Compare · 2 funds side by side · dividends reinvested

NUBD and SPYM

NUBDNuveen×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

NUBD and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.4

Nuveen ESG U.S. Aggregate BondBonds & Cash · Core aggregate0.12%4.17%−0.2%+0.4%+5.0%−0.2%−4.6%3.9%$487M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: NUBD 2017 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG U.S. Aggregate Bond · $487M$9,913

NUBD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested

NUBDMeasureSPYM

−0.2%Year to dateJan 1 → Nov 6+8.8%

+0.4%1 yearTotal return+9.8%

+5.0%3 years · per year$10,000 became $11,579 · $18,082+21.8%

−0.2%5 years · per year$10,000 became $9,913 · $17,192+11.4%

0.12%Expense ratio$12 · $2 a year on $10k · lower is better0.02%

4.17%Trailing 12-mo yield$417 · $105 a year on $10k1.05%

−4.6%Worst dropSmaller is better−8.9%

3.9%VolatilityLower is calmer13.6%

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

3–5SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NUBD vs SPYM: Top 5 Holdings

Today

NUBD

[…]in top 5

SPYM

in top 527.8%

NUBDStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

NUBD vs SPYM Returns, Every Period

NuveenNUBD

−0.2%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

NUBDSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Core: NUBD vs SPYM

YTD

NuveenNUBD

−0.2%

SPYMSPDR

+8.8%

−0.2%Year to date+8.8%

−4.6%Worst drop · 1Y−8.9%

3.9%Volatility · 1Y13.6%

4.2%Yield1.1%

$487MAssets$178B

3–1NUBD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NUBD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

NUBD0.12%$12

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: NUBD, SPYM

4.17%highest, NUBD

FundTrailing yieldYield$10k

NUBD4.17%$417

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$405most kept, NUBD

NUBD$417 − $12 = $405

SPYM$105 − $2 = $103

KeptFee

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

Overlap: NUBD, SPYM

Today

[…]holdings […]

NUBDSPYM

NUBD—[…]

SPYM[…]—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

NUBDWorst drop−4.6%3.9% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

NUBDSPYM

−0.2%Year to date+8.8%

4.2%Yield1.1%

+0.4%Past year+9.8%

0.12%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

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