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NTSX

WisdomTree U.S. Efficient Core Fund

Capital-efficient 90/60 portfolio using 90% US equities + Treasury futures overlay for 60% bond exposure — effectively 1.5x leverage on a 60/40 portfolio. Popular among Bogleheads for tax-efficient leverage.

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Multi-AssetTER 0.20%Dist.
TER
0.20%
AUM
$1.5B
Holdings
~500
Data Range
— → —

Key Facts

ISIN
US97717X8091
Issuer
WisdomTree
Benchmark
60/40 US Stocks/Bonds (capital-efficient)
Total Expense Ratio (TER)
0.20%
Assets Under Management
$1.5B approx.
Inception Date
2018-08-02
Domicile
United States
Legal Structure
Open-Ended Fund
Dividend Policy
Distributing (pays dividends)
Replication Method
Physical (Full Replication)
UCITS Status
✗ Not UCITS
Fund Currency
USD
Primary Exchange
NYSE Arca
Number of Holdings
~500
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Who Is This ETF For?

✓General portfolio building block for the asset class it covers.

Key Risks to Consider

• Non-UCITS: may have unfavorable tax treatment for non-US investors (US estate tax, withholding tax).

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Correlation Matrix

Risk vs Return

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Data & Methodology

Metadata sourced from official issuer documentation. Price data from Yahoo Finance (monthly adjusted close, includes reinvested dividends and splits). AUM figures are approximate and updated quarterly.

Data source: Yahoo Finance (adjusted close), WisdomTree (metadata)Last verified: 2026-04-21

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💬 Frequently Asked Questions

Capital-efficient 90/60 portfolio using 90% US equities + Treasury futures overlay for 60% bond exposure — effectively 1.5x leverage on a 60/40 portfolio. Popular among Bogleheads for tax-efficient leverage.
NTSX has a total expense ratio (TER) of 0.20%, which means you pay $20 per year for every $10,000 invested.
Yes, NTSX is a distributing ETF that pays dividends to shareholders. The frequency depends on the fund's schedule.
NTSX is a US-domiciled ETF (not UCITS). Non-US investors should consider the US estate tax implications (40% on US assets above $60,000) and the 30% dividend withholding tax (reduced by treaty in some countries).
NTSX uses full physical replication, meaning it holds all (or nearly all) securities in the 60/40 US Stocks/Bonds (capital-efficient) index directly.