NUDV vs VOO

ANUDV

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · NUDV $16,184

Lowest cost0.03%VOO · $3 on $10k

Most income2.17%NUDV · $217 on $10k

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

Held in common12.2%NUDV and VOO

NUDV

VOO

Nuveen ESG Dividend · $56MVanguard S&P 500 ETF · $1.00T

+20.6%3 years · per year$17,539 · $18,224+22.1%

+10.1%5 years · per year$16,184 · $17,156+11.4%

0.26%Expense ratio$26 · $3 on $10k · lower wins0.03%

2.17%12-mo yield$217 · $110 on $10k1.10%

−6.7%Worst dropSmaller wins−8.9%

10.6%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsNUDV · VOO

2.4%ABBV0.7%

2.1%CSCO0.6%

2.6%MRK0.5%

2.6%PG0.5%

Held in common12.2%

End-of-day Nov 5, 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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	ANUDV	Nuveen ESG DividendRead Desk		0.26%	2.17%	−2.3%	+19.3%	+24.4%	+20.6%	+10.1%	−6.7%	$56M

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

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	ANUDV	Nuveen ESG DividendRead Desk		0.26%	2.17%	−2.3%	+19.3%	+24.4%	+20.6%	+10.1%	−6.7%	$56M

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

Cards for this view

NUDV vs VOO

NUDV

Nuveen ESG Dividend

$16,184

VOO

Vanguard S&P 500

$17,156

MeasureNUDVVOO

Fee0.26%0.03%

Cost on $10k a year$26$3

Yield2.17%1.10%

5 years, per year+10.1%+11.4%

3 years, per year+20.6%+22.1%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y10.6%13.5%

3–3measures won
level

12.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: NUDV, VOO

Today

12.2%most shared, NUDV and VOO

NUDVVOO

NUDV—12.2%

VOO12.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$191most kept, NUDV

NUDV$217 − $26 = $191

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee