NTSX vs IWF

ANTSX

BIWF

Measures won4–2NTSX wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · NTSX $14,131

Lowest cost0.18%IWF · $18 on $10k

Most income1.09%NTSX · $109 on $10k

Smallest drop−9.2%NTSX · worst fall in 1Y

Held in common53.3%NTSX and IWF

NTSX

IWF

WisdomTree U.S. Efficient Core Fund · $1.3BiShares Russell 1000 Growth ETF · $115B

+20.3%3 years · per year$17,393 · $17,022+19.4%

+7.2%5 years · per year$14,131 · $15,442+9.1%

0.22%Expense ratio$22 · $18 on $10k · lower wins0.18%

1.09%12-mo yield$109 · $39 on $10k0.39%

−9.2%Worst dropSmaller wins−14.6%

13.9%VolatilityLower wins19.4%

4–2NTSX wins

$10,000 · 5 yearsOne scale

Shared top holdingsNTSX · IWF

7.1%AAPL9.0%

6.9%NVDA14.1%

5.3%MSFT6.6%

4.6%GOOGL5.5%

Held in common53.3%

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

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	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

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	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 IWF

NTSX

WisdomTree U.S. Efficient Core Fund

$14,131

IWF

iShares Russell 1000 Growth

$15,442

MeasureNTSXIWF

Fee0.22%0.18%

Cost on $10k a year$22$18

Yield1.09%0.39%

5 years, per year+7.2%+9.1%

3 years, per year+20.3%+19.4%

Worst drop · 1Y−9.2%−14.6%

Volatility · 1Y13.9%19.4%

4–2measures won
NTSX first

53.3%

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, IWF

Today

53.3%most shared, NTSX and IWF

NTSXIWF

NTSX—53.3%

IWF53.3%—

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

IWF$39 − $18 = $21

KeptFee

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