Fund comparison · from official SEC filings
GDE vs PBUS: how much do they overlap?
WisdomTree Efficient Gold Plus Equity Strategy Fund and Invesco MSCI USA ETF
vs
GDE and PBUS are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
GDE
PBUS
N
NVDANVIDIA CORP
7.73%
7.70%
A
AAPLAPPLE INC
6.93%
6.89%
G
GOOGLALPHABET INC-CL A
6.75%
3.32%
M
MSFTMICROSOFT CORP
4.89%
4.77%
A
AMZNAMAZON.COM INC
4.10%
3.91%
A
AVGOBROADCOM INC
2.90%
3.02%
M
METAMETA PLATFORMS INC-CLASS A
2.29%
2.07%
T
TSLATESLA INC
1.88%
1.85%
M
MUMICRON TECHNOLOGY INC
1.54%
1.64%
L
LLYELI LILLY & CO
1.59%
1.33%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.51%
0.98%
W
WMTWALMART INC
1.34%
0.76%
A
AMDADVANCED MICRO DEVICES
1.26%
1.26%
J
JPMJPMORGAN CHASE & CO
1.21%
1.22%
V
VVISA INC-CLASS A SHARES
0.96%
0.83%
E
EXMOCEXXON MOBIL CORP
0.93%
0.92%
O
ORCLORACLE CORP
0.82%
0.58%
J
JNJJOHNSON & JOHNSON
0.75%
0.81%
I
INTCINTEL CORP
0.76%
0.78%
C
CSCOCISCO SYSTEMS INC
0.70%
0.71%
M
MAMASTERCARD INC - A
0.68%
0.63%
C
COSTCOSTCO WHOLESALE CORP
0.61%
0.64%
N
NFLXNETFLIX INC
0.62%
0.55%
C
CATCATERPILLAR INC
0.59%
0.61%
L
LRCXLAM RESEARCH CORP
0.58%
0.60%
Only in GDE
D
DTRXXBNY DREYFUS TREASURY OBLIGAT
1.11%
?
—CME GROUP INC.
0.84%
S
SNDKSANDISK CORP
0.24%
?
—DREYFUS TRSY OBLIG CASH M
0.11%
?
—DREY INST PREF GOV MM-M
0.03%
C
CPNGCOUPANG INC
0.03%
M
MTZMASTEC INC
0.03%
L
LUVSOUTHWEST AIRLINES CO
0.03%
N
NVTNVENT ELECTRIC PLC
0.03%
C
CRSCARPENTER TECHNOLOGY
0.03%
C
CRCLCIRCLE INTERNET GROUP INC
0.02%
F
FNFABRINET
0.02%
F
FTITECHNIPFMC PLC
0.02%
W
WWDWOODWARD INC
0.02%
U
UIUBIQUITI INC
0.02%
B
BWXTBWX TECHNOLOGIES INC
0.02%
T
TLNTALEN ENERGY CORP
0.02%
R
RGLDROYAL GOLD INC
0.02%
T
THCTENET HEALTHCARE CORP
0.02%
A
APGAPI GROUP CORP
0.02%
P
PSKYPARAMOUNT SKYDANCE CL B
0.01%
T
TKOTKO GROUP HOLDINGS INC
0.01%
U
UUNITY SOFTWARE INC
0.01%
X
XPOXPO INC
0.01%
V
VSNTVERSANT MEDIA GROUP INC
0.01%
Only in PBUS
G
GOOGALPHABET INC-CL C
2.75%
?
—Invesco Private Prime Fund
0.75%
?
—Invesco Private Government Fund
0.27%
A
AGPXXINVESCO GVT & AGNCY-INST
0.11%
N
NSCNORFOLK SOUTHERN CORP
0.10%
W
WBDWARNER BROS DISCOVERY INC
0.10%
E
EAELECTRONIC ARTS INC
0.07%
A
ASTSAST SPACEMOBILE INC
0.04%
O
OMCOMNICOM GROUP
0.03%
R
RVMDREVOLUTION MEDICINES INC
0.03%
R
RPRXROYALTY PHARMA PLC- CL A
0.03%
F
FFIVF5 INC
0.03%
E
ENTGENTEGRIS INC
0.03%
O
OKTAOKTA INC
0.03%
I
IRENIREN LTD
0.03%
R
RSRELIANCE INC
0.03%
C
CDECOEUR MINING INC
0.03%
H
HEI.AHEICO CORP-CLASS A
0.03%
E
ECHOECHOSTAR CORP-A
0.03%
C
CFCF INDUSTRIES HOLDINGS INC
0.03%
D
DECKDECKERS OUTDOOR CORP
0.02%
W
WPCWP CAREY INC
0.02%
K
KIMKIMCO REALTY CORP
0.02%
T
TXTTEXTRON INC
0.02%
N
NBIXNEUROCRINE BIOSCIENCES INC
0.02%
Hold GDE and PBUS together? See your combined true holdings, overlap, and blended fees — free, no signup.
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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.
Informational and educational only — not investment advice.