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NTSX vs DWM
WisdomTree U.S. Efficient Core Fund vs WisdomTree International Equity Fund
Key differences
- NTSX costs 0.28% less per year.
- NTSX covers north america markets; DWM covers global.
- NTSX follows a active selection strategy; DWM uses index tracking.
- Over the last 3 years, NTSX has delivered higher annualized returns.
- DWM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NTSX | DWM | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.48% |
| Fund size (AUM) | $1.3B | $663M |
| Since | 2018 | 2006 |
| Dividend yield | 1.12% | 2.78% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +27.6% | +22.3% |
| CAGR 3Y | +19.9% | +17.6% |
| CAGR 5Y | +9.8% | +10.2% |
| Sharpe 3Y | 1.04 | 0.95 |
| Volatility 1Y | 12.52% | 14.24% |
| Max drawdown | -31.34% | -37.82% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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