Compare · 3 funds side by side · dividends reinvested

NUMG, IWR and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

NUMG, IWR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.18%+12.9%+14.7%+19.2%+6.8%−8.2%13.8%$56.9B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.6

Nuveen ESG Mid-Cap GrowthUS Stock Styles · Mid cap0.31%0.01%−10.2%−11.3%+7.7%−3.4%−19.6%20.5%$295M3.0

Rank among the three1st → 3rdFee, 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 · IWR 2001 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

NUMG

IWR

iShares Russell Mid-Cap ETF · $56.9B$13,924

$10,000 five years ago, dividends reinvested · they hold 8.9% in common

NUMGMeasureIWR

−10.2%Year to dateJan 1 → Nov 6+12.9%

−11.3%1 yearTotal return+14.7%

+7.7%3 years · per year$10,000 became $12,492 · $16,955+19.2%

−3.4%5 years · per year$10,000 became $8,420 · $13,924+6.8%

0.31%Expense ratio$31 · $18 a year on $10k · lower is better0.18%

0.01%Trailing 12-mo yield$1 · $118 a year on $10k1.18%

−19.6%Worst dropSmaller is better−8.2%

20.5%VolatilityLower is calmer13.8%

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

0–8IWR wins

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

More Ways to See the Pairs

NUMG vs IWR: Top 5 Holdings

Today

NUMG

17.0%in top 5

IWR

in top 53.5%

NUMGStockIWR

4.1%IDXXnot top 5

3.8%VEEVnot top 5

3.0%GWWnot top 5

3.0%ULTAnot top 5

3.0%RMDnot top 5

not top 5MPC0.8%

not top 5PSX0.7%

not top 5SNOW0.7%

not top 5MRNA0.7%

not top 5RCL0.6%

Held in common8.9%

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

NUMG vs IWR Returns, Every Period

NuveenNUMG

−3.4%

5 years, per year

IWRiShares

+6.8%

5 years, per year

NUMGIWRFaded: behind in that period

0–4IWR wins

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

NUMG vs IWR

YTD

NuveenNUMG

−10.2%

IWRiShares

+12.9%

−10.2%Year to date+12.9%

−19.6%Worst drop · 1Y−8.2%

20.5%Volatility · 1Y13.8%

0.0%Yield1.2%

$295MAssets$56.9B

4–0IWR wins

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

Cost, Income and Risk

Fees: NUMG, IWR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWR0.18%$18

NUMG0.31%$31

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

Yields: NUMG, IWR, VUG

1.18%highest, IWR

FundTrailing yieldYield$10k

IWR1.18%$118

VUG0.42%$42

NUMG0.01%$1

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

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

VUG$42 − $3 = $39

NUMG$1 − $31 = −$30

KeptFee

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

Overlap: NUMG, IWR, VUG

Today

8.9%most shared, NUMG and IWR

NUMGIWRVUG

NUMG—8.9%2.6%

IWR8.9%—7.0%

VUG2.6%7.0%—

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

Return vs Bumpiness: 3 ETFs

+14.7%IWR, at 13.8% volatility

IWRWorst drop−8.2%13.8% vol

VUGWorst drop−15.1%19.0% 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

IWRVUG

+12.9%Year to date+1.4%

1.2%Yield0.4%

+14.7%Past year+0.2%

0.18%Fee0.03%

3–1IWR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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$59.7B

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