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GOLY vs GDE

Strategy Shares - Strategy Shares Gold Enhanced Yield ETF vs WisdomTree Efficient Gold Plus Equity Strategy Fund

GOLY

Strategy Shares - Strategy Shares Gold Enhanced Yield ETF

Annual cost

Fund size

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

Annual cost

0.20%

Fund size

$595M

Key differences

GOLY is a fixed income ETF, while GDE is a mixed asset ETF.

  • GOLY is a fixed income fund, while GDE is a mixed asset fund. They carry different risk/return profiles.
  • GOLY follows a multi strategy strategy; GDE uses active selection.
  • Over the last three years, GDE has delivered higher annualized returns.

Side-by-side comparison

GOLYGDE
Annual cost (TER)0.20%
Fund size (AUM)$595M
Since2022
Dividend yield3.83%
Asset classfixed incomemixed asset
Regionnorth americanorth america
Strategymulti strategyactive selection
CAGR 1Y-0.3%+45.5%
CAGR 3Y+16.0%+45.0%
CAGR 5Y+5.4%N/A
Sharpe 3Y0.591.47
Volatility 1Y33.13%29.04%
Max drawdown-35.99%-32.01%

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

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