GDE vs RSST

GDEBWisdomTree Efficient Gold Plus Equity Strategy Fund

RSSTCReturn Stacked U.S. Stocks & Managed Futures ETF

In short

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.

RSST Return stacking, literally: RSST rides an actively managed futures program on top of a full U.S. equity portfolio, using leverage so one dollar does two jobs.

Stated mandate

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.

RSST The Fund seeks long-term capital appreciation. It is actively managed and combines U.S. equity and managed-futures strategies, using leverage to stack approximately one dollar of exposure to each strategy.

Why people hold it

• 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.

• RSST One dollar, two jobs: the U.S. equity sleeve stays fully invested while the managed futures strategy is stacked on top with leverage, not funded by selling stocks.
• Actively managed on both sides, so the futures sleeve can shift its positioning instead of tracking a fixed index.
• Easy to deal in for something this complicated: it sits among the smoother-trading names in its multi-asset peer group.

Worth knowing

• 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.

• RSST At 0.99% a year it runs above the typical multi-asset allocation fund. Simpler stackers like NTSX and GDE charge 0.20%.
• Leverage cuts both ways: a rough stretch for stocks and managed futures at the same time lands harder than either sleeve would alone.
• Launched in 2023 and structured as a commodity pool, so the record is short and the wrapper differs from a plain-vanilla stock ETF.

Full GDE profile⁠

Full RSST profile⁠