NTSX vs VIG

ANTSX

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,513VIG · SCHD $16,418

Lowest cost0.04%VIG · $4 on $10k

Most income2.92%SCHD · $292 on $10k

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

Held in common39.1%NTSX and VIG

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

+19.0%3 years · per year$16,852 · $16,797+18.9%

+6.9%5 years · per year$13,990 · $16,513+10.6%

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

1.08%12-mo yield$108 · $145 on $10k

Cards for this view

NTSX

WisdomTree U.S. Efficient Core Fund

$13,990

VIG

Vanguard Dividend Appreciation

$16,513

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
3	ANTSX	WisdomTree U.S. Efficient Core FundRead Desk	0.22%	1.08%	−0.6%	+7.1%	+6.7%	+19.0%	+6.9%	−9.2%	$1.3B

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
3	ANTSX	WisdomTree U.S. Efficient Core FundRead Desk	0.22%	1.08%	−0.6%	+7.1%	+6.7%	+19.0%	+6.9%	−9.2%	$1.3B

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