NULC vs SCHD

ANULC

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · NULC $15,174

Lowest cost0.06%SCHD · $6 on $10k

Most income9.20%NULC · $920 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common9.9%NULC and SCHD

NULC

SCHD

Nuveen ESG Large-Cap · $80MSchwab U.S. Dividend Equity ETF · $123B

+20.3%3 years · per year$17,416 · $17,414+20.3%

+8.7%5 years · per year$15,174 · $16,375+10.4%

0.21%Expense ratio$21 · $6 on $10k · lower wins0.06%

9.20%12-mo yield$920 · $298 on $10k2.98%

−8.9%Worst dropSmaller wins−6.9%

14.7%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsNULC · SCHD

1.9%KO4.2%

1.8%PG4.4%

1.6%MRK3.8%

0.9%HD4.3%

Held in common9.9%

End-of-day Nov 5, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ANULC	Nuveen ESG Large-CapRead Desk		0.21%	9.20%	−4.9%	+10.6%	+12.0%	+20.3%	+8.7%	−8.9%	$80M

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ANULC	Nuveen ESG Large-CapRead Desk		0.21%	9.20%	−4.9%	+10.6%	+12.0%	+20.3%	+8.7%	−8.9%	$80M

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

Cards for this view

NULC vs SCHD

NULC

Nuveen ESG Large-Cap

$15,174

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureNULCSCHD

Fee0.21%0.06%

Cost on $10k a year$21$6

Yield9.20%2.98%

5 years, per year+8.7%+10.4%

3 years, per year+20.3%+20.3%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y14.7%11.7%

4–1measures won
SCHD first

9.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: NULC, SCHD

Today

9.9%most shared, NULC and SCHD

NULCSCHD

NULC—9.9%

SCHD9.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$899most kept, NULC

NULC$920 − $21 = $899

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee