Compare · 2 funds side by side · dividends reinvested

NUSC and VIG

NUSCNuveen×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

NUSC and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.0

Nuveen ESG Small-Cap ETFUS Stock Styles · Small cap0.31%0.91%+15.1%+17.2%+18.3%+5.3%−10.1%16.2%$1.3B2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: NUSC 2016 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Small-Cap ETF · $1.3B$12,926

NUSC

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

NUSCMeasureVIG

+15.1%Year to dateJan 1 → Nov 4+16.4%

+17.2%1 yearTotal return+18.9%

+18.3%3 years · per year$10,000 became $16,564 · $17,533+20.6%

+5.3%5 years · per year$10,000 became $12,926 · $17,005+11.2%

0.31%Expense ratio$31 · $4 a year on $10k · lower is better0.04%

0.91%Trailing 12-mo yield$91 · $144 a year on $10k1.44%

−10.1%Worst dropSmaller is better−7.9%

16.2%VolatilityLower is calmer10.2%

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

0–8VIG wins

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

More Ways to See the Pairs

NUSC vs VIG: Top 5 Holdings

Today

NUSC

5.5%in top 5

VIG

in top 522.1%

NUSCStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.2%VTRSnot top 5

1.1%HSTnot top 5

1.1%EWBCnot top 5

1.1%RNRnot top 5

1.0%NXTnot top 5

Held in common0.9%

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

NUSC vs VIG Returns, Every Period

NuveenNUSC

+5.3%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

NUSCVIGFaded: behind in that period

0–4VIG wins

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

Stocks vs Income: NUSC vs VIG

YTD

NuveenNUSC

+15.1%

VIGVanguard

+16.4%

+15.1%Year to date+16.4%

−10.1%Worst drop · 1Y−7.9%

16.2%Volatility · 1Y10.2%

0.9%Yield1.4%

$1.3BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: NUSC, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

NUSC0.31%$31

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

Yields: NUSC, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

NUSC0.91%$91

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

NUSC$91 − $31 = $60

KeptFee

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

Overlap: NUSC, VIG

Today

0.9%most shared, NUSC and VIG

NUSCVIG

NUSC—0.9%

VIG0.9%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

NUSCWorst drop−10.1%16.2% vol

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

Paid More vs Made More

YTD

VIGNUSC

+16.4%Year to date+15.1%

1.4%Yield0.9%

+18.9%Past year+17.2%

0.04%Fee0.31%

4–0VIG wins

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