NTSX vs VUG

ANTSX

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · NTSX $14,131

Lowest cost0.03%VUG · $3 on $10k

Most income1.09%NTSX · $109 on $10k

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

Held in common51.5%NTSX and VUG

NTSX

VUG

WisdomTree U.S. Efficient Core Fund · $1.3BVanguard Morningstar Growth ETF · $233B

+20.3%3 years · per year$17,393 · $18,415+22.6%

+7.2%5 years · per year$14,131 · $16,124+10.0%

0.22%Expense ratio$22 · $3 on $10k · lower wins0.03%

1.09%12-mo yield$109 · $42 on $10k0.42%

−9.2%Worst dropSmaller wins−15.1%

13.9%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsNTSX · VUG

7.1%AAPL12.5%

6.9%NVDA13.5%

5.3%MSFT9.7%

4.6%GOOGL5.2%

Held in common51.5%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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 VUG

NTSX

WisdomTree U.S. Efficient Core Fund

$14,131

VUG

Vanguard Morningstar Growth

$16,124

MeasureNTSXVUG

Fee0.22%0.03%

Cost on $10k a year$22$3

Yield1.09%0.42%

5 years, per year+7.2%+10.0%

3 years, per year+20.3%+22.6%

Worst drop · 1Y−9.2%−15.1%

Volatility · 1Y13.9%19.0%

3–3measures won
level

51.5%

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, VUG

Today

51.5%most shared, NTSX and VUG

NTSXVUG

NTSX—51.5%

VUG51.5%—

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

VUG$42 − $3 = $39

KeptFee

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