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WisdomTree US Efficient Core UCITS ETF - USD Acc (NTSX.L)
About this ETF
The WisdomTree US Efficient Core UCITS ETF, known as "the Fund," aims to replicate the overall investment performance – encompassing both capital appreciation and income – of its associated benchmark, the WisdomTree US Efficient Core UCITS Index (the "Index"), prior to the deduction of any fees or expenses. This underlying Index is specifically crafted to provide a 90% allocation to prominent US companies (large-cap equities) and a 60% exposure to derivatives based on US government debt (Treasury Bond futures). This strategic combination is designed to enhance the risk-adjusted returns beyond what a conventional 60/40 balanced portfolio typically offers.
Price
Top 10 holdings
| Nvidia Corp NVDA | 7.19% |
| Apple Inc AAPL | 6.90% |
| Google Inc GOOGL | 6.22% |
| Microsoft Corp MSFT | 4.59% |
| Amazon.com Inc AMZN | 3.98% |
| Broadcom Inc AVGO | 2.76% |
| Meta Platforms, Inc. Cl A FB | 1.96% |
| Tesla Inc TSLA | 1.88% |
| Eli Lilly & Co LLY | 1.84% |
| Berkshire Hathaway Inc BRK/B UN | 1.72% |
Sector mix
Price chart
Returns
| 1 month | +2.89% |
| 3 months | +9.42% |
| 6 months | +7.67% |
| Year to date | +8.51% |
| 1 year | +18.93% |
| 3 years (ann.) | — |
| 5 years (ann.) | — |
| 10 years (ann.) | — |
Risk profile
| Volatility (1y, ann.) | 12.61% |
| Sharpe (1y) | 1.44 |
| Sharpe (3y) | — |
| Sortino (1y) | 2.41 |
| Max drawdown (1y) | -8.43% |
| Max drawdown (5y) | — |
| Max drawdown (full) | -17.05% |
| Beta vs S&P 500 (1y) | 0.61 |
| Correlation vs S&P 500 (1y) | 0.61 |
Technical outlook as of 2026-07-13
The Monte Carlo cone is drawn on the price chart above (Forecast overlay); RSI, MACD and the rest of the oscillators live in its indicator panels.
Full holdings
| Constituent | ISIN | Market value | Weight |
|---|---|---|---|
| Loading… | |||
Sector breakdown
Geographic exposure
Cost vs. peers
Comparison universe: 6,948 funds of the same asset class.
Cost impact calculator
Dividend history
Accumulating share class Income is reinvested inside the fund instead of being paid out.
No distributions on record — accumulating share classes reinvest income instead of paying it out.
ESG profile
Benchmark: average of 4,066 funds of the same asset class with derived ESG data.
Similar ETFs
| Fund | TER | AUM (USD) | Yield (TTM) | Return 1y | Sharpe 1y |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF VTI | 0.03% | 2.30T | 1.05% | +19.93% | 1.48 |
| Vanguard S&P 500 ETF VOO | 0.03% | 1.70T | 1.07% | +19.68% | 1.49 |
| iShares Core S&P 500 ETF IVV | 0.03% | 894.38B | 1.09% | +19.68% | 1.49 |
| State Street SPDR S&P 500 ETF SPY | 0.09% | 789.23B | 1.00% | +19.71% | 1.49 |
| SPDR S&P 500 ETF Trust 1557.T | 0.09% | 789.09B | 0.49% | +37.54% | 2.26 |
| State Street SPDR S&P 500 ETF SPY.AX | 0.09% | 788.13B | 1.00% | +11.84% | 1.13 |
| Vanguard Total International Stock ETF VXUS | 0.05% | 652.30B | 2.61% | +20.58% | 1.21 |
| Invesco QQQ Trust, Series 1 QQQ | 0.18% | 481.14B | 0.43% | +28.14% | 1.43 |
| Vanguard Growth ETF VUG | 0.03% | 393.80B | 0.39% | +16.85% | 0.99 |
| Vanguard FTSE Developed Markets ETF VEA | 0.03% | 317.30B | 2.60% | +21.64% | 1.23 |
Cheaper alternatives
| Fund | TER | AUM (USD) | Overlap |
|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF SPYM | 0.02% | 159.32B | 81.9% |
| SPDR S&P 500 ETF Trust 1557.T | 0.09% | 789.09B | 81.8% |
| State Street SPDR S&P 500 ETF SPY | 0.09% | 789.23B | 81.8% |
| Vanguard S&P 500 ETF VOO | 0.03% | 1.70T | 80.3% |
| iShares Core S&P 500 UCITS ETF CSP1.L | 0.07% | 151.66B | 80.3% |
| iShares Core S&P 500 UCITS ETF CSPX.L | 0.07% | 151.69B | 80.3% |
| iShares Core S&P 500 UCITS ETF SXR8.DE | 0.07% | 151.54B | 80.3% |
| iShares Core S&P 500 UCITS ETF CSPX.AS | 0.07% | 151.54B | 80.3% |
