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NTSX vs AGZD
WisdomTree U.S. Efficient Core Fund vs WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
Key differences
- NTSX is significantly larger than AGZD — larger funds tend to be more liquid and less likely to close.
- NTSX is classified as equity, while AGZD is fixed income — different risk/return profiles.
- NTSX follows a active selection strategy; AGZD uses index tracking.
- Over the last 3 years, NTSX has delivered higher annualized returns.
- AGZD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NTSX | AGZD | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.23% |
| Fund size (AUM) | $1.3B | $92M |
| Since | 2018 | 2013 |
| Dividend yield | 1.12% | 4.02% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +27.6% | +5.9% |
| CAGR 3Y | +19.9% | +6.3% |
| CAGR 5Y | +9.8% | +4.3% |
| Sharpe 3Y | 1.04 | 0.73 |
| Volatility 1Y | 12.52% | 3.13% |
| Max drawdown | -31.34% | -8.46% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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