AAEQ vs GDE
Comparison between ALPHA ARCHITECT US EQUITY 2 ETF (AAEQ, ETF) and WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND (GDE, ETF).
AAEQ vs GDE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AAEQ
$497M
GDE
$496M
Expense Ratio
Winner
AAEQ
0.15%
GDE
0.20%
Max Drawdown
Winner
AAEQ
10.35%
GDE
32.01%
Sharpe Ratio
AAEQ
0.50
Winner
GDE
1.02
5Y Beta
Winner
AAEQ
1.00
GDE
1.12
P/E Ratio
AAEQ
29.60
Winner
GDE
29.27
Forward P/E
AAEQ
21.39
Winner
GDE
21.24
PEG Ratio
AAEQ
N/A
GDE
0.33
5Y EPS CAGR
AAEQ
29.20%
GDE
29.20%
Debt to Equity
AAEQ
36.86%
Winner
GDE
30.19%
P/S Ratio
AAEQ
4.00
Winner
GDE
3.73
P/B Ratio
AAEQ
6.08
Winner
GDE
5.92
AAEQ vs GDE - Holdings Comparison
AAEQ and GDE have 300 common holdings. Overlap is 58.21%
AAEQ's top 25 holdings weight is 52.78%. GDE's top 25 holdings weight is 59.16%.
| Rank | AAEQ | GDE |
|---|---|---|
| #1 | APPLE INC (AAPL) - 7.74% | NVIDIA CORP (NVDA) - 9.01% |
| #2 | NVIDIA CORP (NVDA) - 7.58% | APPLE INC (AAPL) - 8.14% |
| #3 | MICROSOFT CORP (MSFT) - 5.02% | ALPHABET INC CLASS A (GOOGL) - 7.41% |
| #4 | AMAZON.COM INC (AMZN) - 4.11% | MICROSOFT CORP (MSFT) - 4.83% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.64% | AMAZON.COM INC (AMZN) - 4.42% |
| #6 | ALPHABET INC CLASS C (GOOG) - 2.91% | BROADCOM INC (AVGO) - 2.93% |
| #7 | BROADCOM INC (AVGO) - 2.84% | META PLATFORMS INC CLASS A (META) - 2.81% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.28% | TESLA INC (TSLA) - 1.98% |
| #9 | TESLA INC (TSLA) - 1.79% | ELI LILLY AND CO (LLY) - 1.94% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.74% | MICRON TECHNOLOGY INC (MU) - 1.83% |
| #11 | ELI LILLY AND CO (LLY) - 1.68% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.78% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.58% | JPMORGAN CHASE & CO (JPM) - 1.61% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.51% | ADVANCED MICRO DEVICES INC (AMD) - 1.57% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.40% | WALMART INC (WMT) - 1.47% |
| #15 | JOHNSON & JOHNSON (JNJ) - 1.10% | VISA INC CLASS A (V) - 1.26% |
| #16 | EXXON MOBIL CORP (XOM) - 1.00% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.11% |
| #17 | VISA INC CLASS A (V) - 0.98% | JOHNSON & JOHNSON (JNJ) - 0.99% |
| #18 | INTEL CORP (INTC) - 0.87% | MASTERCARD INC CLASS A (MA) - 0.90% |
| #19 | WALMART INC (WMT) - 0.83% | APPLIED MATERIALS INC (AMAT) - 0.84% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.76% | INTEL CORP (INTC) - 0.84% |
| #21 | SALESFORCE INC (CRM) - 0.29% | PEPSICO INC (PEP) - 0.30% |
| #22 | TJX COMPANIES INC (TJX) - 0.29% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.30% |
| #23 | WELLTOWER INC (WELL) - 0.28% | THE WALT DISNEY CO (DIS) - 0.30% |
| #24 | GILEAD SCIENCES INC (GILD) - 0.28% | WESTERN DIGITAL CORP (WDC) - 0.30% |
| #25 | UNION PACIFIC CORP (UNP) - 0.28% | TJX COMPANIES INC (TJX) - 0.29% |
| Total Holdings | 316 | 465 |
AAEQ vs GDE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AAEQ
+0.69%
GDE
-1.83%
3M
Winner
AAEQ
+6.06%
GDE
-7.83%
6M
Winner
AAEQ
+9.04%
GDE
-8.66%
1Y
AAEQ
N/A
GDE
+32.45%
5Y(CAGR)
AAEQ
N/A
GDE
+26.34%
Max(CAGR)
AAEQ
+10.04%
Winner
GDE
+26.34%
AAEQ vs GDE - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | AAEQ | GDE |
|---|---|---|
| 2026 | +8.25% | +0.62% |
| 2025 | -1.99% | +73.61% |
| 2024 | N/A | +46.71% |
| 2023 | N/A | +32.98% |
| 2022 | N/A | -18.68% |
AAEQ vs GDE Drawdown Comparison
The maximum drawdown for AAEQ was -10.26%, occurring on Mar 30, 2026. Recovery took 86 trading sessions.
The maximum drawdown for GDE was -32.01%, occurring on Oct 14, 2022. Recovery took 421 trading sessions.
The current AAEQ drawdown is -1.43%. The current GDE drawdown is -18.41%.
| Rank | AAEQ | GDE |
|---|---|---|
| #1 | -10.26% Dec 11, 2025 - Apr 17, 2026 | -32.01% Mar 30, 2022 - Dec 1, 2023 |
| #2 | -4.34% Jun 2, 2026 - Jun 10, 2026 | -22.66% Jan 28, 2026 - Mar 26, 2026 |
| #3 | -1.80% May 14, 2026 - May 26, 2026 | -16.45% Feb 13, 2025 - Apr 24, 2025 |
| #4 | -0.92% Apr 17, 2026 - Apr 22, 2026 | -10.73% Jul 16, 2024 - Aug 21, 2024 |
| #5 | -0.56% Apr 27, 2026 - Apr 30, 2026 | -8.96% Oct 20, 2025 - Dec 19, 2025 |
| #6 | -0.55% May 1, 2026 - May 5, 2026 | -7.89% Dec 11, 2024 - Jan 22, 2025 |
| #7 | -0.40% Apr 22, 2026 - Apr 24, 2026 | -7.30% Oct 30, 2024 - Dec 11, 2024 |
| #8 | -0.37% May 6, 2026 - May 8, 2026 | -5.98% Apr 11, 2024 - May 15, 2024 |
| #9 | -0.04% May 11, 2026 - May 13, 2026 | -5.94% Aug 27, 2024 - Sep 13, 2024 |
| #10 | N/A | -5.62% Dec 26, 2025 - Jan 12, 2026 |
| #11 | N/A | -5.25% May 21, 2024 - Jul 5, 2024 |
| #12 | N/A | -4.77% Feb 9, 2024 - Mar 1, 2024 |
| #13 | N/A | -4.40% Jul 22, 2025 - Aug 8, 2025 |
| #14 | N/A | -4.08% Dec 27, 2023 - Jan 29, 2024 |
| #15 | N/A | -3.85% Aug 8, 2025 - Aug 28, 2025 |
Correlation
Correlation between AAEQ and GDE is -0.09 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.09
-101
Dividend Comparison (2022 - 2025)
AAEQ vs GDE dividend yield comparison.
| Year | AAEQ | GDE |
|---|---|---|
| 2025 | 0.10% | 4.32% |
| 2024 | 0.00% | 7.14% |
| 2023 | 0.00% | 2.22% |
| 2022 | 0.00% | 0.81% |
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