Compare · 2 funds side by side · dividends reinvested

NULV and IWF

NULVNuveen×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,455NULV · best of the two

02 / 04

NULV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG Large-Cap ValueUS Stock Styles · Value0.26%1.37%+19.0%+22.9%+20.3%+9.1%−7.3%11.5%$2.6B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: NULV 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Large-Cap Value · $2.6B$15,455

NULV

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 13.4% in common

NULVMeasureIWF

+19.0%Year to dateJan 1 → Nov 6−5.3%

+22.9%1 yearTotal return−6.5%

+20.3%3 years · per year$10,000 became $17,429 · $17,022+19.4%

+9.1%5 years · per year$10,000 became $15,455 · $15,442+9.1%

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

1.37%Trailing 12-mo yield$137 · $39 a year on $10k0.39%

−7.3%Worst dropSmaller is better−14.6%

11.5%VolatilityLower is calmer19.4%

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

6–1NULV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NULV vs IWF: Top 5 Holdings

Today

NULV

22.6%in top 5

IWF

in top 539.8%

NULVStockIWF

not top 5NVDA14.1%

11.6%MSFT6.6%

not top 5AAPL9.0%

not top 5GOOGL5.5%

not top 5AVGO4.5%

4.2%METAnot top 5

2.4%KOnot top 5

2.2%CSCOnot top 5

2.1%ABBVnot top 5

Held in common13.4%

End-of-day Nov 6, 2026 · share of each fund

NULV vs IWF Returns, Every Period

NuveenNULV

+9.1%

5 years, per year

IWFiShares

+9.1%

5 years, per year

NULVIWFFaded: behind in that period

3–0NULV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

NULV vs IWF

YTD

NuveenNULV

+19.0%

IWFiShares

−5.3%

+19.0%Year to date−5.3%

−7.3%Worst drop · 1Y−14.6%

11.5%Volatility · 1Y19.4%

1.4%Yield0.4%

$2.6BAssets$113B

4–0NULV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NULV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

NULV0.26%$26

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: NULV, IWF

1.37%highest, NULV

FundTrailing yieldYield$10k

NULV1.37%$137

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, NULV

NULV$137 − $26 = $111

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: NULV, IWF

Today

13.4%most shared, NULV and IWF

NULVIWF

NULV—13.4%

IWF13.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.9%NULV, at 11.5% volatility

NULVWorst drop−7.3%11.5% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

NULVIWF

+19.0%Year to date−5.3%

1.4%Yield0.4%

+22.9%Past year−6.5%

0.26%Fee0.18%

3–1NULV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026