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$17,177IVV · 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%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.0

Nuveen ESG Mid-Cap GrowthUS Stock Styles · Mid cap0.31%0.01%−10.2%−11.3%+7.7%−3.4%−19.6%20.5%$295M2.0

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

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

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

NUMG

Nuveen ESG Mid-Cap Growth · $295M$8,420

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

IVVMeasureNUMG

+8.7%Year to dateJan 1 → Nov 6−10.2%

+9.8%1 yearTotal return−11.3%

+21.8%3 years · per year$10,000 became $18,084 · $12,492+7.7%

+11.4%5 years · per year$10,000 became $17,177 · $8,420−3.4%

0.03%Expense ratio$3 · $31 a year on $10k · lower is better0.31%

1.14%Trailing 12-mo yield$114 · $1 a year on $10k0.01%

−8.9%Worst dropSmaller is better−19.6%

13.6%VolatilityLower is calmer20.5%

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

8–0IVV wins

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

More Ways to See the Pairs

IVV vs NUMG: Top 5 Holdings

Today

IVV

27.8%in top 5

NUMG

in top 517.0%

IVVStockNUMG

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5IDXX4.1%

4.0%AMZNnot top 5

not top 5VEEV3.8%

not top 5GWW3.0%

not top 5ULTA3.0%

not top 5RMD3.0%

2.6%GOOGLnot top 5

Held in common1.3%

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

IVV vs NUMG Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

NUMGNuveen

−3.4%

5 years, per year

IVVNUMGFaded: behind in that period

4–0IVV wins

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

Core vs Stocks: IVV vs NUMG

YTD

iSharesIVV

+8.7%

NUMGNuveen

−10.2%

+8.7%Year to date−10.2%

−8.9%Worst drop · 1Y−19.6%

13.6%Volatility · 1Y20.5%

1.1%Yield0.0%

$853BAssets$295M

4–0IVV wins

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

Yields: NUMG, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

NUMG0.01%$1

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

NUMG$1 − $31 = −$30

KeptFee

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

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

NUMGWorst drop−19.6%20.5% vol

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

Paid More vs Made More

YTD

IVVNUMG

+8.7%Year to date−10.2%

1.1%Yield0.0%

+9.8%Past year−11.3%

0.03%Fee0.31%

4–0IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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