NTSX vs VIG

ANTSX

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · NTSX $14,131

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common39.2%NTSX and VIG

NTSX

VIG

WisdomTree U.S. Efficient Core Fund · $1.3BVanguard Dividend Appreciation ETF · $109B

+20.3%3 years · per year$17,393 · $16,669+18.6%

+7.2%5 years · per year$14,131 · $16,243+10.2%

0.22%Expense ratio$22 · $4 on $10k · lower wins0.04%

1.09%12-mo yield$109 · $150 on $10k1.50%

−9.2%Worst dropSmaller wins−7.9%

13.9%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsNTSX · VIG

5.3%MSFT4.9%

7.1%AAPL4.9%

2.0%AVGO4.3%

1.9%LLY4.1%

Held in common39.2%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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 VIG

NTSX

WisdomTree U.S. Efficient Core Fund

$14,131

VIG

Vanguard Dividend Appreciation

$16,243

MeasureNTSXVIG

Fee0.22%0.04%

Cost on $10k a year$22$4

Yield1.09%1.50%

5 years, per year+7.2%+10.2%

3 years, per year+20.3%+18.6%

Worst drop · 1Y−9.2%−7.9%

Volatility · 1Y13.9%10.8%

5–1measures won
VIG first

39.2%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: NTSX, VIG

Today

39.2%most shared, NTSX and VIG

NTSXVIG

NTSX—39.2%

VIG39.2%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

NTSX$109 − $22 = $87

KeptFee

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