GDE vs FLTB

Comparison between WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND (GDE, ETF) and FIDELITY LIMITED TERM BOND ETF (FLTB, ETF).

GDE vs FLTB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GDE(ETF)	FLTB(ETF)
Net Assets	$432M	$433M
Expense Ratio	0.20%	0.25%
Max Drawdown	32.01%	11.00%
Sharpe Ratio	1.17	-0.46
5Y Beta	1.12	0.02
P/E Ratio	25.17	N/A
Forward P/E	20.29	N/A
5Y Dividends CAGR	N/A	36.32%
5Y EPS CAGR	29.77%	N/A
Debt to Equity	47.65%	N/A
P/S Ratio	3.53	N/A
P/B Ratio	5.46	N/A

Net Assets

GDE

$432M

Winner

FLTB

$433M

Expense Ratio

Winner

GDE

0.20%

FLTB

0.25%

Max Drawdown

GDE

32.01%

Winner

FLTB

11.00%

Sharpe Ratio

Winner

GDE

1.17

FLTB

-0.46

5Y Beta

GDE

1.12

Winner

FLTB

0.02

P/E Ratio

GDE

25.17

FLTB

N/A

Forward P/E

GDE

20.29

FLTB

N/A

5Y Dividends CAGR

GDE

N/A

FLTB

36.32%

5Y EPS CAGR

GDE

29.77%

FLTB

N/A

Debt to Equity

GDE

47.65%

FLTB

N/A

P/S Ratio

GDE

3.53

FLTB

N/A

P/B Ratio

GDE

5.46

FLTB

N/A

GDE vs FLTB - Historical Returns

Returns include dividend reinvestment.

Period	GDE	FLTB
1 month	+13.29%	+0.33%
3 months	-0.23%	+0.34%
6 months	-5.94%	+0.20%
1 year	+41.21%	+2.66%
5 years(CAGR)	+28.41%	+2.31%
10 years(CAGR)	N/A	+2.42%
Max(CAGR)	+28.41%	+2.41%

Winner

GDE

+13.29%

FLTB

+0.33%

GDE

-0.23%

Winner

FLTB

+0.34%

GDE

-5.94%

Winner

FLTB

+0.20%

Winner

GDE

+41.21%

FLTB

+2.66%

5Y(CAGR)

Winner

GDE

+28.41%

FLTB

+2.31%

10Y(CAGR)

GDE

N/A

FLTB

+2.42%

Max(CAGR)

Winner

GDE

+28.41%

FLTB

+2.41%

GDE vs FLTB - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	GDE	FLTB
2026	+10.82%	+1.14%
2025	+73.61%	+6.52%
2024	+46.71%	+5.22%
2023	+32.98%	+5.83%
2022	-18.68%	-5.69%
2021	N/A	-1.20%
2020	N/A	+5.47%
2019	N/A	+5.93%
2018	N/A	+1.24%
2017	N/A	+2.10%
2016	N/A	+2.11%
2015	N/A	+0.83%
2014	N/A	-0.07%

GDE vs FLTB Drawdown Comparison

The maximum drawdown for GDE was -32.01%, occurring on Oct 14, 2022. Recovery took 421 trading sessions.

The maximum drawdown for FLTB was -9.37%, occurring on Oct 20, 2022. Recovery took 838 trading sessions.

The current GDE drawdown is -10.14%. The current FLTB drawdown is -0.30%.

Rank	GDE	FLTB
#1	-32.01% Mar 30, 2022 - Dec 1, 2023	-9.37% Feb 11, 2021 - Jun 12, 2024
#2	-22.66% Jan 28, 2026 - Mar 26, 2026	-8.20% Mar 5, 2020 - May 29, 2020
#3	-16.45% Feb 13, 2025 - Apr 24, 2025	-1.98% Aug 4, 2016 - May 17, 2017
#4	-10.73% Jul 16, 2024 - Aug 21, 2024	-1.76% Sep 7, 2017 - Dec 18, 2018
#5	-8.96% Oct 20, 2025 - Dec 19, 2025	-1.63% Oct 15, 2015 - Mar 17, 2016
#6	-7.89% Dec 11, 2024 - Jan 22, 2025	-1.52% Feb 23, 2026 - Jun 26, 2026
#7	-7.30% Oct 30, 2024 - Dec 11, 2024	-1.36% Apr 3, 2025 - Apr 28, 2025
#8	-5.98% Apr 11, 2024 - May 15, 2024	-1.19% Apr 27, 2015 - Oct 2, 2015
#9	-5.94% Aug 27, 2024 - Sep 13, 2024	-1.09% Oct 1, 2024 - Jan 27, 2025
#10	-5.62% Dec 26, 2025 - Jan 12, 2026	-1.08% Oct 15, 2014 - Jan 15, 2015
#11	-5.25% May 21, 2024 - Jul 5, 2024	-0.96% Feb 2, 2015 - Apr 1, 2015
#12	-4.77% Feb 9, 2024 - Mar 1, 2024	-0.85% Sep 4, 2019 - Oct 2, 2019
#13	-4.40% Jul 22, 2025 - Aug 8, 2025	-0.59% Apr 30, 2025 - May 30, 2025
#14	-4.08% Dec 27, 2023 - Jan 29, 2024	-0.55% Oct 4, 2019 - Dec 3, 2019
#15	-3.85% Aug 8, 2025 - Aug 28, 2025	-0.51% May 6, 2016 - Jun 3, 2016

Correlation

Correlation between GDE and FLTB is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2014 - 2026)

GDE vs FLTB dividend yield comparison.

Year	GDE	FLTB
2026	0.00%	2.95%
2025	4.32%	4.31%
2024	7.14%	4.11%
2023	2.22%	3.20%
2022	0.81%	1.63%
2021	0.00%	0.89%
2020	0.00%	1.56%
2019	0.00%	2.67%
2018	0.00%	2.50%
2017	0.00%	1.78%
2016	0.00%	1.59%
2015	0.00%	1.63%
2014	0.00%	0.35%