NULV vs IWD

ANULV

BIWD

Measures won1–5IWD wins · of 6 · 5Y

$10,000 · 5Y$17,178IWD · IWF $16,499

Lowest cost0.18%IWD · $18 on $10k

Most income1.37%IWD · $137 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common30.5%NULV and IWD

NULV

IWD

Nuveen ESG Large-Cap Value · $2.6BiShares Russell 1000 Value ETF · $83.2B

+21.8%3 years · per year$18,057 · $18,980+23.8%

+9.4%5 years · per year$15,642 · $17,178+11.4%

0.26%Expense ratio$26 · $18 on $10k · lower wins0.18%

1.36%12-mo yield$136 · $137 on $10k1.37%

−7.3%Worst dropSmaller wins−6.8%

10.8%VolatilityLower wins11.0%

1–5IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNULV · IWD

10.8%MSFT5.1%

2.1%ABBV1.3%

2.3%CSCO1.1%

1.9%PG1.0%

Held in common30.5%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	ANULV	Nuveen ESG Large-Cap ValueRead Desk	0.26%	1.36%	+0.2%	+20.7%	+24.8%	+21.8%	+9.4%	−7.3%	$2.6B

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

All Three

5Y3 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	ANULV	Nuveen ESG Large-Cap ValueRead Desk	0.26%	1.36%	+0.2%	+20.7%	+24.8%	+21.8%	+9.4%	−7.3%	$2.6B

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

Cards for this view

NULV vs IWD

NULV

Nuveen ESG Large-Cap Value

$15,642

IWD

iShares Russell 1000 Value

$17,178

MeasureNULVIWD

Fee0.26%0.18%

Cost on $10k a year$26$18

Yield1.36%1.37%

5 years, per year+9.4%+11.4%

3 years, per year+21.8%+23.8%

Worst drop · 1Y−7.3%−6.8%

Volatility · 1Y10.8%11.0%

4–1measures won
IWD first

30.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: NULV, IWD, IWF

Today

30.5%most shared, NULV and IWD

NULVIWDIWF

NULV—30.5%12.5%

IWD30.5%—18.4%

IWF12.5%18.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

NULV$136 − $26 = $110

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee