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NTSD vs EPI

Wisdomtree Efficient U.S. Plus International Equity Fund vs WisdomTree India Earnings Fund

NTSD

Wisdomtree Efficient U.S. Plus International Equity Fund

Annual cost

Fund size

EPI

WisdomTree India Earnings Fund

Annual cost

0.84%

Fund size

$2.2B

Key differences

Both NTSD and EPI are equity ETFs. The main difference: NTSD follows a active selection strategy; EPI uses index tracking.

  • NTSD follows a active selection strategy; EPI uses index tracking.
  • NTSD covers global markets excluding the US; EPI covers the Asia-Pacific region.

Side-by-side comparison

NTSDEPI
Annual cost (TER)0.84%
Fund size (AUM)$2.2B
Since2008
Dividend yield0.00%
Asset classequityequity
Regionglobal ex usasia pacific
Strategyactive selectionindex tracking
CAGR 1YN/A-12.2%
CAGR 3YN/A+7.4%
CAGR 5YN/A+5.5%
Sharpe 3YN/A0.30
Volatility 1Y15.01%
Max drawdown-5.58%-50.29%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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