NUGO vs VIG

ANUGO

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · NUGO $15,548

Lowest cost0.04%VIG · $4 on $10k

Most income1.46%VIG · $146 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common23.4%NUGO and VIG

NUGO

VIG

Nuveen Growth Opportunities · $2.2BVanguard Dividend Appreciation ETF · $109B

+21.0%3 years · per year$17,708 · $16,775+18.8%

+9.2%5 years · per year$15,548 · $16,638+10.7%

0.49%Expense ratio$49 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $146 on $10k1.46%

−15.6%Worst dropSmaller wins−7.9%

22.0%VolatilityLower wins11.0%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUGO · VIG

8.4%MSFT4.9%

8.3%AAPL4.9%

5.5%AVGO4.3%

5.4%LLY4.1%

Held in common23.4%

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ANUGO	Nuveen Growth OpportunitiesRead Desk		0.49%	0.00%	+3.4%	+1.6%	+1.2%	+21.0%	+9.2%	−15.6%	$2.2B

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ANUGO	Nuveen Growth OpportunitiesRead Desk		0.49%	0.00%	+3.4%	+1.6%	+1.2%	+21.0%	+9.2%	−15.6%	$2.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NUGO vs VIG

NUGO

Nuveen Growth Opportunities

$15,548

VIG

Vanguard Dividend Appreciation

$16,638

MeasureNUGOVIG

Fee0.49%0.04%

Cost on $10k a year$49$4

Yield0.00%1.46%

5 years, per year+9.2%+10.7%

3 years, per year+21.0%+18.8%

Worst drop · 1Y−15.6%−7.9%

Volatility · 1Y22.0%11.0%

5–1measures won
VIG first

23.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: NUGO, VIG

Today

23.4%most shared, NUGO and VIG

NUGOVIG

NUGO—23.4%

VIG23.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

NUGO$0 − $49 = −$49

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee