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EZM vs NTSX
WisdomTree U.S. MidCap Fund vs WisdomTree U.S. Efficient Core Fund
Key differences
- NTSX costs 0.18% less per year.
- EZM follows a index tracking strategy; NTSX uses active selection.
- Over the last 3 years, NTSX has delivered higher annualized returns.
- EZM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EZM | NTSX | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.20% |
| Fund size (AUM) | $886M | $1.3B |
| Since | 2007 | 2018 |
| Dividend yield | 1.29% | 1.12% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +23.1% | +27.6% |
| CAGR 3Y | +15.7% | +19.9% |
| CAGR 5Y | +7.6% | +9.8% |
| Sharpe 3Y | 0.68 | 1.04 |
| Volatility 1Y | 15.02% | 12.52% |
| Max drawdown | -47.26% | -31.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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