Compare NUMG and SPY | ETF Tracker

NUMG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.0

Nuveen ESG Mid-Cap GrowthUS Stock Styles · Mid cap0.31%0.01%−5.4%−7.6%+9.9%−2.2%−19.6%19.9%$309M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: NUMG 2016 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Nuveen ESG Mid-Cap Growth · $309M$8,969

NUMG

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

NUMGMeasureSPY

−5.4%Year to dateJan 1 → Nov 4+13.3%

−7.6%1 yearTotal return+13.4%

+9.9%3 years · per year$10,000 became $13,256 · $19,132+24.1%

−2.2%5 years · per year$10,000 became $8,969 · $18,060+12.6%

0.31%Expense ratio$31 · $9 a year on $10k · lower is better0.09%

0.01%Trailing 12-mo yield$1 · $99 a year on $10k0.99%

−19.6%Worst dropSmaller is better−8.9%

19.9%VolatilityLower is calmer12.9%

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

0–8SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NUMG vs SPY: Top 5 Holdings

Today

NUMG

16.8%in top 5

SPY

in top 527.3%

NUMGStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

3.9%IDXXnot top 5

not top 5AMZN3.8%

3.6%VEEVnot top 5

3.4%LITEnot top 5

3.0%FIXnot top 5

2.9%CIENnot top 5

not top 5GOOGL2.5%

Held in common1.4%

End-of-day Nov 4, 2026 · share of each fund

NUMG vs SPY Returns, Every Period

5Y

NuveenNUMG

−2.2%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

NUMGSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: NUMG vs SPY

YTD

NuveenNUMG

−5.4%

SPYSPDR

+13.3%

−5.4%Year to date+13.3%

−19.6%Worst drop · 1Y−8.9%

19.9%Volatility · 1Y12.9%

0.0%Yield1.0%

$309MAssets$798B

4–0SPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NUMG, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

NUMG0.31%$31

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: NUMG, SPY

1Y

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

NUMG0.01%$1

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$90most kept, SPY

SPY$99 − $9 = $90

NUMG$1 − $31 = −$30

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: NUMG, SPY

Today

1.4%most shared, NUMG and SPY

NUMGSPY

NUMG—1.4%

SPY1.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

NUMGWorst drop−19.6%19.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYNUMG

+13.3%Year to date−5.4%

1.0%Yield0.0%

+13.4%Past year−7.6%

0.09%Fee0.31%

4–0SPY wins

End-of-day Nov 4, 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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026