Compare · 3 funds side by side · dividends reinvested

NUSC, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

NUSC, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.1

Nuveen ESG Small-Cap ETFUS Stock Styles · Small cap0.31%0.94%+11.3%+13.8%+16.3%+4.2%−10.1%16.6%$1.3B2.5

Rank among the three1st → 3rdFee, 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: NUSC 2016 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Small-Cap ETF · $1.3B$12,297

NUSC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

NUSCMeasureSPYM

+11.3%Year to dateJan 1 → Nov 6+8.8%

+13.8%1 yearTotal return+9.8%

+16.3%3 years · per year$10,000 became $15,741 · $18,082+21.8%

+4.2%5 years · per year$10,000 became $12,297 · $17,192+11.4%

0.31%Expense ratio$31 · $2 a year on $10k · lower is better0.02%

0.94%Trailing 12-mo yield$94 · $105 a year on $10k1.05%

−10.1%Worst dropSmaller is better−8.9%

16.6%VolatilityLower is calmer13.6%

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

2–6SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NUSC vs SPYM: Top 5 Holdings

Today

NUSC

5.7%in top 5

SPYM

in top 527.8%

NUSCStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.2%VTRSnot top 5

1.1%HSTnot top 5

1.1%RNRnot top 5

1.1%NXTnot top 5

1.1%EWBCnot top 5

Held in common0.3%

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

NUSC vs SPYM Returns, Every Period

NuveenNUSC

+4.2%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

NUSCSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: NUSC vs SPYM

YTD

NuveenNUSC

+11.3%

SPYMSPDR

+8.8%

+11.3%Year to date+8.8%

−10.1%Worst drop · 1Y−8.9%

16.6%Volatility · 1Y13.6%

0.9%Yield1.1%

$1.3BAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: NUSC, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

NUSC0.31%$31

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

Yields: NUSC, SPYM, SPY

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

SPY1.03%$103

NUSC0.94%$94

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

NUSC$94 − $31 = $63

KeptFee

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

Overlap: NUSC, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

NUSCSPYMSPY

NUSC—0.3%0.3%

SPYM0.3%—99.9%

SPY0.3%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.8%NUSC, at 16.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

NUSCWorst drop−10.1%16.6% vol

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

Paid More vs Made More

YTD

SPYMNUSC

+8.8%Year to date+11.3%

1.1%Yield0.9%

+9.8%Past year+13.8%

0.02%Fee0.31%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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