WDIG vs. NTSX
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 Rare Earth & Strategic Metals fund actively managed by WisdomTree, while NTSX is a Diversified Portfolio fund actively managed by WisdomTree. Both are actively managed. A 0.66 correlation means they provide meaningful diversification when combined. WDIG charges 0.55%/yr vs 0.20%/yr for NTSX.
Performance
WDIG vs. NTSX - Performance Comparison
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Returns By Period
WDIG
- 1D
- -4.18%
- 1M
- -20.52%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
NTSX
- 1D
- -0.50%
- 1M
- -0.01%
- 6M
- 7.23%
- YTD
- 8.57%
- 1Y
- 19.51%
- 3Y*
- 17.58%
- 5Y*
- 8.83%
- 10Y*
- —
WDIG vs. NTSX - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund | -28.49% |
NTSX WisdomTree U.S. Efficient Core Fund | 1.92% |
Correlation
The correlation between WDIG and NTSX is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 7, 2026 | 0.66 |
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Return for Risk
WDIG vs. NTSX — Risk / Return Rank
WDIG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
NTSX
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WDIG | NTSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.27 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.14 | — |
| Martin ratioReturn relative to average drawdown | — | 8.97 | — |
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Drawdowns
WDIG vs. NTSX - Drawdown Comparison
The maximum WDIG drawdown since its inception was -30.12%, roughly equal to the maximum NTSX drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for WDIG and NTSX.
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Drawdown Indicators
| WDIG | NTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.12% | -31.34% | +1.22% |
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 DrawdownCurrent decline from peak | -30.12% | -1.10% | -29.02% |
Average DrawdownAverage peak-to-trough decline | -15.34% | -6.72% | -8.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.18% | — |
Volatility
WDIG vs. NTSX - Volatility Comparison
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Volatility by Period
| WDIG | NTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.22% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.60% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 55.79% | 12.92% | +42.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.79% | 17.18% | +38.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 55.79% | 18.24% | +37.55% |
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 1.09%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
NTSX WisdomTree U.S. Efficient Core Fund | 1.09% | 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
WDIG and NTSX have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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.
NTSX is cheaper with a 0.20% expense ratio, compared with 0.55% for WDIG.
NTSX has the higher dividend yield at 1.09%, compared with 0.00% for WDIG.
WDIG is categorized as Rare Earth & Strategic Metals, while NTSX is Diversified Portfolio. Their fees differ too: 0.55% for WDIG and 0.20% for NTSX.
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