NTSX vs DFAC

ANTSX

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.09%NTSX · $109 on $10k

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

Held in common64.5%NTSX and DFAC

NTSX

DFAC

WisdomTree U.S. Efficient Core Fund · $1.3BDimensional - US Core Equity 2 ETF · $85.6B

+20.3%3 years · per year$17,393 · $17,722+21.0%

+7.2%5 years · per year$14,131 · $16,525+10.6%

0.22%Expense ratio$22 · $21 on $10k · lower wins0.21%

1.09%12-mo yield$109 · $90 on $10k0.90%

−9.2%Worst dropSmaller wins−8.5%

13.9%VolatilityLower wins12.9%

1–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNTSX · DFAC

7.1%AAPL5.9%

5.3%MSFT5.0%

6.9%NVDA4.8%

3.4%AMZN2.7%

Held in common64.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ANTSX	WisdomTree U.S. Efficient Core FundRead Desk	0.22%	1.09%	+0.1%	+5.9%	+6.7%	+20.3%	+7.2%	−9.2%	$1.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ANTSX	WisdomTree U.S. Efficient Core FundRead Desk	0.22%	1.09%	+0.1%	+5.9%	+6.7%	+20.3%	+7.2%	−9.2%	$1.3B

End-of-day Nov 6, 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

$14,131

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureNTSXDFAC

Fee0.22%0.21%

Cost on $10k a year$22$21

Yield1.09%0.90%

5 years, per year+7.2%+10.6%

3 years, per year+20.3%+21.0%

Worst drop · 1Y−9.2%−8.5%

Volatility · 1Y13.9%12.9%

5–1measures won
DFAC first

64.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: NTSX, DFAC, VUG

Today

64.5%most shared, NTSX and DFAC

NTSXDFACVUG

NTSX—64.5%51.5%

DFAC64.5%—35.7%

VUG51.5%35.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$87most kept, NTSX

NTSX$109 − $22 = $87

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee