NUDM vs VOO

ANUDM

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income6.78%NUDM · $678 on $10k

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

Held in common0.0%NUDM and VOO

NUDM

VOO

Nuveen ESG International Developed Markets Equity · $883MVanguard S&P 500 ETF · $1.00T

+19.1%3 years · per year$16,906 · $18,159+22.0%

+8.1%5 years · per year$14,779 · $17,543+11.9%

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

6.78%12-mo yield$678 · $107 on $10k1.07%

−12.5%Worst dropSmaller wins−8.9%

17.1%VolatilityLower wins13.7%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNUDM · VOO

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

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ANUDM	Nuveen ESG International Developed Markets EquityRead Desk	0.27%	6.78%	+2.6%	+10.0%	+13.3%	+19.1%	+8.1%	−12.5%	$883M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ANUDM	Nuveen ESG International Developed Markets EquityRead Desk	0.27%	6.78%	+2.6%	+10.0%	+13.3%	+19.1%	+8.1%	−12.5%	$883M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NUDM vs VOO

NUDM

Nuveen ESG International Developed Markets Equity

$14,779

VOO

Vanguard S&P 500

$17,543

MeasureNUDMVOO

Fee0.27%0.03%

Cost on $10k a year$27$3

Yield6.78%1.07%

5 years, per year+8.1%+11.9%

3 years, per year+19.1%+22.0%

Worst drop · 1Y−12.5%−8.9%

Volatility · 1Y17.1%13.7%

5–1measures won
VOO first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: NUDM, VOO, IVV

Today

92.7%most shared, VOO and IVV

NUDMVOOIVV

NUDM—0.0%0.0%

VOO0.0%—92.7%

IVV0.0%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$651most kept, NUDM

NUDM$678 − $27 = $651

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee