Compare · 2 funds side by side · dividends reinvested

NUDV and VIG

NUDVNuveen×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

NUDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG DividendIncome · Dividend stocks0.26%2.17%+19.3%+24.4%+20.6%+10.1%−6.7%10.6%$56M1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: NUDV 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Dividend · $56M$16,184

NUDV

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 23.2% in common

NUDVMeasureVIG

+19.3%Year to dateJan 1 → Nov 4+16.4%

+24.4%1 yearTotal return+18.9%

+20.6%3 years · per year$10,000 became $17,539 · $17,533+20.6%

+10.1%5 years · per year$10,000 became $16,184 · $17,005+11.2%

0.26%Expense ratio$26 · $4 a year on $10k · lower is better0.04%

2.17%Trailing 12-mo yield$217 · $144 a year on $10k1.44%

−6.7%Worst dropSmaller is better−7.9%

10.6%VolatilityLower is calmer10.2%

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

4–3NUDV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NUDV vs VIG: Top 5 Holdings

Today

NUDV

12.6%in top 5

VIG

in top 522.1%

NUDVStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.8%KOnot top 5

2.6%MRKnot top 5

2.5%PGnot top 5

2.4%ABBVnot top 5

2.3%IBMnot top 5

Held in common23.2%

End-of-day Nov 4, 2026 · share of each fund

NUDV vs VIG Returns, Every Period

NuveenNUDV

+10.1%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

NUDVVIGFaded: behind in that period

2–1NUDV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

NUDV vs VIG

YTD

NuveenNUDV

+19.3%

VIGVanguard

+16.4%

+19.3%Year to date+16.4%

−6.7%Worst drop · 1Y−7.9%

10.6%Volatility · 1Y10.2%

2.2%Yield1.4%

$56.4MAssets$109B

3–1NUDV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NUDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

NUDV0.26%$26

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: NUDV, VIG

2.17%highest, NUDV

FundTrailing yieldYield$10k

NUDV2.17%$217

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$191most kept, NUDV

NUDV$217 − $26 = $191

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: NUDV, VIG

Today

23.2%most shared, NUDV and VIG

NUDVVIG

NUDV—23.2%

VIG23.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.4%NUDV, at 10.6% volatility

VIGWorst drop−7.9%10.2% vol

NUDVWorst drop−6.7%10.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

NUDVVIG

+19.3%Year to date+16.4%

2.2%Yield1.4%

+24.4%Past year+18.9%

0.26%Fee0.04%

3–1NUDV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026