SFTY vs GDE
Comparison between HORIZON MANAGED RISK ETF (SFTY, ETF) and WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND (GDE, ETF).
SFTY vs GDE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SFTY
$495M
Winner
GDE
$496M
Expense Ratio
SFTY
0.77%
Winner
GDE
0.20%
Max Drawdown
Winner
SFTY
8.64%
GDE
32.01%
Sharpe Ratio
Winner
SFTY
1.29
GDE
1.02
5Y Beta
Winner
SFTY
0.93
GDE
1.12
P/E Ratio
Winner
SFTY
27.26
GDE
29.27
Forward P/E
Winner
SFTY
20.33
GDE
21.24
PEG Ratio
SFTY
0.35
Winner
GDE
0.33
5Y EPS CAGR
SFTY
25.63%
Winner
GDE
29.20%
Debt to Equity
Winner
SFTY
4.93%
GDE
30.19%
P/S Ratio
Winner
SFTY
3.70
GDE
3.73
P/B Ratio
Winner
SFTY
5.84
GDE
5.92
SFTY vs GDE - Holdings Comparison
SFTY and GDE have 129 common holdings. Overlap is 44.85%
SFTY's top 25 holdings weight is 56.71%. GDE's top 25 holdings weight is 59.16%.
| Rank | SFTY | GDE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.26% | NVIDIA CORP (NVDA) - 9.01% |
| #2 | ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) - 6.17% | APPLE INC (AAPL) - 8.14% |
| #3 | APPLE INC (AAPL) - 5.99% | ALPHABET INC CLASS A (GOOGL) - 7.41% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.71% | MICROSOFT CORP (MSFT) - 4.83% |
| #5 | MICROSOFT CORP (MSFT) - 4.04% | AMAZON.COM INC (AMZN) - 4.42% |
| #6 | BROADCOM INC (AVGO) - 2.93% | BROADCOM INC (AVGO) - 2.93% |
| #7 | MICRON TECHNOLOGY INC (MU) - 2.88% | META PLATFORMS INC CLASS A (META) - 2.81% |
| #8 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.60% | TESLA INC (TSLA) - 1.98% |
| #9 | ELI LILLY AND CO (LLY) - 2.09% | ELI LILLY AND CO (LLY) - 1.94% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 1.84% | MICRON TECHNOLOGY INC (MU) - 1.83% |
| #11 | AMAZON.COM INC (AMZN) - 1.81% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.78% |
| #12 | META PLATFORMS INC CLASS A (META) - 1.63% | JPMORGAN CHASE & CO (JPM) - 1.61% |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.47% | ADVANCED MICRO DEVICES INC (AMD) - 1.57% |
| #14 | EXXON MOBIL CORP (XOM) - 1.28% | WALMART INC (WMT) - 1.47% |
| #15 | APPLIED MATERIALS INC (AMAT) - 1.21% | VISA INC CLASS A (V) - 1.26% |
| #16 | LAM RESEARCH CORP (LRCX) - 1.08% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.11% |
| #17 | WALMART INC (WMT) - 1.07% | JOHNSON & JOHNSON (JNJ) - 0.99% |
| #18 | MASTERCARD INC CLASS A (MA) - 1.00% | MASTERCARD INC CLASS A (MA) - 0.90% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.96% | APPLIED MATERIALS INC (AMAT) - 0.84% |
| #20 | THE HOME DEPOT INC (HD) - 0.80% | INTEL CORP (INTC) - 0.84% |
| #21 | MERCK & CO INC (MRK) - 0.80% | PEPSICO INC (PEP) - 0.30% |
| #22 | COCA-COLA CO (KO) - 0.79% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.30% |
| #23 | OTHER ASSETS AND LIABILITIES (n/a) - 0.77% | THE WALT DISNEY CO (DIS) - 0.30% |
| #24 | TJX COMPANIES INC (TJX) - 0.77% | WESTERN DIGITAL CORP (WDC) - 0.30% |
| #25 | PROCTER & GAMBLE CO (PG) - 0.76% | TJX COMPANIES INC (TJX) - 0.29% |
| Total Holdings | 168 | 465 |
SFTY vs GDE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SFTY
+0.82%
GDE
-1.83%
3M
Winner
SFTY
+6.43%
GDE
-7.83%
6M
Winner
SFTY
+9.22%
GDE
-8.66%
1Y
SFTY
+19.76%
Winner
GDE
+32.45%
5Y(CAGR)
SFTY
N/A
GDE
+26.34%
Max(CAGR)
SFTY
+21.07%
Winner
GDE
+26.34%
SFTY vs GDE - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | SFTY | GDE |
|---|---|---|
| 2026 | +9.46% | +0.62% |
| 2025 | +11.73% | +73.61% |
| 2024 | N/A | +46.71% |
| 2023 | N/A | +32.98% |
| 2022 | N/A | -18.68% |
SFTY vs GDE Drawdown Comparison
The maximum drawdown for SFTY was -8.64%, occurring on Mar 30, 2026. Recovery took 54 trading sessions.
The maximum drawdown for GDE was -32.01%, occurring on Oct 14, 2022. Recovery took 421 trading sessions.
The current SFTY drawdown is -0.74%. The current GDE drawdown is -18.41%.
| Rank | SFTY | GDE |
|---|---|---|
| #1 | -8.64% Jan 27, 2026 - Apr 15, 2026 | -32.01% Mar 30, 2022 - Dec 1, 2023 |
| #2 | -4.59% Oct 28, 2025 - Dec 10, 2025 | -22.66% Jan 28, 2026 - Mar 26, 2026 |
| #3 | -3.77% Jun 2, 2026 - Jul 10, 2026 | -16.45% Feb 13, 2025 - Apr 24, 2025 |
| #4 | -2.75% Dec 11, 2025 - Dec 23, 2025 | -10.73% Jul 16, 2024 - Aug 21, 2024 |
| #5 | -2.56% Oct 8, 2025 - Oct 20, 2025 | -8.96% Oct 20, 2025 - Dec 19, 2025 |
| #6 | -2.42% Jan 12, 2026 - Jan 27, 2026 | -7.89% Dec 11, 2024 - Jan 22, 2025 |
| #7 | -1.88% May 14, 2026 - May 26, 2026 | -7.30% Oct 30, 2024 - Dec 11, 2024 |
| #8 | -1.57% Jul 25, 2025 - Aug 6, 2025 | -5.98% Apr 11, 2024 - May 15, 2024 |
| #9 | -1.51% Jul 10, 2026 - Jul 20, 2026 | -5.94% Aug 27, 2024 - Sep 13, 2024 |
| #10 | -1.45% Aug 12, 2025 - Aug 28, 2025 | -5.62% Dec 26, 2025 - Jan 12, 2026 |
| #11 | -1.34% Sep 22, 2025 - Oct 6, 2025 | -5.25% May 21, 2024 - Jul 5, 2024 |
| #12 | -1.26% Dec 24, 2025 - Jan 9, 2026 | -4.77% Feb 9, 2024 - Mar 1, 2024 |
| #13 | -1.10% Apr 17, 2026 - Apr 24, 2026 | -4.40% Jul 22, 2025 - Aug 8, 2025 |
| #14 | -1.04% Aug 28, 2025 - Sep 4, 2025 | -4.08% Dec 27, 2023 - Jan 29, 2024 |
| #15 | -0.79% Jul 3, 2025 - Jul 17, 2025 | -3.85% Aug 8, 2025 - Aug 28, 2025 |
Correlation
Correlation between SFTY and GDE is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2022 - 2025)
SFTY vs GDE dividend yield comparison.
| Year | SFTY | GDE |
|---|---|---|
| 2025 | 0.19% | 4.32% |
| 2024 | 0.00% | 7.14% |
| 2023 | 0.00% | 2.22% |
| 2022 | 0.00% | 0.81% |
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