NTSX vs AVES
Comparison between WISDOMTREE U.S. EFFICIENT CORE FUND (NTSX, ETF) and AVANTIS EMERGING MARKETS VALUE ETF (AVES, ETF).
5-Year PerformanceAVES has outperformed NTSX, delivering a return of +10.0% compared to +9.2%
NTSX vs AVES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NTSX
$1.40B
Winner
AVES
$1.50B
Expense Ratio
Winner
NTSX
0.20%
AVES
0.36%
Max Drawdown
NTSX
31.97%
Winner
AVES
28.22%
Sharpe Ratio
Winner
NTSX
1.35
AVES
1.34
5Y Beta
NTSX
0.93
Winner
AVES
0.70
P/E Ratio
NTSX
28.33
AVES
N/A
Forward P/E
NTSX
21.88
AVES
N/A
PEG Ratio
NTSX
0.40
AVES
N/A
5Y Dividends CAGR
NTSX
14.70%
AVES
N/A
5Y EPS CAGR
NTSX
28.38%
AVES
N/A
Debt to Equity
NTSX
39.28%
AVES
N/A
P/S Ratio
NTSX
3.63
AVES
N/A
P/B Ratio
NTSX
5.72
AVES
N/A
NTSX vs AVES - Holdings Comparison
NTSX and AVES have 1 common holdings. Overlap is 0.00%
NTSX's top 25 holdings weight is 51.78%. AVES's top 25 holdings weight is 20.43%.
| Rank | NTSX | AVES |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.82% | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.34% |
| #2 | APPLE INC (AAPL) - 6.92% | HYUNDAI MOTOR CO (n/a) - 1.23% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.75% | VALE SA ADR (VALE) - 1.08% |
| #4 | MICROSOFT CORP (MSFT) - 4.60% | LG ELECTRONICS INC (n/a) - 1.02% |
| #5 | AMAZON.COM INC (AMZN) - 3.83% | HANA FINANCIAL GROUP INC (n/a) - 1.01% |
| #6 | BROADCOM INC (AVGO) - 2.57% | KIA CORP (n/a) - 1.00% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.21% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.90% |
| #8 | TESLA INC (TSLA) - 1.76% | INNOLUX CORP (n/a) - 0.90% |
| #9 | ELI LILLY AND CO (LLY) - 1.74% | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 0.78% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.62% | SHINHAN FINANCIAL GROUP CO LTD ADR (SHG) - 0.77% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.51% | SK TELECOM CO LTD ADR (SKM) - 0.76% |
| #12 | WALMART INC (WMT) - 1.47% | KB FINANCIAL GROUP INC ADR (KB) - 0.75% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.31% | INDIAN RUPEE (n/a) - 0.75% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.18% | n/a (n/a) - 0.75% |
| #15 | EXXON MOBIL CORP (XOM) - 1.03% | GOLD CIRCUIT ELECTRONICS LTD (n/a) - 0.74% |
| #16 | VISA INC CLASS A (V) - 1.00% | n/a (n/a) - 0.72% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.85% | ZHEN DING TECHNOLOGY HOLDING LTD (n/a) - 0.72% |
| #18 | ORACLE CORP (ORCL) - 0.78% | n/a (n/a) - 0.71% |
| #19 | INTEL CORP (INTC) - 0.76% | WOORI FINANCIAL GROUP INC (n/a) - 0.71% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.74% | CHINA HONGQIAO GROUP LTD (n/a) - 0.69% |
| #21 | NEXTERA ENERGY INC (NEE) - 0.27% | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.65% |
| #22 | AMPHENOL CORP CLASS A (APH) - 0.27% | n/a (n/a) - 0.63% |
| #23 | THE WALT DISNEY CO (DIS) - 0.27% | LG INNOTEK CO LTD (n/a) - 0.61% |
| #24 | AT&T INC (T) - 0.26% | n/a (n/a) - 0.61% |
| #25 | PALO ALTO NETWORKS INC (PANW) - 0.26% | ANTA SPORTS PRODUCTS LTD (n/a) - 0.60% |
| Total Holdings | 446 | 1741 |
NTSX vs AVES - Historical Returns
Returns include dividend reinvestment.
1M
NTSX
+0.55%
Winner
AVES
+1.48%
3M
NTSX
+10.37%
Winner
AVES
+11.39%
6M
NTSX
+7.49%
Winner
AVES
+18.22%
1Y
NTSX
+22.11%
Winner
AVES
+29.82%
5Y(CAGR)
NTSX
+9.22%
Winner
AVES
+10.01%
Max(CAGR)
Winner
NTSX
+12.73%
AVES
+10.01%
NTSX vs AVES - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | NTSX | AVES |
|---|---|---|
| 2026 | +7.25% | +13.81% |
| 2025 | +18.60% | +30.47% |
| 2024 | +21.13% | +5.94% |
| 2023 | +22.74% | +16.19% |
| 2022 | -25.84% | -16.49% |
| 2021 | +23.76% | +1.32% |
| 2020 | +23.76% | N/A |
| 2019 | +31.31% | N/A |
| 2018 | -8.71% | N/A |
NTSX vs AVES Drawdown Comparison
The maximum drawdown for NTSX was -31.34%, occurring on Oct 14, 2022. Recovery took 618 trading sessions.
The maximum drawdown for AVES was -27.41%, occurring on Oct 24, 2022. Recovery took 560 trading sessions.
The current NTSX drawdown is -2.27%. The current AVES drawdown is -2.45%.
| Rank | NTSX | AVES |
|---|---|---|
| #1 | -31.34% Dec 27, 2021 - Jun 12, 2024 | -27.41% Jan 12, 2022 - Apr 8, 2024 |
| #2 | -28.33% Feb 19, 2020 - Jul 10, 2020 | -18.49% Oct 2, 2024 - Jun 4, 2025 |
| #3 | -16.82% Dec 6, 2024 - Jun 24, 2025 | -12.90% Feb 25, 2026 - May 6, 2026 |
| #4 | -16.45% Sep 20, 2018 - Mar 21, 2019 | -8.51% Jul 12, 2024 - Sep 24, 2024 |
| #5 | -9.16% Jan 12, 2026 - Apr 15, 2026 | -6.73% Jun 1, 2026 - Jun 10, 2026 |
| #6 | -8.84% Sep 2, 2020 - Nov 16, 2020 | -5.43% Oct 25, 2021 - Jan 11, 2022 |
| #7 | -6.58% Jul 16, 2024 - Aug 19, 2024 | -5.24% May 8, 2026 - May 26, 2026 |
| #8 | -5.65% Sep 2, 2021 - Oct 29, 2021 | -4.76% Apr 9, 2024 - May 2, 2024 |
| #9 | -5.62% Feb 12, 2021 - Apr 5, 2021 | -4.68% May 17, 2024 - Jul 11, 2024 |
| #10 | -5.34% Oct 28, 2025 - Dec 24, 2025 | -4.55% Sep 17, 2025 - Oct 23, 2025 |
| #11 | -4.77% Jun 2, 2026 - Jun 10, 2026 | -3.87% Nov 12, 2025 - Dec 22, 2025 |
| #12 | -4.42% Apr 30, 2019 - Jun 13, 2019 | -3.72% Jul 23, 2025 - Aug 13, 2025 |
| #13 | -4.28% May 7, 2021 - Jun 8, 2021 | -2.63% Jun 12, 2025 - Jun 24, 2025 |
| #14 | -4.16% Jul 26, 2019 - Sep 5, 2019 | -2.40% Jan 28, 2026 - Feb 9, 2026 |
| #15 | -3.89% Nov 8, 2021 - Dec 27, 2021 | -2.21% Oct 27, 2025 - Nov 10, 2025 |
Correlation
Correlation between NTSX and AVES is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2018 - 2026)
NTSX vs AVES dividend yield comparison.
| Year | NTSX | AVES |
|---|---|---|
| 2026 | 0.25% | 0.76% |
| 2025 | 1.14% | 3.17% |
| 2024 | 1.14% | 4.09% |
| 2023 | 1.21% | 3.96% |
| 2022 | 1.36% | 3.70% |
| 2021 | 0.82% | 0.62% |
| 2020 | 0.92% | 0.00% |
| 2019 | 1.42% | 0.00% |
| 2018 | 0.62% | 0.00% |
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