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NTSX vs QSIG

WisdomTree U.S. Efficient Core Fund vs WisdomTree U.S. Short-Term Corporate Bond Fund

NTSX

WisdomTree U.S. Efficient Core Fund

WisdomTree

Annual cost

0.20%

Fund size

$1.3B

QSIG

WisdomTree U.S. Short-Term Corporate Bond Fund

WisdomTree

Annual cost

0.18%

Fund size

$58M

Key differences

  • NTSX is significantly larger than QSIG — larger funds tend to be more liquid and less likely to close.
  • NTSX is classified as equity, while QSIG is fixed income — different risk/return profiles.
  • NTSX follows a active selection strategy; QSIG uses index tracking.
  • Over the last 3 years, NTSX has delivered higher annualized returns.

Side-by-side comparison

NTSXQSIG
Annual cost (TER)0.20%0.18%
Fund size (AUM)$1.3B$58M
Since20182016
Dividend yield1.12%4.44%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.6%+4.5%
CAGR 3Y+19.9%+5.2%
CAGR 5Y+9.8%+2.2%
Sharpe 3Y1.040.64
Volatility 1Y12.52%1.95%
Max drawdown-31.34%-12.35%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to NTSX and QSIG