NUMI vs SCHD

ANUMI

BSCHD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.47%NUMI · $347 on $10k

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

Held in common0.0%NUMI and SCHD

NUMI

SCHD

Nuveen Municipal Income · $93MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

3.47%12-mo yield$347 · $300 on $10k3.00%

−7.3%Worst dropSmaller wins−6.9%

4.3%VolatilityLower wins11.7%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNUMI · SCHD

1.7%GVMXX0.0%

Held in common0.0%

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ANUMI	Nuveen Municipal IncomeRead Desk	0.30%	3.47%	+0.2%	+0.4%	+1.0%	new	new	−7.3%	$93M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ANUMI	Nuveen Municipal IncomeRead Desk	0.30%	3.47%	+0.2%	+0.4%	+1.0%	new	new	−7.3%	$93M

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

NUMI vs SCHD

NUMI

Nuveen Municipal Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureNUMISCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield3.47%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−7.3%−6.9%

Volatility · 1Y4.3%11.7%

2–2measures won
level

0.0%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: NUMI, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

NUMISCHDVIG

NUMI—0.0%0.0%

SCHD0.0%—14.5%

VIG0.0%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$317most kept, NUMI

NUMI$347 − $30 = $317

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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