Compare · 2 funds side by side · dividends reinvested

NUGO and MGK

NUGONuveen×MGKVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,746MGK · best of the two

02 / 04

NUGO and MGK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mega Cap Growth ETFUS Stock Styles · Growth0.05%0.37%+0.5%−0.2%+23.1%+10.9%−15.5%19.6%$34.9B1.0

Nuveen Growth OpportunitiesUS Stock Styles · Growth0.49%0.00%−2.8%−4.8%+20.6%+8.4%−15.6%21.7%$2.3B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: NUGO 2021 · MGK 2007

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen Growth Opportunities · $2.3B$14,984

NUGO

MGK

Vanguard Morningstar Mega Cap Growth ETF · $34.9B$16,746

$10,000 five years ago, dividends reinvested · they hold 65.9% in common

NUGOMeasureMGK

−2.8%Year to dateJan 1 → Nov 5+0.5%

−4.8%1 yearTotal return−0.2%

+20.6%3 years · per year$10,000 became $17,519 · $18,670+23.1%

+8.4%5 years · per year$10,000 became $14,984 · $16,746+10.9%

0.49%Expense ratio$49 · $5 a year on $10k · lower is better0.05%

0.00%Trailing 12-mo yield$0 · $37 a year on $10k0.37%

−15.6%Worst dropSmaller is better−15.5%

21.7%VolatilityLower is calmer19.6%

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

0–8MGK wins

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

More Ways to See the Pairs

NUGO vs MGK: Top 5 Holdings

Today

NUGO

45.3%in top 5

MGK

in top 545.6%

NUGOStockMGK

14.5%NVDA13.7%

8.0%AAPL12.5%

8.3%MSFT9.5%

8.8%GOOGL5.0%

5.8%AVGOnot top 5

not top 5META5.0%

Held in common65.9%

End-of-day Nov 5, 2026 · share of each fund

NUGO vs MGK Returns, Every Period

NuveenNUGO

+8.4%

5 years, per year

MGKVanguard

+10.9%

5 years, per year

NUGOMGKFaded: behind in that period

0–4MGK wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

NUGO vs MGK

YTD

NuveenNUGO

−2.8%

MGKVanguard

+0.5%

−2.8%Year to date+0.5%

−15.6%Worst drop · 1Y−15.5%

21.7%Volatility · 1Y19.6%

0.0%Yield0.4%

$2.3BAssets$34.9B

4–0MGK wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NUGO, MGK

Today

0.05%lowest, MGK

FundExpense ratioFee$10k

MGK0.05%$5

NUGO0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: NUGO, MGK

0.37%highest, MGK

FundTrailing yieldYield$10k

MGK0.37%$37

NUGO0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$32most kept, MGK

MGK$37 − $5 = $32

NUGO$0 − $49 = −$49

KeptFee

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

Overlap: NUGO, MGK

Today

65.9%most shared, NUGO and MGK

NUGOMGK

NUGO—65.9%

MGK65.9%—

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

Return vs Bumpiness: 2 ETFs

−0.2%MGK, at 19.6% volatility

MGKWorst drop−15.5%19.6% vol

NUGOWorst drop−15.6%21.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MGKNUGO

+0.5%Year to date−2.8%

0.4%Yield0.0%

−0.2%Past year−4.8%

0.05%Fee0.49%

4–0MGK wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026