Screener
NTSI vs HEDJ
WisdomTree International Efficient Core Fund vs WisdomTree Europe Hedged Equity Fund
Key differences
NTSI is a mixed asset ETF, while HEDJ is an equity ETF. NTSI charges 0.26% a year and HEDJ 0.58%.
- NTSI is a mixed asset fund, while HEDJ is an equity fund. They carry different risk/return profiles.
- NTSI follows a active selection strategy; HEDJ uses long short.
- NTSI covers global markets excluding the US; HEDJ covers Europe.
- NTSI costs 0.32% less per year.
- HEDJ is much larger than NTSI. Larger funds are usually more liquid and less likely to close.
- HEDJ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NTSI | HEDJ | |
|---|---|---|
| Annual cost (TER) | 0.26% | 0.58% |
| Fund size (AUM) | $500M | $1.8B |
| Since | 2021 | 2009 |
| Dividend yield | 3.50% | 1.53% |
| Asset class | mixed asset | equity |
| Region | global ex us | europe |
| Strategy | active selection | long short |
| CAGR 1Y | +16.9% | +14.0% |
| CAGR 3Y | +13.4% | +14.3% |
| CAGR 5Y | +5.2% | +10.8% |
| Sharpe 3Y | 0.68 | 0.70 |
| Volatility 1Y | 15.24% | 15.58% |
| Max drawdown | -34.01% | -38.18% |
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