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WTV vs NTSI
WisdomTree U.S. Value Fund vs WisdomTree International Efficient Core Fund
Key differences
- WTV costs 0.14% less per year.
- WTV is significantly larger than NTSI — larger funds tend to be more liquid and less likely to close.
- WTV is classified as equity, while NTSI is mixed asset — different risk/return profiles.
- WTV covers north america markets; NTSI covers global.
- Over the last 3 years, WTV has delivered higher annualized returns.
- WTV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTV | NTSI | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.26% |
| Fund size (AUM) | $2.8B | $486M |
| Since | 2007 | 2021 |
| Dividend yield | 1.71% | 3.60% |
| Asset class | equity | mixed asset |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +24.8% | +21.4% |
| CAGR 3Y | +22.8% | +13.4% |
| CAGR 5Y | +13.2% | N/A |
| Sharpe 3Y | 1.20 | 0.69 |
| Volatility 1Y | 11.94% | 15.02% |
| Max drawdown | -42.18% | -34.01% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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