Screener
NTSX vs WTV
WisdomTree U.S. Efficient Core Fund vs WisdomTree U.S. Value Fund
Key differences
- WTV costs 0.08% less per year.
- Over the last 3 years, WTV has delivered higher annualized returns.
- WTV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NTSX | WTV | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.12% |
| Fund size (AUM) | $1.3B | $2.8B |
| Since | 2018 | 2007 |
| Dividend yield | 1.12% | 1.71% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +27.6% | +24.8% |
| CAGR 3Y | +19.9% | +22.8% |
| CAGR 5Y | +9.8% | +13.2% |
| Sharpe 3Y | 1.04 | 1.20 |
| Volatility 1Y | 12.52% | 11.94% |
| Max drawdown | -31.34% | -42.18% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to NTSX and WTV
Explore further