Screener
HEDJ vs NTSI
WisdomTree Europe Hedged Equity Fund vs WisdomTree International Efficient Core Fund
Key differences
HEDJ is an equity ETF, while NTSI is a mixed asset ETF. HEDJ charges 0.58% a year and NTSI 0.26%.
- HEDJ is an equity fund, while NTSI is a mixed asset fund. They carry different risk/return profiles.
- HEDJ follows a long short strategy; NTSI uses active selection.
- HEDJ covers Europe; NTSI covers global markets excluding the US.
- NTSI costs 0.32% less per year.
- HEDJ is much larger than NTSI. Larger funds are usually more liquid and less likely to close.
- HEDJ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HEDJ | NTSI | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.26% |
| Fund size (AUM) | $1.8B | $500M |
| Since | 2009 | 2021 |
| Dividend yield | 1.53% | 3.50% |
| Asset class | equity | mixed asset |
| Region | europe | global ex us |
| Strategy | long short | active selection |
| CAGR 1Y | +18.3% | +20.2% |
| CAGR 3Y | +15.3% | +14.8% |
| CAGR 5Y | +11.4% | +5.6% |
| Sharpe 3Y | 0.76 | 0.76 |
| Volatility 1Y | 15.90% | 15.53% |
| Max drawdown | -38.18% | -34.01% |
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