GDE vs JIG
Comparison between WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND (GDE, ETF) and JPMORGAN INTERNATIONAL GROWTH ETF (JIG, ETF).
GDE vs JIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GDE
$496M
Winner
JIG
$497M
Expense Ratio
Winner
GDE
0.20%
JIG
0.55%
Max Drawdown
Winner
GDE
32.01%
JIG
44.52%
Sharpe Ratio
Winner
GDE
0.98
JIG
0.71
5Y Beta
GDE
1.12
Winner
JIG
0.93
P/E Ratio
GDE
29.27
JIG
N/A
Forward P/E
GDE
21.29
JIG
N/A
PEG Ratio
GDE
0.33
JIG
N/A
5Y EPS CAGR
GDE
29.20%
JIG
N/A
Debt to Equity
GDE
30.19%
JIG
N/A
P/S Ratio
GDE
3.73
JIG
N/A
P/B Ratio
GDE
5.92
JIG
N/A
GDE vs JIG - Holdings Comparison
GDE and JIG have 1 common holdings. Overlap is -13.69%
GDE's top 25 holdings weight is 59.16%. JIG's top 25 holdings weight is 49.87%.
| Rank | GDE | JIG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.01% | n/a (n/a) - 7.28% |
| #2 | APPLE INC (AAPL) - 8.14% | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.47% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.41% | ASML HOLDING NV (n/a) - 3.30% |
| #4 | MICROSOFT CORP (MSFT) - 4.83% | SK SQUARE (n/a) - 3.04% |
| #5 | AMAZON.COM INC (AMZN) - 4.42% | SAFRAN SA (n/a) - 2.91% |
| #6 | BROADCOM INC (AVGO) - 2.93% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 2.21% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.81% | ASTRAZENECA PLC (AZN:XLON) - 2.20% |
| #8 | TESLA INC (TSLA) - 1.98% | COMPASS GROUP PLC (n/a) - 1.96% |
| #9 | ELI LILLY AND CO (LLY) - 1.94% | AIR LIQUIDE SA (n/a) - 1.84% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.83% | INFINEON TECHNOLOGIES AG (n/a) - 1.73% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.78% | n/a (SHOP) - 1.62% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.61% | INTERCONTINENTAL HOTELS GROUP PLC (n/a) - 1.48% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.57% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.43% |
| #14 | WALMART INC (WMT) - 1.47% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 1.42% |
| #15 | VISA INC CLASS A (V) - 1.26% | n/a (n/a) - 1.42% |
| #16 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.11% | RECRUIT HOLDINGS CO LTD (n/a) - 1.38% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.99% | n/a (n/a) - 1.37% |
| #18 | MASTERCARD INC CLASS A (MA) - 0.90% | SUMITOMO ELECTRIC INDUSTRIES LTD (n/a) - 1.30% |
| #19 | APPLIED MATERIALS INC (AMAT) - 0.84% | n/a (n/a) - 1.27% |
| #20 | INTEL CORP (INTC) - 0.84% | HANWHA AEROSPACE CO LTD (n/a) - 1.24% |
| #21 | PEPSICO INC (PEP) - 0.30% | LEGRAND SA (n/a) - 1.24% |
| #22 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.30% | DSV AS (n/a) - 1.22% |
| #23 | THE WALT DISNEY CO (DIS) - 0.30% | LASERTEC CORP (n/a) - 1.18% |
| #24 | WESTERN DIGITAL CORP (WDC) - 0.30% | DBS GROUP HOLDINGS LTD (n/a) - 1.18% |
| #25 | TJX COMPANIES INC (TJX) - 0.29% | n/a (n/a) - 1.18% |
| Total Holdings | 465 | 95 |
GDE vs JIG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GDE
-1.22%
JIG
-4.18%
3M
GDE
-10.44%
Winner
JIG
+1.27%
6M
GDE
-14.06%
Winner
JIG
+5.39%
1Y
Winner
GDE
+28.42%
JIG
+14.71%
5Y(CAGR)
Winner
GDE
+25.56%
JIG
+2.30%
Max(CAGR)
Winner
GDE
+25.56%
JIG
+9.08%
GDE vs JIG - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | GDE | JIG |
|---|---|---|
| 2026 | -1.94% | +9.27% |
| 2025 | +73.61% | +19.91% |
| 2024 | +46.71% | +10.50% |
| 2023 | +32.98% | +11.93% |
| 2022 | -18.68% | -30.73% |
| 2021 | N/A | +5.59% |
| 2020 | N/A | +40.92% |
GDE vs JIG Drawdown Comparison
The maximum drawdown for GDE was -32.01%, occurring on Oct 14, 2022. Recovery took 421 trading sessions.
The maximum drawdown for JIG was -43.76%, occurring on Oct 14, 2022. Recovery took 1091 trading sessions.
The current GDE drawdown is -20.48%. The current JIG drawdown is -8.09%.
| Rank | GDE | JIG |
|---|---|---|
| #1 | -32.01% Mar 30, 2022 - Dec 1, 2023 | -43.76% Sep 7, 2021 - Jan 12, 2026 |
| #2 | -22.66% Jan 28, 2026 - Mar 26, 2026 | -14.04% Feb 16, 2021 - Sep 1, 2021 |
| #3 | -16.45% Feb 13, 2025 - Apr 24, 2025 | -12.94% Feb 26, 2026 - Apr 17, 2026 |
| #4 | -10.73% Jul 16, 2024 - Aug 21, 2024 | -8.83% Jun 22, 2026 - Jul 20, 2026 |
| #5 | -8.96% Oct 20, 2025 - Dec 19, 2025 | -6.47% Jun 2, 2026 - Jun 15, 2026 |
| #6 | -7.89% Dec 11, 2024 - Jan 22, 2025 | -6.08% Oct 12, 2020 - Nov 5, 2020 |
| #7 | -7.30% Oct 30, 2024 - Dec 11, 2024 | -5.84% Sep 2, 2020 - Oct 8, 2020 |
| #8 | -5.98% Apr 11, 2024 - May 15, 2024 | -5.54% May 6, 2026 - Jun 1, 2026 |
| #9 | -5.94% Aug 27, 2024 - Sep 13, 2024 | -5.22% Jan 25, 2021 - Feb 8, 2021 |
| #10 | -5.62% Dec 26, 2025 - Jan 12, 2026 | -4.56% Apr 17, 2026 - May 6, 2026 |
| #11 | -5.25% May 21, 2024 - Jul 5, 2024 | -4.21% Jun 10, 2020 - Jun 17, 2020 |
| #12 | -4.77% Feb 9, 2024 - Mar 1, 2024 | -3.75% Jan 28, 2026 - Feb 9, 2026 |
| #13 | -4.40% Jul 22, 2025 - Aug 8, 2025 | -3.04% Nov 6, 2020 - Nov 20, 2020 |
| #14 | -4.08% Dec 27, 2023 - Jan 29, 2024 | -2.41% Jul 29, 2020 - Aug 5, 2020 |
| #15 | -3.85% Aug 8, 2025 - Aug 28, 2025 | -2.19% Aug 6, 2020 - Aug 12, 2020 |
Correlation
Correlation between GDE and JIG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2020 - 2025)
GDE vs JIG dividend yield comparison.
| Year | GDE | JIG |
|---|---|---|
| 2025 | 4.32% | 2.25% |
| 2024 | 7.14% | 1.70% |
| 2023 | 2.22% | 1.69% |
| 2022 | 0.81% | 0.91% |
| 2021 | 0.00% | 1.35% |
| 2020 | 0.00% | 0.04% |
Select Stocks to Compare
Popular: GDE vs SPYJIG vs SPY
More Comparisons
Compare with similar stocks