NULC vs SCHB

ANULC

BSCHB

Measures won1–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · NULC $16,089

Lowest cost0.03%SCHB · $3 on $10k

Most income8.75%NULC · $875 on $10k

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

Held in common36.1%NULC and SCHB

NULC

SCHB

Nuveen ESG Large-Cap · $80MSchwab U.S. Broad Market ETF · $44.9B

+22.6%3 years · per year$18,442 · $19,056+24.0%

+10.0%5 years · per year$16,089 · $17,270+11.5%

0.21%Expense ratio$21 · $3 on $10k · lower wins0.03%

8.75%12-mo yield$875 · $104 on $10k1.04%

−8.9%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.1%

1–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsNULC · SCHB

8.5%NVDA6.8%

5.6%MSFT5.3%

3.2%AVGO2.2%

3.5%META1.9%

Held in common36.1%

End-of-day Nov 4, 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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	ANULC	Nuveen ESG Large-CapRead Desk		0.21%	8.75%	+1.2%	+16.2%	+16.1%	+22.6%	+10.0%	−8.9%	$80M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	ANULC	Nuveen ESG Large-CapRead Desk		0.21%	8.75%	+1.2%	+16.2%	+16.1%	+22.6%	+10.0%	−8.9%	$80M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NULC vs SCHB

NULC

Nuveen ESG Large-Cap

$16,089

SCHB

Schwab U.S. Broad Market

$17,270

MeasureNULCSCHB

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield8.75%1.04%

5 years, per year+10.0%+11.5%

3 years, per year+22.6%+24.0%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.9%13.1%

4–1measures won
SCHB first

36.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: NULC, SCHB

Today

36.1%most shared, NULC and SCHB

NULCSCHB

NULC—36.1%

SCHB36.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$854most kept, NULC

NULC$875 − $21 = $854

SCHB$104 − $3 = $101

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee