NULV vs VTV

ANULV

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · NULV $15,642

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common32.4%NULV and VTV

NULV

VTV

Nuveen ESG Large-Cap Value · $2.6BVanguard Morningstar Value ETF · $184B

+21.8%3 years · per year$18,057 · $18,466+22.7%

+9.4%5 years · per year$15,642 · $17,842+12.3%

0.26%Expense ratio$26 · $3 on $10k · lower wins0.03%

1.36%12-mo yield$136 · $183 on $10k1.83%

−7.3%Worst dropSmaller wins−6.4%

10.8%VolatilityLower wins10.1%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsNULV · VTV

2.1%ABBV1.8%

2.3%CSCO1.4%

1.9%PG1.3%

2.4%KO1.3%

Held in common32.4%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
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 VTV

NULV

Nuveen ESG Large-Cap Value

$15,642

VTV

Vanguard Morningstar Value

$17,842

MeasureNULVVTV

Fee0.26%0.03%

Cost on $10k a year$26$3

Yield1.36%1.83%

5 years, per year+9.4%+12.3%

3 years, per year+21.8%+22.7%

Worst drop · 1Y−7.3%−6.4%

Volatility · 1Y10.8%10.1%

6–0measures won
VTV first

32.4%

holdings shared

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

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

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

Overlap: NULV, VTV

Today

32.4%most shared, NULV and VTV

NULVVTV

NULV—32.4%

VTV32.4%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

NULV$136 − $26 = $110

KeptFee

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