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BGRN vs NTSI

Comparison between ISHARES USD GREEN BOND ETF (BGRN, ETF) and WISDOMTREE INTERNATIONAL EFFICIENT CORE FUND (NTSI, ETF).

5-Year PerformanceNTSI has outperformed BGRN, delivering a return of +6.0% compared to +0.1%

BGRN vs NTSI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BGRN
$498M
NTSI
$497M
Expense Ratio
Winner
BGRN
0.20%
NTSI
0.26%
Max Drawdown
Winner
BGRN
21.52%
NTSI
36.12%
Sharpe Ratio
BGRN
-0.08
Winner
NTSI
1.03
5Y Beta
Winner
BGRN
0.07
NTSI
0.65
5Y Dividends CAGR
BGRN
47.77%
Winner
NTSI
122.70%

BGRN vs NTSI - Historical Returns

Returns include dividend reinvestment.

1M
BGRN
-0.43%
Winner
NTSI
-0.22%
3M
BGRN
-0.37%
Winner
NTSI
+3.14%
6M
BGRN
+0.04%
Winner
NTSI
+5.32%
1Y
BGRN
+3.32%
Winner
NTSI
+19.23%
5Y(CAGR)
BGRN
+0.14%
Winner
NTSI
+5.96%
Max(CAGR)
BGRN
+2.17%
Winner
NTSI
+5.93%

BGRN vs NTSI - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearBGRNNTSI
2026+0.23%+6.85%
2025+7.28%+30.60%
2024+3.27%+2.34%
2023+6.13%+15.02%
2022-12.53%-19.23%
2021-2.90%+1.76%
2020+6.48%N/A
2019+9.71%N/A
2018+1.14%N/A

BGRN vs NTSI Drawdown Comparison

The maximum drawdown for BGRN was -19.16%, occurring on Oct 20, 2022. Recovery took 1298 trading sessions.

The maximum drawdown for NTSI was -34.02%, occurring on Sep 27, 2022. Recovery took 746 trading sessions.

The current BGRN drawdown is -1.11%. The current NTSI drawdown is -1.82%.

RankBGRNNTSI
#1-19.16%
Dec 11, 2020 - Feb 13, 2026
-34.02%
Sep 3, 2021 - Aug 23, 2024
#2-6.56%
Mar 9, 2020 - Jul 21, 2020
-13.21%
Sep 26, 2024 - Apr 29, 2025
#3-2.23%
Feb 27, 2026 - Mar 27, 2026
-12.33%
Feb 25, 2026 - Mar 20, 2026
#4-2.22%
Aug 28, 2019 - Jan 30, 2020
-5.00%
Nov 12, 2025 - Dec 11, 2025
#5-0.93%
Aug 4, 2020 - Sep 21, 2020
-3.98%
Jul 23, 2025 - Aug 12, 2025
#6-0.86%
Jul 3, 2019 - Jul 19, 2019
-3.75%
Jun 15, 2021 - Aug 3, 2021
#7-0.84%
Nov 5, 2020 - Nov 19, 2020
-2.96%
Aug 23, 2024 - Sep 19, 2024
#8-0.62%
Aug 15, 2019 - Aug 28, 2019
-2.82%
Jun 12, 2025 - Jun 27, 2025
#9-0.57%
Nov 20, 2020 - Dec 8, 2020
-2.73%
Oct 6, 2025 - Oct 16, 2025
#10-0.52%
Jan 31, 2020 - Feb 18, 2020
-2.52%
Aug 22, 2025 - Sep 8, 2025
#11-0.48%
Mar 28, 2019 - Apr 24, 2019
-2.38%
Oct 28, 2025 - Nov 12, 2025
#12-0.36%
Sep 21, 2020 - Sep 29, 2020
-2.22%
Aug 13, 2021 - Sep 2, 2021
#13-0.36%
Jun 7, 2019 - Jun 14, 2019
-2.19%
Jul 10, 2025 - Jul 23, 2025
#14-0.35%
Feb 22, 2019 - Mar 6, 2019
-2.05%
Jan 12, 2026 - Jan 23, 2026
#15-0.34%
Oct 15, 2020 - Oct 27, 2020
-1.68%
Sep 16, 2025 - Oct 1, 2025

Correlation

Correlation between BGRN and NTSI is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2018 - 2026)

BGRN vs NTSI dividend yield comparison.

YearBGRNNTSI
20262.16%1.51%
20254.21%3.65%
20244.07%2.92%
20233.52%2.35%
20222.66%2.66%
20210.78%0.97%
20201.82%0.00%
20193.66%0.00%
20180.21%0.00%

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