Compare · 2 funds side by side · dividends reinvested

IVV and NUMV

IVViShares×NUMVNuveen×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

IVV and NUMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG Mid-Cap ValueUS Stock Styles · Mid cap0.31%1.34%+14.5%+17.9%+20.4%+6.7%−8.7%12.8%$438M1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · NUMV 2016

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

NUMV

Nuveen ESG Mid-Cap Value · $438M$13,856

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

IVVMeasureNUMV

+8.7%Year to dateJan 1 → Nov 6+14.5%

+9.8%1 yearTotal return+17.9%

+21.8%3 years · per year$10,000 became $18,084 · $17,454+20.4%

+11.4%5 years · per year$10,000 became $17,177 · $13,856+6.7%

0.03%Expense ratio$3 · $31 a year on $10k · lower is better0.31%

1.14%Trailing 12-mo yield$114 · $134 a year on $10k1.34%

−8.9%Worst dropSmaller is better−8.7%

13.6%VolatilityLower is calmer12.8%

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

3–5NUMV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs NUMV: Top 5 Holdings

Today

IVV

27.8%in top 5

NUMV

in top 511.4%

IVVStockNUMV

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5CAH2.5%

not top 5URI2.3%

not top 5ED2.2%

not top 5CCI2.2%

not top 5VMRK2.1%

Held in common3.7%

End-of-day Nov 6, 2026 · share of each fund

IVV vs NUMV Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

NUMVNuveen

+6.7%

5 years, per year

IVVNUMVFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs NUMV

YTD

iSharesIVV

+8.7%

NUMVNuveen

+14.5%

+8.7%Year to date+14.5%

−8.9%Worst drop · 1Y−8.7%

13.6%Volatility · 1Y12.8%

1.1%Yield1.3%

$850BAssets$438M

4–0NUMV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, NUMV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

NUMV0.31%$31

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, NUMV

1.34%highest, NUMV

FundTrailing yieldYield$10k

NUMV1.34%$134

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

NUMV$134 − $31 = $103

KeptFee

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

Overlap: IVV, NUMV

Today

3.7%most shared, IVV and NUMV

IVVNUMV

IVV—3.7%

NUMV3.7%—

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

Return vs Bumpiness: 2 ETFs

+17.9%NUMV, at 12.8% volatility

NUMVWorst drop−8.7%12.8% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

NUMVIVV

+14.5%Year to date+8.7%

1.3%Yield1.1%

+17.9%Past year+9.8%

0.31%Fee0.03%

3–1NUMV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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