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NTSX vs WISD

WisdomTree U.S. Efficient Core Fund vs Wisdom Short Duration Income ETF

NTSX

WisdomTree U.S. Efficient Core Fund

WisdomTree

Annual cost

0.20%

Fund size

$1.3B

WISD

Wisdom Short Duration Income ETF

Annual cost

Fund size

Key differences

  • NTSX is classified as equity, while WISD is fixed income — different risk/return profiles.

Side-by-side comparison

NTSXWISD
Annual cost (TER)0.20%
Fund size (AUM)$1.3B
Since2018
Dividend yield1.12%
Asset classequityfixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+27.6%N/A
CAGR 3Y+19.9%N/A
CAGR 5Y+9.8%N/A
Sharpe 3Y1.04N/A
Volatility 1Y12.52%
Max drawdown-31.34%-0.73%

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

Similar to NTSX and WISD