NTSX vs. RSSB
Compare and contrast key facts about WisdomTree U.S. Efficient Core Fund (NTSX) and Return Stacked Global Stocks & Bonds ETF (RSSB).
NTSX and RSSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NTSX is an actively managed fund by WisdomTree. It was launched on Aug 2, 2018. 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: NTSX or RSSB.
Correlation
The correlation between NTSX and RSSB is 0.86, 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
NTSX vs. RSSB - Performance Comparison
Key characteristics
NTSX:
0.60
RSSB:
0.63
NTSX:
0.94
RSSB:
1.00
NTSX:
1.14
RSSB:
1.14
NTSX:
0.69
RSSB:
0.73
NTSX:
2.75
RSSB:
2.98
NTSX:
4.20%
RSSB:
3.92%
NTSX:
19.30%
RSSB:
18.66%
NTSX:
-31.34%
RSSB:
-16.09%
NTSX:
-8.40%
RSSB:
-5.34%
Returns By Period
In the year-to-date period, NTSX achieves a -3.67% return, which is significantly lower than RSSB's 0.77% return.
NTSX
-3.67%
-2.31%
-3.14%
12.22%
11.05%
N/A
RSSB
0.77%
-1.01%
-1.32%
12.87%
N/A
N/A
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NTSX vs. RSSB - Expense Ratio Comparison
NTSX has a 0.20% expense ratio, which is lower than RSSB's 0.41% expense ratio.
Risk-Adjusted Performance
NTSX vs. RSSB — Risk-Adjusted Performance Rank
NTSX
RSSB
NTSX vs. RSSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Efficient Core Fund (NTSX) 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.
Dividends
NTSX vs. RSSB - Dividend Comparison
NTSX's dividend yield for the trailing twelve months is around 1.25%, which matches RSSB's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
NTSX WisdomTree U.S. Efficient Core Fund | 1.25% | 1.14% | 1.21% | 1.36% | 0.82% | 0.92% | 1.53% | 0.62% |
RSSB Return Stacked Global Stocks & Bonds ETF | 1.25% | 1.26% | 0.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NTSX vs. RSSB - Drawdown Comparison
The maximum NTSX drawdown since its inception was -31.34%, which is greater than RSSB's maximum drawdown of -16.09%. Use the drawdown chart below to compare losses from any high point for NTSX and RSSB. For additional features, visit the drawdowns tool.
Volatility
NTSX vs. RSSB - Volatility Comparison
WisdomTree U.S. Efficient Core Fund (NTSX) has a higher volatility of 14.14% compared to Return Stacked Global Stocks & Bonds ETF (RSSB) at 12.95%. This indicates that NTSX'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.