NTSX vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricNTSXVXUSWinner
Expense Ratio0.20%0.05%
AUM$1.3B$156.5B
Dividend Yield1.09%2.60%
Holdings5038,747
YTD Return+11.13%+14.57%
1Y Return+19.82%+27.82%
3Y Return (annualized)+18.88%+19.27%
5Y Return (annualized)+8.75%+9.28%
Volatility (annualized)16.3%15.1%
Max Drawdown-31.3%-39.9%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
InceptionAug 2, 2018Jan 26, 2011

NTSX vs VXUS Performance

WisdomTree US Efficient Core Fund (NTSX) is a ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year NTSX returned +19.82% while VXUS returned +27.82%. Year to date, NTSX is up 11.13% versus a gain of 14.57% for VXUS.

Over three years, NTSX compounded at +18.88% per year against +19.27% for VXUS; over five years the annualized figures are +8.75% and +9.28% respectively. Across the full 8-year window we track, NTSX has the edge at +12.48% annualized vs +4.86%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NTSX has been the more volatile fund, with annualized monthly volatility of 16.3% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -31.3% for NTSX and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NTSX charges 0.20% per year while VXUS charges 0.05%. On a $10,000 position that is $20 vs $5 annually, a gap of $15 per year that compounds over a long holding period. On income, NTSX currently yields 1.09% against 2.60% for VXUS.

Holdings Overlap

0.2%overlap

NTSX and VXUS share 8 holdings out of 8346 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NTSXWeight in VXUSDifference
ORCL0.57%0.00%0.57%
WCN:CA0.02%0.10%0.08%
SRE0.10%0.00%0.10%
IRMProProPro
AMRZ:SMProProPro
KRProProPro
HBANProProPro
BGProProPro
See all 8 holdings NTSX shares with VXUS
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, NTSX or VXUS?

NTSX has an expense ratio of 0.20% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $15 per year of difference.

Which performed better, NTSX or VXUS?

Over the past year NTSX returned +19.82% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (8 years), NTSX annualized +12.48% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, NTSX or VXUS?

NTSX has been the more volatile fund at 16.3% annualized versus 15.1% for VXUS. Worst drawdown: NTSX -31.3% vs VXUS -39.9%.

Should I hold both NTSX and VXUS?

NTSX and VXUS have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NTSX and VXUS?

NTSX and VXUS share 8 common holdings with a 0.2% weight overlap. Combined, they hold 8346 unique securities.

Which pays a higher dividend, NTSX or VXUS?

NTSX yields 1.09% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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