Compare · 2 funds side by side · dividends reinvested

NULC and SCHB

NULCNuveen×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

NULC and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG Large-CapUS Stock Styles · Large cap0.21%8.75%+16.2%+16.1%+22.6%+10.0%−8.9%13.9%$79M1.5

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: NULC 2019 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Large-Cap · $79M$16,089

NULC

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

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

NULCMeasureSCHB

+16.2%Year to dateJan 1 → Nov 4+13.3%

+16.1%1 yearTotal return+13.3%

+22.6%3 years · per year$10,000 became $18,442 · $19,056+24.0%

+10.0%5 years · per year$10,000 became $16,089 · $17,270+11.5%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

8.75%Trailing 12-mo yield$875 · $104 a year on $10k1.04%

−8.9%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer13.1%

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

3–4SCHB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NULC vs SCHB: Top 5 Holdings

Today

NULC

23.3%in top 5

SCHB

in top 524.4%

NULCStockSCHB

8.5%NVDA6.8%

not top 5AAPL6.6%

5.6%MSFT5.3%

3.5%METAnot top 5

not top 5AMZN3.4%

3.2%AVGOnot top 5

2.5%AMDnot top 5

not top 5GOOGL2.2%

Held in common36.1%

End-of-day Nov 4, 2026 · share of each fund

NULC vs SCHB Returns, Every Period

NuveenNULC

+10.0%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

NULCSCHBFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

NULC vs SCHB

YTD

NuveenNULC

+16.2%

SCHBSchwab

+13.3%

+16.2%Year to date+13.3%

−8.9%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y13.1%

8.7%Yield1.0%

$79.2MAssets$44.0B

2–1NULC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NULC, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

NULC0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: NULC, SCHB

8.75%highest, NULC

FundTrailing yieldYield$10k

NULC8.75%$875

SCHB1.04%$104

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$854most kept, NULC

NULC$875 − $21 = $854

SCHB$104 − $3 = $101

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: NULC, SCHB

Today

36.1%most shared, NULC and SCHB

NULCSCHB

NULC—36.1%

SCHB36.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.1%NULC, at 13.9% volatility

SCHBWorst drop−8.9%13.1% vol

NULCWorst drop−8.9%13.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

NULCSCHB

+16.2%Year to date+13.3%

8.7%Yield1.0%

+16.1%Past year+13.3%

0.21%Fee0.03%

3–1NULC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026