Compare · 2 funds side by side · dividends reinvested

NUMG and VOO

NUMGNuveen×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

NUMG and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.0

Nuveen ESG Mid-Cap GrowthUS Stock Styles · Mid cap0.31%0.01%−5.8%−7.5%+9.9%−2.4%−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 3, 2026 · returns include dividends · since: NUMG 2016 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,749

VOO

NUMG

Nuveen ESG Mid-Cap Growth · $309M$8,847

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

VOOMeasureNUMG

+11.5%Year to dateJan 1 → Nov 3−5.8%

+11.9%1 yearTotal return−7.5%

+24.1%3 years · per year$10,000 became $19,094 · $13,278+9.9%

+12.2%5 years · per year$10,000 became $17,749 · $8,847−2.4%

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

1.07%Trailing 12-mo yield$107 · $1 a year on $10k0.01%

−8.9%Worst dropSmaller is better−19.6%

12.7%VolatilityLower is calmer19.9%

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

8–0VOO wins

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

More Ways to See the Pairs

VOO vs NUMG: Top 5 Holdings

Today

VOO

28.3%in top 5

NUMG

in top 516.8%

VOOStockNUMG

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

not top 5IDXX3.9%

3.7%AMZNnot top 5

not top 5VEEV3.7%

not top 5LITE3.5%

3.1%GOOGLnot top 5

not top 5ULTA2.9%

not top 5FIX2.8%

Held in common1.4%

End-of-day Nov 3, 2026 · share of each fund

VOO vs NUMG Returns, Every Period

VanguardVOO

+12.2%

5 years, per year

NUMGNuveen

−2.4%

5 years, per year

VOONUMGFaded: behind in that period

4–0VOO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Stocks: VOO vs NUMG

YTD

VanguardVOO

+11.5%

NUMGNuveen

−5.8%

+11.5%Year to date−5.8%

−8.9%Worst drop · 1Y−19.6%

12.7%Volatility · 1Y19.9%

1.1%Yield0.0%

$1.00TAssets$309M

4–0VOO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NUMG, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

NUMG0.31%$31

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: NUMG, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

NUMG0.01%$1

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

NUMG$1 − $31 = −$30

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: NUMG, VOO

Today

1.4%most shared, NUMG and VOO

NUMGVOO

NUMG—1.4%

VOO1.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%VOO, at 12.7% volatility

VOOWorst drop−8.9%12.7% vol

NUMGWorst drop−19.6%19.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VOONUMG

+11.5%Year to date−5.8%

1.1%Yield0.0%

+11.9%Past year−7.5%

0.03%Fee0.31%

4–0VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026