NULV vs VONV

ANULV

BVONV

Measures won1–5VONV wins · of 6 · 5Y

$10,000 · 5Y$17,280VONV · NULV $15,642

Lowest cost0.06%VONV · $6 on $10k

Most income1.53%VONV · $153 on $10k

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

Held in common30.4%NULV and VONV

NULV

VONV

Nuveen ESG Large-Cap Value · $2.6BVanguard Russell 1000 Value ETF · $21.7B

+21.8%3 years · per year$18,057 · $19,054+24.0%

+9.4%5 years · per year$15,642 · $17,280+11.6%

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

1.36%12-mo yield$136 · $153 on $10k1.53%

−7.3%Worst dropSmaller wins−6.8%

10.8%VolatilityLower wins11.0%

1–5VONV wins

$10,000 · 5 yearsOne scale

Shared top holdingsNULV · VONV

10.8%MSFT5.2%

2.1%ABBV1.2%

2.3%CSCO1.2%

1.2%MRK1.0%

Held in common30.4%

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	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.53%	−0.3%	+24.4%	+28.5%	+24.0%	+11.6%	−6.8%	$21.7B
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	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.53%	−0.3%	+24.4%	+28.5%	+24.0%	+11.6%	−6.8%	$21.7B
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 VONV

NULV

Nuveen ESG Large-Cap Value

$15,642

VONV

Vanguard Russell 1000 Value

$17,280

MeasureNULVVONV

Fee0.26%0.06%

Cost on $10k a year$26$6

Yield1.36%1.53%

5 years, per year+9.4%+11.6%

3 years, per year+21.8%+24.0%

Worst drop · 1Y−7.3%−6.8%

Volatility · 1Y10.8%11.0%

5–1measures won
VONV first

30.4%

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, VONV

Today

30.4%most shared, NULV and VONV

NULVVONV

NULV—30.4%

VONV30.4%—

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

Income After Fees on $10,000

$147most kept, VONV

VONV$153 − $6 = $147

NULV$136 − $26 = $110

KeptFee

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