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NTSX vs TUA

WisdomTree U.S. Efficient Core Fund vs Simplify Short Term Treasury Futures Strategy ETF

NTSX

WisdomTree U.S. Efficient Core Fund

Annual cost

0.20%

Fund size

$1.4B

TUA

Simplify Short Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$757M

Key differences

NTSX is an equity ETF, while TUA is a fixed income ETF. NTSX charges 0.20% a year and TUA 0.25%.

  • NTSX is an equity fund, while TUA is a fixed income fund. They carry different risk/return profiles.
  • Over the last three years, NTSX has delivered higher annualized returns.

Side-by-side comparison

NTSXTUA
Annual cost (TER)0.20%0.25%
Fund size (AUM)$1.4B$757M
Since20182022
Dividend yield1.07%3.53%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+22.4%-1.9%
CAGR 3Y+19.2%-0.5%
CAGR 5Y+9.4%N/A
Sharpe 3Y1.00-0.40
Volatility 1Y12.92%6.84%
Max drawdown-31.34%-15.85%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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