Skip to content
Beacon
Screener

WDIG vs NTSX

WisdomTree Efficient Rare Earth Plus Strategic Metals Fund vs WisdomTree U.S. Efficient Core Fund

WDIG

WisdomTree Efficient Rare Earth Plus Strategic Metals Fund

WisdomTree

Annual cost

0.55%

Fund size

NTSX

WisdomTree U.S. Efficient Core Fund

WisdomTree

Annual cost

0.20%

Fund size

$1.3B

Key differences

  • NTSX costs 0.35% less per year.
  • WDIG is classified as mixed asset, while NTSX is equity — different risk/return profiles.
  • NTSX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WDIGNTSX
Annual cost (TER)0.55%0.20%
Fund size (AUM)$1.3B
Since20262018
Dividend yield1.12%
Asset classmixed assetequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+27.6%
CAGR 3YN/A+19.9%
CAGR 5YN/A+9.8%
Sharpe 3YN/A1.04
Volatility 1Y12.52%
Max drawdown-15.71%-31.34%

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

Similar to WDIG and NTSX