Compare · 2 funds side by side · dividends reinvested

NULG and MGK

NULGNuveen×MGKVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,347MGK · best of the two

02 / 04

NULG and MGK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mega Cap Growth ETFUS Stock Styles · Growth0.05%0.35%+4.5%+5.4%+23.3%+11.6%−15.5%19.8%$34.9B1.4

Nuveen ESG Large-Cap GrowthUS Stock Styles · Growth0.26%0.11%+7.6%+8.0%+20.7%+9.1%−14.6%20.7%$2.8B1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: NULG 2016 · MGK 2007

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Large-Cap Growth · $2.8B$15,476

NULG

MGK

Vanguard Morningstar Mega Cap Growth ETF · $34.9B$17,347

$10,000 five years ago, dividends reinvested · they hold 39.6% in common

NULGMeasureMGK

+7.6%Year to dateJan 1 → Nov 9+4.5%

+8.0%1 yearTotal return+5.4%

+20.7%3 years · per year$10,000 became $17,573 · $18,741+23.3%

+9.1%5 years · per year$10,000 became $15,476 · $17,347+11.6%

0.26%Expense ratio$26 · $5 a year on $10k · lower is better0.05%

0.11%Trailing 12-mo yield$11 · $35 a year on $10k0.35%

−14.6%Worst dropSmaller is better−15.5%

20.7%VolatilityLower is calmer19.8%

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

3–5MGK wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NULG vs MGK: Top 5 Holdings

Today

NULG

33.4%in top 5

MGK

in top 545.6%

NULGStockMGK

15.4%NVDA13.7%

not top 5AAPL12.5%

not top 5MSFT9.5%

5.3%AVGOnot top 5

5.2%LLYnot top 5

not top 5GOOGL5.0%

not top 5META5.0%

4.0%Vnot top 5

3.6%AMDnot top 5

Held in common39.6%

End-of-day Nov 9, 2026 · share of each fund

NULG vs MGK Returns, Every Period

NuveenNULG

+9.1%

5 years, per year

MGKVanguard

+11.6%

5 years, per year

NULGMGKFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

NULG vs MGK

YTD

NuveenNULG

+7.6%

MGKVanguard

+4.5%

+7.6%Year to date+4.5%

−14.6%Worst drop · 1Y−15.5%

20.7%Volatility · 1Y19.8%

0.1%Yield0.4%

$2.8BAssets$34.9B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NULG, MGK

Today

0.05%lowest, MGK

FundExpense ratioFee$10k

MGK0.05%$5

NULG0.26%$26

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: NULG, MGK

0.35%highest, MGK

FundTrailing yieldYield$10k

MGK0.35%$35

NULG0.11%$11

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$30most kept, MGK

MGK$35 − $5 = $30

NULG$11 − $26 = −$15

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: NULG, MGK

Today

39.6%most shared, NULG and MGK

NULGMGK

NULG—39.6%

MGK39.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.0%NULG, at 20.7% volatility

MGKWorst drop−15.5%19.8% vol

NULGWorst drop−14.6%20.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MGKNULG

+4.5%Year to date+7.6%

0.4%Yield0.1%

+5.4%Past year+8.0%

0.05%Fee0.26%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026