Compare · 3 funds side by side · dividends reinvested

NUMG, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

NUMG, VOO 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%$887B1.1

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.8

Nuveen ESG Mid-Cap GrowthUS Stock Styles · Mid cap0.31%0.01%−5.4%−7.6%+9.9%−2.2%−19.6%19.9%$310M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: NUMG 2016 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

NUMG

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

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

NUMGMeasureVOO

−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 · $19,172+24.2%

−2.2%5 years · per year$10,000 became $8,969 · $18,115+12.6%

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

0.01%Trailing 12-mo yield$1 · $105 a year on $10k1.05%

−19.6%Worst dropSmaller is better−8.9%

19.9%VolatilityLower is calmer12.8%

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

0–8VOO 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 VOO: Top 5 Holdings

Today

NUMG

16.7%in top 5

VOO

in top 528.3%

NUMGStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

4.0%IDXXnot top 5

not top 5AMZN3.7%

3.6%VEEVnot top 5

3.1%LITEnot top 5

not top 5GOOGL3.1%

3.0%GWWnot top 5

2.9%ULTAnot top 5

Held in common1.4%

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

NUMG vs VOO Returns, Every Period

NuveenNUMG

−2.2%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

NUMGVOOFaded: behind in that period

0–4VOO 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, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

NUMG0.31%$31

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

Yields: NUMG, VOO, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

VOO1.05%$105

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

VOO$105 − $3 = $102

NUMG$1 − $31 = −$30

KeptFee

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

Overlap: NUMG, VOO, IVV

Today

93.5%most shared, VOO and IVV

NUMGVOOIVV

NUMG—1.4%1.3%

VOO1.4%—93.5%

IVV1.3%93.5%—

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

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

VOOWorst drop−8.9%12.8% vol

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

IVVVOO

+13.4%Year to date+13.4%

1.1%Yield1.1%

+13.5%Past year+13.5%

0.03%Fee0.03%

0–0level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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

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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026