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NTSXWisdomTree U.S. Efficient Core Fund

Grow my moneyGet income#272 of 1640 for Get income

Seeks total return.

WisdomTree · Since 2018 (7 years)

Annual Cost

0.20%

#872 out of 5,332 ETFs

Fund Size

$1.2B

#909 out of 5,332 ETFs

Dividend Yield

1.23%

Track Record

7 years

#1811 out of 5,332 ETFs

Performance

1 Year

+27.6%

3 Years

+19.6%

5 Years

+9.1%

What's inside

Asset class
Strategy
active selection
Cap
large

Asset allocation

Stocks
99.5%
Bonds
0.5%

Sector breakdown

Technology
32.7%
Financial Services
12.7%
Communication
12.0%
Consumer Cyclical
10.0%
Healthcare
9.6%
Industrials
8.2%
Consumer Defensive
6.0%
Energy
3.4%
Other
5.4%

Top holdings

NVIDIA CorpNVDA7.3%
Apple IncAAPL6.6%
Alphabet Inc Class AGOOGL6.2%
Microsoft CorpMSFT4.8%
Amazon.com IncAMZN3.6%
Meta Platforms Inc Class AMETA2.7%
Broadcom IncAVGO2.3%
Tesla IncTSLA2.0%
Berkshire Hathaway Inc Class BBRK-B1.8%
Eli Lilly and CoLLY1.7%

Risk profile

Volatility (1Y)

12.7%

Moderate

Max drawdown

-31.3%

Worst peak-to-trough loss

Sharpe (3Y)

1.03

Excellent risk-adjusted returns

Sortino (3Y)

1.48

Good downside protection

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Data updated on 2026-05-05