GDE vs XSVM
Comparison between WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND (GDE, ETF) and INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF).
GDE vs XSVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
GDE
$613M
XSVM
$613M
Expense Ratio
Winner
GDE
0.20%
XSVM
0.37%
Max Drawdown
Winner
GDE
32.01%
XSVM
64.12%
Sharpe Ratio
GDE
1.32
Winner
XSVM
1.57
5Y Beta
GDE
1.10
Winner
XSVM
0.91
P/E Ratio
GDE
29.78
Winner
XSVM
19.24
Forward P/E
GDE
22.74
Winner
XSVM
11.17
PEG Ratio
GDE
0.42
XSVM
N/A
5Y Dividends CAGR
GDE
N/A
XSVM
24.29%
5Y EPS CAGR
Winner
GDE
29.38%
XSVM
12.89%
Debt to Equity
GDE
41.62%
Winner
XSVM
37.70%
P/S Ratio
GDE
3.77
Winner
XSVM
0.47
P/B Ratio
GDE
5.89
Winner
XSVM
1.21
GDE vs XSVM - Holdings Comparison
GDE and XSVM have 0 common holdings. Overlap is 0.00%
GDE's top 25 holdings weight is 52.79%. XSVM's top 25 holdings weight is 33.60%.
| Rank | GDE | XSVM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.07% | VISHAY INTERTECHNOLOGY INC (VSH) - 2.34% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 7.09% | STONEX GROUP INC (SNEX) - 1.99% |
| #3 | APPLE INC (AAPL) - 7.04% | MARINEMAX INC (HZO) - 1.88% |
| #4 | MICROSOFT CORP (MSFT) - 4.64% | UNITED NATURAL FOODS INC (UNFI) - 1.67% |
| #5 | AMAZON.COM INC (AMZN) - 4.12% | ANDERSONS INC (ANDE) - 1.64% |
| #6 | BROADCOM INC (AVGO) - 2.81% | DAUCH CORP (DCH) - 1.35% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.28% | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.35% |
| #8 | TESLA INC (TSLA) - 1.92% | PAR PACIFIC HOLDINGS INC (PARR) - 1.29% |
| #9 | ELI LILLY AND CO (LLY) - 1.58% | SCHOLASTIC CORP (SCHL) - 1.27% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.56% | DORIAN LPG LTD (LPG) - 1.26% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.46% | ALPHA & OMEGA SEMICONDUCTOR LTD (AOSL) - 1.26% |
| #12 | WALMART INC (WMT) - 1.39% | ADIENT PLC (ADNT) - 1.26% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.26% | G-III APPAREL GROUP LTD (GIII) - 1.26% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.26% | GENWORTH FINANCIAL INC (GNW) - 1.24% |
| #15 | EXXON MOBIL CORP (XOM) - 0.99% | KAISER ALUMINUM CORP (KALU) - 1.23% |
| #16 | VISA INC CLASS A (V) - 0.98% | DANA INC (DAN) - 1.21% |
| #17 | INTEL CORP (INTC) - 0.84% | EZCORP INC REGISTERED SHS -A- NON VTG (EZPW) - 1.21% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.79% | BENCHMARK ELECTRONICS INC (BHE) - 1.19% |
| #19 | ORACLE CORP (ORCL) - 0.72% | SCANSOURCE INC (SCSC) - 1.19% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.71% | UNITED FIRE GROUP INC (UFCS) - 1.17% |
| #21 | NEXTERA ENERGY INC (NEE) - 0.26% | LIBERTY ENERGY INC CLASS A (LBRT) - 1.09% |
| #22 | TJX COMPANIES INC (TJX) - 0.26% | ADAPTHEALTH CORP ORDINARY SHARES (AHCO) - 1.09% |
| #23 | AT&T INC (T) - 0.26% | UNIVERSAL CORP (UVV) - 1.06% |
| #24 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.25% | BRISTOW GROUP INC ORDINARY SHARES (VTOL) - 1.05% |
| #25 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.25% | WORLD KINECT CORP (WKC) - 1.05% |
| Total Holdings | 463 | 119 |
GDE vs XSVM - Historical Returns
Returns include dividend reinvestment.
1M
GDE
-3.89%
Winner
XSVM
+0.91%
3M
GDE
-7.86%
Winner
XSVM
+10.34%
6M
GDE
+6.10%
Winner
XSVM
+17.31%
1Y
Winner
GDE
+46.83%
XSVM
+36.57%
5Y(CAGR)
Winner
GDE
+28.38%
XSVM
+6.45%
10Y(CAGR)
GDE
N/A
XSVM
+12.60%
Max(CAGR)
Winner
GDE
+28.38%
XSVM
+9.04%
GDE vs XSVM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | GDE | XSVM |
|---|---|---|
| 2026 | +4.52% | +16.43% |
| 2025 | +73.61% | +8.44% |
| 2024 | +46.71% | +2.66% |
| 2023 | +32.98% | +21.36% |
| 2022 | -18.68% | -14.95% |
| 2021 | N/A | +57.25% |
| 2020 | N/A | +5.22% |
| 2019 | N/A | +28.56% |
| 2018 | N/A | -12.72% |
| 2017 | N/A | +2.33% |
| 2016 | N/A | +38.71% |
| 2015 | N/A | -8.23% |
| 2014 | N/A | +7.12% |
| 2013 | N/A | +39.94% |
| 2012 | N/A | +19.01% |
| 2011 | N/A | -3.14% |
| 2010 | N/A | +16.35% |
| 2009 | N/A | +16.81% |
| 2008 | N/A | -30.67% |
| 2007 | N/A | -8.82% |
| 2006 | N/A | +15.68% |
| 2005 | N/A | +3.39% |
GDE vs XSVM Drawdown Comparison
The maximum drawdown for GDE was -32.01%, occurring on Oct 14, 2022. Recovery took 421 trading sessions.
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The current GDE drawdown is -15.24%. The current XSVM drawdown is -1.04%.
| Rank | GDE | XSVM |
|---|---|---|
| #1 | -32.01% Mar 30, 2022 - Dec 1, 2023 | -62.59% Jun 4, 2007 - Jan 4, 2013 |
| #2 | -22.66% Jan 28, 2026 - Mar 26, 2026 | -49.01% Dec 18, 2019 - Nov 24, 2020 |
| #3 | -16.45% Feb 13, 2025 - Apr 24, 2025 | -26.22% Nov 25, 2024 - Dec 11, 2025 |
| #4 | -10.73% Jul 16, 2024 - Aug 21, 2024 | -25.98% Nov 8, 2021 - Dec 26, 2023 |
| #5 | -8.96% Oct 20, 2025 - Dec 19, 2025 | -24.40% Jun 23, 2015 - Aug 23, 2016 |
| #6 | -7.89% Dec 11, 2024 - Jan 22, 2025 | -23.63% Aug 21, 2018 - Nov 25, 2019 |
| #7 | -7.30% Oct 30, 2024 - Dec 11, 2024 | -15.60% Jun 8, 2021 - Nov 3, 2021 |
| #8 | -5.98% Apr 11, 2024 - May 15, 2024 | -14.08% Mar 12, 2021 - May 26, 2021 |
| #9 | -5.94% Aug 27, 2024 - Sep 13, 2024 | -13.52% Jul 3, 2014 - Dec 29, 2014 |
| #10 | -5.62% Dec 26, 2025 - Jan 12, 2026 | -12.04% Jul 31, 2024 - Nov 6, 2024 |
| #11 | -5.25% May 21, 2024 - Jul 5, 2024 | -11.70% Jan 27, 2021 - Mar 3, 2021 |
| #12 | -4.77% Feb 9, 2024 - Mar 1, 2024 | -11.61% Jan 4, 2017 - Dec 4, 2017 |
| #13 | -4.40% Jul 22, 2025 - Aug 8, 2025 | -10.65% Mar 4, 2005 - Jun 16, 2005 |
| #14 | -4.08% Dec 27, 2023 - Jan 29, 2024 | -10.47% Jan 12, 2018 - May 18, 2018 |
| #15 | -3.85% Aug 8, 2025 - Aug 28, 2025 | -10.35% May 9, 2006 - Oct 13, 2006 |
Correlation
Correlation between GDE and XSVM is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2005 - 2026)
GDE vs XSVM dividend yield comparison.
| Year | GDE | XSVM |
|---|---|---|
| 2026 | 0.00% | 0.44% |
| 2025 | 4.32% | 2.29% |
| 2024 | 7.14% | 1.69% |
| 2023 | 2.22% | 1.31% |
| 2022 | 0.81% | 1.79% |
| 2021 | 0.00% | 1.23% |
| 2020 | 0.00% | 1.21% |
| 2019 | 0.00% | 1.22% |
| 2018 | 0.00% | 2.54% |
| 2017 | 0.00% | 1.90% |
| 2016 | 0.00% | 2.29% |
| 2015 | 0.00% | 2.68% |
| 2014 | 0.00% | 1.32% |
| 2013 | 0.00% | 1.15% |
| 2012 | 0.00% | 2.10% |
| 2011 | 0.00% | 1.04% |
| 2010 | 0.00% | 1.18% |
| 2009 | 0.00% | 0.74% |
| 2008 | 0.00% | 1.07% |
| 2007 | 0.00% | 3.70% |
| 2006 | 0.00% | 0.63% |
| 2005 | 0.00% | 0.59% |
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