Screener
NTSX vs SHAG
WisdomTree U.S. Efficient Core Fund vs WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
Key differences
- SHAG costs 0.08% less per year.
- NTSX is significantly larger than SHAG — larger funds tend to be more liquid and less likely to close.
- NTSX is classified as equity, while SHAG is fixed income — different risk/return profiles.
- NTSX follows a active selection strategy; SHAG uses index tracking.
- Over the last 3 years, NTSX has delivered higher annualized returns.
Side-by-side comparison
| NTSX | SHAG | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.12% |
| Fund size (AUM) | $1.3B | $43M |
| Since | 2018 | 2017 |
| Dividend yield | 1.12% | 4.30% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +27.6% | +4.1% |
| CAGR 3Y | +19.9% | +4.5% |
| CAGR 5Y | +9.8% | +1.6% |
| Sharpe 3Y | 1.04 | 0.40 |
| Volatility 1Y | 12.52% | 2.09% |
| Max drawdown | -31.34% | -9.61% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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