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NTSI vs DEM
WisdomTree International Efficient Core Fund vs WisdomTree Emerging Markets High Dividend Fund
Key differences
- NTSI costs 0.37% less per year.
- DEM is significantly larger than NTSI — larger funds tend to be more liquid and less likely to close.
- NTSI is classified as mixed asset, while DEM is equity — different risk/return profiles.
- NTSI covers global markets; DEM covers emerging markets.
- NTSI follows a active selection strategy; DEM uses index tracking.
- Over the last 3 years, DEM has delivered higher annualized returns.
- DEM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NTSI | DEM | |
|---|---|---|
| Annual cost (TER) | 0.26% | 0.63% |
| Fund size (AUM) | $486M | $3.7B |
| Since | 2021 | 2007 |
| Dividend yield | 3.60% | 4.05% |
| Asset class | mixed asset | equity |
| Region | global | emerging markets |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.4% | +28.3% |
| CAGR 3Y | +13.4% | +18.3% |
| CAGR 5Y | N/A | +10.1% |
| Sharpe 3Y | 0.69 | 0.99 |
| Volatility 1Y | 15.02% | 13.28% |
| Max drawdown | -34.01% | -37.79% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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