NTSX vs VTI
WisdomTree US Efficient Core Fund vs Vanguard Morningstar Total Stock Market ETF
Which is better, NTSX or VTI?
Nearly the same fund. VTI costs less.
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.97.
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 | NTSX | VTI |
|---|---|---|
| Expense Ratio | 0.20% | 0.03%Best |
| AUM | $1.3B | $689.2B |
| Dividend Yield | 1.07% | 1.06% |
| Holdings | 949 | 3,542 |
| YTD Return | +7.29% | +10.82%Best |
| 1Y Return | +7.67% | +11.60%Best |
| 3Y Return (annualized) | +19.16% | +20.95%Best |
| 5Y Return (annualized) | +7.18% | +10.57%Best |
| Volatility (annualized) | 16.1%Best | 17.1% |
| Max Drawdown | -31.3%Best | -35.0% |
| $10,000 over 5 years | $14,144 | $16,527Best |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 2, 2018 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Aug 2, 2018 to Nov 10, 2026 (8.3 years).
NTSX 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 8.3 years both funds cover.
NTSX vs VTI Performance
WisdomTree US Efficient Core Fund (NTSX) is an ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year NTSX returned +7.67% while VTI returned +11.60%. Year to date, NTSX is up 7.29% versus a gain of 10.82% for VTI.
Over three years, NTSX compounded at +19.16% per year against +20.95% for VTI; over five years the annualized figures are +7.18% and +10.57% respectively. Across the full 8-year window we track, VTI has the edge at +12.97% annualized vs +11.59%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 16.1% for NTSX. 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 -35.0% 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
NTSX charges 0.20% per year while VTI charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, NTSX currently yields 1.07% against 1.06% for VTI.
You are not choosing between two funds in isolation.
Whichever of NTSX and VTI 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, NTSX or VTI?
NTSX has an expense ratio of 0.20% while VTI charges 0.03%. VTI is the cheaper option, by $17 a year on a $10,000 investment.
Which performed better, NTSX or VTI?
Over the past year NTSX returned +7.67% vs +11.60% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (8 years), NTSX annualized +11.59% vs +12.97% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NTSX or VTI?
VTI has been the more volatile fund at 17.1% annualized versus 16.1% for NTSX. Worst drawdown: NTSX -31.3% vs VTI -35.0%.
Should I hold both NTSX and VTI?
NTSX and VTI have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, NTSX or VTI?
NTSX yields 1.07% while VTI yields 1.06%, so NTSX currently pays the higher dividend yield.
Is VTI better than NTSX?
VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.97. Which one suits a particular account depends on what it is for. This is information, not a recommendation.