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NTSX vs WDIG
WisdomTree U.S. Efficient Core Fund vs WisdomTree Efficient Rare Earth Plus Strategic Metals Fund
Key differences
- NTSX costs 0.35% less per year.
- NTSX is classified as equity, while WDIG is mixed asset — different risk/return profiles.
- NTSX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NTSX | WDIG | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.55% |
| Fund size (AUM) | $1.3B | — |
| Since | 2018 | 2026 |
| Dividend yield | 1.12% | — |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +28.2% | N/A |
| CAGR 3Y | +20.0% | N/A |
| CAGR 5Y | +10.2% | N/A |
| Sharpe 3Y | 1.05 | N/A |
| Volatility 1Y | 12.50% | — |
| Max drawdown | -31.34% | -15.71% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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