Compare · 2 funds side by side · dividends reinvested

NULG and VOO

NULGNuveen×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

NULG and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.0

Nuveen ESG Large-Cap GrowthUS Stock Styles · Growth0.26%0.10%+10.1%+5.8%+23.6%+10.2%−14.2%19.6%$2.9B2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: NULG 2016 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Large-Cap Growth · $2.9B$16,254

NULG

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 23.3% in common

NULGMeasureVOO

+10.1%Year to dateJan 1 → Nov 3+11.5%

+5.8%1 yearTotal return+11.9%

+23.6%3 years · per year$10,000 became $18,888 · $19,094+24.1%

+10.2%5 years · per year$10,000 became $16,254 · $17,749+12.2%

0.26%Expense ratio$26 · $3 a year on $10k · lower is better0.03%

0.10%Trailing 12-mo yield$10 · $107 a year on $10k1.07%

−14.2%Worst dropSmaller is better−8.9%

19.6%VolatilityLower is calmer12.7%

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

0–8VOO wins

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

More Ways to See the Pairs

NULG vs VOO: Top 5 Holdings

Today

NULG

34.1%in top 5

VOO

in top 528.3%

NULGStockVOO

15.9%NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

5.6%AVGOnot top 5

5.2%LLYnot top 5

3.9%Vnot top 5

not top 5AMZN3.7%

3.6%AMDnot top 5

not top 5GOOGL3.1%

Held in common23.3%

End-of-day Nov 3, 2026 · share of each fund

NULG vs VOO Returns, Every Period

NuveenNULG

+10.2%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

NULGVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: NULG vs VOO

YTD

NuveenNULG

+10.1%

VOOVanguard

+11.5%

+10.1%Year to date+11.5%

−14.2%Worst drop · 1Y−8.9%

19.6%Volatility · 1Y12.7%

0.1%Yield1.1%

$2.9BAssets$1.00T

4–0VOO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NULG, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

NULG0.26%$26

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: NULG, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

NULG0.10%$10

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

NULG$10 − $26 = −$16

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: NULG, VOO

Today

23.3%most shared, NULG and VOO

NULGVOO

NULG—23.3%

VOO23.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%VOO, at 12.7% volatility

VOOWorst drop−8.9%12.7% vol

NULGWorst drop−14.2%19.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VOONULG

+11.5%Year to date+10.1%

1.1%Yield0.1%

+11.9%Past year+5.8%

0.03%Fee0.26%

4–0VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026