Compare · 2 funds side by side · dividends reinvested

NUGO and SPY

NUGONuveen×SPYSPDR×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,358SPY · best of the two

Story of the two · IncomeMost incomeSPY · 1.01% · $101 a year on $10k

Story of the two · RiskSmallest drop

NUGO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$792B1.0

Nuveen Growth OpportunitiesUS Stock Styles · Growth0.49%0.00%+0.8%+0.8%+20.3%+9.0%−15.6%22.0%$2.2B2.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: NUGO 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Nuveen Growth Opportunities · $2.2B$15,378

NUGO

SPY

State Street SPDR S&P 500 ETF · $792B$17,358

$10,000 five years ago, dividends reinvested · they hold 43.9% in common

NUGOMeasureSPY

+0.8%

More Ways to See the Pairs

NUGO vs SPY: Top 5 Holdings

Today

NUGO

44.7%in top 5

SPY

in top 527.3%

NUGOStockSPY

13.3%NVDA6.6%

9.0%GOOGL2.6%

8.4%MSFT6.2%

8.2%AAPL7.9%

5.8%

Cost, Income and Risk

Fees: NUGO, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

NUGO0.49%$49

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

Yields: NUGO, SPY

1Y

1.01%highest, SPY

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

+10.8%

+0.8%1 yearTotal return+13.0%

+20.3%3 years · per year$10,000 became $17,423 · $17,888+21.4%

+9.0%5 years · per year$10,000 became $15,378 · $17,358+11.7%

0.49%Expense ratio$49 · $9 a year on $10k · lower is better0.09%

0.00%Trailing 12-mo yield$0 · $101 a year on $10k1.01%

−15.6%Worst dropSmaller is better−8.9%

22.0%VolatilityLower is calmer13.8%

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

0–8SPY wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

AVGO

not top 5

not top 5AMZN4.0%

Held in common43.9%

End-of-day Nov 10, 2026 · share of each fund

NUGO vs SPY Returns, Every Period

5Y

NuveenNUGO

+9.0%

5 years, per year

SPYSPDR

+11.7%

5 years, per year

NUGOSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: NUGO vs SPY

YTD

NuveenNUGO

+0.8%

SPYSPDR

+10.8%

+0.8%Year to date+10.8%

−15.6%Worst drop · 1Y−8.9%

22.0%Volatility · 1Y13.8%

0.0%Yield1.0%

$2.2BAssets$792B

4–0SPY wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

SPY1.01%$101

NUGO0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$92most kept, SPY

SPY$101 − $9 = $92

NUGO$0 − $49 = −$49

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: NUGO, SPY

Today

43.9%most shared, NUGO and SPY

NUGOSPY

NUGO—43.9%

SPY43.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.0%SPY, at 13.8% volatility

SPYWorst drop−8.9%13.8% vol

NUGOWorst drop−15.6%22.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SPYNUGO

+10.8%Year to date+0.8%

1.0%Yield0.0%

+13.0%Past year+0.8%

0.09%Fee0.49%

4–0SPY wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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NUGO and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two