GDE vs TDVI
Comparison between WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND (GDE, ETF) and FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF (TDVI, ETF).
GDE vs TDVI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GDE
$496M
Winner
TDVI
$497M
Expense Ratio
Winner
GDE
0.20%
TDVI
0.75%
Max Drawdown
GDE
32.01%
Winner
TDVI
23.21%
Sharpe Ratio
Winner
GDE
1.02
TDVI
0.82
5Y Beta
Winner
GDE
1.12
TDVI
1.12
P/E Ratio
GDE
29.27
Winner
TDVI
23.34
Forward P/E
GDE
21.24
Winner
TDVI
17.89
PEG Ratio
GDE
0.33
Winner
TDVI
0.09
5Y EPS CAGR
Winner
GDE
29.20%
TDVI
13.54%
Debt to Equity
GDE
30.19%
TDVI
N/A
P/S Ratio
GDE
3.73
Winner
TDVI
0.09
P/B Ratio
GDE
5.92
Winner
TDVI
4.72
GDE vs TDVI - Holdings Comparison
GDE and TDVI have 26 common holdings. Overlap is -3.17%
GDE's top 25 holdings weight is 59.16%. TDVI's top 25 holdings weight is 78.79%.
| Rank | GDE | TDVI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.01% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 8.10% |
| #2 | APPLE INC (AAPL) - 8.14% | BROADCOM INC (AVGO) - 7.25% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.41% | MICROSOFT CORP (MSFT) - 7.11% |
| #4 | MICROSOFT CORP (MSFT) - 4.83% | TEXAS INSTRUMENTS INC (TXN) - 7.07% |
| #5 | AMAZON.COM INC (AMZN) - 4.42% | ORACLE CORP (ORCL) - 5.35% |
| #6 | BROADCOM INC (AVGO) - 2.93% | n/a (TSM) - 4.90% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.81% | APPLIED MATERIALS INC (AMAT) - 3.55% |
| #8 | TESLA INC (TSLA) - 1.98% | QUALCOMM INC (QCOM) - 3.16% |
| #9 | ELI LILLY AND CO (LLY) - 1.94% | ANALOG DEVICES INC (ADI) - 2.88% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.83% | KLA CORP (KLAC) - 2.36% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.78% | MOTOROLA SOLUTIONS INC (MSI) - 2.21% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.61% | COMCAST CORP CLASS A (CMCSA) - 2.12% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.57% | CISCO SYSTEMS INC (CSCO) - 2.09% |
| #14 | WALMART INC (WMT) - 1.47% | CORNING INC (GLW) - 2.05% |
| #15 | VISA INC CLASS A (V) - 1.26% | T-MOBILE US INC (TMUS) - 1.92% |
| #16 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.11% | VERIZON COMMUNICATIONS INC (VZ) - 1.90% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.99% | AMPHENOL CORP CLASS A (APH) - 1.83% |
| #18 | MASTERCARD INC CLASS A (MA) - 0.90% | TELUS CORP (n/a) - 1.81% |
| #19 | APPLIED MATERIALS INC (AMAT) - 0.84% | AT&T INC (T) - 1.79% |
| #20 | INTEL CORP (INTC) - 0.84% | SALESFORCE INC (CRM) - 1.71% |
| #21 | PEPSICO INC (PEP) - 0.30% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 1.56% |
| #22 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.30% | n/a (n/a) - 1.54% |
| #23 | THE WALT DISNEY CO (DIS) - 0.30% | THOMSON REUTERS CORP (TRI) - 1.52% |
| #24 | WESTERN DIGITAL CORP (WDC) - 0.30% | INTUIT INC (INTU) - 1.51% |
| #25 | TJX COMPANIES INC (TJX) - 0.29% | ASML HOLDING NV ADR (ASML) - 1.50% |
| Total Holdings | 465 | 98 |
GDE vs TDVI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GDE
-1.83%
TDVI
-6.67%
3M
GDE
-7.83%
Winner
TDVI
+3.79%
6M
GDE
-8.66%
Winner
TDVI
+12.79%
1Y
Winner
GDE
+32.45%
TDVI
+19.43%
5Y(CAGR)
GDE
+26.34%
TDVI
N/A
Max(CAGR)
Winner
GDE
+26.34%
TDVI
+24.94%
GDE vs TDVI - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | GDE | TDVI |
|---|---|---|
| 2026 | +0.62% | +13.18% |
| 2025 | +73.61% | +24.76% |
| 2024 | +46.71% | +24.44% |
| 2023 | +32.98% | +10.78% |
| 2022 | -18.68% | N/A |
GDE vs TDVI Drawdown Comparison
The maximum drawdown for GDE was -32.01%, occurring on Oct 14, 2022. Recovery took 421 trading sessions.
The maximum drawdown for TDVI was -22.06%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The current GDE drawdown is -18.41%. The current TDVI drawdown is -14.30%.
| Rank | GDE | TDVI |
|---|---|---|
| #1 | -32.01% Mar 30, 2022 - Dec 1, 2023 | -22.06% Feb 20, 2025 - Jun 4, 2025 |
| #2 | -22.66% Jan 28, 2026 - Mar 26, 2026 | -15.49% Jun 2, 2026 - Jul 17, 2026 |
| #3 | -16.45% Feb 13, 2025 - Apr 24, 2025 | -10.97% Jul 16, 2024 - Sep 24, 2024 |
| #4 | -10.73% Jul 16, 2024 - Aug 21, 2024 | -9.83% Oct 28, 2025 - Apr 15, 2026 |
| #5 | -8.96% Oct 20, 2025 - Dec 19, 2025 | -8.82% Sep 1, 2023 - Nov 14, 2023 |
| #6 | -7.89% Dec 11, 2024 - Jan 22, 2025 | -7.72% Mar 7, 2024 - May 14, 2024 |
| #7 | -7.30% Oct 30, 2024 - Dec 11, 2024 | -5.19% Oct 14, 2024 - Jan 22, 2025 |
| #8 | -5.98% Apr 11, 2024 - May 15, 2024 | -5.10% Jan 23, 2025 - Feb 19, 2025 |
| #9 | -5.94% Aug 27, 2024 - Sep 13, 2024 | -3.94% Oct 6, 2025 - Oct 24, 2025 |
| #10 | -5.62% Dec 26, 2025 - Jan 12, 2026 | -3.58% Dec 28, 2023 - Jan 19, 2024 |
| #11 | -5.25% May 21, 2024 - Jul 5, 2024 | -3.54% Jul 21, 2025 - Aug 28, 2025 |
| #12 | -4.77% Feb 9, 2024 - Mar 1, 2024 | -2.68% Jun 18, 2024 - Jul 8, 2024 |
| #13 | -4.40% Jul 22, 2025 - Aug 8, 2025 | -2.66% Aug 14, 2023 - Aug 29, 2023 |
| #14 | -4.08% Dec 27, 2023 - Jan 29, 2024 | -2.62% Sep 26, 2024 - Oct 9, 2024 |
| #15 | -3.85% Aug 8, 2025 - Aug 28, 2025 | -2.53% May 11, 2026 - May 21, 2026 |
Correlation
Correlation between GDE and TDVI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2022 - 2026)
GDE vs TDVI dividend yield comparison.
| Year | GDE | TDVI |
|---|---|---|
| 2026 | 0.00% | 4.53% |
| 2025 | 4.32% | 7.53% |
| 2024 | 7.14% | 7.90% |
| 2023 | 2.22% | 3.04% |
| 2022 | 0.81% | 0.00% |
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