Screener
NTSX vs EPI
WisdomTree U.S. Efficient Core Fund vs WisdomTree India Earnings Fund
Key differences
Both NTSX and EPI are equity ETFs. NTSX charges 0.20% a year and EPI 0.84%. The main difference: NTSX follows a active selection strategy; EPI uses index tracking.
- NTSX follows a active selection strategy; EPI uses index tracking.
- NTSX covers North America; EPI covers the Asia-Pacific region.
- NTSX costs 0.64% less per year.
- Over the last three years, NTSX has delivered higher annualized returns.
- EPI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NTSX | EPI | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.84% |
| Fund size (AUM) | $1.4B | $2.2B |
| Since | 2018 | 2008 |
| Dividend yield | 1.07% | 0.00% |
| Asset class | equity | equity |
| Region | north america | asia pacific |
| Strategy | active selection | index tracking |
| CAGR 1Y | +19.9% | -12.2% |
| CAGR 3Y | +17.9% | +7.4% |
| CAGR 5Y | +9.0% | +5.5% |
| Sharpe 3Y | 0.92 | 0.30 |
| Volatility 1Y | 12.76% | 15.01% |
| Max drawdown | -31.34% | -50.29% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.