NTSI vs. RSSB
Compare and contrast key facts about WisdomTree International Efficient Core Fund (NTSI) and Return Stacked Global Stocks & Bonds ETF (RSSB).
NTSI and RSSB 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. RSSB is an actively managed fund by Return Stacked. It was launched on Dec 4, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NTSI or RSSB.
Key characteristics
| NTSI | RSSB | |
|---|---|---|
| YTD Return | 4.22% | 15.34% |
| Daily Std Dev | 12.96% | 14.08% |
| Max Drawdown | -34.01% | -7.78% |
| Current Drawdown | -7.97% | -2.00% |
Correlation
The correlation between NTSI and RSSB is 0.87, 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. RSSB - Performance Comparison
In the year-to-date period, NTSI achieves a 4.22% return, which is significantly lower than RSSB's 15.34% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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NTSI vs. RSSB - Expense Ratio Comparison
NTSI has a 0.26% expense ratio, which is lower than RSSB's 0.41% expense ratio.
Risk-Adjusted Performance
NTSI vs. RSSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Efficient Core Fund (NTSI) and Return Stacked Global Stocks & Bonds ETF (RSSB). 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.
Not enough dataDividends
NTSI vs. RSSB - Dividend Comparison
NTSI's dividend yield for the trailing twelve months is around 2.59%, more than RSSB's 0.53% yield.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
NTSI WisdomTree International Efficient Core Fund | 2.59% | 2.35% | 2.66% | 0.97% |
RSSB Return Stacked Global Stocks & Bonds ETF | 0.53% | 0.61% | 0.00% | 0.00% |
Drawdowns
NTSI vs. RSSB - Drawdown Comparison
The maximum NTSI drawdown since its inception was -34.01%, which is greater than RSSB's maximum drawdown of -7.78%. Use the drawdown chart below to compare losses from any high point for NTSI and RSSB. For additional features, visit the drawdowns tool.
Volatility
NTSI vs. RSSB - Volatility Comparison
WisdomTree International Efficient Core Fund (NTSI) has a higher volatility of 4.04% compared to Return Stacked Global Stocks & Bonds ETF (RSSB) at 3.74%. This indicates that NTSI's price experiences larger fluctuations and is considered to be riskier than RSSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.