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NTSI vs GTR

WisdomTree International Efficient Core Fund vs WisdomTree Target Range Fund

NTSI

WisdomTree International Efficient Core Fund

Annual cost

0.26%

Fund size

$500M

GTR

WisdomTree Target Range Fund

Annual cost

0.70%

Fund size

$69M

Key differences

NTSI is a mixed asset ETF, while GTR is an alternative ETF. NTSI charges 0.26% a year and GTR 0.70%.

  • NTSI is a mixed asset fund, while GTR is an alternative fund. They carry different risk/return profiles.
  • NTSI follows a active selection strategy; GTR uses option income.
  • NTSI covers global markets excluding the US; GTR covers North America.
  • NTSI costs 0.44% less per year.
  • NTSI is much larger than GTR. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, NTSI has delivered higher annualized returns.

Side-by-side comparison

NTSIGTR
Annual cost (TER)0.26%0.70%
Fund size (AUM)$500M$69M
Since20212021
Dividend yield3.50%5.30%
Asset classmixed assetalternative
Regionglobal ex usnorth america
Strategyactive selectionoption income
CAGR 1Y+20.2%+18.2%
CAGR 3Y+14.8%+12.3%
CAGR 5Y+5.6%N/A
Sharpe 3Y0.760.82
Volatility 1Y15.53%9.70%
Max drawdown-34.01%-21.44%

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

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