Compare · 2 funds side by side · dividends reinvested

NULC and SPY

NULCNuveen×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

NULC 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%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B1.4

Nuveen ESG Large-CapUS Stock Styles · Large cap0.21%9.20%+10.5%+11.4%+19.9%+8.6%−8.9%14.7%$85M1.6

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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Large-Cap · $85M$15,080

NULC

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

$10,000 five years ago, dividends reinvested · they hold 39.1% in common

NULCMeasureSPY

+10.5%Year to dateJan 1 → Nov 6+8.7%

+11.4%1 yearTotal return+9.7%

+19.9%3 years · per year$10,000 became $17,238 · $18,039+21.7%

+8.6%5 years · per year$10,000 became $15,080 · $17,118+11.3%

0.21%Expense ratio$21 · $9 a year on $10k · lower is better0.09%

9.20%Trailing 12-mo yield$920 · $103 a year on $10k1.03%

−8.9%Worst dropSmaller is better−8.9%

14.7%VolatilityLower is calmer13.6%

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

3–4SPY 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 SPY: Top 5 Holdings

Today

NULC

22.6%in top 5

SPY

in top 527.8%

NULCStockSPY

not top 5AAPL7.9%

7.7%NVDA6.9%

6.0%MSFT6.3%

not top 5AMZN4.0%

3.6%METAnot top 5

3.0%AVGOnot top 5

not top 5GOOGL2.6%

2.3%Vnot top 5

Held in common39.1%

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

NULC vs SPY Returns, Every Period

NuveenNULC

+8.6%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

NULCSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: NULC vs SPY

YTD

NuveenNULC

+10.5%

SPYSPDR

+8.7%

+10.5%Year to date+8.7%

−8.9%Worst drop · 1Y−8.9%

14.7%Volatility · 1Y13.6%

9.2%Yield1.0%

$84.5MAssets$778B

2–1NULC wins

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

Cost, Income and Risk

Fees: NULC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

NULC0.21%$21

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

Yields: NULC, SPY

9.20%highest, NULC

FundTrailing yieldYield$10k

NULC9.20%$920

SPY1.03%$103

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

Income After Fees on $10,000

$899most kept, NULC

NULC$920 − $21 = $899

SPY$103 − $9 = $94

KeptFee

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

Overlap: NULC, SPY

Today

39.1%most shared, NULC and SPY

NULCSPY

NULC—39.1%

SPY39.1%—

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

SPYWorst drop−8.9%13.6% vol

NULCWorst drop−8.9%14.7% vol

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

Paid More vs Made More

YTD

NULCSPY

+10.5%Year to date+8.7%

9.2%Yield1.0%

+11.4%Past year+9.7%

0.21%Fee0.09%

3–1NULC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

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