GDE vs VTI
GDE vs VTI
WisdomTree Efficient Gold Plus Equity Strategy Fund vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. GDE delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | GDE | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.03% | |
| AUM | $431M | $663.5B | |
| Dividend Yield | 4.35% | 1.07% | |
| Holdings | 505 | 3,543 | |
| YTD Return | +2.49% | +13.92% | |
| 1Y Return | +35.65% | +24.07% | |
| 3Y Return (annualized) | +41.03% | +20.88% | |
| 5Y Return (annualized) | - | +12.47% | |
| Volatility (annualized) | 22.1% | 15.3% | |
| Max Drawdown | -32.0% | -56.6% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 17, 2022 | May 24, 2001 |
GDE vs VTI Performance
WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) is a ETF from WisdomTree Investments and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year GDE returned +35.65% while VTI returned +24.07%. Year to date, GDE is up 2.49% versus a gain of 13.92% for VTI.
Over three years, GDE compounded at +41.03% per year against +20.88% for VTI. Across the full 4-year window we track, GDE has the edge at +26.56% annualized vs +8.13%. 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 15.3% for VTI. 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 -56.6% for VTI. 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 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
GDE charges 0.20% per year while VTI 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 1.07% for VTI.
Holdings Overlap
GDE and VTI share 433 holdings out of 2845 unique holdings combined, representing a 70.2% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in GDE | Weight in VTI | Difference |
|---|---|---|---|
| NVDA | 6.99% | 6.32% | 0.67% |
| AAPL | 5.93% | 5.84% | 0.09% |
| GOOGL | 6.54% | 2.88% | 3.66% |
| MSFT | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| JPM | Pro | Pro | Pro |
See all 10 holdings GDE shares with VTI 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 VTI?
GDE has an expense ratio of 0.20% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, GDE or VTI?
Over the past year GDE returned +35.65% vs +24.07% for VTI, so GDE leads on 1-year performance. Over the longest common window we track (4 years), GDE annualized +26.56% vs +8.13% for VTI. Past performance does not guarantee future results.
Which is riskier, GDE or VTI?
GDE has been the more volatile fund at 22.1% annualized versus 15.3% for VTI. Worst drawdown: GDE -32.0% vs VTI -56.6%.
Should I hold both GDE and VTI?
GDE and VTI have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GDE and VTI?
GDE and VTI share 433 common holdings with a 70.2% weight overlap. Combined, they hold 2845 unique securities.
Which pays a higher dividend, GDE or VTI?
GDE yields 4.35% while VTI yields 1.07%, so GDE currently pays the higher dividend yield.
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