Compare · 2 funds side by side · dividends reinvested

NUMG and IVV

NUMGNuveen×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

NUMG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.0

Nuveen ESG Mid-Cap GrowthUS Stock Styles · Mid cap0.31%0.01%−5.4%−7.6%+9.9%−2.2%−19.6%19.9%$310M2.0

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: NUMG 2016 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Mid-Cap Growth · $310M$8,439

NUMG

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

NUMGMeasureIVV

−5.4%Year to dateJan 1 → Nov 5+13.4%

−7.6%1 yearTotal return+13.5%

+9.9%3 years · per year$10,000 became $13,256 · $19,178+24.2%

−2.2%5 years · per year$10,000 became $8,969 · $18,118+12.6%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

0.01%Trailing 12-mo yield$1 · $109 a year on $10k1.09%

−19.6%Worst dropSmaller is better−8.9%

19.9%VolatilityLower is calmer12.9%

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

0–8IVV wins

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

More Ways to See the Pairs

NUMG vs IVV: Top 5 Holdings

Today

NUMG

16.7%in top 5

IVV

in top 527.7%

NUMGStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.0%IDXXnot top 5

not top 5AMZN3.9%

3.6%VEEVnot top 5

3.1%LITEnot top 5

3.0%GWWnot top 5

2.9%ULTAnot top 5

not top 5GOOGL2.6%

Held in common1.3%

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

NUMG vs IVV Returns, Every Period

NuveenNUMG

−2.2%

5 years, per year

IVViShares

+12.6%

5 years, per year

NUMGIVVFaded: behind in that period

0–4IVV wins

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

Stocks vs Core: NUMG vs IVV

YTD

NuveenNUMG

−5.4%

IVViShares

+13.4%

−5.4%Year to date+13.4%

−19.6%Worst drop · 1Y−8.9%

19.9%Volatility · 1Y12.9%

0.0%Yield1.1%

$310MAssets$887B

4–0IVV wins

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

Cost, Income and Risk

Fees: NUMG, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

NUMG0.31%$31

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

Yields: NUMG, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

NUMG0.01%$1

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

NUMG$1 − $31 = −$30

KeptFee

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

Overlap: NUMG, IVV

Today

1.3%most shared, NUMG and IVV

NUMGIVV

NUMG—1.3%

IVV1.3%—

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

Return vs Bumpiness: 2 ETFs

+13.5%IVV, at 12.9% volatility

IVVWorst drop−8.9%12.9% vol

NUMGWorst drop−19.6%19.9% vol

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

Paid More vs Made More

YTD

IVVNUMG

+13.4%Year to date−5.4%

1.1%Yield0.0%

+13.5%Past year−7.6%

0.03%Fee0.31%

4–0IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 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 5, 2026