NURE vs SCHD

ANURE

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · NURE $10,157

Lowest cost0.06%SCHD · $6 on $10k

Most income4.02%NURE · $402 on $10k

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

Held in common0.0%NURE and SCHD

NURE

SCHD

Nuveen Short-Term REIT · $33MSchwab U.S. Dividend Equity ETF · $123B

+12.8%3 years · per year$14,340 · $17,414+20.3%

+0.3%5 years · per year$10,157 · $16,375+10.4%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

4.02%12-mo yield$402 · $298 on $10k2.98%

−11.3%Worst dropSmaller wins−6.9%

15.9%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsNURE · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ANURE	Nuveen Short-Term REITRead Desk		0.35%	4.02%	−1.7%	+18.8%	+23.4%	+12.8%	+0.3%	−11.3%	$33M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ANURE	Nuveen Short-Term REITRead Desk		0.35%	4.02%	−1.7%	+18.8%	+23.4%	+12.8%	+0.3%	−11.3%	$33M

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

Cards for this view

NURE vs SCHD

NURE

Nuveen Short-Term REIT

$10,157

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureNURESCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield4.02%2.98%

5 years, per year+0.3%+10.4%

3 years, per year+12.8%+20.3%

Worst drop · 1Y−11.3%−6.9%

Volatility · 1Y15.9%11.7%

5–1measures won
SCHD first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: NURE, SCHD

Today

0.0%most shared, NURE and SCHD

NURESCHD

NURE—0.0%

SCHD0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$367most kept, NURE

NURE$402 − $35 = $367

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee