Screener
NTSX vs VOTE
WisdomTree U.S. Efficient Core Fund vs TCW Transform 500 ETF
Key differences
- VOTE costs 0.15% less per year.
- NTSX follows a active selection strategy; VOTE uses index tracking.
- Over the last 3 years, VOTE has delivered higher annualized returns.
Side-by-side comparison
| NTSX | VOTE | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.05% |
| Fund size (AUM) | $1.3B | $1.0B |
| Since | 2018 | 2021 |
| Dividend yield | 1.12% | 0.94% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +28.2% | +30.9% |
| CAGR 3Y | +20.0% | +23.5% |
| CAGR 5Y | +10.2% | N/A |
| Sharpe 3Y | 1.05 | 1.24 |
| Volatility 1Y | 12.50% | 12.21% |
| Max drawdown | -31.34% | -25.70% |
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