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HEDJ vs GDE
WisdomTree Europe Hedged Equity Fund vs WisdomTree Efficient Gold Plus Equity Strategy Fund
Key differences
HEDJ is an equity ETF, while GDE is a mixed asset ETF. HEDJ charges 0.58% a year and GDE 0.20%.
- HEDJ is an equity fund, while GDE is a mixed asset fund. They carry different risk/return profiles.
- HEDJ follows a long short strategy; GDE uses active selection.
- HEDJ covers Europe; GDE covers North America.
- GDE costs 0.38% less per year.
- HEDJ 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.
- HEDJ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HEDJ | GDE | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.20% |
| Fund size (AUM) | $1.8B | $595M |
| Since | 2009 | 2022 |
| Dividend yield | 1.53% | 3.83% |
| Asset class | equity | mixed asset |
| Region | europe | north america |
| Strategy | long short | active selection |
| CAGR 1Y | +14.0% | +37.3% |
| CAGR 3Y | +14.3% | +41.1% |
| CAGR 5Y | +10.8% | N/A |
| Sharpe 3Y | 0.70 | 1.35 |
| Volatility 1Y | 15.58% | 29.58% |
| Max drawdown | -38.18% | -32.01% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.