GDMN vs SPY

AGDMN

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · SPY $17,358

Lowest cost0.03%IVV · $3 on $10k

Most income7.43%GDMN · $743 on $10k

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

Held in common0.2%GDMN and SPY

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund · $158MState Street SPDR S&P 500 ETF · $792B

+58.9%3 years · per year$40,114 · $17,888+21.4%

[…]5 years · per year[…] · $17,358+11.7%

0.45%Expense ratio$45 · $9 on $10k · lower wins0.09%

7.43%12-mo yield$743 · $101 on $10k

Cards for this view

GDMN

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund

[…]

SPY

SPDR S&P 500

$17,358

MeasureGDMNSPY

Fee0.45%0.09%

Cost on $10k a year$45$9

Yield7.43%1.01%

5 years, per year[…]+11.7%

3 years, per year+58.9%+21.4%

Worst drop · 1Y−52.0%−8.9%

Volatility · 1Y68.9%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
3	AGDMN	WisdomTree Efficient Gold Plus Gold Miners Strategy FundRead Desk	0.45%	7.43%	−6.7%	−14.2%	+6.0%	+58.9%	new	−52.0%	$158M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
3	AGDMN	WisdomTree Efficient Gold Plus Gold Miners Strategy FundRead Desk	0.45%	7.43%	−6.7%	−14.2%	+6.0%	+58.9%	new	−52.0%	$158M

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