NULV vs SCHD

ANULV

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · NULV $15,642

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common15.4%NULV and SCHD

NULV

SCHD

Nuveen ESG Large-Cap Value · $2.6BSchwab U.S. Dividend Equity ETF · $121B

+21.8%3 years · per year$18,057 · $17,784+21.2%

+9.4%5 years · per year$15,642 · $16,352+10.3%

0.26%Expense ratio$26 · $6 on $10k · lower wins0.06%

1.36%12-mo yield$136 · $297 on $10k2.97%

−7.3%Worst dropSmaller wins−6.9%

10.8%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsNULV · SCHD

2.4%KO4.2%

1.9%PG4.3%

1.4%SLB1.8%

1.4%VZ3.5%

Held in common15.4%

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	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 SCHD

NULV

Nuveen ESG Large-Cap Value

$15,642

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureNULVSCHD

Fee0.26%0.06%

Cost on $10k a year$26$6

Yield1.36%2.97%

5 years, per year+9.4%+10.3%

3 years, per year+21.8%+21.2%

Worst drop · 1Y−7.3%−6.9%

Volatility · 1Y10.8%11.4%

4–2measures won
SCHD first

15.4%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: NULV, SCHD

Today

15.4%most shared, NULV and SCHD

NULVSCHD

NULV—15.4%

SCHD15.4%—

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

NULV$136 − $26 = $110

KeptFee

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