NTSI vs AAEQ
Comparison between WISDOMTREE INTERNATIONAL EFFICIENT CORE FUND (NTSI, ETF) and ALPHA ARCHITECT US EQUITY 2 ETF (AAEQ, ETF).
NTSI vs AAEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NTSI
$497M
AAEQ
$497M
Expense Ratio
NTSI
0.26%
Winner
AAEQ
0.15%
Max Drawdown
NTSI
36.12%
Winner
AAEQ
10.35%
Sharpe Ratio
Winner
NTSI
1.03
AAEQ
0.50
5Y Beta
Winner
NTSI
0.65
AAEQ
1.00
P/E Ratio
NTSI
N/A
AAEQ
29.60
Forward P/E
NTSI
N/A
AAEQ
21.39
5Y Dividends CAGR
NTSI
122.70%
AAEQ
N/A
5Y EPS CAGR
NTSI
N/A
AAEQ
29.20%
Debt to Equity
NTSI
N/A
AAEQ
36.86%
P/S Ratio
NTSI
N/A
AAEQ
4.00
P/B Ratio
NTSI
N/A
AAEQ
6.08
NTSI vs AAEQ - Holdings Comparison
NTSI and AAEQ have 1 common holdings. Overlap is 0.00%
NTSI's top 25 holdings weight is 34.03%. AAEQ's top 25 holdings weight is 52.78%.
| Rank | NTSI | AAEQ |
|---|---|---|
| #1 | DREYFUS TRSY OBLIG CASH MGMT CL INS (n/a) - 8.06% | APPLE INC (AAPL) - 7.74% |
| #2 | ASML HOLDING NV (n/a) - 3.24% | NVIDIA CORP (NVDA) - 7.58% |
| #3 | HSBC HOLDINGS PLC (n/a) - 1.74% | MICROSOFT CORP (MSFT) - 5.02% |
| #4 | n/a (NCA) - 1.70% | AMAZON.COM INC (AMZN) - 4.11% |
| #5 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.42% | ALPHABET INC CLASS A (GOOGL) - 3.64% |
| #6 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.39% | ALPHABET INC CLASS C (GOOG) - 2.91% |
| #7 | SHELL PLC (n/a) - 1.39% | BROADCOM INC (AVGO) - 2.84% |
| #8 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.25% | META PLATFORMS INC CLASS A (META) - 2.28% |
| #9 | NESTLE SA (n/a) - 1.24% | TESLA INC (TSLA) - 1.79% |
| #10 | SOFTBANK GROUP CORP (n/a) - 1.20% | MICRON TECHNOLOGY INC (MU) - 1.74% |
| #11 | SIEMENS AG (n/a) - 1.03% | ELI LILLY AND CO (LLY) - 1.68% |
| #12 | TOKYO ELECTRON LTD (n/a) - 1.02% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.58% |
| #13 | ASTRAZENECA PLC (AZN) - 0.96% | JPMORGAN CHASE & CO (JPM) - 1.51% |
| #14 | TOYOTA MOTOR CORP (n/a) - 0.95% | ADVANCED MICRO DEVICES INC (AMD) - 1.40% |
| #15 | BANCO SANTANDER SA (n/a) - 0.94% | JOHNSON & JOHNSON (JNJ) - 1.10% |
| #16 | BHP GROUP LTD (n/a) - 0.92% | EXXON MOBIL CORP (XOM) - 1.00% |
| #17 | TOTALENERGIES SE (TTE) - 0.91% | VISA INC CLASS A (V) - 0.98% |
| #18 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.90% | INTEL CORP (INTC) - 0.87% |
| #19 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.89% | WALMART INC (WMT) - 0.83% |
| #20 | ALLIANZ SE (n/a) - 0.87% | CISCO SYSTEMS INC (CSCO) - 0.76% |
| #21 | SANOFI SA (n/a) - 0.42% | SALESFORCE INC (CRM) - 0.29% |
| #22 | KEYENCE CORP (n/a) - 0.41% | TJX COMPANIES INC (TJX) - 0.29% |
| #23 | FAST RETAILING CO LTD (n/a) - 0.40% | WELLTOWER INC (WELL) - 0.28% |
| #24 | ENEL SPA (n/a) - 0.39% | GILEAD SCIENCES INC (GILD) - 0.28% |
| #25 | MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 0.39% | UNION PACIFIC CORP (UNP) - 0.28% |
| Total Holdings | 424 | 316 |
NTSI vs AAEQ - Historical Returns
Returns include dividend reinvestment.
1M
NTSI
-0.22%
Winner
AAEQ
+0.69%
3M
NTSI
+3.14%
Winner
AAEQ
+6.06%
6M
NTSI
+5.32%
Winner
AAEQ
+9.04%
1Y
NTSI
+19.23%
AAEQ
N/A
5Y(CAGR)
NTSI
+5.96%
AAEQ
N/A
Max(CAGR)
NTSI
+5.93%
Winner
AAEQ
+10.04%
NTSI vs AAEQ - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | NTSI | AAEQ |
|---|---|---|
| 2026 | +6.85% | +8.25% |
| 2025 | +30.60% | -1.99% |
| 2024 | +2.34% | N/A |
| 2023 | +15.02% | N/A |
| 2022 | -19.23% | N/A |
| 2021 | +1.76% | N/A |
NTSI vs AAEQ Drawdown Comparison
The maximum drawdown for NTSI was -34.02%, occurring on Sep 27, 2022. Recovery took 746 trading sessions.
The maximum drawdown for AAEQ was -10.26%, occurring on Mar 30, 2026. Recovery took 86 trading sessions.
The current NTSI drawdown is -1.82%. The current AAEQ drawdown is -1.43%.
| Rank | NTSI | AAEQ |
|---|---|---|
| #1 | -34.02% Sep 3, 2021 - Aug 23, 2024 | -10.26% Dec 11, 2025 - Apr 17, 2026 |
| #2 | -13.21% Sep 26, 2024 - Apr 29, 2025 | -4.34% Jun 2, 2026 - Jun 10, 2026 |
| #3 | -12.33% Feb 25, 2026 - Mar 20, 2026 | -1.80% May 14, 2026 - May 26, 2026 |
| #4 | -5.00% Nov 12, 2025 - Dec 11, 2025 | -0.92% Apr 17, 2026 - Apr 22, 2026 |
| #5 | -3.98% Jul 23, 2025 - Aug 12, 2025 | -0.56% Apr 27, 2026 - Apr 30, 2026 |
| #6 | -3.75% Jun 15, 2021 - Aug 3, 2021 | -0.55% May 1, 2026 - May 5, 2026 |
| #7 | -2.96% Aug 23, 2024 - Sep 19, 2024 | -0.40% Apr 22, 2026 - Apr 24, 2026 |
| #8 | -2.82% Jun 12, 2025 - Jun 27, 2025 | -0.37% May 6, 2026 - May 8, 2026 |
| #9 | -2.73% Oct 6, 2025 - Oct 16, 2025 | -0.04% May 11, 2026 - May 13, 2026 |
| #10 | -2.52% Aug 22, 2025 - Sep 8, 2025 | N/A |
| #11 | -2.38% Oct 28, 2025 - Nov 12, 2025 | N/A |
| #12 | -2.22% Aug 13, 2021 - Sep 2, 2021 | N/A |
| #13 | -2.19% Jul 10, 2025 - Jul 23, 2025 | N/A |
| #14 | -2.05% Jan 12, 2026 - Jan 23, 2026 | N/A |
| #15 | -1.68% Sep 16, 2025 - Oct 1, 2025 | N/A |
Correlation
Correlation between NTSI and AAEQ is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.62
-101
Dividend Comparison (2021 - 2026)
NTSI vs AAEQ dividend yield comparison.
| Year | NTSI | AAEQ |
|---|---|---|
| 2026 | 1.51% | 0.00% |
| 2025 | 3.65% | 0.10% |
| 2024 | 2.92% | 0.00% |
| 2023 | 2.35% | 0.00% |
| 2022 | 2.66% | 0.00% |
| 2021 | 0.97% | 0.00% |
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