Screener
WTMU vs NTSX
Wisdomtree Core Laddered Municipal Fund vs WisdomTree U.S. Efficient Core Fund
Key differences
WTMU is a fixed income ETF, while NTSX is an equity ETF. WTMU charges 0.25% a year and NTSX 0.20%.
- WTMU is a fixed income fund, while NTSX is an equity fund. They carry different risk/return profiles.
- WTMU follows a index tracking strategy; NTSX uses active selection.
- NTSX is much larger than WTMU. Larger funds are usually more liquid and less likely to close.
- NTSX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTMU | NTSX | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.20% |
| Fund size (AUM) | $11M | $1.4B |
| Since | 2025 | 2018 |
| Dividend yield | 2.99% | 1.07% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.3% | +22.4% |
| CAGR 3Y | N/A | +19.2% |
| CAGR 5Y | N/A | +9.4% |
| Sharpe 3Y | N/A | 1.00 |
| Volatility 1Y | 2.22% | 12.92% |
| Max drawdown | -4.24% | -31.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.