EQTY vs NTSX
Kovitz Core Equity ETF vs WisdomTree US Efficient Core Fund
Which is better, EQTY or NTSX?
Each has led over a different period.
NTSX has a lower expense ratio. EQTY led over 1Y and the full window, NTSX over 3Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EQTY | NTSX |
|---|---|---|
| Expense Ratio | 0.99% | 0.20%Best |
| AUM | $1.4B | $1.3B |
| Dividend Yield | 0.02% | 1.07% |
| Holdings | 77 | 949 |
| YTD Return | +12.60%Best | +8.41% |
| 1Y Return | +16.37%Best | +7.56% |
| 3Y Return (annualized) | +19.06% | +19.56%Best |
| 5Y Return (annualized) | - | +7.43% |
| Volatility (annualized) | 12.8%Best | 13.1% |
| Max Drawdown | -17.3% | -16.8%Best |
| $10,000 over 3.9 years | $18,669Best | $18,093 |
| Fund Family | Kovitz Investment Group | WisdomTree Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 28, 2011 | Aug 2, 2018 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Dec 12, 2022 to Nov 11, 2026 (3.9 years).
EQTY vs NTSX growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.9 years both funds cover.
EQTY vs NTSX Performance
Kovitz Core Equity ETF (EQTY) is an ETF from Kovitz Investment Group and WisdomTree US Efficient Core Fund (NTSX) is an ETF from WisdomTree Investments. Over the past year EQTY returned +16.37% while NTSX returned +7.56%. Year to date, EQTY is up 12.60% versus a gain of 8.41% for NTSX.
Over three years, EQTY compounded at +19.06% per year against +19.56% for NTSX. Across the full 4-year window we track, EQTY has the edge at +17.36% annualized vs +16.42%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NTSX has been the more volatile fund, with annualized monthly volatility of 13.1% compared with 12.8% for EQTY. 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 -17.3% for EQTY and -16.8% for NTSX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EQTY charges 0.99% per year while NTSX charges 0.20%. On a $10,000 position that is $99 vs $20 annually, a gap of $79 per year that compounds over a long holding period. On income, EQTY currently yields 0.02% against 1.07% for NTSX.
You are not choosing between two funds in isolation.
Whichever of EQTY and NTSX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EQTY or NTSX?
EQTY has an expense ratio of 0.99% while NTSX charges 0.20%. NTSX is the cheaper option, by $79 a year on a $10,000 investment.
Which performed better, EQTY or NTSX?
Over the past year EQTY returned +16.37% vs +7.56% for NTSX, so EQTY leads on 1-year performance. Over the longest common window we track (4 years), EQTY annualized +17.36% vs +16.42% for NTSX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EQTY or NTSX?
NTSX has been the more volatile fund at 13.1% annualized versus 12.8% for EQTY. Worst drawdown: EQTY -17.3% vs NTSX -16.8%.
Should I hold both EQTY and NTSX?
EQTY and NTSX have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EQTY or NTSX?
EQTY yields 0.02% while NTSX yields 1.07%, so NTSX currently pays the higher dividend yield.
Is NTSX better than EQTY?
NTSX has a lower expense ratio. EQTY led over 1Y and the full window, NTSX over 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.