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GDE vs GDMN

WisdomTree Efficient Gold Plus Equity Strategy Fund vs WisdomTree Efficient Gold Plus Gold Miners Strategy Fund

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

WisdomTree

Annual cost

0.20%

Fund size

$613M

GDMN

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund

WisdomTree

Annual cost

0.45%

Fund size

$216M

Key differences

  • GDE costs 0.25% less per year.
  • GDE is classified as alternative, while GDMN is equity — different risk/return profiles.
  • GDE follows a active selection strategy; GDMN uses index tracking.
  • Over the last 3 years, GDMN has delivered higher annualized returns.

Side-by-side comparison

GDEGDMN
Annual cost (TER)0.20%0.45%
Fund size (AUM)$613M$216M
Since20222021
Dividend yield3.95%2.62%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+59.9%+93.9%
CAGR 3Y+47.6%+58.8%
CAGR 5YN/AN/A
Sharpe 3Y1.551.12
Volatility 1Y28.36%61.26%
Max drawdown-32.01%-52.82%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to GDE and GDMN