Screener
HEDJ vs NTSX
WisdomTree Europe Hedged Equity Fund vs WisdomTree U.S. Efficient Core Fund
Key differences
Both HEDJ and NTSX are equity ETFs. HEDJ charges 0.58% a year and NTSX 0.20%. The main difference: HEDJ follows a long short strategy; NTSX uses active selection.
- HEDJ follows a long short strategy; NTSX uses active selection.
- HEDJ covers Europe; NTSX covers North America.
- NTSX costs 0.38% less per year.
- Over the last three years, NTSX has delivered higher annualized returns.
- HEDJ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HEDJ | NTSX | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.20% |
| Fund size (AUM) | $1.8B | $1.4B |
| Since | 2009 | 2018 |
| Dividend yield | 1.53% | 1.07% |
| Asset class | equity | equity |
| Region | europe | north america |
| Strategy | long short | active selection |
| CAGR 1Y | +14.0% | +19.9% |
| CAGR 3Y | +14.3% | +17.9% |
| CAGR 5Y | +10.8% | +9.0% |
| Sharpe 3Y | 0.70 | 0.92 |
| Volatility 1Y | 15.58% | 12.76% |
| Max drawdown | -38.18% | -31.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.