GDE vs AFLG
Comparison between WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND (GDE, ETF) and FIRST TRUST ACTIVE FACTOR LARGE CAP ETF (AFLG, ETF).
GDE vs AFLG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
GDE
$613M
AFLG
$609M
Expense Ratio
Winner
GDE
0.20%
AFLG
0.55%
Max Drawdown
Winner
GDE
32.01%
AFLG
35.84%
Sharpe Ratio
GDE
1.32
Winner
AFLG
1.50
5Y Beta
GDE
1.10
Winner
AFLG
0.90
P/E Ratio
GDE
29.78
Winner
AFLG
23.87
Forward P/E
GDE
22.74
Winner
AFLG
18.36
PEG Ratio
GDE
0.42
Winner
AFLG
0.20
5Y Dividends CAGR
GDE
N/A
AFLG
3.13%
5Y EPS CAGR
Winner
GDE
29.38%
AFLG
26.70%
Debt to Equity
Winner
GDE
41.62%
AFLG
44.58%
P/S Ratio
GDE
3.77
Winner
AFLG
2.17
P/B Ratio
GDE
5.89
Winner
AFLG
4.50
GDE vs AFLG - Holdings Comparison
GDE and AFLG have 173 common holdings. Overlap is 44.71%
GDE's top 25 holdings weight is 52.79%. AFLG's top 25 holdings weight is 46.13%.
| Rank | GDE | AFLG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.07% | NVIDIA CORP (NVDA) - 7.56% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 7.09% | ALPHABET INC CLASS A (GOOGL) - 6.44% |
| #3 | APPLE INC (AAPL) - 7.04% | APPLE INC (AAPL) - 6.28% |
| #4 | MICROSOFT CORP (MSFT) - 4.64% | MICROSOFT CORP (MSFT) - 3.44% |
| #5 | AMAZON.COM INC (AMZN) - 4.12% | BROADCOM INC (AVGO) - 2.64% |
| #6 | BROADCOM INC (AVGO) - 2.81% | AMAZON.COM INC (AMZN) - 2.36% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.28% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.55% |
| #8 | TESLA INC (TSLA) - 1.92% | LAM RESEARCH CORP (LRCX) - 1.50% |
| #9 | ELI LILLY AND CO (LLY) - 1.58% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.19% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.56% | NEWMONT CORP (NEM) - 1.11% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.46% | CISCO SYSTEMS INC (CSCO) - 1.07% |
| #12 | WALMART INC (WMT) - 1.39% | APPLIED MATERIALS INC (AMAT) - 1.02% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.26% | ALTRIA GROUP INC (MO) - 0.96% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.26% | FIRSTENERGY CORP (FE) - 0.92% |
| #15 | EXXON MOBIL CORP (XOM) - 0.99% | LOEWS CORP (L) - 0.86% |
| #16 | VISA INC CLASS A (V) - 0.98% | WELLTOWER INC (WELL) - 0.79% |
| #17 | INTEL CORP (INTC) - 0.84% | META PLATFORMS INC CLASS A (META) - 0.76% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.79% | EXXON MOBIL CORP (XOM) - 0.75% |
| #19 | ORACLE CORP (ORCL) - 0.72% | AMPHENOL CORP CLASS A (APH) - 0.72% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.71% | TJX COMPANIES INC (TJX) - 0.72% |
| #21 | NEXTERA ENERGY INC (NEE) - 0.26% | CONSOLIDATED EDISON INC (ED) - 0.71% |
| #22 | TJX COMPANIES INC (TJX) - 0.26% | MERCK & CO INC (MRK) - 0.71% |
| #23 | AT&T INC (T) - 0.26% | QUALCOMM INC (QCOM) - 0.70% |
| #24 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.25% | CBOE GLOBAL MARKETS INC (CBOE) - 0.69% |
| #25 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.25% | CF INDUSTRIES HOLDINGS INC (CF) - 0.68% |
| Total Holdings | 463 | 241 |
GDE vs AFLG - Historical Returns
Returns include dividend reinvestment.
1M
GDE
-3.89%
Winner
AFLG
+1.01%
3M
GDE
-7.86%
Winner
AFLG
+7.83%
6M
GDE
+6.10%
Winner
AFLG
+9.72%
1Y
Winner
GDE
+46.83%
AFLG
+23.11%
5Y(CAGR)
Winner
GDE
+28.38%
AFLG
+12.45%
Max(CAGR)
Winner
GDE
+28.38%
AFLG
+13.77%
GDE vs AFLG - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | GDE | AFLG |
|---|---|---|
| 2026 | +4.52% | +9.53% |
| 2025 | +73.61% | +14.34% |
| 2024 | +46.71% | +27.88% |
| 2023 | +32.98% | +20.66% |
| 2022 | -18.68% | -16.03% |
| 2021 | N/A | +28.90% |
| 2020 | N/A | +9.97% |
| 2019 | N/A | +2.77% |
GDE vs AFLG Drawdown Comparison
The maximum drawdown for GDE was -32.01%, occurring on Oct 14, 2022. Recovery took 421 trading sessions.
The maximum drawdown for AFLG was -35.84%, occurring on Mar 23, 2020. Recovery took 138 trading sessions.
The current GDE drawdown is -15.24%. The current AFLG drawdown is -2.50%.
| Rank | GDE | AFLG |
|---|---|---|
| #1 | -32.01% Mar 30, 2022 - Dec 1, 2023 | -35.84% Feb 14, 2020 - Sep 1, 2020 |
| #2 | -22.66% Jan 28, 2026 - Mar 26, 2026 | -23.48% Dec 29, 2021 - Jan 10, 2024 |
| #3 | -16.45% Feb 13, 2025 - Apr 24, 2025 | -17.49% Dec 4, 2024 - Jun 30, 2025 |
| #4 | -10.73% Jul 16, 2024 - Aug 21, 2024 | -9.11% Sep 2, 2020 - Nov 16, 2020 |
| #5 | -8.96% Oct 20, 2025 - Dec 19, 2025 | -8.19% Feb 25, 2026 - Apr 14, 2026 |
| #6 | -7.89% Dec 11, 2024 - Jan 22, 2025 | -7.32% Jul 16, 2024 - Aug 21, 2024 |
| #7 | -7.30% Oct 30, 2024 - Dec 11, 2024 | -5.99% Sep 2, 2021 - Nov 2, 2021 |
| #8 | -5.98% Apr 11, 2024 - May 15, 2024 | -5.80% Mar 28, 2024 - May 15, 2024 |
| #9 | -5.94% Aug 27, 2024 - Sep 13, 2024 | -5.21% Feb 12, 2021 - Mar 12, 2021 |
| #10 | -5.62% Dec 26, 2025 - Jan 12, 2026 | -4.81% Oct 27, 2025 - Dec 10, 2025 |
| #11 | -5.25% May 21, 2024 - Jul 5, 2024 | -4.21% Aug 30, 2024 - Sep 19, 2024 |
| #12 | -4.77% Feb 9, 2024 - Mar 1, 2024 | -4.04% May 7, 2021 - Jun 25, 2021 |
| #13 | -4.40% Jul 22, 2025 - Aug 8, 2025 | -3.83% Nov 16, 2021 - Dec 8, 2021 |
| #14 | -4.08% Dec 27, 2023 - Jan 29, 2024 | -3.40% Jan 25, 2021 - Feb 5, 2021 |
| #15 | -3.85% Aug 8, 2025 - Aug 28, 2025 | -3.10% Jan 23, 2020 - Feb 5, 2020 |
Correlation
Correlation between GDE and AFLG is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2019 - 2026)
GDE vs AFLG dividend yield comparison.
| Year | GDE | AFLG |
|---|---|---|
| 2026 | 0.00% | 0.12% |
| 2025 | 4.32% | 0.84% |
| 2024 | 7.14% | 0.53% |
| 2023 | 2.22% | 1.53% |
| 2022 | 0.81% | 1.52% |
| 2021 | 0.00% | 0.93% |
| 2020 | 0.00% | 1.28% |
| 2019 | 0.00% | 0.20% |
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