Know what you really own

Unwrap both →

Fund comparison · from official SEC filings

GDE vs SCHX: how much do they overlap?

WisdomTree Efficient Gold Plus Equity Strategy Fund and Schwab U.S. Large-Cap ETF

Fund A

vs

Fund B

Holdings overlap

88%

of assets, by weight

Shared positions

493

of 506 / 750 holdings

GDE expense ratio

0.20%

net, per year

SCHX expense ratio

0.03%

net, per year

GDE and SCHX are largely redundant — holding both means most of your money tracks the same underlying companies.

Shared holdings

Company

GDE

SCHX

N

NVDANVIDIA CORP

7.73%

7.50%

A

AAPLAPPLE INC

6.93%

6.70%

G

GOOGLALPHABET INC-CL A

6.75%

3.24%

M

MSFTMICROSOFT CORP

4.89%

4.89%

A

AMZNAMAZON.COM INC

4.10%

3.87%

A

AVGOBROADCOM INC

2.90%

3.10%

M

METAMETA PLATFORMS INC-CLASS A

2.29%

2.02%

T

TSLATESLA INC

1.88%

1.79%

M

MUMICRON TECHNOLOGY INC

1.54%

1.60%

L

LLYELI LILLY & CO

1.59%

1.28%

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

1.51%

1.27%

W

WMTWALMART INC

1.34%

0.74%

A

AMDADVANCED MICRO DEVICES

1.26%

1.23%

J

JPMJPMORGAN CHASE & CO

1.21%

1.18%

V

VVISA INC-CLASS A SHARES

0.96%

0.80%

E

EXMOCEXXON MOBIL CORP

0.93%

0.89%

O

ORCLORACLE CORP

0.82%

0.56%

J

JNJJOHNSON & JOHNSON

0.75%

0.79%

I

INTCINTEL CORP

0.76%

0.79%

C

CSCOCISCO SYSTEMS INC

0.70%

0.70%

M

MAMASTERCARD INC - A

0.68%

0.59%

N

NFLXNETFLIX INC

0.62%

0.53%

C

COSTCOSTCO WHOLESALE CORP

0.61%

0.62%

C

CATCATERPILLAR INC

0.59%

0.60%

L

LRCXLAM RESEARCH CORP

0.58%

0.58%

Only in GDE

D

DTRXXBNY DREYFUS TREASURY OBLIGAT

1.11%

?

—CME GROUP INC.

0.84%

S

SNDKSANDISK CORP

0.24%

H

HONHONEYWELL INTERNATIONAL INC

0.22%

?

—DREYFUS TRSY OBLIG CASH M

0.11%

L

LITELUMENTUM HOLDINGS INC

0.06%

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%

R

RKTROCKET COS INC-CLASS A

0.01%

V

VSNTVERSANT MEDIA GROUP INC

0.01%

F

FGF&G ANNUITIES & LIFE INC

0.00%

Only in SCHX

G

GOOGALPHABET INC-CL C

2.57%

?

—HONEYWELL INTERNATIONAL INC

0.22%

G

GVMXXSTATE ST INST US GOV MM-PREM

0.14%

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%

F

FFIVF5 INC

0.03%

A

AKAMAKAMAI TECHNOLOGIES INC

0.03%

R

RPRXROYALTY PHARMA PLC- CL A

0.03%

O

OKTAOKTA INC

0.03%

E

ENTGENTEGRIS INC

0.03%

A

ALBALBEMARLE CORP

0.03%

L

LSCCLATTICE SEMICONDUCTOR CORP

0.03%

A

AAALCOA CORP

0.03%

R

RSRELIANCE INC

0.03%

S

SNXTD SYNNEX CORP

0.03%

D

DD 5.419 11.15.48DUPONT DE NEMOURS INC

0.03%

R

RBARB GLOBAL INC

0.03%

V

VTRSVIATRIS INC

0.03%

R

RBCRBC BEARINGS INC

0.03%

C

CFCF INDUSTRIES HOLDINGS INC

0.03%

W

WCCWESCO INTERNATIONAL INC

0.03%

R

ROKUROKU INC

0.03%

Hold GDE and SCHX together? See your combined true holdings, overlap, and blended fees — free, no signup.

Unwrap your portfolio →

Other comparisons you might like

SCHX vs SCHKSchwab 1000 Index ETF

SCHX vs VONEVANGUARD RUSSELL 1000 INDEX FUND

SCHX vs IYYiShares Dow Jones U.S. ETF

SCHX vs SCHBSchwab U.S. Broad Market ETF

SCHX vs FSKAXFidelity Total Market Index Fund

SCHX vs VTHRVANGUARD RUSSELL 3000 INDEX FUND

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.