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GDE vs NTSE

WisdomTree Efficient Gold Plus Equity Strategy Fund vs WisdomTree Emerging Markets Efficient Core Fund

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

Annual cost

0.20%

Fund size

$595M

NTSE

WisdomTree Emerging Markets Efficient Core Fund

Annual cost

0.32%

Fund size

$58M

Key differences

GDE is a mixed asset ETF, while NTSE is an equity ETF. GDE charges 0.20% a year and NTSE 0.32%.

  • GDE is a mixed asset fund, while NTSE is an equity fund. They carry different risk/return profiles.
  • GDE covers North America; NTSE covers emerging markets.
  • GDE costs 0.12% less per year.
  • GDE is much larger than NTSE. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, GDE has delivered higher annualized returns.

Side-by-side comparison

GDENTSE
Annual cost (TER)0.20%0.32%
Fund size (AUM)$595M$58M
Since20222021
Dividend yield3.83%2.59%
Asset classmixed assetequity
Regionnorth americaemerging markets
Strategyactive selectionactive selection
CAGR 1Y+43.2%+52.1%
CAGR 3Y+44.0%+23.6%
CAGR 5YN/A+5.8%
Sharpe 3Y1.431.01
Volatility 1Y29.88%22.43%
Max drawdown-32.01%-42.84%

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

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