NTSX vs IDEQ
Comparison between WISDOMTREE U.S. EFFICIENT CORE FUND (NTSX, ETF) and LAZARD INTERNATIONAL DYNAMIC EQUITY ETF (IDEQ, ETF).
NTSX vs IDEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NTSX
$1.40B
IDEQ
$1.40B
Expense Ratio
Winner
NTSX
0.20%
IDEQ
0.40%
Max Drawdown
NTSX
31.97%
Winner
IDEQ
12.95%
Sharpe Ratio
NTSX
1.35
Winner
IDEQ
1.66
5Y Beta
Winner
NTSX
0.93
IDEQ
1.18
P/E Ratio
NTSX
28.33
IDEQ
N/A
Forward P/E
NTSX
21.88
IDEQ
N/A
PEG Ratio
NTSX
0.40
IDEQ
N/A
5Y Dividends CAGR
NTSX
14.70%
IDEQ
N/A
5Y EPS CAGR
NTSX
28.38%
IDEQ
N/A
Debt to Equity
NTSX
39.28%
IDEQ
N/A
P/S Ratio
NTSX
3.63
IDEQ
N/A
P/B Ratio
NTSX
5.72
IDEQ
N/A
NTSX vs IDEQ - Holdings Comparison
NTSX and IDEQ have 1 common holdings. Overlap is -1.38%
NTSX's top 25 holdings weight is 51.78%. IDEQ's top 25 holdings weight is 40.30%.
| Rank | NTSX | IDEQ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.82% | n/a (n/a) - 4.68% |
| #2 | APPLE INC (AAPL) - 6.92% | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.64% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.75% | ASML HOLDING NV (n/a) - 2.81% |
| #4 | MICROSOFT CORP (MSFT) - 4.60% | SK HYNIX INC (n/a) - 2.48% |
| #5 | AMAZON.COM INC (AMZN) - 3.83% | VINCI SA (n/a) - 2.02% |
| #6 | BROADCOM INC (AVGO) - 2.57% | BNP PARIBAS ACT. CAT.A (n/a) - 1.83% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.21% | GSK PLC (n/a) - 1.68% |
| #8 | TESLA INC (TSLA) - 1.76% | JAPAN POST HOLDINGS CO LTD (n/a) - 1.60% |
| #9 | ELI LILLY AND CO (LLY) - 1.74% | ROCHE HOLDING AG COMMON STOCK CHF.001 (n/a) - 1.59% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.62% | BANCO SANTANDER SA (n/a) - 1.49% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.51% | YUAN RENMINBI OFFSHORE (n/a) - 1.38% |
| #12 | WALMART INC (WMT) - 1.47% | n/a (n/a) - 1.32% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.31% | LEGAL & GENERAL GROUP PLC (n/a) - 1.26% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.18% | MEDIATEK INC (n/a) - 1.23% |
| #15 | EXXON MOBIL CORP (XOM) - 1.03% | NATWEST GROUP PLC (n/a) - 1.21% |
| #16 | VISA INC CLASS A (V) - 1.00% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.15% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.85% | ASTRAZENECA PLC (n/a) - 1.12% |
| #18 | ORACLE CORP (ORCL) - 0.78% | MITSUBISHI ELECTRIC CORP (n/a) - 1.08% |
| #19 | INTEL CORP (INTC) - 0.76% | BOC HONG KONG HOLDINGS LTD (n/a) - 1.02% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.74% | LOBLAW COMPANIES LTD (n/a) - 1.02% |
| #21 | NEXTERA ENERGY INC (NEE) - 0.27% | DELTA ELECTRONICS INC (n/a) - 0.98% |
| #22 | AMPHENOL CORP CLASS A (APH) - 0.27% | TENCENT HOLDINGS LTD (n/a) - 0.94% |
| #23 | THE WALT DISNEY CO (DIS) - 0.27% | BARRICK MINING CORP (n/a) - 0.93% |
| #24 | AT&T INC (T) - 0.26% | SUN LIFE FINANCIAL INC (SLF) - 0.92% |
| #25 | PALO ALTO NETWORKS INC (PANW) - 0.26% | UNICREDIT SPA (n/a) - 0.92% |
| Total Holdings | 446 | 273 |
NTSX vs IDEQ - Historical Returns
Returns include dividend reinvestment.
1M
NTSX
+0.55%
Winner
IDEQ
+1.96%
3M
NTSX
+10.37%
Winner
IDEQ
+10.40%
6M
NTSX
+7.49%
Winner
IDEQ
+19.26%
1Y
NTSX
+22.11%
IDEQ
N/A
5Y(CAGR)
NTSX
+9.22%
IDEQ
N/A
Max(CAGR)
NTSX
+12.73%
Winner
IDEQ
+39.94%
NTSX vs IDEQ - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | NTSX | IDEQ |
|---|---|---|
| 2026 | +7.25% | +14.40% |
| 2025 | +18.60% | +11.77% |
| 2024 | +21.13% | N/A |
| 2023 | +22.74% | N/A |
| 2022 | -25.84% | N/A |
| 2021 | +23.76% | N/A |
| 2020 | +23.76% | N/A |
| 2019 | +31.31% | N/A |
| 2018 | -8.71% | N/A |
NTSX vs IDEQ Drawdown Comparison
The maximum drawdown for NTSX was -31.34%, occurring on Oct 14, 2022. Recovery took 618 trading sessions.
The maximum drawdown for IDEQ was -12.95%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The current NTSX drawdown is -2.27%. The current IDEQ drawdown is -1.01%.
| Rank | NTSX | IDEQ |
|---|---|---|
| #1 | -31.34% Dec 27, 2021 - Jun 12, 2024 | -12.95% Feb 25, 2026 - May 6, 2026 |
| #2 | -28.33% Feb 19, 2020 - Jul 10, 2020 | -5.01% Jun 2, 2026 - Jun 10, 2026 |
| #3 | -16.82% Dec 6, 2024 - Jun 24, 2025 | -4.27% Nov 12, 2025 - Dec 2, 2025 |
| #4 | -16.45% Sep 20, 2018 - Mar 21, 2019 | -3.72% May 6, 2026 - May 26, 2026 |
| #5 | -9.16% Jan 12, 2026 - Apr 15, 2026 | -3.41% Oct 6, 2025 - Oct 27, 2025 |
| #6 | -8.84% Sep 2, 2020 - Nov 16, 2020 | -2.31% Jan 29, 2026 - Feb 6, 2026 |
| #7 | -6.58% Jul 16, 2024 - Aug 19, 2024 | -1.88% Oct 27, 2025 - Nov 11, 2025 |
| #8 | -5.65% Sep 2, 2021 - Oct 29, 2021 | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #9 | -5.62% Feb 12, 2021 - Apr 5, 2021 | -1.32% Jan 12, 2026 - Jan 21, 2026 |
| #10 | -5.34% Oct 28, 2025 - Dec 24, 2025 | -0.83% Dec 11, 2025 - Dec 19, 2025 |
| #11 | -4.77% Jun 2, 2026 - Jun 10, 2026 | -0.79% Aug 29, 2025 - Sep 5, 2025 |
| #12 | -4.42% Apr 30, 2019 - Jun 13, 2019 | -0.76% Feb 11, 2026 - Feb 18, 2026 |
| #13 | -4.28% May 7, 2021 - Jun 8, 2021 | -0.69% Dec 26, 2025 - Jan 2, 2026 |
| #14 | -4.16% Jul 26, 2019 - Sep 5, 2019 | -0.59% May 26, 2026 - Jun 2, 2026 |
| #15 | -3.89% Nov 8, 2021 - Dec 27, 2021 | -0.49% Sep 11, 2025 - Sep 15, 2025 |
Correlation
Correlation between NTSX and IDEQ is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2018 - 2026)
NTSX vs IDEQ dividend yield comparison.
| Year | NTSX | IDEQ |
|---|---|---|
| 2026 | 0.25% | 0.00% |
| 2025 | 1.14% | 0.60% |
| 2024 | 1.14% | 0.00% |
| 2023 | 1.21% | 0.00% |
| 2022 | 1.36% | 0.00% |
| 2021 | 0.82% | 0.00% |
| 2020 | 0.92% | 0.00% |
| 2019 | 1.42% | 0.00% |
| 2018 | 0.62% | 0.00% |
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