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GDE vs RSSX

WisdomTree Efficient Gold Plus Equity Strategy Fund

GDEBCboe

Return Stacked U.S. Stocks & Gold/Bitcoin ETF

RSSXDCboe

Overlap

0.0%by weight

Expense ratio

GDE −0.47pt a year

GDE0.20%RSSX0.67%

Avg volume · 30D

GDE 3.9×the volume

GDE125KRSSX31.8K

GDE vs RSSX Performance

Oct 31, 2025 – Nov 2, 2026

+3.1%GDE−4.7%RSSX

Oct 31, 2025 to Nov 2, 2026. GDE +3.1%. RSSX −4.7%. Use the arrow keys to read each point.−10%10%20%30%Oct 2025May 2026Nov 2026
Expense ratio
GDE 0.20%, better
RSSX 0.67%
Fund size
GDE $375M
RSSX $100M
1Y total return
GDE +3.1%, better
RSSX −4.7%
Yield (12M)
GDE 16.98%
RSSX No data
Holdings
GDE 498
RSSX 7
Avg volume (30D)
GDE 125K sh, better
RSSX 31.8K sh
NAV per share
GDE $51.01
RSSX $24.60
52W range

ETF.net Grade

GDE: Cost 94, Risk 25, Mission 98, Tradability 61, Holdings 68, Durability 78. RSSX: Cost 47, Risk 9, Mission not scored, Tradability 39, Holdings not scored, Durability 39.
Pillar letters and Scores for GDE, RSSX, with each pillar’s weight
PillarGDERSSX
Cost30% weightA94HigherC47
Mission25% weightA98Not scored
Risk15% weightD25HigherF9
Tradability15% weightB61HigherD39
Holdings10% weightB68Not scored
Durability5% weightA78HigherD39

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. GDE and RSSX 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 RSSX 16th 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 16DRSITReturn Stacked International Stocks & Managed Futures ETFScore 35
  6. Rank 16DRSSXReturn Stacked U.S. Stocks & Gold/Bitcoin ETFScore 35
  7. Rank 18DRSBAReturn Stacked Bonds & Merger Arbitrage ETFScore 34

Our read on each fund

ETF.net Research

GDEBWisdomTree Efficient Gold Plus Equity Strategy Fund

RSSXDReturn Stacked U.S. Stocks & Gold/Bitcoin 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.

RSSX No data

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.

RSSX No data

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.

RSSX No data

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.

RSSX No data

Full GDE profile⁠

Full RSSX profile⁠

GDE vs RSSX Holdings

How GDE and RSSX differ

Overlap by weight

0.0%

Shared holdings make up 0.0% of GDE and 0.0% of RSSX.

Level by level

  • Asset classAlternatives, Equity0.0%
  • Holdings0 in both0.0%
  • Sector11 Sectors97.8%
  • Countryby domicile99.1%

Sector

Sector weights in GDE and RSSX, widest gap first
SectorMore in GDEMore in RSSX
CommunicationGDE +1.2 points
IndustrialsRSSX +0.8 points
Consumer StaplesGDE +0.4 points
Real EstateRSSX +0.4 points
MaterialsRSSX +0.3 points
TechnologyGDE +0.3 points
Health CareRSSX +0.3 points
UtilitiesRSSX +0.2 points
FinancialsGDE +0.2 points
Consumer DiscretionaryRSSX +0.1 points
EnergySame weight

Country, concentration and asset class

Country by domicile

Country weights in GDE and RSSX, widest gap first
CountryMore in GDEMore in RSSX
United StatesRSSX +0.6 points
Other countries (11)GDE +0.6 points

Concentration

Weight in the 10 largest Holdings

  • GDE44.7%
  • RSSX100.0%

Securities held

  • GDE496
  • RSSX5

Asset class

GDE
Alternatives
RSSX
Equity

Holdings

  • Only in GDE496
  • In both0
  • Only in RSSX5

Only in GDE

496 securities, 100% of GDE by weight

  • Apple Inc8.83%
  • Nvidia Corp8.32%
  • Microsoft Corp6.57%

Only in RSSX

5 securities, 84.2% of RSSX by weight

  • State Street SPDR Portfolio S&P 500 ETF32.61%
  • MICRO GOLD Dec2629.50%
  • SP500 MIC EMIN FUTDec2613.93%

Weight gaps

GDE and RSSX share no securities.

All 502 GDE holdings⁠All RSSX 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.

GDE vs RSSX Cost

Overpaying RSSX vs GDE

$8,919

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

  • GDE 0.20%

    $4,155

  • RSSX 0.67%

    $13,074

$10,000
30 years

Cost over time

  • GDE 0.20%
  • RSSX 0.67%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530RSSX $13,074GDE $4,155

Year by year

YearGDERSSXOverpaying
10$365$1,198$833
20$1,421$4,568$3,147
30$4,155$13,074$8,919

Expense ratio

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

GDE 2nd cheapest of 19 funds

RSSX 10th cheapest of 19 funds

GDE vs RSSX Dividends

Last 12 months to Nov 2, 2026
Yield (12M)
GDE 16.98%
RSSX No data
Payout (12M)
GDE $8.73
RSSX No data
Last payment
GDE $8.58
RSSX $0.39
Ex-dividend
GDE Oct 27, 2026
RSSX Dec 29, 2025
Paid on
GDE Oct 29, 2026
RSSX Dec 30, 2025
Frequency
GDE Annual
RSSX Irregular

Distribution history

Per share, 2022 to 2026, same scale for both

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
RSSXIrregular · 1 paymentAll RSSX payments⁠
One bar per payment. 1 payment from 2022 to 2026 YTD. Dec 29, 2025 $0.39. Use the arrow keys to read each point.$0$1020232026YTD

GDE vs RSSX Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
GDE 20.7%RSSX 31.0%since Jun 2025
Return per unit of riskSharpe ratio, 3 years
GDE 1.58RSSX 0.54since Jun 2025
Worst fallMax drawdown, 5 years
GDE −32.0%since Mar 2022RSSX −27.4%since May 2025
Market sensitivityBeta, 5 years
GDE 1.00RSSX 1.86

GDE and RSSX in the news

All news⁠

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