NUMV vs SCHD

ANUMV

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common5.0%NUMV and SCHD

NUMV

SCHD

Nuveen ESG Mid-Cap Value · $438MSchwab U.S. Dividend Equity ETF · $120B

+20.4%3 years · per year$17,454 · $17,266+20.0%

+6.7%5 years · per year$13,856 · $16,267+10.2%

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

1.34%12-mo yield$134 · $300 on $10k3.00%

−8.7%Worst dropSmaller wins−6.9%

12.8%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNUMV · SCHD

1.2%FITB1.2%

1.3%PAYX0.9%

1.7%ADM0.8%

1.6%RF0.6%

Held in common5.0%

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	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk	0.31%	1.34%	−0.4%	+14.5%	+17.9%	+20.4%	+6.7%	−8.7%	$438M

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	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk	0.31%	1.34%	−0.4%	+14.5%	+17.9%	+20.4%	+6.7%	−8.7%	$438M

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

NUMV vs SCHD

NUMV

Nuveen ESG Mid-Cap Value

$13,856

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureNUMVSCHD

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield1.34%3.00%

5 years, per year+6.7%+10.2%

3 years, per year+20.4%+20.0%

Worst drop · 1Y−8.7%−6.9%

Volatility · 1Y12.8%11.7%

5–1measures won
SCHD first

5.0%

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: NUMV, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

NUMVSCHDVIG

NUMV—5.0%3.6%

SCHD5.0%—14.5%

VIG3.6%14.5%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

NUMV$134 − $31 = $103

KeptFee

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