MSII vs. NTSD
MSII (REX MSTR Growth & Income ETF) and NTSD (WisdomTree Efficient U.S. Plus International Equity Fund) are both Leveraged Equities funds. Both are actively managed. A 0.53 correlation means they provide meaningful diversification when combined. MSII charges 0.99%/yr vs 0.35%/yr for NTSD.
Performance
MSII vs. NTSD - Performance Comparison
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Returns By Period
MSII
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- -32.25%
- YTD
- -28.10%
- 1Y
- -75.55%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
NTSD
- 1D
- -1.14%
- 1M
- 1.27%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSII vs. NTSD - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
MSII REX MSTR Growth & Income ETF | -22.94% |
NTSD WisdomTree Efficient U.S. Plus International Equity Fund | 18.37% |
Correlation
The correlation between MSII and NTSD is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Mar 19, 2026 | 0.53 |
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Return for Risk
MSII vs. NTSD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX MSTR Growth & Income ETF (MSII) and WisdomTree Efficient U.S. Plus International Equity Fund (NTSD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MSII | NTSD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 0.77 | — | — |
| Calmar ratioReturn relative to maximum drawdown | -0.94 | — | — |
| Martin ratioReturn relative to average drawdown | -1.31 | — | — |
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Drawdowns
MSII vs. NTSD - Drawdown Comparison
The maximum MSII drawdown since its inception was -78.73%, which is greater than NTSD's maximum drawdown of -5.58%. Use the drawdown chart below to compare losses from any high point for MSII and NTSD.
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Drawdown Indicators
| MSII | NTSD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.73% | -5.58% | -73.15% |
Max Drawdown (1Y)Largest decline over 1 year | -78.73% | — | — |
Current DrawdownCurrent decline from peak | -76.65% | -1.39% | -75.26% |
Average DrawdownAverage peak-to-trough decline | -48.03% | -1.14% | -46.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 56.38% | — | — |
Volatility
MSII vs. NTSD - Volatility Comparison
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Volatility by Period
| MSII | NTSD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.17% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 56.48% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 71.71% | 23.54% | +48.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 69.96% | 23.54% | +46.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 69.96% | 23.54% | +46.42% |
MSII vs. NTSD - Expense Ratio Comparison
MSII has a 0.99% expense ratio, which is higher than NTSD's 0.35% expense ratio.
Dividends
MSII vs. NTSD - Dividend Comparison
MSII has not paid dividends to shareholders, while NTSD's dividend yield for the trailing twelve months is around 0.14%.
| Position | TTM | 2025 |
|---|---|---|
MSII REX MSTR Growth & Income ETF | 76.94% | 48.93% |
NTSD WisdomTree Efficient U.S. Plus International Equity Fund | 0.14% | 0.00% |
Frequently Asked Questions
MSII and NTSD have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, NTSD is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
NTSD is cheaper with a 0.35% expense ratio, compared with 0.99% for MSII.
MSII has the higher dividend yield at 76.94%, compared with 0.14% for NTSD.
They also come from different issuers: REX and WisdomTree. Their fees differ too: 0.99% for MSII and 0.35% for NTSD.
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