NUDV vs VIG

ANUDV

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,243VIG · NUDV $15,547

Lowest cost0.04%VIG · $4 on $10k

Most income2.24%NUDV · $224 on $10k

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

Held in common23.2%NUDV and VIG

NUDV

VIG

Nuveen ESG Dividend · $58MVanguard Dividend Appreciation ETF · $109B

+18.8%3 years · per year$16,785 · $16,669+18.6%

+9.2%5 years · per year$15,547 · $16,243+10.2%

0.26%Expense ratio$26 · $4 on $10k · lower wins0.04%

2.24%12-mo yield$224 · $150 on $10k1.50%

−6.7%Worst dropSmaller wins−7.9%

10.9%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsNUDV · VIG

2.4%ABBV2.0%

2.0%CSCO1.9%

2.6%MRK1.6%

2.6%PG1.5%

Held in common23.2%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ANUDV	Nuveen ESG DividendRead Desk		0.26%	2.24%	−0.7%	+15.8%	+20.3%	+18.8%	+9.2%	−6.7%	$58M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ANUDV	Nuveen ESG DividendRead Desk		0.26%	2.24%	−0.7%	+15.8%	+20.3%	+18.8%	+9.2%	−6.7%	$58M

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 VIG

NUDV

Nuveen ESG Dividend

$15,547

VIG

Vanguard Dividend Appreciation

$16,243

MeasureNUDVVIG

Fee0.26%0.04%

Cost on $10k a year$26$4

Yield2.24%1.50%

5 years, per year+9.2%+10.2%

3 years, per year+18.8%+18.6%

Worst drop · 1Y−6.7%−7.9%

Volatility · 1Y10.9%10.8%

3–3measures won
level

23.2%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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, VIG

Today

23.2%most shared, NUDV and VIG

NUDVVIG

NUDV—23.2%

VIG23.2%—

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

VIG$150 − $4 = $146

KeptFee

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