NUSC vs DFNL

ANUSC

BDFNL

Measures won2–4DFNL wins · of 6 · 5Y

$10,000 · 5Y$17,632DFNL · NUSC $12,926

Lowest cost0.31%NUSC · $31 on $10k

Most income1.30%DFNL · $130 on $10k

Smallest drop−10.1%NUSC · worst fall in 1Y

Held in common1.1%NUSC and DFNL

NUSC

DFNL

Nuveen ESG Small-Cap ETF · $1.3BDavis Select Financial ETF · $453M

+18.3%3 years · per year$16,564 · $20,631+27.3%

+5.3%5 years · per year$12,926 · $17,632+12.0%

0.31%Expense ratio$31 · $61 on $10k · lower wins0.61%

0.91%12-mo yield$91 · $130 on $10k1.30%

−10.1%Worst dropSmaller wins−12.9%

16.2%VolatilityLower wins15.0%

2–4DFNL wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUSC · DFNL

1.1%RNR3.3%

Held in common1.1%

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	BDFNL	Davis Select Financial ETFRead Desk		0.61%	1.30%	−1.8%	+4.9%	+15.0%	+27.3%	+12.0%	−12.9%	$453M
2	ANUSC	Nuveen ESG Small-Cap ETFRead Desk		0.31%	0.91%	+1.3%	+15.1%	+17.2%	+18.3%	+5.3%	−10.1%	$1.3B

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	BDFNL	Davis Select Financial ETFRead Desk		0.61%	1.30%	−1.8%	+4.9%	+15.0%	+27.3%	+12.0%	−12.9%	$453M
2	ANUSC	Nuveen ESG Small-Cap ETFRead Desk		0.31%	0.91%	+1.3%	+15.1%	+17.2%	+18.3%	+5.3%	−10.1%	$1.3B

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

NUSC vs DFNL

NUSC

Nuveen ESG Small-Cap

$12,926

DFNL

Davis Select Financial

$17,632

MeasureNUSCDFNL

Fee0.31%0.61%

Cost on $10k a year$31$61

Yield0.91%1.30%

5 years, per year+5.3%+12.0%

3 years, per year+18.3%+27.3%

Worst drop · 1Y−10.1%−12.9%

Volatility · 1Y16.2%15.0%

4–2measures won
DFNL first

1.1%

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: NUSC, DFNL

Today

1.1%most shared, NUSC and DFNL

NUSCDFNL

NUSC—1.1%

DFNL1.1%—

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

Income After Fees on $10,000

$69most kept, DFNL

DFNL$130 − $61 = $69

NUSC$91 − $31 = $60

KeptFee

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