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NTSI vs CDX

WisdomTree International Efficient Core Fund vs Simplify High Yield ETF

NTSI

WisdomTree International Efficient Core Fund

Annual cost

0.26%

Fund size

$500M

CDX

Simplify High Yield ETF

Annual cost

0.25%

Fund size

$407M

Key differences

NTSI is a mixed asset ETF, while CDX is a fixed income ETF. NTSI charges 0.26% a year and CDX 0.25%.

  • NTSI is a mixed asset fund, while CDX is a fixed income fund. They carry different risk/return profiles.
  • NTSI follows a active selection strategy; CDX uses multi strategy.
  • NTSI covers global markets excluding the US; CDX covers North America.
  • Over the last three years, NTSI has delivered higher annualized returns.

Side-by-side comparison

NTSICDX
Annual cost (TER)0.26%0.25%
Fund size (AUM)$500M$407M
Since20212022
Dividend yield3.50%8.31%
Asset classmixed assetfixed income
Regionglobal ex usnorth america
Strategyactive selectionmulti strategy
CAGR 1Y+20.2%-0.4%
CAGR 3Y+14.8%+7.9%
CAGR 5Y+5.6%N/A
Sharpe 3Y0.760.43
Volatility 1Y15.53%5.80%
Max drawdown-34.01%-13.24%

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

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