Compare · 2 funds side by side · dividends reinvested

NULV and VIG

NULVNuveen×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

NULV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG Large-Cap ValueUS Stock Styles · Value0.26%1.33%+23.4%+27.8%+22.3%+10.0%−7.3%11.0%$2.6B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

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: NULV 2016 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Large-Cap Value · $2.6B$16,141

NULV

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 28.3% in common

NULVMeasureVIG

+23.4%Year to dateJan 1 → Nov 4+16.4%

+27.8%1 yearTotal return+18.9%

+22.3%3 years · per year$10,000 became $18,304 · $17,533+20.6%

+10.0%5 years · per year$10,000 became $16,141 · $17,005+11.2%

0.26%Expense ratio$26 · $4 a year on $10k · lower is better0.04%

1.33%Trailing 12-mo yield$133 · $144 a year on $10k1.44%

−7.3%Worst dropSmaller is better−7.9%

11.0%VolatilityLower is calmer10.2%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NULV vs VIG: Top 5 Holdings

Today

NULV

22.2%in top 5

VIG

in top 522.1%

NULVStockVIG

11.1%MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

4.3%METAnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

2.4%KOnot top 5

2.3%CSCOnot top 5

2.1%ABBVnot top 5

Held in common28.3%

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

NULV vs VIG Returns, Every Period

NuveenNULV

+10.0%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

NULVVIGFaded: behind in that period

3–1NULV wins

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

Stocks vs Income: NULV vs VIG

YTD

NuveenNULV

+23.4%

VIGVanguard

+16.4%

+23.4%Year to date+16.4%

−7.3%Worst drop · 1Y−7.9%

11.0%Volatility · 1Y10.2%

1.3%Yield1.4%

$2.6BAssets$109B

2–2level

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

Cost, Income and Risk

Fees: NULV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

NULV0.26%$26

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

Yields: NULV, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

NULV1.33%$133

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

NULV$133 − $26 = $107

KeptFee

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

Overlap: NULV, VIG

Today

28.3%most shared, NULV and VIG

NULVVIG

NULV—28.3%

VIG28.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.8%NULV, at 11.0% volatility

VIGWorst drop−7.9%10.2% vol

NULVWorst drop−7.3%11.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VIGNULV

+16.4%Year to date+23.4%

1.4%Yield1.3%

+18.9%Past year+27.8%

0.04%Fee0.26%

2–2level

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026