NUDV vs SCHD

ANUDV

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · NUDV $16,184

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.7%NUDV · worst fall in 1Y

Held in common18.9%NUDV and SCHD

NUDV

SCHD

Nuveen ESG Dividend · $56MSchwab U.S. Dividend Equity ETF · $123B

+20.6%3 years · per year$17,539 · $17,908+21.4%

+10.1%5 years · per year$16,184 · $16,881+11.0%

0.26%Expense ratio$26 · $6 on $10k · lower wins0.06%

2.17%12-mo yield$217 · $291 on $10k2.91%

−6.7%Worst dropSmaller wins−6.9%

10.6%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUDV · SCHD

2.8%KO4.2%

2.6%MRK3.7%

2.5%PG4.3%

2.2%ACN3.7%

Held in common18.9%

End-of-day Nov 4, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ANUDV	Nuveen ESG DividendRead Desk		0.26%	2.17%	+2.4%	+19.3%	+24.4%	+20.6%	+10.1%	−6.7%	$56M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ANUDV	Nuveen ESG DividendRead Desk		0.26%	2.17%	+2.4%	+19.3%	+24.4%	+20.6%	+10.1%	−6.7%	$56M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NUDV vs SCHD

NUDV

Nuveen ESG Dividend

$16,184

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureNUDVSCHD

Fee0.26%0.06%

Cost on $10k a year$26$6

Yield2.17%2.91%

5 years, per year+10.1%+11.0%

3 years, per year+20.6%+21.4%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y10.6%11.5%

4–2measures won
SCHD first

18.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: NUDV, SCHD

Today

18.9%most shared, NUDV and SCHD

NUDVSCHD

NUDV—18.9%

SCHD18.9%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

NUDV$217 − $26 = $191

KeptFee

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