GDE vs ILTB

Comparison between WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND (GDE, ETF) and ISHARES CORE 10+ YEAR USD BOND ETF (ILTB, ETF).

GDE vs ILTB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GDE(ETF)	ILTB(ETF)
Net Assets	$595M	$591M
Expense Ratio	0.20%	0.06%
Max Drawdown	32.01%	43.92%
Sharpe Ratio	1.23	0.35
5Y Beta	1.12	0.16
P/E Ratio	28.57	N/A
Forward P/E	22.13	N/A
PEG Ratio	0.43	N/A
5Y Dividends CAGR	N/A	-0.37%
5Y EPS CAGR	26.29%	N/A
Debt to Equity	33.22%	N/A
P/S Ratio	3.79	N/A
P/B Ratio	5.84	N/A

Net Assets

Winner

GDE

$595M

ILTB

$591M

Expense Ratio

GDE

0.20%

Winner

ILTB

0.06%

Max Drawdown

Winner

GDE

32.01%

ILTB

43.92%

Sharpe Ratio

Winner

GDE

1.23

ILTB

0.35

5Y Beta

GDE

1.12

Winner

ILTB

0.16

P/E Ratio

GDE

28.57

ILTB

N/A

Forward P/E

GDE

22.13

ILTB

N/A

PEG Ratio

GDE

0.43

ILTB

N/A

5Y Dividends CAGR

GDE

N/A

ILTB

-0.37%

5Y EPS CAGR

GDE

26.29%

ILTB

N/A

Debt to Equity

GDE

33.22%

ILTB

N/A

P/S Ratio

GDE

3.79

ILTB

N/A

P/B Ratio

GDE

5.84

ILTB

N/A

GDE vs ILTB - Historical Returns

Returns include dividend reinvestment.

Period	GDE	ILTB
1 month	-9.19%	+1.17%
3 months	-8.08%	+1.31%
6 months	+4.00%	+1.19%
1 year	+41.37%	+5.38%
5 years(CAGR)	+27.77%	-3.13%
10 years(CAGR)	N/A	+1.26%
Max(CAGR)	+27.77%	+3.95%

GDE

-9.19%

Winner

ILTB

+1.17%

GDE

-8.08%

Winner

ILTB

+1.31%

Winner

GDE

+4.00%

ILTB

+1.19%

Winner

GDE

+41.37%

ILTB

+5.38%

5Y(CAGR)

Winner

GDE

+27.77%

ILTB

-3.13%

10Y(CAGR)

GDE

N/A

ILTB

+1.26%

Max(CAGR)

Winner

GDE

+27.77%

ILTB

+3.95%

GDE vs ILTB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	GDE	ILTB
2026	+2.93%	+0.91%
2025	+73.61%	+7.18%
2024	+46.71%	-2.26%
2023	+32.98%	+6.68%
2022	-18.68%	-25.30%
2021	N/A	-2.14%
2020	N/A	+15.27%
2019	N/A	+19.13%
2018	N/A	-4.25%
2017	N/A	+11.16%
2016	N/A	+7.20%
2015	N/A	-4.94%
2014	N/A	+19.44%
2013	N/A	-9.09%
2012	N/A	+8.57%
2011	N/A	+23.29%
2010	N/A	+10.29%
2009	N/A	-0.86%

GDE vs ILTB Drawdown Comparison

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

The maximum drawdown for ILTB was -36.88%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current GDE drawdown is -16.53%. The current ILTB drawdown is -20.95%.

Rank	GDE	ILTB
#1	-32.01% Mar 30, 2022 - Dec 1, 2023	-36.88% Aug 6, 2020 - Oct 19, 2023
#2	-22.66% Jan 28, 2026 - Mar 26, 2026	-19.62% Mar 6, 2020 - Jul 7, 2020
#3	-16.45% Feb 13, 2025 - Apr 24, 2025	-15.32% Jul 25, 2012 - Jul 17, 2014
#4	-10.73% Jul 16, 2024 - Aug 21, 2024	-11.94% Jul 8, 2016 - Dec 6, 2017
#5	-8.96% Oct 20, 2025 - Dec 19, 2025	-11.80% Jan 30, 2015 - May 13, 2016
#6	-7.89% Dec 11, 2024 - Jan 22, 2025	-10.19% Sep 1, 2010 - Aug 2, 2011
#7	-7.30% Oct 30, 2024 - Dec 11, 2024	-9.29% Dec 15, 2017 - Mar 25, 2019
#8	-5.98% Apr 11, 2024 - May 15, 2024	-6.65% Sep 22, 2011 - Jan 17, 2012
#9	-5.94% Aug 27, 2024 - Sep 13, 2024	-5.61% Aug 28, 2019 - Jan 23, 2020
#10	-5.62% Dec 26, 2025 - Jan 12, 2026	-5.49% Jan 31, 2012 - May 4, 2012
#11	-5.25% May 21, 2024 - Jul 5, 2024	-4.04% Aug 28, 2014 - Oct 13, 2014
#12	-4.77% Feb 9, 2024 - Mar 1, 2024	-3.34% Aug 10, 2011 - Aug 18, 2011
#13	-4.40% Jul 22, 2025 - Aug 8, 2025	-3.27% Aug 19, 2011 - Sep 2, 2011
#14	-4.08% Dec 27, 2023 - Jan 29, 2024	-3.27% Jan 17, 2012 - Jan 31, 2012
#15	-3.85% Aug 8, 2025 - Aug 28, 2025	-3.18% May 6, 2010 - May 20, 2010

Correlation

Correlation between GDE and ILTB is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (2009 - 2026)

GDE vs ILTB dividend yield comparison.

Year	GDE	ILTB
2026	0.00%	2.08%
2025	4.32%	4.83%
2024	7.14%	4.91%
2023	2.22%	4.38%
2022	0.81%	4.31%
2021	0.00%	3.04%
2020	0.00%	3.32%
2019	0.00%	3.45%
2018	0.00%	4.13%
2017	0.00%	3.97%
2016	0.00%	3.99%
2015	0.00%	4.20%
2014	0.00%	3.62%
2013	0.00%	4.94%
2012	0.00%	3.42%
2011	0.00%	4.07%
2010	0.00%	4.59%
2009	0.00%	0.27%