NULC vs SPY

ANULC

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · NULC $15,080

Lowest cost0.09%SPY · $9 on $10k

Most income9.20%NULC · $920 on $10k

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

Held in common39.1%NULC and SPY

NULC

SPY

Nuveen ESG Large-Cap · $85MState Street SPDR S&P 500 ETF · $778B

+19.9%3 years · per year$17,238 · $18,039+21.7%

+8.6%5 years · per year$15,080 · $17,118+11.3%

0.21%Expense ratio$21 · $9 on $10k · lower wins0.09%

9.20%12-mo yield$920 · $103 on $10k1.03%

−8.9%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins13.6%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsNULC · SPY

7.7%NVDA6.9%

6.0%MSFT6.3%

3.0%AVGO2.2%

3.6%META2.1%

Held in common39.1%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
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 SPY

NULC

Nuveen ESG Large-Cap

$15,080

SPY

SPDR S&P 500

$17,118

MeasureNULCSPY

Fee0.21%0.09%

Cost on $10k a year$21$9

Yield9.20%1.03%

5 years, per year+8.6%+11.3%

3 years, per year+19.9%+21.7%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y14.7%13.6%

4–1measures won
SPY first

39.1%

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%

$178BAssets$778B

2–0SPYM wins

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, SPY

Today

39.1%most shared, NULC and SPY

NULCSPY

NULC—39.1%

SPY39.1%—

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

SPY$103 − $9 = $94

KeptFee

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