Screener
GDE vs DWM
WisdomTree Efficient Gold Plus Equity Strategy Fund vs WisdomTree International Equity Fund
Key differences
GDE is a mixed asset ETF, while DWM is an equity ETF. GDE charges 0.20% a year and DWM 0.48%.
- GDE is a mixed asset fund, while DWM is an equity fund. They carry different risk/return profiles.
- GDE follows a active selection strategy; DWM uses index tracking.
- GDE covers North America; DWM covers global markets excluding the US.
- GDE costs 0.28% less per year.
- Over the last three years, GDE has delivered higher annualized returns.
- DWM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GDE | DWM | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.48% |
| Fund size (AUM) | $595M | $678M |
| Since | 2022 | 2006 |
| Dividend yield | 3.83% | 2.72% |
| Asset class | mixed asset | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +43.2% | +20.9% |
| CAGR 3Y | +44.0% | +18.4% |
| CAGR 5Y | N/A | +9.7% |
| Sharpe 3Y | 1.43 | 1.00 |
| Volatility 1Y | 29.88% | 14.60% |
| Max drawdown | -32.01% | -37.82% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.