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WTIP vs NTSX
WisdomTree Inflation Plus Fund vs WisdomTree U.S. Efficient Core Fund
Key differences
- NTSX costs 0.45% less per year.
- NTSX is significantly larger than WTIP — larger funds tend to be more liquid and less likely to close.
- WTIP is classified as alternative, while NTSX is equity — different risk/return profiles.
- WTIP follows a tactical allocation strategy; NTSX uses active selection.
- NTSX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTIP | NTSX | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.20% |
| Fund size (AUM) | $22M | $1.3B |
| Since | 2025 | 2018 |
| Dividend yield | — | 1.12% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | N/A | +27.6% |
| CAGR 3Y | N/A | +19.9% |
| CAGR 5Y | N/A | +9.8% |
| Sharpe 3Y | N/A | 1.04 |
| Volatility 1Y | — | 12.52% |
| Max drawdown | -7.44% | -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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