Compare · 2 funds side by side · dividends reinvested

NUGO and VIG

NUGONuveen×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

NUGO and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.1

Nuveen Growth OpportunitiesUS Stock Styles · Growth0.49%0.00%−2.8%−4.8%+20.6%+8.4%−15.6%21.7%$2.3B1.9

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: NUGO 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen Growth Opportunities · $2.3B$14,984

NUGO

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 23.3% in common

NUGOMeasureVIG

−2.8%Year to dateJan 1 → Nov 5+12.5%

−4.8%1 yearTotal return+15.2%

+20.6%3 years · per year$10,000 became $17,519 · $16,814+18.9%

+8.4%5 years · per year$10,000 became $14,984 · $16,331+10.3%

0.49%Expense ratio$49 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $149 a year on $10k1.49%

−15.6%Worst dropSmaller is better−7.9%

21.7%VolatilityLower is calmer10.8%

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

1–7VIG wins

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

More Ways to See the Pairs

NUGO vs VIG: Top 5 Holdings

Today

NUGO

45.3%in top 5

VIG

in top 522.1%

NUGOStockVIG

14.5%NVDAnot top 5

8.8%GOOGLnot top 5

8.3%MSFT4.9%

8.0%AAPL4.9%

5.8%AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common23.3%

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

NUGO vs VIG Returns, Every Period

NuveenNUGO

+8.4%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

NUGOVIGFaded: behind in that period

1–3VIG wins

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

Stocks vs Income: NUGO vs VIG

YTD

NuveenNUGO

−2.8%

VIGVanguard

+12.5%

−2.8%Year to date+12.5%

−15.6%Worst drop · 1Y−7.9%

21.7%Volatility · 1Y10.8%

0.0%Yield1.5%

$2.3BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: NUGO, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

NUGO0.49%$49

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

Yields: NUGO, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

NUGO0.00%$0

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

NUGO$0 − $49 = −$49

KeptFee

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

Overlap: NUGO, VIG

Today

23.3%most shared, NUGO and VIG

NUGOVIG

NUGO—23.3%

VIG23.3%—

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

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

NUGOWorst drop−15.6%21.7% vol

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

Paid More vs Made More

YTD

VIGNUGO

+12.5%Year to date−2.8%

1.5%Yield0.0%

+15.2%Past year−4.8%

0.04%Fee0.49%

4–0VIG wins

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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