NUDV vs SPY

ANUDV

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,118SPY · NUDV $15,547

Lowest cost0.09%SPY · $9 on $10k

Most income2.24%NUDV · $224 on $10k

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

Held in common13.3%NUDV and SPY

NUDV

SPY

Nuveen ESG Dividend · $56MState Street SPDR S&P 500 ETF · $819B

+18.8%3 years · per year$16,785 · $18,039+21.7%

+9.2%5 years · per year$15,547 · $17,118+11.3%

0.26%Expense ratio$26 · $9 on $10k · lower wins0.09%

2.24%12-mo yield$224 · $103 on $10k1.03%

−6.7%Worst dropSmaller wins−8.9%

10.9%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsNUDV · SPY

2.4%ABBV0.8%

2.6%PG0.6%

2.0%CSCO0.6%

2.8%KO0.6%

Held in common13.3%

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	ANUDV	Nuveen ESG DividendRead Desk		0.26%	2.24%	−0.7%	+15.8%	+20.3%	+18.8%	+9.2%	−6.7%	$56M

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	ANUDV	Nuveen ESG DividendRead Desk		0.26%	2.24%	−0.7%	+15.8%	+20.3%	+18.8%	+9.2%	−6.7%	$56M

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

NUDV vs SPY

NUDV

Nuveen ESG Dividend

$15,547

SPY

SPDR S&P 500

$17,118

MeasureNUDVSPY

Fee0.26%0.09%

Cost on $10k a year$26$9

Yield2.24%1.03%

5 years, per year+9.2%+11.3%

3 years, per year+18.8%+21.7%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y10.9%13.6%

3–3measures won
level

13.3%

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: NUDV, SPY

Today

13.3%most shared, NUDV and SPY

NUDVSPY

NUDV—13.3%

SPY13.3%—

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

Income After Fees on $10,000

$198most kept, NUDV

NUDV$224 − $26 = $198

SPY$103 − $9 = $94

KeptFee

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