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NTSI vs WTV
WisdomTree International Efficient Core Fund vs WisdomTree U.S. Value Fund
Key differences
- WTV costs 0.14% less per year.
- WTV is significantly larger than NTSI — larger funds tend to be more liquid and less likely to close.
- NTSI is classified as mixed asset, while WTV is equity — different risk/return profiles.
- NTSI covers global markets; WTV covers north america.
- Over the last 3 years, WTV has delivered higher annualized returns.
- WTV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NTSI | WTV | |
|---|---|---|
| Annual cost (TER) | 0.26% | 0.12% |
| Fund size (AUM) | $486M | $2.8B |
| Since | 2021 | 2007 |
| Dividend yield | 3.60% | 1.71% |
| Asset class | mixed asset | equity |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.4% | +24.8% |
| CAGR 3Y | +13.4% | +22.8% |
| CAGR 5Y | N/A | +13.2% |
| Sharpe 3Y | 0.69 | 1.20 |
| Volatility 1Y | 15.02% | 11.94% |
| Max drawdown | -34.01% | -42.18% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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