NUDM vs SPDW

ANUDM

BSPDW

Measures won2–4SPDW wins · of 6 · 5Y

$10,000 · 5Y$15,064SPDW · NUDM $14,545

Lowest cost0.03%SPDW · $3 on $10k

Most income6.92%NUDM · $692 on $10k

Smallest drop−11.5%SPDW · worst fall in 1Y

Held in common21.5%NUDM and SPDW

NUDM

SPDW

Nuveen ESG International Developed Markets Equity · $905MState Street SPDR Portfolio Developed World ex-US ETF · $41.2B

+19.6%3 years · per year$17,115 · $17,731+21.0%

+7.8%5 years · per year$14,545 · $15,064+8.5%

0.27%Expense ratio$27 · $3 on $10k · lower wins0.03%

6.92%12-mo yield$692 · $313 on $10k3.13%

−12.5%Worst dropSmaller wins−11.5%

16.9%VolatilityLower wins17.9%

2–4SPDW wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUDM · SPDW

3.8%ASML.AS1.8%

2.7%NOVN.SW0.9%

1.3%NESN.SW0.8%

2.3%SAP.DE0.7%

Held in common21.5%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.13%	−3.7%	+10.7%	+16.2%	+21.0%	+8.5%	−11.5%	$41.2B
2	ANUDM	Nuveen ESG International Developed Markets EquityRead Desk		0.27%	6.92%	−2.8%	+7.8%	+11.8%	+19.6%	+7.8%	−12.5%	$905M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.13%	−3.7%	+10.7%	+16.2%	+21.0%	+8.5%	−11.5%	$41.2B
2	ANUDM	Nuveen ESG International Developed Markets EquityRead Desk		0.27%	6.92%	−2.8%	+7.8%	+11.8%	+19.6%	+7.8%	−12.5%	$905M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NUDM vs SPDW

NUDM

Nuveen ESG International Developed Markets Equity

$14,546

SPDW

SPDR Portfolio Developed World ex-US

$15,064

MeasureNUDMSPDW

Fee0.27%0.03%

Cost on $10k a year$27$3

Yield6.92%3.13%

5 years, per year+7.8%+8.5%

3 years, per year+19.6%+21.0%

Worst drop · 1Y−12.5%−11.5%

Volatility · 1Y16.9%17.9%

4–2measures won
SPDW first

21.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: NUDM, SPDW

Today

21.5%most shared, NUDM and SPDW

NUDMSPDW

NUDM—21.5%

SPDW21.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$665most kept, NUDM

NUDM$692 − $27 = $665

SPDW$313 − $3 = $310

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee