NTSX vs RSBY

NTSXAWisdomTree U.S. Efficient Core Fund

RSBYDReturn Stacked Bonds & Futures Yield 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.

RSBY A core bond fund with a second engine bolted on. The name says it: broad U.S. bonds plus a futures-yield sleeve in one ticker, aiming at the total return of the fixed income market at alternatives-style pricing.

Stated mandate

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

RSBY The Fund seeks long-term capital appreciation by pursuing the total return of the broad U.S. fixed income market.

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.

• RSBY Two jobs, one ticker: a futures-yield strategy stacked on top of broad U.S. bond exposure, so the diversifier rides along instead of taking space from the bond sleeve.
• The mandate is spelled out in the prospectus: total return of the broad U.S. fixed income market. Built to sit on the bond line of a portfolio, not off to the side.
• Standard 1940 Act fund wrapper, not a commodity partnership, so it trades and reports like the rest of the ETFs in a regular brokerage account.

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.

• RSBY 1.01% a year is roughly triple the typical core bond ETF fee, and the index giants in this aisle (BND, SPAB, SCHZ) charge 0.03%.
• A small fund that trades thinly, so bid-ask spreads can run wider than the mega-sized Agg trackers and big orders need more care.
• Launched in 2024, so the history is short, and the futures sleeve can push results away from a plain Agg index in either direction.

Full NTSX profile⁠

Full RSBY profile⁠