NUMV vs SCHD

ANUMV

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · NUMV $14,380

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common5.1%NUMV and SCHD

NUMV

SCHD

Nuveen ESG Mid-Cap Value · $431MSchwab U.S. Dividend Equity ETF · $121B

+22.3%3 years · per year$18,285 · $17,908+21.4%

+7.5%5 years · per year$14,380 · $16,881+11.0%

0.31%Expense ratio$31 · $6 on $10k · lower wins0.06%

1.30%12-mo yield$130 · $291 on $10k2.91%

−8.7%Worst dropSmaller wins−6.9%

12.6%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUMV · SCHD

1.2%FITB1.2%

1.2%PAYX0.9%

1.7%ADM0.8%

1.6%RF0.6%

Held in common5.1%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk		0.31%	1.30%	+2.1%	+17.8%	+21.5%	+22.3%	+7.5%	−8.7%	$431M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk		0.31%	1.30%	+2.1%	+17.8%	+21.5%	+22.3%	+7.5%	−8.7%	$431M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NUMV vs SCHD

NUMV

Nuveen ESG Mid-Cap Value

$14,380

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureNUMVSCHD

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield1.30%2.91%

5 years, per year+7.5%+11.0%

3 years, per year+22.3%+21.4%

Worst drop · 1Y−8.7%−6.9%

Volatility · 1Y12.6%11.5%

5–1measures won
SCHD first

5.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: NUMV, SCHD

Today

5.1%most shared, NUMV and SCHD

NUMVSCHD

NUMV—5.1%

SCHD5.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

NUMV$130 − $31 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee