Compare · 2 funds side by side · dividends reinvested

IVV and NUMI

IVViShares×NUMINuveen×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,545IVV · best of the two

02 / 04

IVV and NUMI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.4

Nuveen Municipal IncomeBonds & Cash · Municipal0.30%3.46%+0.5%+1.1%[…][…]−7.3%4.3%$94M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · NUMI 2025

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen Municipal Income · $94M[…]

NUMI

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

NUMIMeasureIVV

+0.5%Year to dateJan 1 → Nov 9+11.3%

+1.1%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

3.46%Trailing 12-mo yield$346 · $111 a year on $10k1.11%

−7.3%Worst dropSmaller is better−8.9%

4.3%VolatilityLower is calmer13.8%

NUMIIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NUMI vs IVV: Top 5 Holdings

Today

NUMI

1.7%in top 5

IVV

in top 527.8%

NUMIStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.7%GVMXXnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

NUMI vs IVV Returns, Every Period

NuveenNUMI

+1.1%

past year

IVViShares

+13.6%

past year

NUMIIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Core: NUMI vs IVV

YTD

NuveenNUMI

+0.5%

IVViShares

+11.3%

+0.5%Year to date+11.3%

−7.3%Worst drop · 1Y−8.9%

4.3%Volatility · 1Y13.8%

3.5%Yield1.1%

$94.5MAssets$875B

3–1NUMI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, NUMI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

NUMI0.30%$30

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, NUMI

3.46%highest, NUMI

FundTrailing yieldYield$10k

NUMI3.46%$346

IVV1.11%$111

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$316most kept, NUMI

NUMI$346 − $30 = $316

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVV, NUMI

Today

0.0%most shared, IVV and NUMI

IVVNUMI

IVV—0.0%

NUMI0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%IVV, at 13.8% volatility

NUMIWorst drop−7.3%4.3% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

NUMIIVV

+0.5%Year to date+11.3%

3.5%Yield1.1%

+1.1%Past year+13.6%

0.30%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026