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BTA vs GDE

Beacon Tactical Alternatives Risk ETF

BTADNYSE Arca

WisdomTree Efficient Gold Plus Equity Strategy Fund

GDEBCboe

Overlap

Expense ratio

GDE −1.66pt a year

BTA1.86%GDE0.20%

Avg volume · 30D

GDE 1.3×the volume

BTA94.9KGDE125K

BTA vs GDE Performance

Oct 2, 2026 – Nov 2, 2026

−1.0%BTA−7.1%GDE

Oct 2, 2026 to Nov 2, 2026. BTA −1.0%. GDE −7.1%. Use the arrow keys to read each point.−6%−4%2%Oct 2Oct 16Nov 2
Expense ratio
BTA 1.86%
GDE 0.20%, better
Fund size
BTA $26M
GDE $375M
1Y total return
BTA No data
GDE +3.1%
Yield (12M)
BTA No data
GDE 16.98%
Holdings
BTA 11
GDE 498
Avg volume (30D)
BTA 94.9K sh
GDE 125K sh, better
NAV per share
BTA $25.87
GDE $51.01
52W range

ETF.net Grade

BTA: Cost 0, Risk not scored, Mission 38, Tradability 87, Holdings 46, Durability 3. GDE: Cost 94, Risk 25, Mission 98, Tradability 61, Holdings 68, Durability 78.
Pillar letters and Scores for BTA, GDE, with each pillar’s weight
PillarBTAGDE
Cost30% weightF0A94Higher
Mission25% weightD38A98Higher
Risk15% weightNot scoredD25
Tradability15% weightA87HigherB61
Holdings10% weightC46B68Higher
Durability5% weightF3A78Higher

Rank among Capital-Efficient Allocation funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. BTA and GDE are both graded against the same 19 Capital-Efficient Allocation funds, so their Grades compare head to head.

Capital-Efficient Allocation⁠

Category · 19 funds
See all 19 ›

GDE ranks 3rd and BTA 19th of 19 funds in the Capital-Efficient Allocation Category.

  1. Rank 1ANTSXWisdomTree U.S. Efficient Core FundScore 78
  2. Rank 2ACTAPSimplify US Equity PLUS Managed Futures Strategy ETFScore 71
  3. Rank 3BGDEWisdomTree Efficient Gold Plus Equity Strategy FundScore 69
  4. Rank 4BNTSIWisdomTree International Efficient Core FundScore 68
  5. Rank 18DRSBAReturn Stacked Bonds & Merger Arbitrage ETFScore 34
  6. Rank 19DBTABeacon Tactical Alternatives Risk ETFScore 29

Our read on each fund

ETF.net Research

BTADBeacon Tactical Alternatives Risk ETF

GDEBWisdomTree Efficient Gold Plus Equity Strategy Fund

In short

BTA No data

GDE Gold and US large caps, stacked on the same dollar. GDE holds roughly 500 US large-cap stocks and layers gold futures on top, so the metal rides along instead of crowding equities out of the portfolio.

Stated mandate

BTA No data

GDE The fund seeks total return by investing directly or through a wholly owned subsidiary in U.S.-listed gold futures contracts and U.S. large-cap equity securities.

Why people hold it

BTA No data

  • GDE The capital-efficiency trick: gold futures sit on top of a US large-cap stock sleeve, so making room for the metal doesn't mean selling down equities.
  • 0.20% a year, a fraction of the typical multi-asset allocation fund's fee, and priced level with WisdomTree's Treasury-stacking sibling NTSX.
  • Trades easily for a strategy this unusual, and it has been running live since 2022 rather than arriving as a fresh backtest.
  • Rare shape in the allocation aisle: most peers blend stocks and bonds, this one blends stocks and gold, and it grades near the top of that group.

Worth knowing

BTA No data

  • GDE Stacking works both ways. Two exposures riding one dollar means declines can bite harder than a plain US large-cap fund, and it scores as the riskier end of its cohort.
  • Gold comes through futures held in a wholly owned subsidiary, which brings roll and collateral mechanics you don't get with a plain bullion holding.
  • Distributions arrive annually or semiannually, so this is a total-return build rather than an income stream.

Full BTA profile⁠

Full GDE profile⁠

BTA vs GDE Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

BTA vs GDE Cost

Overpaying BTA vs GDE

$26,986

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • BTA 1.86%

    $31,141

  • GDE 0.20%

    $4,155

$10,000
30 years

Cost over time

  • BTA 1.86%
  • GDE 0.20%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$10K$20K$30K$40K051015202530BTA $31,141GDE $4,155

Year by year

YearBTAGDEOverpaying
10$3,164$365$2,799
20$11,447$1,421$10,026
30$31,141$4,155$26,986

Expense ratio

  • 1.86%BTA
  • 0.20%GDE, cheaper
  • Middle half of Capital-Efficient Allocation funds
  • Median 0.67%

GDE 2nd cheapest of 19 funds

BTA 19th cheapest of 19 funds

BTA vs GDE Dividends

Last 12 months to Nov 2, 2026
Yield (12M)
BTA No data
GDE 16.98%
Payout (12M)
BTA None
GDE $8.73
Last payment
BTA No data
GDE $8.58
Ex-dividend
BTA No data
GDE Oct 27, 2026
Paid on
BTA No data
GDE Oct 29, 2026
Frequency
BTA No data
GDE Annual

Distribution history

Per share, 2022 to 2026, same scale for both

BTAAll BTA payments⁠

No distribution history available.

GDEAnnual · 9 paymentsAll GDE payments⁠
One bar per payment. 9 payments from 2022 to 2026 YTD. Oct 25, 2022 $0.09; Dec 23, 2022 $0.08; Oct 25, 2023 $0.52; Dec 22, 2023 $0.09; Oct 28, 2024 $2.53; Dec 26, 2024 $0.12; Oct 28, 2025 $2.52; Dec 26, 2025 $0.14; Oct 27, 2026 $8.58. Use the arrow keys to read each point.$0$1020232026YTD

BTA vs GDE Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
BTA No dataGDE 20.7%
Return per unit of riskSharpe ratio, 3 years
BTA No dataGDE 1.58
Worst fallMax drawdown, 5 years
BTA No dataGDE −32.0%since Mar 2022
Market sensitivityBeta, 5 years
BTA 0.00GDE 1.00

BTA and GDE in the news

All news⁠

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