NUMV vs SCHD

ANUMV

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · SCHD $16,459

Lowest cost0.03%VTV · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common5.0%NUMV and SCHD

NUMV

SCHD

Nuveen ESG Mid-Cap Value · $426MSchwab U.S. Dividend Equity ETF · $122B

+20.3%3 years · per year$17,408 · $17,123+19.6%

+7.0%5 years · per year$14,015 · $16,459+10.5%

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

1.31%12-mo yield$131 · $296 on $10k2.96%

−8.7%Worst dropSmaller wins−6.9%

12.9%VolatilityLower wins11.8%

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 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk	0.31%	1.31%	+2.0%	+16.8%	+20.7%	+20.3%	+7.0%	−8.7%	$426M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk	0.31%	1.31%	+2.0%	+16.8%	+20.7%	+20.3%	+7.0%	−8.7%	$426M

End-of-day Nov 9, 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

$14,015

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureNUMVSCHD

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield1.31%2.96%

5 years, per year+7.0%+10.5%

3 years, per year+20.3%+19.6%

Worst drop · 1Y−8.7%−6.9%

Volatility · 1Y12.9%11.8%

5–1measures won
SCHD first

5.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: NUMV, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

NUMVSCHDVTV

NUMV—5.0%6.5%

SCHD5.0%—17.9%

VTV6.5%17.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VTV$183 − $3 = $180

NUMV$131 − $31 = $100

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee