NTSX vs SCHD

ANTSX

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · NTSX $14,170

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common7.3%NTSX and SCHD

NTSX

SCHD

WisdomTree U.S. Efficient Core Fund · $1.3BSchwab U.S. Dividend Equity ETF · $123B

+20.8%3 years · per year$17,622 · $17,414+20.3%

+7.2%5 years · per year$14,170 · $16,375+10.4%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

1.09%12-mo yield$109 · $298 on $10k2.98%

−9.2%Worst dropSmaller wins−6.9%

13.9%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsNTSX · SCHD

0.7%CVX3.9%

0.5%KO4.2%

0.5%PG4.4%

0.5%MRK3.8%

Held in common7.3%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
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 SCHD

NTSX

WisdomTree U.S. Efficient Core Fund

$14,170

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureNTSXSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield1.09%2.98%

5 years, per year+7.2%+10.4%

3 years, per year+20.8%+20.3%

Worst drop · 1Y−9.2%−6.9%

Volatility · 1Y13.9%11.7%

5–1measures won
SCHD first

7.3%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: NTSX, SCHD

Today

7.3%most shared, NTSX and SCHD

NTSXSCHD

NTSX—7.3%

SCHD7.3%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

NTSX$109 − $20 = $89

KeptFee

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