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GDE vs CEW

WisdomTree Efficient Gold Plus Equity Strategy Fund vs WisdomTree Emerging Currency Strategy Fund

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

Annual cost

0.20%

Fund size

$595M

CEW

WisdomTree Emerging Currency Strategy Fund

Annual cost

0.55%

Fund size

$16M

Key differences

GDE is a mixed asset ETF, while CEW is a fixed income ETF. GDE charges 0.20% a year and CEW 0.55%.

  • GDE is a mixed asset fund, while CEW is a fixed income fund. They carry different risk/return profiles.
  • GDE covers North America; CEW covers emerging markets.
  • GDE costs 0.35% less per year.
  • GDE is much larger than CEW. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, GDE has delivered higher annualized returns.
  • CEW has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GDECEW
Annual cost (TER)0.20%0.55%
Fund size (AUM)$595M$16M
Since20222009
Dividend yield3.83%2.40%
Asset classmixed assetfixed income
Regionnorth americaemerging markets
Strategyactive selectionactive selection
CAGR 1Y+43.2%+8.2%
CAGR 3Y+44.0%+7.1%
CAGR 5YN/A+3.1%
Sharpe 3Y1.430.54
Volatility 1Y29.88%6.36%
Max drawdown-32.01%-17.72%

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

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