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NTSE vs. VTI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NTSE vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Emerging Markets Efficient Core Fund (NTSE) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NTSE achieves a 33.74% return, which is significantly higher than VTI's 10.35% return.


NTSE

1D
0.09%
1M
9.06%
YTD
33.74%
6M
36.20%
1Y
62.23%
3Y*
25.59%
5Y*
7.15%
10Y*

VTI

1D
-0.32%
1M
0.55%
YTD
10.35%
6M
9.59%
1Y
27.18%
3Y*
21.19%
5Y*
12.36%
10Y*
15.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NTSE vs. VTI - Yearly Performance Comparison


2026 (YTD)20252024202320222021
NTSE
WisdomTree Emerging Markets Efficient Core Fund
33.74%36.29%4.42%9.47%-26.31%-5.67%
VTI
Vanguard Total Stock Market ETF
10.35%17.10%23.81%26.05%-19.52%14.59%

Correlation

The correlation between NTSE and VTI is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.73

Correlation (3Y)
Calculated over the trailing 3-year period

0.66

Correlation (5Y)
Calculated over the trailing 5-year period

0.64

Correlation (All Time)
Calculated using the full available price history since May 20, 2021

0.64

The correlation between NTSE and VTI has been stable across timeframes, ranging from 0.64 to 0.73 - a consistent structural relationship.

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Return for Risk

NTSE vs. VTI — Risk / Return Rank

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

NTSE
NTSE Risk / Return Rank: 8585
Overall Rank
NTSE Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
NTSE Sortino Ratio Rank: 8383
Sortino Ratio Rank
NTSE Omega Ratio Rank: 8787
Omega Ratio Rank
NTSE Calmar Ratio Rank: 8484
Calmar Ratio Rank
NTSE Martin Ratio Rank: 8383
Martin Ratio Rank

VTI
VTI Risk / Return Rank: 6868
Overall Rank
VTI Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
VTI Sortino Ratio Rank: 6666
Sortino Ratio Rank
VTI Omega Ratio Rank: 6767
Omega Ratio Rank
VTI Calmar Ratio Rank: 6464
Calmar Ratio Rank
VTI Martin Ratio Rank: 7474
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. VTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets Efficient Core Fund (NTSE) and Vanguard Total Stock Market ETF (VTI). 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.


NTSEVTIDifference
Sharpe ratioReturn per unit of total volatility

+0.60

Sortino ratioReturn per unit of downside risk

+0.63

Omega ratioGain probability vs. loss probability

1.51

1.38

+0.13

Calmar ratioReturn relative to maximum drawdown

4.41

3.06

+1.34

Martin ratioReturn relative to average drawdown

16.28

13.68

+2.61

NTSE vs. VTI - Sharpe Ratio Comparison

The current NTSE Sharpe Ratio is 2.74, which is comparable to the VTI Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of NTSE and VTI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

NTSE vs. VTI - Drawdown Comparison

The maximum NTSE drawdown since its inception was -42.84%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for NTSE and VTI.


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Drawdown Indicators


NTSEVTIDifference

Max Drawdown

Largest peak-to-trough decline

-42.84%

-55.45%

+12.61%

Max Drawdown (1Y)

Largest decline over 1 year

-14.20%

-8.92%

-5.28%

Max Drawdown (3Y)

Largest decline over 3 years

-18.73%

-19.30%

+0.57%

Max Drawdown (5Y)

Largest decline over 5 years

-42.65%

-25.36%

-17.29%

Max Drawdown (10Y)

Largest decline over 10 years

-35.00%

Current Drawdown

Current decline from peak

0.00%

-1.48%

+1.48%

Average Drawdown

Average peak-to-trough decline

-19.58%

-8.01%

-11.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.83%

1.99%

+1.84%

Volatility

NTSE vs. VTI - Volatility Comparison

WisdomTree Emerging Markets Efficient Core Fund (NTSE) has a higher volatility of 11.30% compared to Vanguard Total Stock Market ETF (VTI) at 4.74%. This indicates that NTSE's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NTSEVTIDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.30%

4.74%

+6.56%

Volatility (6M)

Calculated over the trailing 6-month period

20.63%

9.96%

+10.67%

Volatility (1Y)

Calculated over the trailing 1-year period

22.84%

12.76%

+10.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.75%

17.49%

+2.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.64%

18.35%

+1.29%

NTSE vs. VTI - Expense Ratio Comparison

NTSE has a 0.38% expense ratio, which is higher than VTI's 0.03% expense ratio.


Dividends

NTSE vs. VTI - Dividend Comparison

NTSE's dividend yield for the trailing twelve months is around 2.48%, more than VTI's 1.02% yield.


PositionTTM20252024202320222021202020192018201720162015
NTSE
WisdomTree Emerging Markets Efficient Core Fund
2.48%3.35%3.23%2.44%3.22%2.10%0.00%0.00%0.00%0.00%0.00%0.00%
VTI
Vanguard Total Stock Market ETF
1.02%1.12%1.27%1.44%1.66%1.21%1.42%1.78%2.04%1.71%1.92%1.98%

Frequently Asked Questions


NTSE and VTI have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NTSE has higher volatility (11.30%) compared to VTI (4.74%). In terms of maximum drawdown, NTSE dropped -42.84% vs VTI's -55.45%.

On 5-year performance, VTI leads with 12.36% vs 7.15% for NTSE. On fees, VTI is cheaper at 0.03% per year. On volatility, VTI has been the lower-risk option at 4.74%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, VTI has performed better with a 12.36% return vs 7.15%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VTI is cheaper with a 0.03% expense ratio, compared with 0.38% for NTSE.

NTSE has the higher dividend yield at 2.48%, compared with 1.02% for VTI.

NTSE is categorized as Diversified Portfolio, while VTI is Large Cap Blend Equities. They also come from different issuers: WisdomTree and Vanguard. Their fees differ too: 0.38% for NTSE and 0.03% for VTI.

NTSE currently has the higher Sharpe Ratio (2.74 vs 2.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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