NTSX vs SCHB

ANTSX

BSCHB

Measures won0–5SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,348SCHB · NTSX $14,170

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%NTSX · $109 on $10k

Smallest drop−8.9%SCHB · worst fall in 1Y

Held in common82.7%NTSX and SCHB

NTSX

SCHB

WisdomTree U.S. Efficient Core Fund · $1.3BSchwab U.S. Broad Market ETF · $44.9B

+20.8%3 years · per year$17,622 · $18,100+21.9%

+7.2%5 years · per year$14,170 · $16,348+10.3%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

1.09%12-mo yield$109 · $109 on $10k1.09%

−9.2%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.8%

0–5SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsNTSX · SCHB

7.1%AAPL6.9%

6.9%NVDA6.5%

5.3%MSFT5.6%

3.4%AMZN3.5%

Held in common82.7%

End-of-day Nov 5, 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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
2	ANTSX	WisdomTree U.S. Efficient Core FundRead Desk		0.20%	1.09%	−3.5%	+5.8%	+6.3%	+20.8%	+7.2%	−9.2%	$1.3B

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

Both

5Y2 funds

#			Trend
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
2	ANTSX	WisdomTree U.S. Efficient Core FundRead Desk		0.20%	1.09%	−3.5%	+5.8%	+6.3%	+20.8%	+7.2%	−9.2%	$1.3B

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

Cards for this view

NTSX vs SCHB

NTSX

WisdomTree U.S. Efficient Core Fund

$14,170

SCHB

Schwab U.S. Broad Market

$16,348

MeasureNTSXSCHB

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.09%1.09%

5 years, per year+7.2%+10.3%

3 years, per year+20.8%+21.9%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y13.9%13.8%

5–0measures won
SCHB first

82.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: NTSX, SCHB

Today

82.7%most shared, NTSX and SCHB

NTSXSCHB

NTSX—82.7%

SCHB82.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

NTSX$109 − $20 = $89

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee