NTSI vs VTI

NTSI vs VTI

Which is better, NTSI or VTI?

VTI has been ahead.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VTIHigher Returns: VTI

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

MetricNTSIVTI
Expense Ratio0.26%0.03%Best
AUM$499M$666.9B
Dividend Yield3.43%1.03%
Holdings4663,543
YTD Return+8.16%+12.28%Best
1Y Return+14.29%+16.78%Best
3Y Return (annualized)+15.71%+20.89%Best
5Y Return (annualized)+5.75%+11.94%Best
Volatility (annualized)16.2%15.6%Best
Max Drawdown-34.0%-25.4%Best
$10,000 over 5 years$13,225$17,576Best
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 20, 2021May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 20, 2021 to Sep 17, 2026 (5.3 years).

NTSI vs VTI 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 5.3 years both funds cover.

NTSI vs VTI Performance

WisdomTree International Efficient Core Fund (NTSI) is an ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year NTSI returned +14.29% while VTI returned +16.78%. Year to date, NTSI is up 8.16% versus a gain of 12.28% for VTI.

Over three years, NTSI compounded at +15.71% per year against +20.89% for VTI; over five years the annualized figures are +5.75% and +11.94% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NTSI has been the more volatile fund, with annualized monthly volatility of 16.2% compared with 15.6% for VTI. 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 -34.0% for NTSI and -25.4% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NTSI charges 0.26% per year while VTI charges 0.03%. On a $10,000 position that is $26 vs $3 annually, a gap of $23 per year that compounds over a long holding period. On income, NTSI currently yields 3.43% against 1.03% for VTI.

Holdings Overlap

VTI already in NTSI0.5%

At least 0.5% of VTI's money is in holdings NTSI also owns.

Stated as a floor: for NTSI, our book for it covers 89.4% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

4 positions in common, counted across the 442 positions we hold weights for in NTSI and 3,463 in VTI, against full books of 466 and 3,543.

Top Shared Holdings

StockWeight in NTSIWeight in VTIDifference
MRKMerck & Company Inc0.08%0.45%0.37%
STSensata Technologies Holding Plc Ordinary Shares0.15%0.01%0.14%
KRKroger Co.0.00%0.04%0.04%
SGP:AUStockland Units (Stapled)0.01%0.00%0.01%

You are not choosing between two funds in isolation.

Whichever of NTSI and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

NTSIVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NTSI or VTI?

NTSI has an expense ratio of 0.26% while VTI charges 0.03%. VTI is the cheaper option, by $23 a year on a $10,000 investment.

Which performed better, NTSI or VTI?

Over the past year NTSI returned +14.29% vs +16.78% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NTSI or VTI?

NTSI has been the more volatile fund at 16.2% annualized versus 15.6% for VTI. Worst drawdown: NTSI -34.0% vs VTI -25.4%.

Should I hold both NTSI and VTI?

NTSI and VTI have a monthly-return correlation of 0.78, 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, NTSI or VTI?

NTSI yields 3.43% while VTI yields 1.03%, so NTSI currently pays the higher dividend yield.

Is VTI better than NTSI?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.