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NTSX vs BAR

Comparison between WISDOMTREE U.S. EFFICIENT CORE FUND (NTSX, ETF) and GraniteShares Gold Shares (BAR, ETF).

5-Year PerformanceBAR has outperformed NTSX, delivering a return of +17.3% compared to +9.2%

NTSX vs BAR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NTSX
$1.40B
Winner
BAR
$1.50B
Expense Ratio
NTSX
0.20%
Winner
BAR
0.17%
Max Drawdown
NTSX
31.97%
Winner
BAR
24.38%
Sharpe Ratio
Winner
NTSX
1.35
BAR
0.84
5Y Beta
NTSX
0.93
Winner
BAR
0.22
P/E Ratio
NTSX
28.33
BAR
N/A
Forward P/E
NTSX
21.88
BAR
N/A
PEG Ratio
NTSX
0.40
BAR
N/A
5Y Dividends CAGR
NTSX
14.70%
BAR
N/A
5Y EPS CAGR
NTSX
28.38%
BAR
N/A
Debt to Equity
NTSX
39.28%
BAR
N/A
P/S Ratio
NTSX
3.63
BAR
N/A
P/B Ratio
NTSX
5.72
BAR
N/A

NTSX vs BAR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NTSX
+0.55%
BAR
-10.66%
3M
Winner
NTSX
+10.37%
BAR
-17.16%
6M
Winner
NTSX
+7.49%
BAR
-2.12%
1Y
NTSX
+22.11%
Winner
BAR
+24.16%
5Y(CAGR)
NTSX
+9.22%
Winner
BAR
+17.34%
10Y(CAGR)
NTSX
N/A
BAR
+13.94%
Max(CAGR)
NTSX
+12.73%
Winner
BAR
+13.94%

NTSX vs BAR - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

YearNTSXBAR
2026+7.25%-2.81%
2025+18.60%+61.93%
2024+21.13%+27.29%
2023+22.74%+12.03%
2022-25.84%+0.89%
2021+23.76%-6.10%
2020+23.76%+24.03%
2019+31.31%+18.10%
2018-8.71%-2.73%
2017N/A-1.15%

NTSX vs BAR Drawdown Comparison

The maximum drawdown for NTSX was -31.34%, occurring on Oct 14, 2022. Recovery took 618 trading sessions.

The maximum drawdown for BAR was -24.38%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The current NTSX drawdown is -2.27%. The current BAR drawdown is -21.99%.

RankNTSXBAR
#1-31.34%
Dec 27, 2021 - Jun 12, 2024
-24.38%
Jan 29, 2026 - Jun 10, 2026
#2-28.33%
Feb 19, 2020 - Jul 10, 2020
-21.53%
Aug 6, 2020 - Dec 27, 2023
#3-16.82%
Dec 6, 2024 - Jun 24, 2025
-13.46%
Jan 24, 2018 - Jun 20, 2019
#4-16.45%
Sep 20, 2018 - Mar 21, 2019
-12.45%
Mar 9, 2020 - Apr 9, 2020
#5-9.16%
Jan 12, 2026 - Apr 15, 2026
-10.05%
Oct 20, 2025 - Dec 22, 2025
#6-8.84%
Sep 2, 2020 - Nov 16, 2020
-8.37%
Sep 8, 2017 - Jan 24, 2018
#7-6.58%
Jul 16, 2024 - Aug 19, 2024
-8.03%
Oct 30, 2024 - Jan 30, 2025
#8-5.65%
Sep 2, 2021 - Oct 29, 2021
-7.10%
Apr 21, 2025 - Jun 13, 2025
#9-5.62%
Feb 12, 2021 - Apr 5, 2021
-6.52%
Sep 4, 2019 - Jan 6, 2020
#10-5.34%
Oct 28, 2025 - Dec 24, 2025
-5.71%
May 20, 2024 - Jul 16, 2024
#11-4.77%
Jun 2, 2026 - Jun 10, 2026
-4.86%
Mar 31, 2025 - Apr 10, 2025
#12-4.42%
Apr 30, 2019 - Jun 13, 2019
-4.86%
Dec 26, 2025 - Jan 12, 2026
#13-4.28%
May 7, 2021 - Jun 8, 2021
-4.84%
Jun 13, 2025 - Aug 29, 2025
#14-4.16%
Jul 26, 2019 - Sep 5, 2019
-4.78%
Feb 24, 2020 - Mar 5, 2020
#15-3.89%
Nov 8, 2021 - Dec 27, 2021
-4.35%
Jul 16, 2024 - Aug 12, 2024

Correlation

Correlation between NTSX and BAR is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

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