NUDM vs SPY

ANUDM

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · NUDM $14,546

Lowest cost0.09%SPY · $9 on $10k

Most income6.96%NUDM · $696 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%NUDM and SPY

NUDM

SPY

Nuveen ESG International Developed Markets Equity · $905MState Street SPDR S&P 500 ETF · $819B

+18.9%3 years · per year$16,815 · $18,039+21.7%

+7.8%5 years · per year$14,546 · $17,118+11.3%

0.27%Expense ratio$27 · $9 on $10k · lower wins0.09%

6.96%12-mo yield$696 · $103 on $10k1.03%

−12.5%Worst dropSmaller wins−8.9%

16.9%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUDM · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ANUDM	Nuveen ESG International Developed Markets EquityRead Desk		0.27%	6.96%	−0.6%	+7.2%	+10.4%	+18.9%	+7.8%	−12.5%	$905M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ANUDM	Nuveen ESG International Developed Markets EquityRead Desk		0.27%	6.96%	−0.6%	+7.2%	+10.4%	+18.9%	+7.8%	−12.5%	$905M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NUDM vs SPY

NUDM

Nuveen ESG International Developed Markets Equity

$14,547

SPY

SPDR S&P 500

$17,118

MeasureNUDMSPY

Fee0.27%0.09%

Cost on $10k a year$27$9

Yield6.96%1.03%

5 years, per year+7.8%+11.3%

3 years, per year+18.9%+21.7%

Worst drop · 1Y−12.5%−8.9%

Volatility · 1Y16.9%13.6%

5–1measures won
SPY first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

Overlap: NUDM, SPY

Today

0.0%most shared, NUDM and SPY

NUDMSPY

NUDM—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$669most kept, NUDM

NUDM$696 − $27 = $669

SPY$103 − $9 = $94

KeptFee

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