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Fund comparison · from official SEC filings

GDE vs JMUEX: how much do they overlap?

WisdomTree Efficient Gold Plus Equity Strategy Fund and JPMorgan U.S. Equity Fund

Fund A

vs

Fund B

Holdings overlap

46%

of assets, by weight

Shared positions

54

of 506 / 56 holdings

GDE expense ratio

0.20%

net, per year

JMUEX expense ratio

0.56%

net, per year

Shared holdings

Company

GDE

JMUEX

N

NVDANVIDIA CORP

7.73%

8.88%

A

AAPLAPPLE INC

6.93%

7.02%

G

GOOGLALPHABET INC-CL A

6.75%

4.84%

A

AMZNAMAZON.COM INC

4.10%

5.30%

M

MSFTMICROSOFT CORP

4.89%

3.87%

A

AVGOBROADCOM INC

2.90%

3.40%

M

METAMETA PLATFORMS INC-CLASS A

2.29%

3.38%

W

WFCWELLS FARGO & CO

0.39%

3.16%

M

MAMASTERCARD INC - A

0.68%

2.96%

L

LOWLOWE'S COS INC

0.17%

2.49%

N

NEENEXTERA ENERGY INC

0.26%

2.47%

A

AXPAMERICAN EXPRESS CO

0.32%

2.40%

M

MCDMCDONALD'S CORP

0.27%

2.35%

W

WMTWALMART INC

1.34%

2.05%

D

DISWALT DISNEY CO/THE

0.27%

1.92%

T

TSLATESLA INC

1.88%

1.30%

B

BKRBAKER HUGHES CO

0.09%

1.80%

L

LLYELI LILLY & CO

1.59%

1.79%

N

NOCNORTHROP GRUMMAN CORP

0.11%

1.77%

E

ETNEATON CORP PLC

0.09%

1.72%

M

MSMORGAN STANLEY

0.46%

1.69%

A

AJGARTHUR J GALLAGHER & CO

0.06%

1.69%

A

ABBVABBVIE INC

0.53%

1.68%

I

INTUINTUIT INC

0.11%

1.68%

N

NXPINXP SEMICONDUCTORS NV

0.04%

1.62%

Only in GDE

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

1.51%

A

AMDADVANCED MICRO DEVICES

1.26%

J

JPMJPMORGAN CHASE & CO

1.21%

D

DTRXXBNY DREYFUS TREASURY OBLIGAT

1.11%

V

VVISA INC-CLASS A SHARES

0.96%

E

EXMOCEXXON MOBIL CORP

0.93%

?

—CME GROUP INC.

0.84%

I

INTCINTEL CORP

0.76%

J

JNJJOHNSON & JOHNSON

0.75%

C

CSCOCISCO SYSTEMS INC

0.70%

N

NFLXNETFLIX INC

0.62%

C

COSTCOSTCO WHOLESALE CORP

0.61%

C

CATCATERPILLAR INC

0.59%

L

LRCXLAM RESEARCH CORP

0.58%

B

BACBANK OF AMERICA CORP

0.57%

C

CVXCHEVRON CORP

0.56%

A

AMATAPPLIED MATERIALS INC

0.54%

G

GEGENERAL ELECTRIC

0.52%

P

PLTRPALANTIR TECHNOLOGIES INC-A

0.52%

K

KOCOCA-COLA CO/THE

0.49%

P

PGPROCTER & GAMBLE CO/THE

0.48%

U

UNHUNITEDHEALTH GROUP INC

0.48%

D

DELLDELL TECHNOLOGIES -C

0.46%

G

GSGOLDMAN SACHS GROUP INC

0.45%

H

HDHOME DEPOT INC

0.44%

Only in JMUEX

A

ASMLASML HOLDING NV-NY REG SHS

0.96%

J

JIMXXJPM PRIME MMKT-IM

0.55%

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.