Compare · 2 funds side by side · dividends reinvested

NULC and VUG

NULCNuveen×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,124VUG · best of the two

02 / 04

NULC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG Large-CapUS Stock Styles · Large cap0.21%9.20%+10.5%+11.4%+19.9%+8.6%−8.9%14.7%$77M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.6

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Large-Cap · $77M$15,080

NULC

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 34.0% in common

NULCMeasureVUG

+10.5%Year to dateJan 1 → Nov 6+1.4%

+11.4%1 yearTotal return+0.2%

+19.9%3 years · per year$10,000 became $17,238 · $18,415+22.6%

+8.6%5 years · per year$10,000 became $15,080 · $16,124+10.0%

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

9.20%Trailing 12-mo yield$920 · $42 a year on $10k0.42%

−8.9%Worst dropSmaller is better−15.1%

14.7%VolatilityLower is calmer19.0%

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

5–3NULC 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 VUG: Top 5 Holdings

Today

NULC

22.6%in top 5

VUG

in top 545.2%

NULCStockVUG

7.7%NVDA13.5%

not top 5AAPL12.5%

6.0%MSFT9.7%

not top 5GOOGL5.2%

3.0%AVGO4.3%

3.6%METAnot top 5

2.3%Vnot top 5

Held in common34.0%

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

NULC vs VUG Returns, Every Period

NuveenNULC

+8.6%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

NULCVUGFaded: behind in that period

2–2Level

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

NULC vs VUG

YTD

NuveenNULC

+10.5%

VUGVanguard

+1.4%

+10.5%Year to date+1.4%

−8.9%Worst drop · 1Y−15.1%

14.7%Volatility · 1Y19.0%

9.2%Yield0.4%

$76.5MAssets$233B

4–0NULC wins

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

Cost, Income and Risk

Fees: NULC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

NULC0.21%$21

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

Yields: NULC, VUG

9.20%highest, NULC

FundTrailing yieldYield$10k

NULC9.20%$920

VUG0.42%$42

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

Income After Fees on $10,000

$899most kept, NULC

NULC$920 − $21 = $899

VUG$42 − $3 = $39

KeptFee

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

Overlap: NULC, VUG

Today

34.0%most shared, NULC and VUG

NULCVUG

NULC—34.0%

VUG34.0%—

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

NULCWorst drop−8.9%14.7% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

NULCVUG

+10.5%Year to date+1.4%

9.2%Yield0.4%

+11.4%Past year+0.2%

0.21%Fee0.03%

3–1NULC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026