NUGO vs SPY

ANUGO

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,358SPY · NUGO $15,378

Lowest cost0.09%SPY · $9 on $10k

Most income1.01%SPY · $101 on $10k

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

Held in common43.9%NUGO and SPY

Nuveen Growth Opportunities · $2.2BState Street SPDR S&P 500 ETF · $792B

+20.3%3 years · per year$17,423 · $17,888+21.4%

+9.0%5 years · per year$15,378 · $17,358+11.7%

0.49%Expense ratio$49 · $9 on $10k · lower wins0.09%

0.00%12-mo yield$0 · $101 on $10k1.01%

−15.6%

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

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
2	ANUGO	Nuveen Growth OpportunitiesRead Desk		0.49%	0.00%	−0.8%	+0.8%	+0.8%	+20.3%	+9.0%	−15.6%	$2.2B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
2	ANUGO	Nuveen Growth OpportunitiesRead Desk		0.49%	0.00%	−0.8%	+0.8%	+0.8%	+20.3%	+9.0%	−15.6%	$2.2B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NUGO

Nuveen Growth Opportunities

$15,378

SPY

SPDR S&P 500

$17,359

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