Screener
WTMF vs NTSX
WisdomTree Managed Futures Strategy Fund vs WisdomTree U.S. Efficient Core Fund
Key differences
WTMF is an alternative ETF, while NTSX is an equity ETF. WTMF charges 0.66% a year and NTSX 0.20%.
- WTMF is an alternative fund, while NTSX is an equity fund. They carry different risk/return profiles.
- WTMF follows a managed futures strategy; NTSX uses active selection.
- NTSX costs 0.46% less per year.
- NTSX is much larger than WTMF. Larger funds are usually more liquid and less likely to close.
- Over the last three years, NTSX has delivered higher annualized returns.
- WTMF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTMF | NTSX | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.20% |
| Fund size (AUM) | $235M | $1.4B |
| Since | 2011 | 2018 |
| Dividend yield | 2.80% | 1.07% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | managed futures | active selection |
| CAGR 1Y | +20.2% | +22.4% |
| CAGR 3Y | +9.7% | +19.2% |
| CAGR 5Y | +6.1% | +9.4% |
| Sharpe 3Y | 0.69 | 1.00 |
| Volatility 1Y | 8.93% | 12.92% |
| Max drawdown | -15.62% | -31.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.