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NTSX vs EES
WisdomTree U.S. Efficient Core Fund vs WisdomTree U.S. SmallCap Fund
Key differences
- NTSX costs 0.18% less per year.
- NTSX follows a active selection strategy; EES uses index tracking.
- Over the last 3 years, NTSX has delivered higher annualized returns.
- EES has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NTSX | EES | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.38% |
| Fund size (AUM) | $1.3B | $690M |
| Since | 2018 | 2007 |
| Dividend yield | 1.12% | 1.12% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +27.6% | +32.0% |
| CAGR 3Y | +19.9% | +16.5% |
| CAGR 5Y | +9.8% | +6.5% |
| Sharpe 3Y | 1.04 | 0.67 |
| Volatility 1Y | 12.52% | 17.55% |
| Max drawdown | -31.34% | -50.52% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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