Screener
NTSX vs WTMU
WisdomTree U.S. Efficient Core Fund vs Wisdomtree Core Laddered Municipal Fund
Key differences
NTSX is an equity ETF, while WTMU is a fixed income ETF. NTSX charges 0.20% a year and WTMU 0.25%.
- NTSX is an equity fund, while WTMU is a fixed income fund. They carry different risk/return profiles.
- NTSX follows a active selection strategy; WTMU uses index tracking.
- NTSX is much larger than WTMU. Larger funds are usually more liquid and less likely to close.
- NTSX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NTSX | WTMU | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.25% |
| Fund size (AUM) | $1.4B | $11M |
| Since | 2018 | 2025 |
| Dividend yield | 1.07% | 2.99% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +22.4% | +5.3% |
| CAGR 3Y | +19.2% | N/A |
| CAGR 5Y | +9.4% | N/A |
| Sharpe 3Y | 1.00 | N/A |
| Volatility 1Y | 12.92% | 2.22% |
| Max drawdown | -31.34% | -4.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.