NTSD vs. WBIG

Last updated Jun 5, 2026

NTSD (WisdomTree Efficient U.S. Plus International Equity Fund) and WBIG (WBI BullBear Yield 3000 ETF) are both exchange-traded funds - NTSD is a Leveraged Equities fund actively managed by WisdomTree, while WBIG is a Global Equities fund actively managed by WBI. Both are actively managed. A 0.63 correlation means they provide meaningful diversification when combined. NTSD charges 0.35%/yr vs 1.14%/yr for WBIG.

Performance

NTSD vs. WBIG - 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 WBI BullBear Yield 3000 ETF (WBIG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

NTSD

• 1D: 1.08%
• 1M: 6.63%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

WBIG

• 1D: 0.36%
• 1M: 3.86%
• YTD: 9.05%
• 6M: 8.24%
• 1Y: 20.44%
• 3Y*: 6.44%
• 5Y*: 0.69%
• 10Y*: 3.86%

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

NTSD vs. WBIG - Yearly Performance Comparison

	2026 (YTD)
NTSD WisdomTree Efficient U.S. Plus International Equity Fund	19.18%
WBIG WBI BullBear Yield 3000 ETF	7.62%

Correlation

The correlation between NTSD and WBIG is 0.63, 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 20, 2026	0.63

Return for Risk

NTSD vs. WBIG — Risk / Return Rank

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

WBIG

WBIG Risk / Return Rank: 69
WBIG Sharpe Ratio Rank: 64
WBIG Sortino Ratio Rank: 66
WBIG Omega Ratio Rank: 65
WBIG Calmar Ratio Rank: 80
WBIG Martin Ratio Rank: 70

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. WBIG - 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 WBI BullBear Yield 3000 ETF (WBIG). 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	WBIG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.08	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.06	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.34	—
Sharpe Ratio (All Time) Calculated using the full available price history	5.46	0.15	+5.31

Drawdowns

NTSD vs. WBIG - Drawdown Comparison

The maximum NTSD drawdown since its inception was -5.20%, smaller than the maximum WBIG drawdown of -25.32%. Use the drawdown chart below to compare losses from any high point for NTSD and WBIG.

Drawdown Indicators

	NTSD	WBIG	Difference
Max Drawdown Largest peak-to-trough decline	-5.20%	-25.32%	+20.12%
Max Drawdown (1Y) Largest decline over 1 year	—	-5.06%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-20.20%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.32%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-25.32%	—
Current Drawdown Current decline from peak	-0.04%	-4.50%	+4.46%
Average Drawdown Average peak-to-trough decline	-0.83%	-10.92%	+10.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.61%	—

Volatility

Volatility by Period

	NTSD	WBIG	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.42%	—
Volatility (6M) Calculated over the trailing 6-month period	—	6.58%	—
Volatility (1Y) Calculated over the trailing 1-year period	24.10%	9.87%	+14.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.10%	12.05%	+12.05%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.10%	11.55%	+12.55%

NTSD vs. WBIG - Expense Ratio Comparison

NTSD has a 0.35% expense ratio, which is lower than WBIG's 1.14% expense ratio.

Dividends

NTSD vs. WBIG - Dividend Comparison

NTSD has not paid dividends to shareholders, while WBIG's dividend yield for the trailing twelve months is around 1.21%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%	0.00%	0.00%	0.00%
WBIG WBI BullBear Yield 3000 ETF	1.21%	1.74%	2.05%	1.74%	1.29%	2.94%	0.90%	1.87%	1.20%	1.27%	0.96%	1.41%

Frequently Asked Questions

Can I hold both NTSD and WBIG in my portfolio?

NTSD and WBIG have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, NTSD or WBIG?

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.

Which ETF is cheaper, NTSD or WBIG?

NTSD is cheaper with a 0.35% expense ratio, compared with 1.14% for WBIG.

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

WBIG has the higher dividend yield at 1.21%, compared with 0.00% for NTSD.

What is the main difference between NTSD and WBIG?

NTSD is categorized as Leveraged Equities, while WBIG is Global Equities. They also come from different issuers: WisdomTree and WBI. Their fees differ too: 0.35% for NTSD and 1.14% for WBIG.