NTSX: Lagging Expectations, Yet A Decent Multi-Asset ETF

WisdomTree U.S. Efficient Core Fund ETF offers a 90/60 equity/treasury blend with 1.5x leverage from Treasury futures. Compared to a 60/40 benchmark, NTSX has underperformed the expectations of the leverage factor. The 60/40 strategy, whose purpose is hedging equities with treasuries in market downturns, has failed several times over the last few years.

Seeking Alpha • Oct 3, 2025

NTSX: Leveraged 60/40 Strategy At Low Cost

WisdomTree U.S. Efficient Core Fund ETF employs a 60/40 strategy, using Treasury futures for leverage and tax efficiency. NTSX has underperformed the theoretical 1.5 leverage factor due to fees, rebalancing, and roll yield. Compared to the S&P 500, the Fund shows similar volatility and lower risk-adjusted performance.

Seeking Alpha • Nov 22, 2024

NTSX: With Inflation Normalizing, This Leveraged Bond/Equity ETF Is A Buy

NTSX is a leveraged balanced ETF. It has exposure to 90% equities, 60% treasuries. Leverage is gained through futures. NTSX tends to outperform, but sees significant losses and underperformance during periods of higher inflation.

Seeking Alpha • Aug 21, 2024

NTSX: Multi-Asset ETF Beating Its Peers

WisdomTree U.S. Efficient Core Fund ETF implements a 60/40 equity-bond allocation with a 1.5 leverage factor. NTSX holds stocks for the equity part and leverages its portfolio thanks to Treasury futures. NTSX's performance looks great compared to other multi-asset ETFs, but it slightly underperforms expectations based on the leverage factor.

Seeking Alpha • Aug 9, 2024

NTSX: Stock-Bond Correlation Suggests Caution, But Reason For Optimism Ahead

Equities and fixed income have been moving in tandem as inflation fears cast doubt on whether there will be any Fed rate cuts in 2024. The WisdomTree U.S. Efficient Core Fund ETF offers potential benefits for index investors when Treasury securities offset moves in the stock market, but we aren't seeing that today. NTSX has produced strong risk-adjusted returns in the past and offers tax advantages for investors, but recalcitrant inflation negates the ETF's diversification benefit for now.

Seeking Alpha • Apr 21, 2024

NTSX: A Leveraged Stock/Treasury Fund Mix

The WisdomTree U.S. Efficient Core Fund ETF (NTSX) is an active core allocation product that blends stocks with Treasuries. NTSX primarily invests in large-cap U.S. equity securities and U.S. Treasury futures contracts, implementing an active management strategy. The fund offers diversified exposure, capital efficiency through leverage, and risk management, but also carries risks and dependence on quantitative models.

Seeking Alpha • Feb 6, 2024

Investing in an Inverted World

By Bradley Krom, U.S. Head of Research The potential for stubborn inflation, a higher-for-longer policy from the Federal Reserve and structural $1 trillion deficits have all contributed to an abnormal shape in the U.S. Treasury curve. In this piece we look to other periods of curve inversion and conclude that inverted yield curves are generally not an impediment to equity returns.

ETF Trends • Dec 17, 2023

NTSX: Treasury Fund, Strong Returns And Performance Track-Record

WisdomTree U.S. Efficient Core Fund ETF is a leveraged balanced fund that focuses on equities and treasuries. Investing in both equities and treasuries reduces portfolio risk and volatility while boosting risk-adjusted returns. NTSX has generally strong returns with below-average risk, although it may underperform during periods of significant inflation.

Seeking Alpha • Nov 21, 2023

NTSX: Leveraged 60/40 Portfolio But Watch Out For Secular Inflation

The WisdomTree U.S. Efficient Core Fund (NTSX) is an asset allocation ETF that combines U.S. equities with bond futures for leveraged exposure to a traditional 60/40 portfolio. NTSX efficiently delivers performance of a 90/60 portfolio without the use of explicit leverage. The fund also has tax benefits as interest income is taxed as capital gains. However, the 60/40 portfolio requires negative correlation between bonds and stocks. I am not sure that will be the case in the coming years with possible secular inflation.

Seeking Alpha • Oct 14, 2023

Combine Treasuries and Active Core Equities in NTSX

Core allocations – they're the bedrock of investor portfolios. With all sorts of big, indexed strategies out there that track the market, it can be tricky to innovate and offer an appealing spin in an ETF format.

ETF Trends • Mar 31, 2023