Fund comparison · from official SEC filings
GDE vs SCHK: how much do they overlap?
WisdomTree Efficient Gold Plus Equity Strategy Fund and Schwab 1000 Index ETF
vs
GDE and SCHK are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
GDE
SCHK
N
NVDANVIDIA CORP
7.73%
7.29%
A
AAPLAPPLE INC
6.93%
6.51%
G
GOOGLALPHABET INC-CL A
6.75%
3.15%
M
MSFTMICROSOFT CORP
4.89%
4.75%
A
AMZNAMAZON.COM INC
4.10%
3.76%
A
AVGOBROADCOM INC
2.90%
3.01%
M
METAMETA PLATFORMS INC-CLASS A
2.29%
1.97%
T
TSLATESLA INC
1.88%
1.74%
L
LLYELI LILLY & CO
1.59%
1.24%
M
MUMICRON TECHNOLOGY INC
1.54%
1.55%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.51%
1.24%
W
WMTWALMART INC
1.34%
0.72%
A
AMDADVANCED MICRO DEVICES
1.26%
1.20%
J
JPMJPMORGAN CHASE & CO
1.21%
1.15%
V
VVISA INC-CLASS A SHARES
0.96%
0.78%
E
EXMOCEXXON MOBIL CORP
0.93%
0.86%
O
ORCLORACLE CORP
0.82%
0.54%
J
JNJJOHNSON & JOHNSON
0.75%
0.77%
I
INTCINTEL CORP
0.76%
0.77%
C
CSCOCISCO SYSTEMS INC
0.70%
0.68%
M
MAMASTERCARD INC - A
0.68%
0.57%
N
NFLXNETFLIX INC
0.62%
0.52%
C
COSTCOSTCO WHOLESALE CORP
0.61%
0.60%
C
CATCATERPILLAR INC
0.59%
0.58%
L
LRCXLAM RESEARCH CORP
0.58%
0.56%
Only in GDE
D
DTRXXBNY DREYFUS TREASURY OBLIGAT
1.11%
?
—CME GROUP INC.
0.84%
H
HONHONEYWELL INTERNATIONAL INC
0.22%
?
—DREYFUS TRSY OBLIG CASH M
0.11%
M
MELIMERCADOLIBRE INC
0.05%
?
—DREY INST PREF GOV MM-M
0.03%
D
DDDUPONT DE NEMOURS INC
0.03%
W
WCNWASTE CONNECTIONS INC
0.02%
F
FGF&G ANNUITIES & LIFE INC
0.00%
Only in SCHK
G
GOOGALPHABET INC-CL C
2.50%
H
HONHONEYWELL INTERNATIONAL INC
0.21%
N
NSCNORFOLK SOUTHERN CORP
0.10%
W
WBDWARNER BROS DISCOVERY INC
0.10%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.07%
E
EAELECTRONIC ARTS INC
0.06%
A
AUANGLOGOLD ASHANTI PLC
0.06%
R
RVMDREVOLUTION MEDICINES INC
0.04%
A
ASTSAST SPACEMOBILE INC
0.04%
S
STRLSTERLING INFRASTRUCTURE INC
0.04%
A
ATIATI INC
0.03%
M
MTSIMACOM TECHNOLOGY SOLUTIONS H
0.03%
N
NXTNEXTPOWER INC-CL A
0.03%
O
OMCOMNICOM GROUP
0.03%
M
MKSIMKS INC
0.03%
F
FFIVF5 INC
0.03%
A
AKAMAKAMAI TECHNOLOGIES INC
0.03%
E
ENTGENTEGRIS INC
0.03%
R
RPRXROYALTY PHARMA PLC- CL A
0.03%
A
ALBALBEMARLE CORP
0.03%
O
OKTAOKTA INC
0.03%
A
AAALCOA CORP
0.03%
R
RSRELIANCE INC
0.03%
L
LSCCLATTICE SEMICONDUCTOR CORP
0.03%
C
CDECOEUR MINING INC
0.03%
Hold GDE and SCHK 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.