NUSC vs SPY

ANUSC

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · NUSC $12,297

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.3%NUSC and SPY

NUSC

SPY

Nuveen ESG Small-Cap ETF · $1.3BState Street SPDR S&P 500 ETF · $819B

+16.3%3 years · per year$15,741 · $18,039+21.7%

+4.2%5 years · per year$12,297 · $17,118+11.3%

0.31%Expense ratio$31 · $9 on $10k · lower wins0.09%

0.94%12-mo yield$94 · $103 on $10k1.03%

−10.1%Worst dropSmaller wins−8.9%

16.6%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUSC · SPY

1.2%VTRS0.0%

0.3%SWK0.0%

1.1%HST0.0%

0.6%GDDY0.0%

Held in common0.3%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ANUSC	Nuveen ESG Small-Cap ETFRead Desk		0.31%	0.94%	+0.6%	+11.3%	+13.8%	+16.3%	+4.2%	−10.1%	$1.3B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ANUSC	Nuveen ESG Small-Cap ETFRead Desk		0.31%	0.94%	+0.6%	+11.3%	+13.8%	+16.3%	+4.2%	−10.1%	$1.3B

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

NUSC vs SPY

NUSC

Nuveen ESG Small-Cap

$12,297

SPY

SPDR S&P 500

$17,118

MeasureNUSCSPY

Fee0.31%0.09%

Cost on $10k a year$31$9

Yield0.94%1.03%

5 years, per year+4.2%+11.3%

3 years, per year+16.3%+21.7%

Worst drop · 1Y−10.1%−8.9%

Volatility · 1Y16.6%13.6%

6–0measures won
SPY first

0.3%

holdings shared

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

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

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

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: NUSC, SPY

Today

0.3%most shared, NUSC and SPY

NUSCSPY

NUSC—0.3%

SPY0.3%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

NUSC$94 − $31 = $63

KeptFee

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