WTIP vs. NTSX
WTIP (WisdomTree Inflation Plus Fund) and NTSX (WisdomTree U.S. Efficient Core Fund) are both exchange-traded funds - WTIP is a Long-Short fund actively managed by WisdomTree, while NTSX is a Diversified Portfolio fund actively managed by WisdomTree. Both are actively managed. At a 0.07 correlation, their price movements are largely independent. WTIP charges 0.65%/yr vs 0.20%/yr for NTSX.
Performance
WTIP vs. NTSX - Performance Comparison
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Returns By Period
In the year-to-date period, WTIP achieves a 14.34% return, which is significantly higher than NTSX's 8.62% return.
WTIP
- 1D
- -0.67%
- 1M
- -3.73%
- YTD
- 14.34%
- 6M
- 16.36%
- 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*
- —
WTIP vs. NTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WTIP WisdomTree Inflation Plus Fund | 14.34% | 14.00% |
NTSX WisdomTree U.S. Efficient Core Fund | 8.62% | 14.80% |
Correlation
The correlation between WTIP and NTSX is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 20, 2025 | 0.07 |
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Return for Risk
WTIP vs. NTSX — Risk / Return Rank
WTIP
NTSX
WTIP vs. NTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Inflation Plus Fund (WTIP) 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.
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Sharpe Ratios by Period
| WTIP | 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 | 1.89 | 0.71 | +1.17 |
Drawdowns
WTIP vs. NTSX - Drawdown Comparison
The maximum WTIP drawdown since its inception was -8.35%, smaller than the maximum NTSX drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for WTIP and NTSX.
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Drawdown Indicators
| WTIP | NTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.35% | -31.34% | +22.99% |
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 | -8.35% | -1.05% | -7.30% |
Average DrawdownAverage peak-to-trough decline | -1.39% | -6.79% | +5.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.07% | — |
Volatility
WTIP vs. NTSX - Volatility Comparison
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Volatility by Period
| WTIP | 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 | 17.05% | 12.31% | +4.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.05% | 17.04% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.05% | 18.27% | -1.22% |
WTIP vs. NTSX - Expense Ratio Comparison
WTIP has a 0.65% expense ratio, which is higher than NTSX's 0.20% expense ratio.
Dividends
WTIP vs. NTSX - Dividend Comparison
WTIP's dividend yield for the trailing twelve months is around 2.80%, more than NTSX's 1.08% yield.
| 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% |
WTIP WisdomTree Inflation Plus Fund | 2.80% | 1.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WTIP and NTSX have a correlation of 0.07, 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 0.65% for WTIP.
WTIP has the higher dividend yield at 2.80%, compared with 1.08% for NTSX.
WTIP is categorized as Long-Short, while NTSX is Diversified Portfolio. Their fees differ too: 0.65% for WTIP and 0.20% for NTSX.
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