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WTLS vs GDE

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

WTLS

Wisdomtree Efficient Long/Short US Equity Fund

Annual cost

0.88%

Fund size

$12M

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

Annual cost

0.20%

Fund size

$595M

Key differences

WTLS is an alternative ETF, while GDE is a mixed asset ETF. WTLS charges 0.88% a year and GDE 0.20%.

  • WTLS is an alternative fund, while GDE is a mixed asset fund. They carry different risk/return profiles.
  • WTLS follows a long short strategy; GDE uses active selection.
  • GDE costs 0.68% less per year.
  • GDE is much larger than WTLS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

WTLSGDE
Annual cost (TER)0.88%0.20%
Fund size (AUM)$12M$595M
Since20262022
Dividend yield3.83%
Asset classalternativemixed asset
Regionnorth americanorth america
Strategylong shortactive selection
CAGR 1YN/A+37.3%
CAGR 3YN/A+41.1%
CAGR 5YN/AN/A
Sharpe 3YN/A1.35
Volatility 1Y29.58%
Max drawdown-8.95%-32.01%

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

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