NULC vs SPYM

ANULC

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · NULC $15,430

Lowest cost0.02%SPYM · $2 on $10k

Most income8.97%NULC · $897 on $10k

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

Held in common39.2%NULC and SPYM

NULC

SPYM

Nuveen ESG Large-Cap · $85MState Street SPDR Portfolio S&P 500 ETF · $179B

+20.3%3 years · per year$17,395 · $18,161+22.0%

+9.1%5 years · per year$15,430 · $17,553+11.9%

0.21%Expense ratio$21 · $2 on $10k · lower wins0.02%

8.97%12-mo yield$897 · $103 on $10k1.03%

−8.9%Worst dropSmaller wins−8.9%

14.9%VolatilityLower wins13.7%

1–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsNULC · SPYM

7.9%NVDA7.1%

5.9%MSFT6.2%

3.0%AVGO2.2%

3.6%META2.1%

Held in common39.2%

End-of-day Nov 9, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	ANULC	Nuveen ESG Large-CapRead Desk		0.21%	8.97%	+2.6%	+13.3%	+15.7%	+20.3%	+9.1%	−8.9%	$85M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	ANULC	Nuveen ESG Large-CapRead Desk		0.21%	8.97%	+2.6%	+13.3%	+15.7%	+20.3%	+9.1%	−8.9%	$85M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NULC vs SPYM

NULC

Nuveen ESG Large-Cap

$15,430

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureNULCSPYM

Fee0.21%0.02%

Cost on $10k a year$21$2

Yield8.97%1.03%

5 years, per year+9.1%+11.9%

3 years, per year+20.3%+22.0%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y14.9%13.7%

4–1measures won
SPYM first

39.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: NULC, SPYM

Today

39.2%most shared, NULC and SPYM

NULCSPYM

NULC—39.2%

SPYM39.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$876most kept, NULC

NULC$897 − $21 = $876

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee