Compare · 2 funds side by side · dividends reinvested

NUGO and SPYM

NUGONuveen×SPYMSPDR×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,537SPYM · best of the two

Story of the two · IncomeMost incomeSPYM · 1.02% · $102 a year on $10k

Story of the two · RiskSmallest drop

NUGO and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.0

Nuveen Growth OpportunitiesUS Stock Styles · Growth0.49%0.00%+3.0%+0.3%+20.9%+9.3%−15.6%21.9%$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 11, 2026 · returns include dividends · since: NUGO 2021 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Nuveen Growth Opportunities · $2.2B$15,598

NUGO

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

$10,000 five years ago, dividends reinvested · they hold 43.7% in common

NUGOMeasureSPYM

+3.0%

More Ways to See the Pairs

NUGO vs SPYM: Top 5 Holdings

Today

NUGO

44.3%in top 5

SPYM

in top 526.9%

NUGOStockSPYM

12.7%NVDA6.3%

9.0%GOOGL2.6%

8.2%MSFT6.1%

8.2%AAPL7.8%

6.1%

Cost, Income and Risk

Fees: NUGO, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

NUGO0.49%$49

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: NUGO, SPYM

1Y

1.02%highest, SPYM

FundTrailing yield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+12.4%

+0.3%1 yearTotal return+12.8%

+20.9%3 years · per year$10,000 became $17,670 · $18,134+21.9%

+9.3%5 years · per year$10,000 became $15,598 · $17,537+11.9%

0.49%Expense ratio$49 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $102 a year on $10k1.02%

−15.6%Worst dropSmaller is better−8.9%

21.9%VolatilityLower is calmer13.7%

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

0–8SPYM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

AVGO

not top 5

not top 5AMZN4.1%

Held in common43.7%

End-of-day Nov 11, 2026 · share of each fund

NUGO vs SPYM Returns, Every Period

5Y

NuveenNUGO

+9.3%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

NUGOSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: NUGO vs SPYM

YTD

NuveenNUGO

+3.0%

SPYMSPDR

+12.4%

+3.0%Year to date+12.4%

−15.6%Worst drop · 1Y−8.9%

21.9%Volatility · 1Y13.7%

0.0%Yield1.0%

$2.2BAssets$183B

4–0SPYM wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

SPYM1.02%$102

NUGO0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$100most kept, SPYM

SPYM$102 − $2 = $100

NUGO$0 − $49 = −$49

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: NUGO, SPYM

Today

43.7%most shared, NUGO and SPYM

NUGOSPYM

NUGO—43.7%

SPYM43.7%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

NUGOWorst drop−15.6%21.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMNUGO

+12.4%Year to date+3.0%

1.0%Yield0.0%

+12.8%Past year+0.3%

0.02%Fee0.49%

4–0SPYM wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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NUGO and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two