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ETFs

WisdomTree U.S. Efficient Core Fund

NTSX
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Aug 02 2018
Expense Ratio
0.20%
Type
US Diversified
Fund Owner
Wisdom Tree
Volume (1m avg. daily)
$2,751,735
AUM
$816,431,111
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

n/a
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UNH
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Invest with NTSX

What is NTSX?

The Fund, an exchange traded fund ( ETF ), is actively managed using a models-based approach. The Fund seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. The Fund will invest in a representative basket of U.S. equity securities of large-capitalization companies generally weighted by market capitalization. Under normal circumstances, the Fund will invest approximately 90% of its net assets in U.S. equity securities. The remainder of the net assets, which WisdomTree Asset Management, Inc., the Fund s investment adviser ( WisdomTree Asset Management or the Adviser ), expects to be in cash and cash equivalents, will serve as collateral for U.S. Treasury futures contracts positions of varying maturities ranging from 2 to 30 years, which are selected to achieve a target duration of 3 to 8 years.

ETFs related toNTSX

ETFs correlated to NTSX include GAUG, XAUG, LGRO

NTSX
WisdomTree Trust - WisdomTree U.S. Efficient Core Fund
GAUG
First Trust Exchange-Traded Fund VIII - FT Cboe Vest U.S. Equity Moderate Buffer ETF - August
XAUG
First Trust Exchange-Traded Fund VIII - FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - August
LGRO
Advisors Series Trust - Level Four Large Cap Growth Active ETF
GJUL
First Trust Exchange-Traded Fund VIII - FT Cboe Vest U.S. Equity Moderate Buffer ETF - July
GSUS
Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
MGC
Vanguard Group, Inc. - Vanguard Mega Cap 300 Index ETF
ESGU
iShares Trust - iShares Trust iShares ESG Aware MSCI USA ETF
SCHX
Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SPY
SSgA Active Trust - SPDR S&P 500 ETF Trust
ESGV
Vanguard Group, Inc. - Vanguard ESG U.S. Stock ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toNTSX

#OPUS-12

Opus-12

Category

Opus, Investing for the Long-Term

Risk Rating

Moderate

#LSPC

Lever up S&P with a Commodity Hedge

Category

Composer's Picks, Leverage: High Risk, High Reward

Risk Rating

Moderate

Create your own algorithmic trading strategy with NTSX using Composer

FAQ

NTSX is a US Diversified ETF. The Fund, an exchange traded fund ( ETF ), is actively managed using a models-based approach. The Fund seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. The Fund will invest in a representative basket of U.S. equity securities of large-capitalization companies generally weighted by market capitalization. Under normal circumstances, the Fund will invest approximately 90% of its net assets in U.S. equity securities. The remainder of the net assets, which WisdomTree Asset Management, Inc., the Fund s investment adviser ( WisdomTree Asset Management or the Adviser ), expects to be in cash and cash equivalents, will serve as collateral for U.S. Treasury futures contracts positions of varying maturities ranging from 2 to 30 years, which are selected to achieve a target duration of 3 to 8 years.

Yes, NTSX is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, NTSX is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on NTSX is -0.019%. This is the percent change in the value of NTSX over the most recent 1-month period. The 3-month return on NTSX is -0.0257%. This is the percent change in the value of NTSX over the most recent 3-month period.

The standard deviation of NTSX for the past year is 0.1822%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to NTSX include AOR, DRSK, and FPEI.

ETFs correlated to NTSX include GAUG, XAUG, and LGRO.

ETFs that are inversely correlated to NTSX include SPXS, SDS, and SPXU.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.