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NTSI vs. DHS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NTSI vs. DHS - Performance Comparison

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

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NTSI vs. DHS - Yearly Performance Comparison


2026 (YTD)20252024202320222021
NTSI
WisdomTree International Efficient Core Fund
0.20%30.37%1.11%15.42%-19.27%1.76%
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, NTSI achieves a 0.20% return, which is significantly lower than DHS's 8.00% return.


NTSI

1D
2.97%
1M
-8.50%
YTD
0.20%
6M
5.05%
1Y
20.43%
3Y*
11.88%
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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NTSI vs. DHS - Expense Ratio Comparison

NTSI has a 0.26% expense ratio, which is lower than DHS's 0.38% expense ratio.


Return for Risk

NTSI vs. DHS — Risk / Return Rank

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

NTSI
NTSI Risk / Return Rank: 6868
Overall Rank
NTSI Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
NTSI Sortino Ratio Rank: 7070
Sortino Ratio Rank
NTSI Omega Ratio Rank: 6767
Omega Ratio Rank
NTSI Calmar Ratio Rank: 6666
Calmar Ratio Rank
NTSI Martin Ratio Rank: 6767
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.

NTSI vs. DHS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Efficient Core Fund (NTSI) 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.


NTSIDHSDifference

Sharpe ratio

Return per unit of total volatility

1.24

1.06

+0.18

Sortino ratio

Return per unit of downside risk

1.72

1.49

+0.22

Omega ratio

Gain probability vs. loss probability

1.24

1.21

+0.03

Calmar ratio

Return relative to maximum drawdown

1.61

1.34

+0.27

Martin ratio

Return relative to average drawdown

6.51

5.00

+1.51

NTSI vs. DHS - Sharpe Ratio Comparison

The current NTSI Sharpe Ratio is 1.24, which is comparable to the DHS Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of NTSI 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


NTSIDHSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.24

1.06

+0.18

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

0.31

0.40

-0.10

Correlation

The correlation between NTSI and DHS is 0.57, 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

NTSI vs. DHS - Dividend Comparison

NTSI's dividend yield for the trailing twelve months is around 3.75%, more than DHS's 3.23% yield.


TTM20252024202320222021202020192018201720162015
NTSI
WisdomTree International Efficient Core Fund
3.75%3.65%2.92%2.35%2.66%0.97%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

NTSI vs. DHS - Drawdown Comparison

The maximum NTSI drawdown since its inception was -34.01%, smaller than the maximum DHS drawdown of -67.25%. Use the drawdown chart below to compare losses from any high point for NTSI and DHS.


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Drawdown Indicators


NTSIDHSDifference

Max Drawdown

Largest peak-to-trough decline

-34.01%

-67.25%

+33.24%

Max Drawdown (1Y)

Largest decline over 1 year

-12.33%

-10.84%

-1.49%

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

-8.73%

-3.23%

-5.50%

Average Drawdown

Average peak-to-trough decline

-9.36%

-9.62%

+0.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.06%

3.10%

-0.04%

Volatility

NTSI vs. DHS - Volatility Comparison

WisdomTree International Efficient Core Fund (NTSI) has a higher volatility of 8.08% compared to WisdomTree US High Dividend Fund (DHS) at 3.13%. This indicates that NTSI'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


NTSIDHSDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.08%

3.13%

+4.95%

Volatility (6M)

Calculated over the trailing 6-month period

11.28%

7.12%

+4.16%

Volatility (1Y)

Calculated over the trailing 1-year period

16.58%

13.35%

+3.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.55%

13.87%

+1.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.55%

16.06%

-0.51%