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GDMN vs NTSX

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund vs WisdomTree U.S. Efficient Core Fund

GDMN

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund

WisdomTree

Annual cost

0.45%

Fund size

$216M

NTSX

WisdomTree U.S. Efficient Core Fund

WisdomTree

Annual cost

0.20%

Fund size

$1.3B

Key differences

  • NTSX costs 0.25% less per year.
  • NTSX is significantly larger than GDMN — larger funds tend to be more liquid and less likely to close.
  • GDMN follows a index tracking strategy; NTSX uses active selection.
  • Over the last 3 years, GDMN has delivered higher annualized returns.

Side-by-side comparison

GDMNNTSX
Annual cost (TER)0.45%0.20%
Fund size (AUM)$216M$1.3B
Since20212018
Dividend yield2.62%1.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+93.9%+27.6%
CAGR 3Y+58.8%+19.9%
CAGR 5YN/A+9.8%
Sharpe 3Y1.121.04
Volatility 1Y61.26%12.52%
Max drawdown-52.82%-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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