GDE vs VOO
GDE vs VOO
WisdomTree Efficient Gold Plus Equity Strategy Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. GDE delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | GDE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.03% | |
| AUM | $431M | $979.0B | |
| Dividend Yield | 4.35% | 1.09% | |
| Holdings | 505 | 509 | |
| YTD Return | +2.49% | +13.53% | |
| 1Y Return | +35.65% | +23.65% | |
| 3Y Return (annualized) | +41.03% | +21.27% | |
| 5Y Return (annualized) | - | +13.52% | |
| Volatility (annualized) | 22.1% | 14.1% | |
| Max Drawdown | -32.0% | -34.3% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 17, 2022 | Sep 7, 2010 |
GDE vs VOO Performance
WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) is a ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year GDE returned +35.65% while VOO returned +23.65%. Year to date, GDE is up 2.49% versus a gain of 13.53% for VOO.
Over three years, GDE compounded at +41.03% per year against +21.27% for VOO. Across the full 4-year window we track, GDE has the edge at +26.56% annualized vs +13.57%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GDE has been the more volatile fund, with annualized monthly volatility of 22.1% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -32.0% for GDE and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
GDE charges 0.20% per year while VOO charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, GDE currently yields 4.35% against 1.09% for VOO.
Holdings Overlap
GDE and VOO share 391 holdings out of 609 unique holdings combined, representing a 73.5% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in GDE | Weight in VOO | Difference |
|---|---|---|---|
| NVDA | 6.99% | 7.51% | 0.52% |
| AAPL | 5.93% | 6.59% | 0.66% |
| GOOGL | 6.54% | 3.25% | 3.29% |
| MSFT | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| JPM | Pro | Pro | Pro |
See all 10 holdings GDE shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, GDE or VOO?
GDE has an expense ratio of 0.20% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, GDE or VOO?
Over the past year GDE returned +35.65% vs +23.65% for VOO, so GDE leads on 1-year performance. Over the longest common window we track (4 years), GDE annualized +26.56% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, GDE or VOO?
GDE has been the more volatile fund at 22.1% annualized versus 14.1% for VOO. Worst drawdown: GDE -32.0% vs VOO -34.3%.
Should I hold both GDE and VOO?
GDE and VOO have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GDE and VOO?
GDE and VOO share 391 common holdings with a 73.5% weight overlap. Combined, they hold 609 unique securities.
Which pays a higher dividend, GDE or VOO?
GDE yields 4.35% while VOO yields 1.09%, so GDE currently pays the higher dividend yield.
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