Compare · 3 funds side by side · dividends reinvested

NUDV, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

NUDV, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.8

Nuveen ESG DividendIncome · Dividend stocks0.26%2.17%+19.3%+24.4%+20.6%+10.1%−6.7%10.6%$56M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: NUDV 2021 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Dividend · $56M$16,184

NUDV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 18.8% in common

NUDVMeasureSCHD

+19.3%Year to dateJan 1 → Nov 5+32.3%

+24.4%1 yearTotal return+38.7%

+20.6%3 years · per year$10,000 became $17,539 · $17,414+20.3%

+10.1%5 years · per year$10,000 became $16,184 · $16,375+10.4%

0.26%Expense ratio$26 · $6 a year on $10k · lower is better0.06%

2.17%Trailing 12-mo yield$217 · $298 a year on $10k2.98%

−6.7%Worst dropSmaller is better−6.9%

10.6%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

NUDV vs SCHD: Top 5 Holdings

Today

NUDV

12.6%in top 5

SCHD

in top 521.7%

NUDVStockSCHD

not top 5TXN4.7%

2.6%PG4.4%

not top 5HD4.3%

2.8%KO4.2%

not top 5AMGN4.2%

2.6%MRKnot top 5

2.4%ABBVnot top 5

2.3%IBMnot top 5

Held in common18.8%

End-of-day Nov 5, 2026 · share of each fund

NUDV vs SCHD Returns, Every Period

NuveenNUDV

+10.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

NUDVSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

NUDV vs SCHD

YTD

NuveenNUDV

+19.3%

SCHDSchwab

+32.3%

+19.3%Year to date+32.3%

−6.7%Worst drop · 1Y−6.9%

10.6%Volatility · 1Y11.7%

2.2%Yield3.0%

$56.4MAssets$123B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NUDV, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

NUDV0.26%$26

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: NUDV, SCHD, VOO

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

NUDV2.17%$217

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

NUDV$217 − $26 = $191

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: NUDV, SCHD, VOO

Today

18.8%most shared, NUDV and SCHD

NUDVSCHDVOO

NUDV—18.8%12.2%

SCHD18.8%—7.6%

VOO12.2%7.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

NUDVWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% vol

VOOWorst drop−8.9%13.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDNUDV

+32.3%Year to date+19.3%

3.0%Yield2.2%

+38.7%Past year+24.4%

0.06%Fee0.26%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026