NULC vs VOO

ANULC

BVOO

Measures won1–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · NULC $15,174

Lowest cost0.03%VOO · $3 on $10k

Most income9.20%NULC · $920 on $10k

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

Held in common40.2%NULC and VOO

NULC

VOO

Nuveen ESG Large-Cap · $81MVanguard S&P 500 ETF · $1.00T

+20.3%3 years · per year$17,416 · $18,224+22.1%

+8.7%5 years · per year$15,174 · $17,156+11.4%

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

9.20%12-mo yield$920 · $110 on $10k1.10%

−8.9%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins13.5%

1–4VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsNULC · VOO

8.1%NVDA8.4%

5.9%MSFT5.8%

3.1%AVGO2.5%

3.5%META2.4%

Held in common40.2%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	ANULC	Nuveen ESG Large-CapRead Desk		0.21%	9.20%	−4.9%	+10.6%	+12.0%	+20.3%	+8.7%	−8.9%	$81M

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	ANULC	Nuveen ESG Large-CapRead Desk		0.21%	9.20%	−4.9%	+10.6%	+12.0%	+20.3%	+8.7%	−8.9%	$81M

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 VOO

NULC

Nuveen ESG Large-Cap

$15,174

VOO

Vanguard S&P 500

$17,156

MeasureNULCVOO

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield9.20%1.10%

5 years, per year+8.7%+11.4%

3 years, per year+20.3%+22.1%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y14.7%13.5%

4–1measures won
VOO first

40.2%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: NULC, VOO

Today

40.2%most shared, NULC and VOO

NULCVOO

NULC—40.2%

VOO40.2%—

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

VOO$110 − $3 = $107

KeptFee

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