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NTSD vs EES

Wisdomtree Efficient U.S. Plus International Equity Fund vs WisdomTree U.S. SmallCap Fund

NTSD

Wisdomtree Efficient U.S. Plus International Equity Fund

Annual cost

Fund size

EES

WisdomTree U.S. SmallCap Fund

WisdomTree

Annual cost

0.38%

Fund size

$690M

Key differences

  • NTSD follows a active selection strategy; EES uses index tracking.

Side-by-side comparison

NTSDEES
Annual cost (TER)0.38%
Fund size (AUM)$690M
Since2007
Dividend yield1.12%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+32.0%
CAGR 3YN/A+16.5%
CAGR 5YN/A+6.5%
Sharpe 3YN/A0.67
Volatility 1Y17.55%
Max drawdown-5.20%-50.52%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to NTSD and EES