NUGO vs VOO

ANUGO

BVOO

Measures won0–6VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · NUGO $15,060

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common46.7%NUGO and VOO

NUGO

VOO

Nuveen Growth Opportunities · $2.3BVanguard S&P 500 ETF · $1.00T

+20.4%3 years · per year$17,446 · $18,079+21.8%

+8.5%5 years · per year$15,060 · $17,177+11.4%

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $110 on $10k1.10%

−15.6%Worst dropSmaller wins−8.9%

21.8%VolatilityLower wins13.5%

0–6VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUGO · VOO

14.2%NVDA8.4%

8.4%AAPL7.4%

8.6%MSFT5.8%

9.2%GOOGL3.1%

Held in common46.7%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	ANUGO	Nuveen Growth OpportunitiesRead Desk		0.49%	0.00%	+1.2%	−1.7%	−3.9%	+20.4%	+8.5%	−15.6%	$2.3B

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	ANUGO	Nuveen Growth OpportunitiesRead Desk		0.49%	0.00%	+1.2%	−1.7%	−3.9%	+20.4%	+8.5%	−15.6%	$2.3B

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

NUGO vs VOO

NUGO

Nuveen Growth Opportunities

$15,060

VOO

Vanguard S&P 500

$17,177

MeasureNUGOVOO

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield0.00%1.10%

5 years, per year+8.5%+11.4%

3 years, per year+20.4%+21.8%

Worst drop · 1Y−15.6%−8.9%

Volatility · 1Y21.8%13.5%

6–0measures won
VOO first

46.7%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: NUGO, VOO

Today

46.7%most shared, NUGO and VOO

NUGOVOO

NUGO—46.7%

VOO46.7%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

NUGO$0 − $49 = −$49

KeptFee

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