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NTSI vs BGRN

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

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

NTSI vs BGRN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

NTSI vs BGRN - Historical Returns

Returns include dividend reinvestment.

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

NTSI vs BGRN - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

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

NTSI vs BGRN Drawdown Comparison

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

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

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

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

Correlation

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

0.88
-101

Dividend Comparison (2018 - 2026)

NTSI vs BGRN dividend yield comparison.

YearNTSIBGRN
20261.51%2.16%
20253.65%4.21%
20242.92%4.07%
20232.35%3.52%
20222.66%2.66%
20210.97%0.78%
20200.00%1.82%
20190.00%3.66%
20180.00%0.21%

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