Compare · 2 funds side by side · dividends reinvested

NULC and IWF

NULCNuveen×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441IWF · best of the two

02 / 04

NULC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG Large-CapUS Stock Styles · Large cap0.21%9.20%+10.5%+11.4%+19.9%+8.6%−8.9%14.7%$85M1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: NULC 2019 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Large-Cap · $85M$15,080

NULC

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 36.1% in common

NULCMeasureIWF

+10.5%Year to dateJan 1 → Nov 6−5.3%

+11.4%1 yearTotal return−6.5%

+19.9%3 years · per year$10,000 became $17,238 · $17,022+19.4%

+8.6%5 years · per year$10,000 became $15,080 · $15,442+9.1%

0.21%Expense ratio$21 · $18 a year on $10k · lower is better0.18%

9.20%Trailing 12-mo yield$920 · $39 a year on $10k0.39%

−8.9%Worst dropSmaller is better−14.6%

14.7%VolatilityLower is calmer19.4%

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

6–2NULC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NULC vs IWF: Top 5 Holdings

Today

NULC

22.6%in top 5

IWF

in top 539.8%

NULCStockIWF

7.7%NVDA14.1%

not top 5AAPL9.0%

6.0%MSFT6.6%

not top 5GOOGL5.5%

3.0%AVGO4.5%

3.6%METAnot top 5

2.3%Vnot top 5

Held in common36.1%

End-of-day Nov 6, 2026 · share of each fund

NULC vs IWF Returns, Every Period

NuveenNULC

+8.6%

5 years, per year

IWFiShares

+9.1%

5 years, per year

NULCIWFFaded: behind in that period

3–1NULC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

NULC vs IWF

YTD

NuveenNULC

+10.5%

IWFiShares

−5.3%

+10.5%Year to date−5.3%

−8.9%Worst drop · 1Y−14.6%

14.7%Volatility · 1Y19.4%

9.2%Yield0.4%

$84.5MAssets$115B

4–0NULC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NULC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

NULC0.21%$21

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: NULC, IWF

9.20%highest, NULC

FundTrailing yieldYield$10k

NULC9.20%$920

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$899most kept, NULC

NULC$920 − $21 = $899

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: NULC, IWF

Today

36.1%most shared, NULC and IWF

NULCIWF

NULC—36.1%

IWF36.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.4%NULC, at 14.7% volatility

NULCWorst drop−8.9%14.7% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

NULCIWF

+10.5%Year to date−5.3%

9.2%Yield0.4%

+11.4%Past year−6.5%

0.21%Fee0.18%

3–1NULC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026