NTSX vs RSBT

NTSXAWisdomTree U.S. Efficient Core Fund

RSBTDReturn Stacked Bonds & Managed Futures ETF

In short

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.

RSBT Most portfolios make you choose: bonds, or a trend-following diversifier. RSBT stacks both on the same dollar, using leverage to run a bond strategy with a managed futures strategy inside one ticker.

Stated mandate

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

RSBT The Fund seeks long-term capital appreciation. It is an actively managed ETF combining a bond strategy with a Managed Futures strategy, using leverage to stack their returns.

Why people hold it

• 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.

• RSBT One ticker doing two jobs: an actively managed bond strategy with a managed futures strategy stacked on top through leverage, so the diversifier doesn't displace the bond sleeve.
• Managed futures normally arrives as a separate line item you fund by selling something else. The stack builds that trade into the fund instead.
• Runs as a standard 1940 Act ETF, so the futures exposure comes without a limited partnership structure wrapped around it.
• Launched in 2023 as part of the small group of funds built explicitly around return stacking rather than plain asset-allocation slices.

Worth knowing

• 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.

• RSBT At 1.01%, it runs well above straight allocation peers (AOA at 0.19%, NTSX at 0.20%). Leverage plus active trend management carries a higher price tag.
• Stacking works both directions: leverage means the bond side and the trend side can move against you at the same time.
• A smaller, thinly traded fund, so spreads matter more here than in the category's giants, and distributions land once or twice a year rather than monthly.

Full NTSX profile⁠

Full RSBT profile⁠