Compare · 2 funds side by side · dividends reinvested

NUBD and BIV

NUBDNuveen×BIVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,027BIV · best of the two

02 / 04

NUBD and BIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG U.S. Aggregate BondBonds & Cash · Core aggregate0.12%4.19%−0.7%−0.5%+5.1%−0.2%−4.6%3.9%$494M1.5

Vanguard Intermediate-Term Bond ETFBonds & Cash · Core aggregate0.03%4.49%−1.5%−1.0%+5.5%+0.1%−5.4%4.3%$28.1B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: NUBD 2017 · BIV 2007

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG U.S. Aggregate Bond · $494M$9,889

NUBD

BIV

Vanguard Intermediate-Term Bond ETF · $28.1B$10,027

$10,000 five years ago, dividends reinvested

NUBDMeasureBIV

−0.7%Year to dateJan 1 → Nov 3−1.5%

−0.5%1 yearTotal return−1.0%

+5.1%3 years · per year$10,000 became $11,619 · $11,740+5.5%

−0.2%5 years · per year$10,000 became $9,889 · $10,027+0.1%

0.12%Expense ratio$12 · $3 a year on $10k · lower is better0.03%

4.19%Trailing 12-mo yield$419 · $449 a year on $10k4.49%

−4.6%Worst dropSmaller is better−5.4%

3.9%VolatilityLower is calmer4.3%

NUBDBIV Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NUBD vs BIV: Top 5 Holdings

Today

NUBD

[…]in top 5

BIV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

NUBD vs BIV Returns, Every Period

NuveenNUBD

−0.2%

5 years, per year

BIVVanguard

+0.1%

5 years, per year

NUBDBIVFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

NUBD vs BIV

YTD

NuveenNUBD

−0.7%

BIVVanguard

−1.5%

−0.7%Year to date−1.5%

−4.6%Worst drop · 1Y−5.4%

3.9%Volatility · 1Y4.3%

4.2%Yield4.5%

$494MAssets$28.1B

3–1NUBD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NUBD, BIV

Today

0.03%lowest, BIV

FundExpense ratioFee$10k

BIV0.03%$3

NUBD0.12%$12

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: NUBD, BIV

4.49%highest, BIV

FundTrailing yieldYield$10k

BIV4.49%$449

NUBD4.19%$419

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$446most kept, BIV

BIV$449 − $3 = $446

NUBD$419 − $12 = $407

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: NUBD, BIV

Today

[…]holdings […]

NUBDBIV

NUBD—[…]

BIV[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−0.5%NUBD, at 3.9% volatility

NUBDWorst drop−4.6%3.9% vol

BIVWorst drop−5.4%4.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BIVNUBD

−1.5%Year to date−0.7%

4.5%Yield4.2%

−1.0%Past year−0.5%

0.03%Fee0.12%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026