Compare · 2 funds side by side · dividends reinvested

NULV and VOO

NULVNuveen×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

NULV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG Large-Cap ValueUS Stock Styles · Value0.26%1.36%+20.7%+24.8%+21.8%+9.4%−7.3%10.8%$2.6B1.4

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%$1.00T1.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Large-Cap Value · $2.6B$15,642

NULV

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 23.2% in common

NULVMeasureVOO

+20.7%Year to dateJan 1 → Nov 3+11.5%

+24.8%1 yearTotal return+11.9%

+21.8%3 years · per year$10,000 became $18,057 · $19,094+24.1%

+9.4%5 years · per year$10,000 became $15,642 · $17,749+12.2%

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

1.36%Trailing 12-mo yield$136 · $107 a year on $10k1.07%

−7.3%Worst dropSmaller is better−8.9%

10.8%VolatilityLower is calmer12.7%

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

5–3NULV wins

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

More Ways to See the Pairs

NULV vs VOO: Top 5 Holdings

Today

NULV

21.8%in top 5

VOO

in top 528.3%

NULVStockVOO

10.8%MSFT5.8%

not top 5NVDA8.4%

not top 5AAPL7.4%

4.2%METAnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

2.4%KOnot top 5

2.3%CSCOnot top 5

2.1%ABBVnot top 5

Held in common23.2%

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

NULV vs VOO Returns, Every Period

NuveenNULV

+9.4%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

NULVVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: NULV vs VOO

YTD

NuveenNULV

+20.7%

VOOVanguard

+11.5%

+20.7%Year to date+11.5%

−7.3%Worst drop · 1Y−8.9%

10.8%Volatility · 1Y12.7%

1.4%Yield1.1%

$2.6BAssets$1.00T

4–0NULV wins

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

Cost, Income and Risk

Fees: NULV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

NULV0.26%$26

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

Yields: NULV, VOO

1.36%highest, NULV

FundTrailing yieldYield$10k

NULV1.36%$136

VOO1.07%$107

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

Income After Fees on $10,000

$110most kept, NULV

NULV$136 − $26 = $110

VOO$107 − $3 = $104

KeptFee

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

Overlap: NULV, VOO

Today

23.2%most shared, NULV and VOO

NULVVOO

NULV—23.2%

VOO23.2%—

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

Return vs Bumpiness: 2 ETFs

+24.8%NULV, at 10.8% volatility

NULVWorst drop−7.3%10.8% vol

VOOWorst drop−8.9%12.7% vol

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

Paid More vs Made More

YTD

NULVVOO

+20.7%Year to date+11.5%

1.4%Yield1.1%

+24.8%Past year+11.9%

0.26%Fee0.03%

3–1NULV 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