NULC vs IWB

ANULC

BIWB

Measures won1–4IWB wins · of 6 · 5Y

$10,000 · 5Y$16,575IWB · NULC $15,080

Lowest cost0.15%IWB · $15 on $10k

Most income9.20%NULC · $920 on $10k

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

Held in common37.1%NULC and IWB

NULC

IWB

Nuveen ESG Large-Cap · $81MiShares Russell 1000 ETF · $46.4B

+19.9%3 years · per year$17,238 · $17,966+21.6%

+8.6%5 years · per year$15,080 · $16,575+10.6%

0.21%Expense ratio$21 · $15 on $10k · lower wins0.15%

9.20%12-mo yield$920 · $95 on $10k0.95%

−8.9%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins13.6%

1–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsNULC · IWB

7.7%NVDA6.6%

6.0%MSFT5.8%

3.0%AVGO2.1%

3.6%META2.0%

Held in common37.1%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
2	ANULC	Nuveen ESG Large-CapRead Desk		0.21%	9.20%	−0.1%	+10.5%	+11.4%	+19.9%	+8.6%	−8.9%	$81M

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
2	ANULC	Nuveen ESG Large-CapRead Desk		0.21%	9.20%	−0.1%	+10.5%	+11.4%	+19.9%	+8.6%	−8.9%	$81M

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

NULC vs IWB

NULC

Nuveen ESG Large-Cap

$15,080

IWB

iShares Russell 1000

$16,575

MeasureNULCIWB

Fee0.21%0.15%

Cost on $10k a year$21$15

Yield9.20%0.95%

5 years, per year+8.6%+10.6%

3 years, per year+19.9%+21.6%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y14.7%13.6%

4–1measures won
IWB first

37.1%

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

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

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

Overlap: NULC, IWB

Today

37.1%most shared, NULC and IWB

NULCIWB

NULC—37.1%

IWB37.1%—

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

Income After Fees on $10,000

$899most kept, NULC

NULC$920 − $21 = $899

IWB$95 − $15 = $80

KeptFee

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