NTSX vs RSST

NTSXAWisdomTree U.S. Efficient Core Fund

RSSTCReturn Stacked U.S. Stocks & 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.

RSST Return stacking, literally: RSST rides an actively managed futures program on top of a full U.S. equity portfolio, using leverage so one dollar does two jobs.

Stated mandate

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

RSST The Fund seeks long-term capital appreciation. It is actively managed and combines U.S. equity and managed-futures strategies, using leverage to stack approximately one dollar of exposure to each strategy.

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.

• RSST One dollar, two jobs: the U.S. equity sleeve stays fully invested while the managed futures strategy is stacked on top with leverage, not funded by selling stocks.
• Actively managed on both sides, so the futures sleeve can shift its positioning instead of tracking a fixed index.
• Easy to deal in for something this complicated: it sits among the smoother-trading names in its multi-asset peer group.

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.

• RSST At 0.99% a year it runs above the typical multi-asset allocation fund. Simpler stackers like NTSX and GDE charge 0.20%.
• Leverage cuts both ways: a rough stretch for stocks and managed futures at the same time lands harder than either sleeve would alone.
• Launched in 2023 and structured as a commodity pool, so the record is short and the wrapper differs from a plain-vanilla stock ETF.

Full NTSX profile⁠

Full RSST profile⁠