NTSX vs DFAC

ANTSX

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · NTSX $14,769

Lowest cost0.20%NTSX · $20 on $10k

Most income1.05%NTSX · $105 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common64.7%NTSX and DFAC

NTSX

DFAC

WisdomTree U.S. Efficient Core Fund · $1.3BDimensional - US Core Equity 2 ETF · $89.2B

+22.4%3 years · per year$18,344 · $18,682+23.2%

+8.1%5 years · per year$14,769 · $17,417+11.7%

0.20%Expense ratio$20 · $21 on $10k · lower wins0.21%

1.05%12-mo yield$105 · $87 on $10k0.87%

−9.2%Worst dropSmaller wins−8.5%

13.5%VolatilityLower wins12.3%

2–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsNTSX · DFAC

7.1%AAPL5.6%

6.9%NVDA5.3%

5.3%MSFT4.8%

3.4%AMZN2.6%

Held in common64.7%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	ANTSX	WisdomTree U.S. Efficient Core FundRead Desk		0.20%	1.05%	+1.5%	+9.6%	+9.1%	+22.4%	+8.1%	−9.2%	$1.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	ANTSX	WisdomTree U.S. Efficient Core FundRead Desk		0.20%	1.05%	+1.5%	+9.6%	+9.1%	+22.4%	+8.1%	−9.2%	$1.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NTSX vs DFAC

NTSX

WisdomTree U.S. Efficient Core Fund

$14,770

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureNTSXDFAC

Fee0.20%0.21%

Cost on $10k a year$20$21

Yield1.05%0.87%

5 years, per year+8.1%+11.7%

3 years, per year+22.4%+23.2%

Worst drop · 1Y−9.2%−8.5%

Volatility · 1Y13.5%12.3%

4–2measures won
DFAC first

64.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: NTSX, DFAC

Today

64.7%most shared, NTSX and DFAC

NTSXDFAC

NTSX—64.7%

DFAC64.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$85most kept, NTSX

NTSX$105 − $20 = $85

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee