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NTSI vs LCR

WisdomTree International Efficient Core Fund vs Leuthold Core ETF

NTSI

WisdomTree International Efficient Core Fund

Annual cost

0.26%

Fund size

$486M

LCR

Leuthold Core ETF

Annual cost

0.84%

Fund size

$70M

Key differences

  • NTSI costs 0.58% less per year.
  • NTSI is significantly larger than LCR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, NTSI has delivered higher annualized returns.

Side-by-side comparison

NTSILCR
Annual cost (TER)0.26%0.84%
Fund size (AUM)$486M$70M
Since20212020
Dividend yield3.60%1.35%
Asset classmixed assetmixed asset
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+22.2%+14.8%
CAGR 3Y+13.7%+11.5%
CAGR 5YN/A+6.9%
Sharpe 3Y0.710.95
Volatility 1Y15.05%7.52%
Max drawdown-34.01%-17.44%

Similar to NTSI and LCR