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ESBG vs NTSI

First Trust Enhanced Stocks, Bonds & Gold ETF vs WisdomTree International Efficient Core Fund

ESBG

First Trust Enhanced Stocks, Bonds & Gold ETF

Annual cost

Fund size

NTSI

WisdomTree International Efficient Core Fund

Annual cost

0.26%

Fund size

$500M

Key differences

ESBG is a fixed income ETF, while NTSI is a mixed asset ETF.

  • ESBG is a fixed income fund, while NTSI is a mixed asset fund. They carry different risk/return profiles.
  • ESBG follows a multi strategy strategy; NTSI uses active selection.
  • ESBG covers North America; NTSI covers global markets excluding the US.

Side-by-side comparison

ESBGNTSI
Annual cost (TER)0.26%
Fund size (AUM)$500M
Since2021
Dividend yield3.50%
Asset classfixed incomemixed asset
Regionnorth americaglobal ex us
Strategymulti strategyactive selection
CAGR 1YN/A+17.3%
CAGR 3YN/A+14.4%
CAGR 5YN/A+5.3%
Sharpe 3YN/A0.74
Volatility 1Y15.19%
Max drawdown-18.84%-34.01%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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