NTSX vs. TRLAX
Compare and contrast key facts about WisdomTree U.S. Efficient Core Fund (NTSX) and T. Rowe Price Retirement Income 2020 Fund (TRLAX).
NTSX is an actively managed fund by WisdomTree. It was launched on Aug 2, 2018. TRLAX is managed by T. Rowe Price. It was launched on May 24, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NTSX or TRLAX.
Correlation
The correlation between NTSX and TRLAX is 0.88, 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. TRLAX - Performance Comparison
Key characteristics
NTSX:
1.74
TRLAX:
1.04
NTSX:
2.39
TRLAX:
1.35
NTSX:
1.30
TRLAX:
1.20
NTSX:
2.99
TRLAX:
0.61
NTSX:
10.00
TRLAX:
3.95
NTSX:
2.29%
TRLAX:
1.97%
NTSX:
13.17%
TRLAX:
7.43%
NTSX:
-31.34%
TRLAX:
-25.48%
NTSX:
-0.21%
TRLAX:
-5.01%
Returns By Period
In the year-to-date period, NTSX achieves a 4.95% return, which is significantly higher than TRLAX's 3.14% return.
NTSX
4.95%
2.92%
7.67%
21.57%
10.50%
N/A
TRLAX
3.14%
1.99%
0.15%
7.77%
2.59%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NTSX vs. TRLAX - Expense Ratio Comparison
NTSX has a 0.20% expense ratio, which is lower than TRLAX's 0.53% expense ratio.
Risk-Adjusted Performance
NTSX vs. TRLAX — Risk-Adjusted Performance Rank
NTSX
TRLAX
NTSX vs. TRLAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Efficient Core Fund (NTSX) and T. Rowe Price Retirement Income 2020 Fund (TRLAX). 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. TRLAX - Dividend Comparison
NTSX's dividend yield for the trailing twelve months is around 1.09%, less than TRLAX's 4.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
NTSX WisdomTree U.S. Efficient Core Fund | 1.09% | 1.14% | 1.21% | 1.36% | 0.82% | 0.92% | 1.53% | 0.62% | 0.00% |
TRLAX T. Rowe Price Retirement Income 2020 Fund | 4.89% | 5.09% | 5.27% | 5.94% | 4.40% | 4.39% | 4.47% | 4.75% | 0.96% |
Drawdowns
NTSX vs. TRLAX - Drawdown Comparison
The maximum NTSX drawdown since its inception was -31.34%, which is greater than TRLAX's maximum drawdown of -25.48%. Use the drawdown chart below to compare losses from any high point for NTSX and TRLAX. For additional features, visit the drawdowns tool.
Volatility
NTSX vs. TRLAX - Volatility Comparison
WisdomTree U.S. Efficient Core Fund (NTSX) has a higher volatility of 3.49% compared to T. Rowe Price Retirement Income 2020 Fund (TRLAX) at 1.55%. This indicates that NTSX's price experiences larger fluctuations and is considered to be riskier than TRLAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.