Compare · 2 funds side by side · dividends reinvested

NUDV and SPY

NUDVNuveen×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

NUDV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG DividendIncome · Dividend stocks0.26%2.24%+15.8%+20.3%+18.8%+9.2%−6.7%10.9%$56M1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.6

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: NUDV 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Dividend · $56M$15,547

NUDV

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 13.3% in common

NUDVMeasureSPY

+15.8%Year to dateJan 1 → Nov 6+8.7%

+20.3%1 yearTotal return+9.7%

+18.8%3 years · per year$10,000 became $16,785 · $18,039+21.7%

+9.2%5 years · per year$10,000 became $15,547 · $17,118+11.3%

0.26%Expense ratio$26 · $9 a year on $10k · lower is better0.09%

2.24%Trailing 12-mo yield$224 · $103 a year on $10k1.03%

−6.7%Worst dropSmaller is better−8.9%

10.9%VolatilityLower is calmer13.6%

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

5–3NUDV wins

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

More Ways to See the Pairs

NUDV vs SPY: Top 5 Holdings

Today

NUDV

12.7%in top 5

SPY

in top 527.8%

NUDVStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

2.8%KOnot top 5

2.6%PGnot top 5

not top 5GOOGL2.6%

2.6%MRKnot top 5

2.4%ABBVnot top 5

2.3%ACNnot top 5

Held in common13.3%

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

NUDV vs SPY Returns, Every Period

NuveenNUDV

+9.2%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

NUDVSPYFaded: behind in that period

2–2Level

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

Income vs Core: NUDV vs SPY

YTD

NuveenNUDV

+15.8%

SPYSPDR

+8.7%

+15.8%Year to date+8.7%

−6.7%Worst drop · 1Y−8.9%

10.9%Volatility · 1Y13.6%

2.2%Yield1.0%

$56.4MAssets$819B

4–0NUDV wins

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

Cost, Income and Risk

Fees: NUDV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

NUDV0.26%$26

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

Yields: NUDV, SPY

2.24%highest, NUDV

FundTrailing yieldYield$10k

NUDV2.24%$224

SPY1.03%$103

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

Income After Fees on $10,000

$198most kept, NUDV

NUDV$224 − $26 = $198

SPY$103 − $9 = $94

KeptFee

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

Overlap: NUDV, SPY

Today

13.3%most shared, NUDV and SPY

NUDVSPY

NUDV—13.3%

SPY13.3%—

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

Return vs Bumpiness: 2 ETFs

+20.3%NUDV, at 10.9% volatility

NUDVWorst drop−6.7%10.9% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

NUDVSPY

+15.8%Year to date+8.7%

2.2%Yield1.0%

+20.3%Past year+9.7%

0.26%Fee0.09%

3–1NUDV 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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026