Compare · 2 funds side by side · dividends reinvested

NULG and IWF

NULGNuveen×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,559IWF · best of the two

02 / 04

NULG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG Large-Cap GrowthUS Stock Styles · Growth0.26%0.10%+10.4%+5.8%+23.2%+10.2%−14.2%19.6%$2.9B1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: NULG 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Large-Cap Growth · $2.9B$16,262

NULG

IWF

iShares Russell 1000 Growth ETF · $121B$16,559

$10,000 five years ago, dividends reinvested · they hold 39.1% in common

NULGMeasureIWF

+10.4%Year to dateJan 1 → Nov 4−0.1%

+5.8%1 yearTotal return−3.0%

+23.2%3 years · per year$10,000 became $18,698 · $18,310+22.3%

+10.2%5 years · per year$10,000 became $16,262 · $16,559+10.6%

0.26%Expense ratio$26 · $18 a year on $10k · lower is better0.18%

0.10%Trailing 12-mo yield$10 · $37 a year on $10k0.37%

−14.2%Worst dropSmaller is better−15.6%

19.6%VolatilityLower is calmer18.3%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NULG vs IWF: Top 5 Holdings

Today

NULG

34.4%in top 5

IWF

in top 539.3%

NULGStockIWF

16.1%NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

5.7%AVGO4.8%

not top 5GOOGL5.1%

5.1%LLYnot top 5

3.8%Vnot top 5

3.7%AMDnot top 5

Held in common39.1%

End-of-day Nov 4, 2026 · share of each fund

NULG vs IWF Returns, Every Period

NuveenNULG

+10.2%

5 years, per year

IWFiShares

+10.6%

5 years, per year

NULGIWFFaded: behind in that period

3–1NULG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

NULG vs IWF

YTD

NuveenNULG

+10.4%

IWFiShares

−0.1%

+10.4%Year to date−0.1%

−14.2%Worst drop · 1Y−15.6%

19.6%Volatility · 1Y18.3%

0.1%Yield0.4%

$2.9BAssets$121B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NULG, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

NULG0.26%$26

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: NULG, IWF

0.37%highest, IWF

FundTrailing yieldYield$10k

IWF0.37%$37

NULG0.10%$10

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

NULG$10 − $26 = −$16

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: NULG, IWF

Today

39.1%most shared, NULG and IWF

NULGIWF

NULG—39.1%

IWF39.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.8%NULG, at 19.6% volatility

IWFWorst drop−15.6%18.3% vol

NULGWorst drop−14.2%19.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWFNULG

−0.1%Year to date+10.4%

0.4%Yield0.1%

−3.0%Past year+5.8%

0.18%Fee0.26%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026