Compare · 2 funds side by side · dividends reinvested

NUDV and VOO

NUDVNuveen×VOOVanguard×

Versus in desk

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

02 / 04

NUDV and VOO, 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 S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Dividend · $56M$16,184

NUDV

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 12.2% in common

NUDVMeasureVOO

+19.3%Year to dateJan 1 → Nov 5+8.4%

+24.4%1 yearTotal return+9.8%

+20.6%3 years · per year$10,000 became $17,539 · $18,224+22.1%

+10.1%5 years · per year$10,000 became $16,184 · $17,156+11.4%

0.26%Expense ratio$26 · $3 a year on $10k · lower is better0.03%

2.17%Trailing 12-mo yield$217 · $110 a year on $10k1.10%

−6.7%Worst dropSmaller is better−8.9%

10.6%VolatilityLower is calmer13.5%

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

5–3NUDV 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 VOO: Top 5 Holdings

Today

NUDV

12.6%in top 5

VOO

in top 528.3%

NUDVStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

2.8%KOnot top 5

2.6%MRKnot top 5

2.6%PGnot top 5

2.4%ABBVnot top 5

2.3%IBMnot top 5

Held in common12.2%

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

NUDV vs VOO Returns, Every Period

NuveenNUDV

+10.1%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

NUDVVOOFaded: behind in that period

2–2Level

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

Income vs Core: NUDV vs VOO

YTD

NuveenNUDV

+19.3%

VOOVanguard

+8.4%

+19.3%Year to date+8.4%

−6.7%Worst drop · 1Y−8.9%

10.6%Volatility · 1Y13.5%

2.2%Yield1.1%

$56.4MAssets$1.00T

4–0NUDV wins

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

Cost, Income and Risk

Fees: NUDV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

NUDV0.26%$26

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

Yields: NUDV, VOO

2.17%highest, NUDV

FundTrailing yieldYield$10k

NUDV2.17%$217

VOO1.10%$110

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

Income After Fees on $10,000

$191most kept, NUDV

NUDV$217 − $26 = $191

VOO$110 − $3 = $107

KeptFee

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

Overlap: NUDV, VOO

Today

12.2%most shared, NUDV and VOO

NUDVVOO

NUDV—12.2%

VOO12.2%—

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

Return vs Bumpiness: 2 ETFs

+24.4%NUDV, at 10.6% volatility

NUDVWorst drop−6.7%10.6% 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

NUDVVOO

+19.3%Year to date+8.4%

2.2%Yield1.1%

+24.4%Past year+9.8%

0.26%Fee0.03%

3–1NUDV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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