GDE vs VOO

AGDE

BVOO

Measures won2–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO

Lowest cost0.03%VOO · $3 on $10k

Most income16.84%GDE · $1,684 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common85.8%GDE and VOO

GDE

VOO

WisdomTree Efficient Gold Plus Equity Strategy Fund · $378MVanguard S&P 500 ETF · $1.00T

+41.5%3 years · per year$28,301 · $18,079+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

16.84%12-mo yield$1,684 · $110 on $10k1.10%

−22.7%Worst dropSmaller wins−8.9%

32.3%VolatilityLower wins13.5%

2–3VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsGDE · VOO

8.3%NVDA8.4%

8.8%AAPL7.4%

6.6%MSFT5.8%

4.5%AMZN3.7%

Held in common85.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AGDE	WisdomTree Efficient Gold Plus Equity Strategy FundRead Desk		0.20%	16.84%	−0.9%	−2.3%	+5.4%	+41.5%	new	−22.7%	$378M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AGDE	WisdomTree Efficient Gold Plus Equity Strategy FundRead Desk		0.20%	16.84%	−0.9%	−2.3%	+5.4%	+41.5%	new	−22.7%	$378M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GDE vs VOO

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

[…]

VOO

Vanguard S&P 500

$17,177

MeasureGDEVOO

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield16.84%1.10%

5 years, per year[…]+11.4%

3 years, per year+41.5%+21.8%

Worst drop · 1Y−22.7%−8.9%

Volatility · 1Y32.3%13.5%

3–2measures won
VOO first

85.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: GDE, VOO

Today

85.8%most shared, GDE and VOO

GDEVOO

GDE—85.8%

VOO85.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,664most kept, GDE

GDE$1,684 − $20 = $1,664

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee