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NTSE vs. DHS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NTSE vs. DHS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Emerging Markets Efficient Core Fund (NTSE) and WisdomTree US High Dividend Fund (DHS). The values are adjusted to include any dividend payments, if applicable.

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NTSE vs. DHS - Yearly Performance Comparison


2026 (YTD)20252024202320222021
NTSE
WisdomTree Emerging Markets Efficient Core Fund
5.59%36.29%4.42%9.47%-26.31%-5.66%
DHS
WisdomTree US High Dividend Fund
8.00%12.87%18.02%-0.19%7.97%5.93%

Returns By Period

In the year-to-date period, NTSE achieves a 5.59% return, which is significantly lower than DHS's 8.00% return.


NTSE

1D
3.94%
1M
-10.28%
YTD
5.59%
6M
11.12%
1Y
37.04%
3Y*
15.77%
5Y*
10Y*

DHS

1D
0.91%
1M
-2.77%
YTD
8.00%
6M
10.21%
1Y
14.07%
3Y*
14.13%
5Y*
11.42%
10Y*
9.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NTSE vs. DHS - Expense Ratio Comparison

Both NTSE and DHS have an expense ratio of 0.38%.


Return for Risk

NTSE vs. DHS — Risk / Return Rank

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

NTSE
NTSE Risk / Return Rank: 8888
Overall Rank
NTSE Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
NTSE Sortino Ratio Rank: 8989
Sortino Ratio Rank
NTSE Omega Ratio Rank: 8888
Omega Ratio Rank
NTSE Calmar Ratio Rank: 8787
Calmar Ratio Rank
NTSE Martin Ratio Rank: 8787
Martin Ratio Rank

DHS
DHS Risk / Return Rank: 5959
Overall Rank
DHS Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
DHS Sortino Ratio Rank: 6262
Sortino Ratio Rank
DHS Omega Ratio Rank: 6060
Omega Ratio Rank
DHS Calmar Ratio Rank: 5858
Calmar Ratio Rank
DHS Martin Ratio Rank: 5555
Martin Ratio Rank
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.

NTSE vs. DHS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets Efficient Core Fund (NTSE) and WisdomTree US High Dividend Fund (DHS). 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.


NTSEDHSDifference

Sharpe ratio

Return per unit of total volatility

1.83

1.06

+0.77

Sortino ratio

Return per unit of downside risk

2.47

1.49

+0.97

Omega ratio

Gain probability vs. loss probability

1.36

1.21

+0.15

Calmar ratio

Return relative to maximum drawdown

2.62

1.34

+1.27

Martin ratio

Return relative to average drawdown

10.31

5.00

+5.32

NTSE vs. DHS - Sharpe Ratio Comparison

The current NTSE Sharpe Ratio is 1.83, which is higher than the DHS Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of NTSE and DHS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


NTSEDHSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.83

1.06

+0.77

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.83

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

Sharpe Ratio (All Time)

Calculated using the full available price history

0.15

0.40

-0.25

Correlation

The correlation between NTSE and DHS is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

NTSE vs. DHS - Dividend Comparison

NTSE's dividend yield for the trailing twelve months is around 3.14%, less than DHS's 3.23% yield.


TTM20252024202320222021202020192018201720162015
NTSE
WisdomTree Emerging Markets Efficient Core Fund
3.14%3.35%3.23%2.44%3.22%2.10%0.00%0.00%0.00%0.00%0.00%0.00%
DHS
WisdomTree US High Dividend Fund
3.23%3.32%3.66%4.31%3.42%3.29%4.14%3.69%3.76%3.00%3.25%3.53%

Drawdowns

NTSE vs. DHS - Drawdown Comparison

The maximum NTSE drawdown since its inception was -42.84%, smaller than the maximum DHS drawdown of -67.25%. Use the drawdown chart below to compare losses from any high point for NTSE and DHS.


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Drawdown Indicators


NTSEDHSDifference

Max Drawdown

Largest peak-to-trough decline

-42.84%

-67.25%

+24.41%

Max Drawdown (1Y)

Largest decline over 1 year

-14.20%

-10.84%

-3.36%

Max Drawdown (5Y)

Largest decline over 5 years

-15.28%

Max Drawdown (10Y)

Largest decline over 10 years

-37.35%

Current Drawdown

Current decline from peak

-10.81%

-3.23%

-7.58%

Average Drawdown

Average peak-to-trough decline

-20.35%

-9.62%

-10.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.60%

3.10%

+0.50%

Volatility

NTSE vs. DHS - Volatility Comparison

WisdomTree Emerging Markets Efficient Core Fund (NTSE) has a higher volatility of 10.91% compared to WisdomTree US High Dividend Fund (DHS) at 3.13%. This indicates that NTSE's price experiences larger fluctuations and is considered to be riskier than DHS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NTSEDHSDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.91%

3.13%

+7.78%

Volatility (6M)

Calculated over the trailing 6-month period

15.30%

7.12%

+8.18%

Volatility (1Y)

Calculated over the trailing 1-year period

20.34%

13.35%

+6.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.76%

13.87%

+4.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.76%

16.06%

+2.70%