NTSD vs. IDV
NTSD (WisdomTree Efficient U.S. Plus International Equity Fund) and IDV (iShares International Select Dividend ETF) are both exchange-traded funds - NTSD is a Leveraged Equities fund actively managed by WisdomTree, while IDV is a Global Equities fund tracking the Dow Jones EPAC Select Dividend. NTSD is actively managed, while IDV is passively managed. A 0.66 correlation means they provide meaningful diversification when combined. NTSD charges 0.35%/yr vs 0.49%/yr for IDV.
Performance
NTSD vs. IDV - Performance Comparison
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Returns By Period
NTSD
- 1D
- -1.11%
- 1M
- -0.08%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IDV
- 1D
- -0.16%
- 1M
- -1.02%
- 6M
- 9.20%
- YTD
- 11.69%
- 1Y
- 29.18%
- 3Y*
- 23.59%
- 5Y*
- 12.80%
- 10Y*
- 10.13%
NTSD vs. IDV - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
NTSD WisdomTree Efficient U.S. Plus International Equity Fund | 18.50% |
IDV iShares International Select Dividend ETF | 4.81% |
Correlation
The correlation between NTSD and IDV is 0.66, 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 | 0.66 |
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Return for Risk
NTSD vs. IDV — Risk / Return Rank
NTSD
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IDV
NTSD vs. IDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient U.S. Plus International Equity Fund (NTSD) and iShares International Select Dividend ETF (IDV). 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.
| NTSD | IDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.40 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.44 | — |
| Martin ratioReturn relative to average drawdown | — | 10.71 | — |
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Drawdowns
NTSD vs. IDV - Drawdown Comparison
The maximum NTSD drawdown since its inception was -5.58%, smaller than the maximum IDV drawdown of -70.14%. Use the drawdown chart below to compare losses from any high point for NTSD and IDV.
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Drawdown Indicators
| NTSD | IDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.58% | -70.14% | +64.56% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.52% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -11.86% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.19% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.50% | — |
Current DrawdownCurrent decline from peak | -1.28% | -3.34% | +2.06% |
Average DrawdownAverage peak-to-trough decline | -1.13% | -15.33% | +14.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.73% | — |
Volatility
NTSD vs. IDV - Volatility Comparison
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Volatility by Period
| NTSD | IDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.48% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.23% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 23.24% | 13.20% | +10.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.24% | 15.57% | +7.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.24% | 17.61% | +5.63% |
NTSD vs. IDV - Expense Ratio Comparison
NTSD has a 0.35% expense ratio, which is lower than IDV's 0.49% expense ratio.
Dividends
NTSD vs. IDV - Dividend Comparison
NTSD's dividend yield for the trailing twelve months is around 0.14%, less than IDV's 5.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDV iShares International Select Dividend ETF | 5.32% | 4.94% | 6.46% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.52% | 4.69% | 5.08% |
NTSD WisdomTree Efficient U.S. Plus International Equity Fund | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
NTSD and IDV have a correlation of 0.66, 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 0.49% for IDV.
IDV has the higher dividend yield at 5.32%, compared with 0.14% for NTSD.
NTSD is categorized as Leveraged Equities, while IDV is Global Equities. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.35% for NTSD and 0.49% for IDV.
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