Compare · 3 funds side by side · dividends reinvested

IVV, NUMV and VOO

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,269VOO · best of the three

Story of the three · IncomeMost incomeNUMV · 1.31% · $131 a year on $10k

Story of the three · RiskSmallest drop

IVV, NUMV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG Mid-Cap ValueUS Stock Styles · Mid cap0.31%1.31%+17.0%+18.9%+20.2%+6.8%−8.7%12.9%$435M1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.6%+21.5%+11.5%−8.9%13.7%$1.00T2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: IVV 2000 · NUMV 2016 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Nuveen ESG Mid-Cap Value · $435M$13,909

NUMV

VOO

Vanguard S&P 500 ETF · $1.00T$17,269

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

NUMVMeasure

More Ways to See the Pairs

NUMV vs VOO: Top 5 Holdings

Today

NUMV

11.4%in top 5

VOO

in top 528.3%

NUMVStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL

Cost, Income and Risk

Fees: IVV, NUMV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

NUMV0.31%$31

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: IVV, NUMV, VOO

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

VOO

+17.0%Year to dateJan 1 → Nov 13+11.5%

+18.9%1 yearTotal return+11.6%

+20.2%3 years · per year$10,000 became $17,379 · $17,932+21.5%

+6.8%5 years · per year$10,000 became $13,909 · $17,269+11.5%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

1.31%Trailing 12-mo yield$131 · $107 a year on $10k1.07%

−8.7%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.7%

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

5–3NUMV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.1%

2.6%CAHnot top 5

2.5%URInot top 5

2.1%CCInot top 5

2.1%EDnot top 5

2.0%VMRKnot top 5

Held in common3.4%

End-of-day Nov 13, 2026 · share of each fund

NUMV vs VOO Returns, Every Period

5Y

NuveenNUMV

+6.8%

5 years, per year

VOOVanguard

+11.5%

5 years, per year

NUMVVOOFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Core: NUMV vs IVV

YTD

NuveenNUMV

+17.0%

IVViShares

+11.5%

+17.0%Year to date+11.5%

−8.7%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.8%

1.3%Yield1.1%

$435MAssets$875B

4–0NUMV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.31%highest, NUMV

FundTrailing yieldYield$10k

NUMV1.31%$131

IVV1.11%$111

VOO1.07%$107

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

NUMV$131 − $31 = $100

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IVV, NUMV, VOO

Today

93.3%most shared, IVV and VOO

IVVNUMVVOO

IVV—3.7%93.3%

NUMV3.7%—3.4%

VOO93.3%3.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+18.9%NUMV, at 12.9% volatility

NUMVWorst drop−8.7%12.9% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

NUMVIVV

+17.0%Year to date+11.5%

1.3%Yield1.1%

+18.9%Past year+11.6%

0.31%Fee0.03%

3–1NUMV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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IVV, NUMV and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three