NURE vs VIG

ANURE

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · NURE $10,157

Lowest cost0.04%VIG · $4 on $10k

Most income4.02%NURE · $402 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.0%NURE and VIG

NURE

VIG

Nuveen Short-Term REIT · $33MVanguard Dividend Appreciation ETF · $109B

+12.8%3 years · per year$14,340 · $16,669+18.6%

+0.3%5 years · per year$10,157 · $16,243+10.2%

0.35%Expense ratio$35 · $4 on $10k · lower wins0.04%

4.02%12-mo yield$402 · $150 on $10k1.50%

−11.3%Worst dropSmaller wins−7.9%

15.9%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsNURE · VIG

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

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NURE vs VIG

NURE

Nuveen Short-Term REIT

$10,157

VIG

Vanguard Dividend Appreciation

$16,243

MeasureNUREVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield4.02%1.50%

5 years, per year+0.3%+10.2%

3 years, per year+12.8%+18.6%

Worst drop · 1Y−11.3%−7.9%

Volatility · 1Y15.9%10.8%

5–1measures won
VIG first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

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

Overlap: NURE, VIG

Today

0.0%most shared, NURE and VIG

NUREVIG

NURE—0.0%

VIG0.0%—

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

Income After Fees on $10,000

$367most kept, NURE

NURE$402 − $35 = $367

VIG$150 − $4 = $146

KeptFee

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