Compare · 2 funds side by side · dividends reinvested

NULC and VOO

NULCNuveen×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

NULC and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

Nuveen ESG Large-CapUS Stock Styles · Large cap0.21%8.75%+16.2%+16.1%+22.6%+10.0%−8.9%13.9%$79M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: NULC 2019 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Large-Cap · $79M$16,089

NULC

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 40.3% in common

NULCMeasureVOO

+16.2%Year to dateJan 1 → Nov 4+13.4%

+16.1%1 yearTotal return+13.5%

+22.6%3 years · per year$10,000 became $18,442 · $19,172+24.2%

+10.0%5 years · per year$10,000 became $16,089 · $18,115+12.6%

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

8.75%Trailing 12-mo yield$875 · $105 a year on $10k1.05%

−8.9%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer12.8%

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

3–4VOO 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 VOO: Top 5 Holdings

Today

NULC

23.3%in top 5

VOO

in top 528.3%

NULCStockVOO

8.5%NVDA8.4%

not top 5AAPL7.4%

5.6%MSFT5.8%

not top 5AMZN3.7%

3.5%METAnot top 5

3.2%AVGOnot top 5

not top 5GOOGL3.1%

2.5%AMDnot top 5

Held in common40.3%

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

NULC vs VOO Returns, Every Period

NuveenNULC

+10.0%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

NULCVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: NULC vs VOO

YTD

NuveenNULC

+16.2%

VOOVanguard

+13.4%

+16.2%Year to date+13.4%

−8.9%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y12.8%

8.7%Yield1.1%

$79.2MAssets$1.00T

2–1NULC wins

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

Cost, Income and Risk

Fees: NULC, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

NULC0.21%$21

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

Yields: NULC, VOO

8.75%highest, NULC

FundTrailing yieldYield$10k

NULC8.75%$875

VOO1.05%$105

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

Income After Fees on $10,000

$854most kept, NULC

NULC$875 − $21 = $854

VOO$105 − $3 = $102

KeptFee

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

Overlap: NULC, VOO

Today

40.3%most shared, NULC and VOO

NULCVOO

NULC—40.3%

VOO40.3%—

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

VOOWorst drop−8.9%12.8% 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

NULCVOO

+16.2%Year to date+13.4%

8.7%Yield1.1%

+16.1%Past year+13.5%

0.21%Fee0.03%

3–1NULC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

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