Compare · 2 funds side by side · dividends reinvested

NUDV and VYM

NUDVNuveen×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,002VYM · best of the two

02 / 04

NUDV and VYM, 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%$56M1.5

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.5

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 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Dividend · $56M$16,184

NUDV

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,002

$10,000 five years ago, dividends reinvested · they hold 28.6% in common

NUDVMeasureVYM

+19.3%Year to dateJan 1 → Nov 5+13.3%

+24.4%1 yearTotal return+17.7%

+20.6%3 years · per year$10,000 became $17,539 · $17,266+20.0%

+10.1%5 years · per year$10,000 became $16,184 · $17,002+11.2%

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

2.17%Trailing 12-mo yield$217 · $230 a year on $10k2.30%

−6.7%Worst dropSmaller is better−6.7%

10.6%VolatilityLower is calmer10.6%

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

3–3Level

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 VYM: Top 5 Holdings

Today

NUDV

12.6%in top 5

VYM

in top 518.2%

NUDVStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

2.8%KOnot top 5

not top 5JNJ2.7%

2.6%MRKnot top 5

2.6%PGnot top 5

2.4%ABBV2.0%

2.3%IBMnot top 5

Held in common28.6%

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

NUDV vs VYM Returns, Every Period

NuveenNUDV

+10.1%

5 years, per year

VYMVanguard

+11.2%

5 years, per year

NUDVVYMFaded: behind in that period

3–1NUDV wins

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

NUDV vs VYM

YTD

NuveenNUDV

+19.3%

VYMVanguard

+13.3%

+19.3%Year to date+13.3%

−6.7%Worst drop · 1Y−6.7%

10.6%Volatility · 1Y10.6%

2.2%Yield2.3%

$56.4MAssets$78.9B

1–1level

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

Cost, Income and Risk

Fees: NUDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

NUDV0.26%$26

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

Yields: NUDV, VYM

2.30%highest, VYM

FundTrailing yieldYield$10k

VYM2.30%$230

NUDV2.17%$217

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

NUDV$217 − $26 = $191

KeptFee

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

Overlap: NUDV, VYM

Today

28.6%most shared, NUDV and VYM

NUDVVYM

NUDV—28.6%

VYM28.6%—

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

VYMWorst drop−6.7%10.6% vol

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

Paid More vs Made More

YTD

VYMNUDV

+13.3%Year to date+19.3%

2.3%Yield2.2%

+17.7%Past year+24.4%

0.04%Fee0.26%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ 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