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GDE vs CDX

WisdomTree Efficient Gold Plus Equity Strategy Fund vs Simplify High Yield ETF

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

Annual cost

0.20%

Fund size

$595M

CDX

Simplify High Yield ETF

Annual cost

0.25%

Fund size

$407M

Key differences

GDE is a mixed asset ETF, while CDX is a fixed income ETF. GDE charges 0.20% a year and CDX 0.25%.

  • GDE is a mixed asset fund, while CDX is a fixed income fund. They carry different risk/return profiles.
  • GDE follows a active selection strategy; CDX uses multi strategy.
  • Over the last three years, GDE has delivered higher annualized returns.

Side-by-side comparison

GDECDX
Annual cost (TER)0.20%0.25%
Fund size (AUM)$595M$407M
Since20222022
Dividend yield3.83%8.31%
Asset classmixed assetfixed income
Regionnorth americanorth america
Strategyactive selectionmulti strategy
CAGR 1Y+43.2%-0.4%
CAGR 3Y+44.0%+7.9%
CAGR 5YN/AN/A
Sharpe 3Y1.430.43
Volatility 1Y29.88%5.80%
Max drawdown-32.01%-13.24%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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