Know what you really own

Unwrap both →

Fund comparison · from official SEC filings

GDE vs VIGAX: how much do they overlap?

WisdomTree Efficient Gold Plus Equity Strategy Fund and VANGUARD GROWTH INDEX FUND

Fund A

vs

Fund B

Holdings overlap

57%

of assets, by weight

Shared positions

145

of 506 / 155 holdings

GDE expense ratio

0.20%

net, per year

VIGAX expense ratio

0.05%

net, per year

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

Shared holdings

Company

GDE

VIGAX

N

NVDANVIDIA CORP

7.73%

13.31%

A

AAPLAPPLE INC

6.93%

12.32%

M

MSFTMICROSOFT CORP

4.89%

9.09%

G

GOOGLALPHABET INC-CL A

6.75%

5.54%

A

AMZNAMAZON.COM INC

4.10%

4.59%

A

AVGOBROADCOM INC

2.90%

4.40%

M

METAMETA PLATFORMS INC-CLASS A

2.29%

4.15%

T

TSLATESLA INC

1.88%

3.47%

L

LLYELI LILLY & CO

1.59%

2.59%

V

VVISA INC-CLASS A SHARES

0.96%

1.65%

C

COSTCOSTCO WHOLESALE CORP

0.61%

1.48%

N

NFLXNETFLIX INC

0.62%

1.36%

M

MAMASTERCARD INC - A

0.68%

1.33%

A

AMDADVANCED MICRO DEVICES

1.26%

1.11%

P

PLTRPALANTIR TECHNOLOGIES INC-A

0.52%

1.07%

L

LRCXLAM RESEARCH CORP

0.58%

0.90%

O

ORCLORACLE CORP

0.82%

0.85%

G

GEVGE VERNOVA INC

0.37%

0.80%

M

MCDMCDONALD'S CORP

0.27%

0.75%

K

KLACKLA CORP

0.36%

0.66%

T

TJXTJX COMPANIES INC

0.25%

0.60%

I

ISRGINTUITIVE SURGICAL INC

0.21%

0.56%

A

AMATAPPLIED MATERIALS INC

0.54%

0.47%

B

BABOEING CO/THE

0.20%

0.53%

A

APHAMPHENOL CORP-CL A

0.25%

0.53%

Only in GDE

M

MUMICRON TECHNOLOGY INC

1.54%

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

1.51%

W

WMTWALMART INC

1.34%

J

JPMJPMORGAN CHASE & CO

1.21%

D

DTRXXBNY DREYFUS TREASURY OBLIGAT

1.11%

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%

C

CATCATERPILLAR INC

0.59%

B

BACBANK OF AMERICA CORP

0.57%

C

CVXCHEVRON CORP

0.56%

A

ABBVABBVIE INC

0.53%

K

KOCOCA-COLA CO/THE

0.49%

P

PGPROCTER & GAMBLE CO/THE

0.48%

U

UNHUNITEDHEALTH GROUP INC

0.48%

M

MSMORGAN STANLEY

0.46%

D

DELLDELL TECHNOLOGIES -C

0.46%

G

GSGOLDMAN SACHS GROUP INC

0.45%

H

HDHOME DEPOT INC

0.44%

P

PMPHILIP MORRIS INTERNATIONAL

0.42%

M

MRKMERCK & CO. INC.

0.42%

W

WFCWELLS FARGO & CO

0.39%

I

IBMINTL BUSINESS MACHINES CORP

0.38%

Only in VIGAX

G

GOOGALPHABET INC-CL C

4.38%

?

—Vanguard Cmt Funds-Vanguard Market Liquidity Fund

0.13%

H

HEI.AHEICO CORP-CLASS A

0.06%

T

TWTRADEWEB MARKETS INC-CLASS A

0.06%

S

SUNBSUNBELT RENTALS HOLDINGS INC

0.06%

O

OWLBLUE OWL CAPITAL INC

0.03%

V

VGVENTURE GLOBAL INC-CL A

0.03%

S

SYMSYMBOTIC INC

0.02%

?

—ABIOMED Inc

0.00%

?

—N/A

-0.00%

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

Unwrap your portfolio →

Other comparisons you might like

VIGAX vs VUGVANGUARD GROWTH INDEX FUND

GDE vs PBUSInvesco MSCI USA ETF

GDE vs SCHXSchwab U.S. Large-Cap ETF

GDE vs ILCBiShares Morningstar U.S. Equity ETF

GDE vs NTSXWisdomTree U.S. Efficient Core Fund

GDE vs VONEVANGUARD RUSSELL 1000 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.