Screener
GDE vs EPI
WisdomTree Efficient Gold Plus Equity Strategy Fund vs WisdomTree India Earnings Fund
Key differences
GDE is a mixed asset ETF, while EPI is an equity ETF. GDE charges 0.20% a year and EPI 0.84%.
- GDE is a mixed asset fund, while EPI is an equity fund. They carry different risk/return profiles.
- GDE follows a active selection strategy; EPI uses index tracking.
- GDE covers North America; EPI covers the Asia-Pacific region.
- GDE costs 0.64% less per year.
- EPI is much larger than GDE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, GDE has delivered higher annualized returns.
- EPI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GDE | EPI | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.84% |
| Fund size (AUM) | $595M | $2.2B |
| Since | 2022 | 2008 |
| Dividend yield | 3.83% | 0.00% |
| Asset class | mixed asset | equity |
| Region | north america | asia pacific |
| Strategy | active selection | index tracking |
| CAGR 1Y | +43.2% | -11.1% |
| CAGR 3Y | +44.0% | +7.7% |
| CAGR 5Y | N/A | +5.5% |
| Sharpe 3Y | 1.43 | 0.33 |
| Volatility 1Y | 29.88% | 15.07% |
| Max drawdown | -32.01% | -50.29% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.