NTSI vs. AVDE
Compare and contrast key facts about WisdomTree International Efficient Core Fund (NTSI) and Avantis International Equity ETF (AVDE).
NTSI and AVDE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NTSI is an actively managed fund by WisdomTree. It was launched on May 18, 2021. AVDE is a passively managed fund by American Century Investments that tracks the performance of the MSCI World ex-USA IMI Index. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NTSI or AVDE.
Correlation
The correlation between NTSI and AVDE is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
NTSI vs. AVDE - Performance Comparison
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Key characteristics
NTSI:
0.59
AVDE:
0.77
NTSI:
1.00
AVDE:
1.23
NTSI:
1.13
AVDE:
1.17
NTSI:
0.78
AVDE:
1.05
NTSI:
1.91
AVDE:
3.38
NTSI:
5.37%
AVDE:
4.16%
NTSI:
16.03%
AVDE:
17.21%
NTSI:
-34.01%
AVDE:
-36.99%
NTSI:
-0.28%
AVDE:
0.00%
Returns By Period
In the year-to-date period, NTSI achieves a 12.39% return, which is significantly lower than AVDE's 14.57% return.
NTSI
12.39%
8.47%
8.98%
9.34%
N/A
N/A
AVDE
14.57%
9.47%
11.09%
13.09%
13.94%
N/A
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NTSI vs. AVDE - Expense Ratio Comparison
NTSI has a 0.26% expense ratio, which is higher than AVDE's 0.23% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
NTSI vs. AVDE — Risk-Adjusted Performance Rank
NTSI
AVDE
NTSI vs. AVDE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Efficient Core Fund (NTSI) and Avantis International Equity ETF (AVDE). 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.
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Dividends
NTSI vs. AVDE - Dividend Comparison
NTSI has not paid dividends to shareholders, while AVDE's dividend yield for the trailing twelve months is around 2.88%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|
NTSI WisdomTree International Efficient Core Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AVDE Avantis International Equity ETF | 2.88% | 3.29% | 3.01% | 2.79% | 2.46% | 1.63% | 0.29% |
Drawdowns
NTSI vs. AVDE - Drawdown Comparison
The maximum NTSI drawdown since its inception was -34.01%, smaller than the maximum AVDE drawdown of -36.99%. Use the drawdown chart below to compare losses from any high point for NTSI and AVDE. For additional features, visit the drawdowns tool.
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Volatility
NTSI vs. AVDE - Volatility Comparison
WisdomTree International Efficient Core Fund (NTSI) and Avantis International Equity ETF (AVDE) have volatilities of 3.76% and 3.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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