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GDE vs WTLS

WisdomTree Efficient Gold Plus Equity Strategy Fund vs Wisdomtree Efficient Long/Short US Equity Fund

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

WisdomTree

Annual cost

0.20%

Fund size

$613M

WTLS

Wisdomtree Efficient Long/Short US Equity Fund

WisdomTree

Annual cost

0.88%

Fund size

$11M

Key differences

  • GDE costs 0.68% less per year.
  • GDE is significantly larger than WTLS — larger funds tend to be more liquid and less likely to close.
  • GDE follows a active selection strategy; WTLS uses long short.

Side-by-side comparison

GDEWTLS
Annual cost (TER)0.20%0.88%
Fund size (AUM)$613M$11M
Since20222026
Dividend yield3.95%
Asset classalternativealternative
Regionnorth americanorth america
Strategyactive selectionlong short
CAGR 1Y+59.9%N/A
CAGR 3Y+47.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.55N/A
Volatility 1Y28.36%
Max drawdown-32.01%-8.95%

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

Similar to GDE and WTLS