NTSD vs SPY
WisdomTree Efficient US Plus International Equity Fund ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | NTSD | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.09% | |
| AUM | $43M | $789.1B | |
| Dividend Yield | 0.14% | 1.01% | |
| Holdings | 492 | 505 | |
| YTD Return | +24.43% | +13.75% | |
| 1Y Return | - | +22.91% | |
| 3Y Return (annualized) | - | +21.67% | |
| 5Y Return (annualized) | - | +13.32% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -5.6% | -56.5% | |
| Fund Family | WisdomTree Investments | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Mar 19, 2026 | Jan 22, 1993 |
NTSD vs SPY Performance
WisdomTree Efficient US Plus International Equity Fund ETF (NTSD) is a ETF from WisdomTree Investments and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, NTSD is up 24.43% versus a gain of 13.75% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -5.6% for NTSD and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
NTSD charges 0.35% per year while SPY charges 0.09%. On a $10,000 position that is $35 vs $9 annually, a gap of $26 per year that compounds over a long holding period. On income, NTSD currently yields 0.14% against 1.01% for SPY.
Holdings Overlap
NTSD and SPY share 389 holdings out of 597 unique holdings combined, representing a 74.4% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, NTSD or SPY?
NTSD has an expense ratio of 0.35% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
What is the holdings overlap between NTSD and SPY?
NTSD and SPY share 389 common holdings with a 74.4% weight overlap. Combined, they hold 597 unique securities.
Which pays a higher dividend, NTSD or SPY?
NTSD yields 0.14% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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