NTSI vs NTSX

NTSIBWisdomTree International Efficient Core Fund

NTSXAWisdomTree U.S. Efficient Core Fund

In short

NTSI Developed-market stocks and a U.S. Treasury futures sleeve sharing one seat. NTSI is WisdomTree's capital-efficient playbook pointed overseas: the stock exposure and the bond exposure don't have to compete for the same dollar.

NTSX Stocks and Treasuries stacked on the same dollar. NTSX owns roughly 500 large U.S. companies, then layers Treasury futures on top, so one line item does the work of a balanced portfolio. Running since 2018.

Stated mandate

NTSI The Fund seeks total return through international equity securities and U.S. Treasury futures. WisdomTree presents it as a capital-efficient balanced strategy intended to provide international equity exposure with Treasury-futures diversification.

NTSX The Fund seeks total return through investments in large-capitalization U.S. equity securities and U.S. Treasury futures contracts.

Why people hold it

• NTSI Charges 0.26% a year, roughly a third of what the typical allocation fund in its group costs.
• One wrapper, two jobs: developed international equities plus U.S. Treasury futures, so the bond side doesn't eat cash the stock side needs.
• The equity base is broad, roughly 500 names across developed markets outside the U.S.
• One of the stronger builds in a crowded allocation field, alongside WisdomTree siblings NTSX (U.S. version) and GDE (gold version).

• NTSX Costs 0.20% a year, while the typical fund in its allocation peer group charges closer to four times that.
• The equity sleeve is a plain large-cap U.S. portfolio of roughly 500 names. The Treasury futures ride alongside as collateralized exposure, not as a stock-picking bet.wisdomtree.com
• Delivers its stated mandate with very little drift, and rates among the strongest builds in a crowded field of allocation funds.
• Sibling GDE runs the same capital-efficient playbook at the same 0.20% fee, swapping the Treasury leg for gold, if you want the mechanism pointed elsewhere.

Worth knowing

• NTSI Futures push total exposure above the cash invested. That cuts both ways: moves are amplified up and down.
• Thinly traded, so spreads can add to the cost of getting in and out beyond the headline fee.
• Actively run on quantitative models and launched in 2021, a shorter history than the plain-vanilla balanced funds it sits next to.

• NTSX Futures mean total market exposure runs above the fund's actual assets. When stocks and Treasuries fall together, the drop lands harder than in an unlevered balanced fund.
• Trades thinly for a multi-billion-dollar fund. Limit orders and quieter parts of the session matter more here than with the mega-cap index crowd.
• Income is a side effect of the structure, not the goal. Distributions come quarterly.

Full NTSI profile⁠

Full NTSX profile⁠