NULC vs VIG

ANULC

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · NULC $15,080

Lowest cost0.04%VIG · $4 on $10k

Most income9.20%NULC · $920 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common35.0%NULC and VIG

NULC

VIG

Nuveen ESG Large-Cap · $77MVanguard Dividend Appreciation ETF · $109B

+19.9%3 years · per year$17,238 · $16,669+18.6%

+8.6%5 years · per year$15,080 · $16,243+10.2%

0.21%Expense ratio$21 · $4 on $10k · lower wins0.04%

9.20%12-mo yield$920 · $150 on $10k1.50%

−8.9%Worst dropSmaller wins−7.9%

14.7%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsNULC · VIG

6.0%MSFT4.9%

3.0%AVGO4.3%

2.3%V2.5%

2.2%MA2.0%

Held in common35.0%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ANULC	Nuveen ESG Large-CapRead Desk		0.21%	9.20%	−0.1%	+10.5%	+11.4%	+19.9%	+8.6%	−8.9%	$77M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ANULC	Nuveen ESG Large-CapRead Desk		0.21%	9.20%	−0.1%	+10.5%	+11.4%	+19.9%	+8.6%	−8.9%	$77M

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 VIG

NULC

Nuveen ESG Large-Cap

$15,080

VIG

Vanguard Dividend Appreciation

$16,243

MeasureNULCVIG

Fee0.21%0.04%

Cost on $10k a year$21$4

Yield9.20%1.50%

5 years, per year+8.6%+10.2%

3 years, per year+19.9%+18.6%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y14.7%10.8%

4–2measures won
VIG first

35.0%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: NULC, VIG

Today

35.0%most shared, NULC and VIG

NULCVIG

NULC—35.0%

VIG35.0%—

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

VIG$150 − $4 = $146

KeptFee

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