Compare · 2 funds side by side · dividends reinvested

NULC and SPYM

NULCNuveen×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,553SPYM · best of the two

02 / 04

NULC 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.4

Nuveen ESG Large-CapUS Stock Styles · Large cap0.21%8.97%+13.3%+15.7%+20.3%+9.1%−8.9%14.9%$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 9, 2026 · returns include dividends · since: NULC 2019 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Large-Cap · $85M$15,430

NULC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 39.2% in common

NULCMeasureSPYM

+13.3%Year to dateJan 1 → Nov 9+11.3%

+15.7%1 yearTotal return+13.6%

+20.3%3 years · per year$10,000 became $17,395 · $18,161+22.0%

+9.1%5 years · per year$10,000 became $15,430 · $17,553+11.9%

0.21%Expense ratio$21 · $2 a year on $10k · lower is better0.02%

8.97%Trailing 12-mo yield$897 · $103 a year on $10k1.03%

−8.9%Worst dropSmaller is better−8.9%

14.9%VolatilityLower is calmer13.7%

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

3–4SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NULC vs SPYM: Top 5 Holdings

Today

NULC

22.9%in top 5

SPYM

in top 527.8%

NULCStockSPYM

7.9%NVDA7.1%

not top 5AAPL7.9%

5.9%MSFT6.2%

not top 5AMZN4.0%

3.6%METAnot top 5

3.0%AVGOnot top 5

not top 5GOOGL2.6%

2.4%AMDnot top 5

Held in common39.2%

End-of-day Nov 9, 2026 · share of each fund

NULC vs SPYM Returns, Every Period

NuveenNULC

+9.1%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

NULCSPYMFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: NULC vs SPYM

YTD

NuveenNULC

+13.3%

SPYMSPDR

+11.3%

+13.3%Year to date+11.3%

−8.9%Worst drop · 1Y−8.9%

14.9%Volatility · 1Y13.7%

9.0%Yield1.0%

$84.5MAssets$179B

2–1NULC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NULC, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

NULC0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: NULC, SPYM

8.97%highest, NULC

FundTrailing yieldYield$10k

NULC8.97%$897

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$876most kept, NULC

NULC$897 − $21 = $876

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: NULC, SPYM

Today

39.2%most shared, NULC and SPYM

NULCSPYM

NULC—39.2%

SPYM39.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.7%NULC, at 14.9% volatility

SPYMWorst drop−8.9%13.7% vol

NULCWorst drop−8.9%14.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

NULCSPYM

+13.3%Year to date+11.3%

9.0%Yield1.0%

+15.7%Past year+13.6%

0.21%Fee0.02%

3–1NULC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026