NULC vs VUG

ANULC

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · NULC $15,080

Lowest cost0.03%VUG · $3 on $10k

Most income9.20%NULC · $920 on $10k

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

Held in common34.0%NULC and VUG

NULC

VUG

Nuveen ESG Large-Cap · $77MVanguard Morningstar Growth ETF · $233B

+19.9%3 years · per year$17,238 · $18,415+22.6%

+8.6%5 years · per year$15,080 · $16,124+10.0%

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

9.20%12-mo yield$920 · $42 on $10k0.42%

−8.9%Worst dropSmaller wins−15.1%

14.7%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsNULC · VUG

7.7%NVDA13.5%

6.0%MSFT9.7%

3.6%META4.2%

3.0%AVGO4.3%

Held in common34.0%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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 VUG

NULC

Nuveen ESG Large-Cap

$15,080

VUG

Vanguard Morningstar Growth

$16,124

MeasureNULCVUG

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield9.20%0.42%

5 years, per year+8.6%+10.0%

3 years, per year+19.9%+22.6%

Worst drop · 1Y−8.9%−15.1%

Volatility · 1Y14.7%19.0%

3–3measures won
level

34.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: NULC, VUG

Today

34.0%most shared, NULC and VUG

NULCVUG

NULC—34.0%

VUG34.0%—

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

VUG$42 − $3 = $39

KeptFee

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