NTSD vs. NTSX

Last updated Jun 4, 2026

NTSD (WisdomTree Efficient U.S. Plus International Equity Fund) and NTSX (WisdomTree U.S. Efficient Core Fund) are both exchange-traded funds - NTSD is a Leveraged Equities fund actively managed by WisdomTree, while NTSX is a Diversified Portfolio fund actively managed by WisdomTree. Both are actively managed. Their correlation of 0.92 suggests significant overlap in exposure. NTSD charges 0.35%/yr vs 0.20%/yr for NTSX.

Performance

NTSD vs. NTSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Efficient U.S. Plus International Equity Fund (NTSD) and WisdomTree U.S. Efficient Core Fund (NTSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

NTSD

• 1D: -1.11%
• 1M: 7.13%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

NTSX

• 1D: -1.05%
• 1M: 4.37%
• YTD: 8.62%
• 6M: 7.83%
• 1Y: 25.27%
• 3Y*: 19.38%
• 5Y*: 9.69%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

NTSD vs. NTSX - Yearly Performance Comparison

	2026 (YTD)
NTSD WisdomTree Efficient U.S. Plus International Equity Fund	17.91%
NTSX WisdomTree U.S. Efficient Core Fund	12.97%

Correlation

The correlation between NTSD and NTSX is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 20, 2026	0.92

Return for Risk

NTSD vs. NTSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NTSX

NTSX Risk / Return Rank: 60
NTSX Sharpe Ratio Rank: 60
NTSX Sortino Ratio Rank: 58
NTSX Omega Ratio Rank: 59
NTSX Calmar Ratio Rank: 55
NTSX Martin Ratio Rank: 66

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NTSD vs. NTSX - 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 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	NTSD	NTSX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.06	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.57	—
Sharpe Ratio (All Time) Calculated using the full available price history	5.08	0.71	+4.37

Drawdowns

NTSD vs. NTSX - Drawdown Comparison

The maximum NTSD drawdown since its inception was -5.20%, smaller than the maximum NTSX drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for NTSD and NTSX.

Drawdown Indicators

	NTSD	NTSX	Difference
Max Drawdown Largest peak-to-trough decline	-5.20%	-31.34%	+26.14%
Max Drawdown (1Y) Largest decline over 1 year	—	-9.16%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-16.82%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-31.34%	—
Current Drawdown Current decline from peak	-1.11%	-1.05%	-0.06%
Average Drawdown Average peak-to-trough decline	-0.84%	-6.79%	+5.95%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.07%	—

Volatility

Volatility by Period

	NTSD	NTSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.39%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.58%	—
Volatility (1Y) Calculated over the trailing 1-year period	24.28%	12.31%	+11.97%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.28%	17.04%	+7.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.28%	18.27%	+6.01%

NTSD vs. NTSX - Expense Ratio Comparison

NTSD has a 0.35% expense ratio, which is higher than NTSX's 0.20% expense ratio.

Dividends

NTSD vs. NTSX - Dividend Comparison

NTSD has not paid dividends to shareholders, while NTSX's dividend yield for the trailing twelve months is around 1.08%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
NTSD WisdomTree Efficient U.S. Plus International Equity Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
NTSX WisdomTree U.S. Efficient Core Fund	1.08%	1.14%	1.14%	1.21%	1.36%	0.82%	0.92%	1.42%	0.62%

Frequently Asked Questions

Can I hold both NTSD and NTSX in my portfolio?

With a correlation of 0.92, NTSD and NTSX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, NTSD or NTSX?

On fees, NTSX is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, NTSD or NTSX?

NTSX is cheaper with a 0.20% expense ratio, compared with 0.35% for NTSD.

Which ETF pays a higher dividend yield, NTSD or NTSX?

NTSX has the higher dividend yield at 1.08%, compared with 0.00% for NTSD.

What is the main difference between NTSD and NTSX?

NTSD is categorized as Leveraged Equities, while NTSX is Diversified Portfolio. Their fees differ too: 0.35% for NTSD and 0.20% for NTSX.