Compare · 2 funds side by side · dividends reinvested

NULC and VIG

NULCNuveen×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

NULC and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

Nuveen ESG Large-CapUS Stock Styles · Large cap0.21%8.75%+16.2%+16.1%+22.6%+10.0%−8.9%13.9%$80M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: NULC 2019 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Large-Cap · $80M$15,174

NULC

VIG

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

$10,000 five years ago, dividends reinvested · they hold 35.2% in common

NULCMeasureVIG

+16.2%Year to dateJan 1 → Nov 5+16.4%

+16.1%1 yearTotal return+18.9%

+22.6%3 years · per year$10,000 became $18,442 · $17,533+20.6%

+10.0%5 years · per year$10,000 became $16,089 · $17,005+11.2%

0.21%Expense ratio$21 · $4 a year on $10k · lower is better0.04%

8.75%Trailing 12-mo yield$875 · $144 a year on $10k1.44%

−8.9%Worst dropSmaller is better−7.9%

13.9%VolatilityLower is calmer10.2%

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

2–6VIG wins

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

More Ways to See the Pairs

NULC vs VIG: Top 5 Holdings

Today

NULC

23.2%in top 5

VIG

in top 522.1%

NULCStockVIG

8.1%NVDAnot top 5

5.9%MSFT4.9%

not top 5AAPL4.9%

3.1%AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.5%METAnot top 5

2.5%AMDnot top 5

Held in common35.2%

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

NULC vs VIG Returns, Every Period

NuveenNULC

+10.0%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

NULCVIGFaded: behind in that period

1–3VIG wins

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

Stocks vs Income: NULC vs VIG

YTD

NuveenNULC

+16.2%

VIGVanguard

+16.4%

+16.2%Year to date+16.4%

−8.9%Worst drop · 1Y−7.9%

13.9%Volatility · 1Y10.2%

8.7%Yield1.4%

$79.7MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: NULC, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

NULC0.21%$21

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

Yields: NULC, VIG

8.75%highest, NULC

FundTrailing yieldYield$10k

NULC8.75%$875

VIG1.44%$144

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

Income After Fees on $10,000

$854most kept, NULC

NULC$875 − $21 = $854

VIG$144 − $4 = $140

KeptFee

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

Overlap: NULC, VIG

Today

35.2%most shared, NULC and VIG

NULCVIG

NULC—35.2%

VIG35.2%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

NULCWorst drop−8.9%13.9% vol

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

Paid More vs Made More

YTD

NULCVIG

+16.2%Year to date+16.4%

8.7%Yield1.4%

+16.1%Past year+18.9%

0.21%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026