NTSX vs RSSB

NTSXAWisdomTree U.S. Efficient Core Fund

RSSBBReturn Stacked Global Stocks & Bonds 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.

RSSB Most allocation funds make you split your dollar between stocks and bonds. RSSB stacks them instead: a global equity portfolio with a U.S. Treasury futures layer on top, wrapped in one ETF at 0.39%.

Stated mandate

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

RSSB The Fund seeks long-term capital appreciation.

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.

• RSSB 0.39% for a two-sleeve strategy, roughly half the typical expense ratio among allocation funds.
• The equity leg is global, not U.S.-only. Stacked peers like NTSX and GDE build their layers on top of American stocks.
• The Treasury futures leg lives inside the fund, a registered 1940 Act ETF, so layering bonds onto stocks doesn't require your own margin account.
• Trades with reasonable liquidity for a strategy this young, and sits in the upper half of its allocation peer group overall.

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.

• RSSB Stacking puts more market exposure to work than the cash you hand over, so a stretch where stocks and Treasuries fall together bites harder than in a plain balanced fund.
• Cash goes out once or twice a year, not monthly. This is a total-return mandate aimed at long-term capital appreciation, not a paycheck.
• Launched December 2023, so the track record is short and hasn't been through many market regimes yet.

Full NTSX profile⁠

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