NULC vs IWF

ANULC

BIWF

Measures won4–2NULC wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · NULC $15,080

Lowest cost0.18%IWF · $18 on $10k

Most income9.20%NULC · $920 on $10k

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

Held in common36.1%NULC and IWF

NULC

IWF

Nuveen ESG Large-Cap · $85MiShares Russell 1000 Growth ETF · $115B

+19.9%3 years · per year$17,238 · $17,022+19.4%

+8.6%5 years · per year$15,080 · $15,442+9.1%

0.21%Expense ratio$21 · $18 on $10k · lower wins0.18%

9.20%12-mo yield$920 · $39 on $10k0.39%

−8.9%Worst dropSmaller wins−14.6%

14.7%VolatilityLower wins19.4%

4–2NULC wins

$10,000 · 5 yearsOne scale

Shared top holdingsNULC · IWF

7.7%NVDA14.1%

6.0%MSFT6.6%

3.6%META3.6%

3.0%AVGO4.5%

Held in common36.1%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	ANULC	Nuveen ESG Large-CapRead Desk		0.21%	9.20%	−0.1%	+10.5%	+11.4%	+19.9%	+8.6%	−8.9%	$85M

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	ANULC	Nuveen ESG Large-CapRead Desk		0.21%	9.20%	−0.1%	+10.5%	+11.4%	+19.9%	+8.6%	−8.9%	$85M

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 IWF

NULC

Nuveen ESG Large-Cap

$15,080

IWF

iShares Russell 1000 Growth

$15,442

MeasureNULCIWF

Fee0.21%0.18%

Cost on $10k a year$21$18

Yield9.20%0.39%

5 years, per year+8.6%+9.1%

3 years, per year+19.9%+19.4%

Worst drop · 1Y−8.9%−14.6%

Volatility · 1Y14.7%19.4%

4–2measures won
NULC first

36.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: NULC, IWF

Today

36.1%most shared, NULC and IWF

NULCIWF

NULC—36.1%

IWF36.1%—

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

IWF$39 − $18 = $21

KeptFee

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