NUSC vs VB

ANUSC

BVB

Measures won0–5VB wins · of 6 · 5Y

$10,000 · 5Y$13,310VB · NUSC $12,926

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $129 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common19.6%NUSC and VB

NUSC

Nuveen ESG Small-Cap ETF · $1.3BVanguard Morningstar Small-Cap ETF · $76.9B

+18.3%3 years · per year$16,564 · $16,641+18.5%

+5.3%5 years · per year$12,926 · $13,310+5.9%

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

0.91%12-mo yield$91 · $129 on $10k1.28%

−10.1%Worst dropSmaller wins−9.0%

16.2%VolatilityLower wins16.2%

0–5VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUSC · VB

0.4%GH0.3%

1.2%VTRS0.3%

0.8%RGLD0.3%

0.8%SNX0.2%

Held in common19.6%

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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
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 VB

NUSC

Nuveen ESG Small-Cap

$12,926

Vanguard Morningstar Small-Cap

$13,310

MeasureNUSCVB

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield0.91%1.28%

5 years, per year+5.3%+5.9%

3 years, per year+18.3%+18.5%

Worst drop · 1Y−10.1%−9.0%

Volatility · 1Y16.2%16.2%

5–0measures won
VB first

19.6%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: NUSC, VB

Today

19.6%most shared, NUSC and VB

NUSCVB

NUSC—19.6%

VB19.6%—

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

Income After Fees on $10,000

$126most kept, VB

VB$129 − $3 = $126

NUSC$91 − $31 = $60

KeptFee

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