NGVC vs. NTSX
Compare and contrast key facts about Natural Grocers by Vitamin Cottage, Inc. (NGVC) and WisdomTree U.S. Efficient Core Fund (NTSX).
NTSX is an actively managed fund by WisdomTree. It was launched on Aug 2, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NGVC or NTSX.
Correlation
The correlation between NGVC and NTSX is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
NGVC vs. NTSX - Performance Comparison
Key characteristics
NGVC:
4.82
NTSX:
1.74
NGVC:
5.23
NTSX:
2.39
NGVC:
1.71
NTSX:
1.30
NGVC:
4.24
NTSX:
2.99
NGVC:
30.37
NTSX:
10.00
NGVC:
7.58%
NTSX:
2.29%
NGVC:
47.82%
NTSX:
13.17%
NGVC:
-89.04%
NTSX:
-31.34%
NGVC:
-2.51%
NTSX:
-0.21%
Returns By Period
In the year-to-date period, NGVC achieves a 23.21% return, which is significantly higher than NTSX's 4.95% return.
NGVC
23.21%
21.35%
98.68%
235.02%
52.48%
8.45%
NTSX
4.95%
2.92%
7.67%
21.57%
10.50%
N/A
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Risk-Adjusted Performance
NGVC vs. NTSX — Risk-Adjusted Performance Rank
NGVC
NTSX
NGVC vs. NTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Natural Grocers by Vitamin Cottage, Inc. (NGVC) and WisdomTree U.S. Efficient Core Fund (NTSX). 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.
Dividends
NGVC vs. NTSX - Dividend Comparison
NGVC's dividend yield for the trailing twelve months is around 0.86%, less than NTSX's 1.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
NGVC Natural Grocers by Vitamin Cottage, Inc. | 0.86% | 1.06% | 8.75% | 4.38% | 2.18% | 16.59% | 0.71% | 0.00% |
NTSX WisdomTree U.S. Efficient Core Fund | 1.09% | 1.14% | 1.21% | 1.36% | 0.82% | 0.92% | 1.53% | 0.62% |
Drawdowns
NGVC vs. NTSX - Drawdown Comparison
The maximum NGVC drawdown since its inception was -89.04%, which is greater than NTSX's maximum drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for NGVC and NTSX. For additional features, visit the drawdowns tool.
Volatility
NGVC vs. NTSX - Volatility Comparison
Natural Grocers by Vitamin Cottage, Inc. (NGVC) has a higher volatility of 11.42% compared to WisdomTree U.S. Efficient Core Fund (NTSX) at 3.49%. This indicates that NGVC's price experiences larger fluctuations and is considered to be riskier than NTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.