0.40%

16.66%12-mo yield$1,666 · $0 on $10k

Cards for this view

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

[…]

GLD

SPDR Gold Shares

$22,029

MeasureGDEGLD

Fee0.20%0.40%

Cost on $10k a year$20$40

Yield16.66%0.00%

5 years, per year[…]+17.1%

3 years, per year+40.8%+25.8%

Worst drop · 1Y−22.7%−28.3%

Volatility · 1Y32.4%

#
1	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−1.2%	−7.7%	−3.2%	+26.2%	+17.5%	−28.0%	$31.4B
2	BGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−1.1%	−7.9%	−3.5%	+25.8%	+17.1%	−28.3%	$137.9B
3	AGDE	WisdomTree Efficient Gold Plus Equity Strategy FundRead Desk	0.20%	16.66%	−0.3%	−1.2%	+3.0%	+40.8%	new	−22.7%	$381M

#
1	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−1.2%	−7.7%	−3.2%	+26.2%	+17.5%	−28.0%	$31.4B
2	BGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−1.1%	−7.9%	−3.5%	+25.8%	+17.1%	−28.3%	$137.9B
3	AGDE	WisdomTree Efficient Gold Plus Equity Strategy FundRead Desk	0.20%	16.66%	−0.3%	−1.2%	+3.0%	+40.8%	new	−22.7%	$381M

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