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WISD vs NTSX

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

WISD

Wisdom Short Duration Income ETF

Annual cost

Fund size

NTSX

WisdomTree U.S. Efficient Core Fund

WisdomTree

Annual cost

0.20%

Fund size

$1.3B

Key differences

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

Side-by-side comparison

WISDNTSX
Annual cost (TER)0.20%
Fund size (AUM)$1.3B
Since2018
Dividend yield1.12%
Asset classfixed incomeequity
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-0.73%-31.34%

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

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