Compare · 2 funds side by side · dividends reinvested

NULG and IUSG

NULGNuveen×IUSGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,437IUSG · best of the two

02 / 04

NULG and IUSG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Growth ETFUS Stock Styles · Growth0.04%0.52%+4.8%+5.1%+24.6%+10.4%−13.0%19.1%$33.0B1.0

Nuveen ESG Large-Cap GrowthUS Stock Styles · Growth0.26%0.11%+3.4%+1.1%+20.2%+8.6%−14.6%20.6%$2.9B2.0

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: NULG 2016 · IUSG 2000

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Large-Cap Growth · $2.9B$15,078

NULG

IUSG

iShares Core S&P U.S. Growth ETF · $33.0B$16,437

$10,000 five years ago, dividends reinvested · they hold 31.9% in common

NULGMeasureIUSG

+3.4%Year to dateJan 1 → Nov 5+4.8%

+1.1%1 yearTotal return+5.1%

+20.2%3 years · per year$10,000 became $17,382 · $19,348+24.6%

+8.6%5 years · per year$10,000 became $15,078 · $16,437+10.4%

0.26%Expense ratio$26 · $4 a year on $10k · lower is better0.04%

0.11%Trailing 12-mo yield$11 · $52 a year on $10k0.52%

−14.6%Worst dropSmaller is better−13.0%

20.6%VolatilityLower is calmer19.1%

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

0–8IUSG wins

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

More Ways to See the Pairs

NULG vs IUSG: Top 5 Holdings

Today

NULG

33.9%in top 5

IUSG

in top 539.8%

NULGStockIUSG

15.6%NVDA13.1%

not top 5MSFT11.1%

not top 5AAPL6.9%

5.5%AVGO4.2%

5.1%LLYnot top 5

not top 5GOOGL4.6%

3.9%Vnot top 5

3.7%AMDnot top 5

Held in common31.9%

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

NULG vs IUSG Returns, Every Period

NuveenNULG

+8.6%

5 years, per year

IUSGiShares

+10.4%

5 years, per year

NULGIUSGFaded: behind in that period

0–4IUSG wins

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

NULG vs IUSG

YTD

NuveenNULG

+3.4%

IUSGiShares

+4.8%

+3.4%Year to date+4.8%

−14.6%Worst drop · 1Y−13.0%

20.6%Volatility · 1Y19.1%

0.1%Yield0.5%

$2.9BAssets$33.0B

4–0IUSG wins

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

Cost, Income and Risk

Fees: NULG, IUSG

Today

0.04%lowest, IUSG

FundExpense ratioFee$10k

IUSG0.04%$4

NULG0.26%$26

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

Yields: NULG, IUSG

0.52%highest, IUSG

FundTrailing yieldYield$10k

IUSG0.52%$52

NULG0.11%$11

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

Income After Fees on $10,000

$48most kept, IUSG

IUSG$52 − $4 = $48

NULG$11 − $26 = −$15

KeptFee

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

Overlap: NULG, IUSG

Today

31.9%most shared, NULG and IUSG

NULGIUSG

NULG—31.9%

IUSG31.9%—

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

Return vs Bumpiness: 2 ETFs

+5.1%IUSG, at 19.1% volatility

IUSGWorst drop−13.0%19.1% vol

NULGWorst drop−14.6%20.6% vol

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

Paid More vs Made More

YTD

IUSGNULG

+4.8%Year to date+3.4%

0.5%Yield0.1%

+5.1%Past year+1.1%

0.04%Fee0.26%

4–0IUSG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026