WDIG vs. NTSX

Last updated Jun 3, 2026

WDIG (WisdomTree Efficient Rare Earth Plus Strategic Metals Fund) and NTSX (WisdomTree U.S. Efficient Core Fund) are both exchange-traded funds - WDIG is a Commodities fund actively managed by WisdomTree, while NTSX is a Diversified Portfolio fund actively managed by WisdomTree. Both are actively managed. At a 0.43 correlation, their price movements are largely independent. WDIG charges 0.55%/yr vs 0.20%/yr for NTSX.

Performance

WDIG vs. NTSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG) and WisdomTree U.S. Efficient Core Fund (NTSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

WDIG

• 1D: 3.46%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

NTSX

• 1D: -1.05%
• 1M: 4.37%
• YTD: 8.62%
• 6M: 7.83%
• 1Y: 25.27%
• 3Y*: 19.38%
• 5Y*: 9.69%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

WDIG vs. NTSX - Yearly Performance Comparison

	2026 (YTD)
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund	5.43%
NTSX WisdomTree U.S. Efficient Core Fund	2.59%

Correlation

The correlation between WDIG and NTSX is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 8, 2026	0.43

WDIG vs. NTSX - Sectors Allocation Comparison

Sectors	WDIG	NTSX
Basic Materials	76.8%	1.4%
Industrials	7.5%	7.7%
Energy	2.4%	3.5%
Communication Services	0.9%	12.5%
Technology	0.6%	35.1%
Consumer Cyclical	-	10.1%
Consumer Defensive	-	5.5%
Financial Services	-	12.3%
Healthcare	-	8.4%
Real Estate	-	1.5%
Utilities	-	2.1%

Return for Risk

WDIG vs. NTSX — Risk / Return Rank

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

NTSX

NTSX Risk / Return Rank: 60
NTSX Sharpe Ratio Rank: 60
NTSX Sortino Ratio Rank: 58
NTSX Omega Ratio Rank: 59
NTSX Calmar Ratio Rank: 55
NTSX Martin Ratio Rank: 66

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.

WDIG vs. NTSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG) and WisdomTree U.S. Efficient Core Fund (NTSX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	WDIG	NTSX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.06	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.57	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.41	0.71	+1.70

Drawdowns

WDIG vs. NTSX - Drawdown Comparison

The maximum WDIG drawdown since its inception was -15.71%, smaller than the maximum NTSX drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for WDIG and NTSX.

Drawdown Indicators

	WDIG	NTSX	Difference
Max Drawdown Largest peak-to-trough decline	-15.71%	-31.34%	+15.63%
Max Drawdown (1Y) Largest decline over 1 year	—	-9.16%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-16.82%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-31.34%	—
Current Drawdown Current decline from peak	-1.43%	-1.05%	-0.38%
Average Drawdown Average peak-to-trough decline	-6.19%	-6.79%	+0.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.07%	—

Volatility

Volatility by Period

	WDIG	NTSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.39%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.58%	—
Volatility (1Y) Calculated over the trailing 1-year period	50.92%	12.31%	+38.61%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	50.92%	17.04%	+33.88%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	50.92%	18.27%	+32.65%

WDIG vs. NTSX - Expense Ratio Comparison

WDIG has a 0.55% expense ratio, which is higher than NTSX's 0.20% expense ratio.

Dividends

WDIG vs. NTSX - Dividend Comparison

WDIG has not paid dividends to shareholders, while NTSX's dividend yield for the trailing twelve months is around 1.08%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
NTSX WisdomTree U.S. Efficient Core Fund	1.08%	1.14%	1.14%	1.21%	1.36%	0.82%	0.92%	1.42%	0.62%
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both WDIG and NTSX in my portfolio?

WDIG and NTSX have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, WDIG or NTSX?

On fees, NTSX is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, WDIG or NTSX?

NTSX is cheaper with a 0.20% expense ratio, compared with 0.55% for WDIG.

Which ETF pays a higher dividend yield, WDIG or NTSX?

NTSX has the higher dividend yield at 1.08%, compared with 0.00% for WDIG.

What is the main difference between WDIG and NTSX?

WDIG is categorized as Commodities, while NTSX is Diversified Portfolio. Their fees differ too: 0.55% for WDIG and 0.20% for NTSX.