Compare · 2 funds side by side · dividends reinvested

NUMG and VUG

NUMGNuveen×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,052VUG · best of the two

02 / 04

NUMG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.0

Nuveen ESG Mid-Cap GrowthUS Stock Styles · Mid cap0.31%0.01%−5.4%−7.6%+9.9%−2.2%−19.6%19.9%$310M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: NUMG 2016 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

NUMG

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

NUMGMeasureVUG

−5.4%Year to dateJan 1 → Nov 5+6.3%

−7.6%1 yearTotal return+3.4%

+9.9%3 years · per year$10,000 became $13,256 · $19,712+25.4%

−2.2%5 years · per year$10,000 became $8,969 · $17,153+11.4%

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

0.01%Trailing 12-mo yield$1 · $40 a year on $10k0.40%

−19.6%Worst dropSmaller is better−16.1%

19.9%VolatilityLower is calmer18.2%

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

0–8VUG 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 VUG: Top 5 Holdings

Today

NUMG

16.7%in top 5

VUG

in top 545.2%

NUMGStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

4.0%IDXXnot top 5

3.6%VEEVnot top 5

3.1%LITEnot top 5

3.0%GWWnot top 5

2.9%ULTAnot top 5

Held in common2.6%

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

NUMG vs VUG Returns, Every Period

NuveenNUMG

−2.2%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

NUMGVUGFaded: behind in that period

0–4VUG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

NUMG vs VUG

YTD

NuveenNUMG

−5.4%

VUGVanguard

+6.3%

−5.4%Year to date+6.3%

−19.6%Worst drop · 1Y−16.1%

19.9%Volatility · 1Y18.2%

0.0%Yield0.4%

$310MAssets$233B

4–0VUG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NUMG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

NUMG0.31%$31

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

Yields: NUMG, VUG

0.40%highest, VUG

FundTrailing yieldYield$10k

VUG0.40%$40

NUMG0.01%$1

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

NUMG$1 − $31 = −$30

KeptFee

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

Overlap: NUMG, VUG

Today

2.6%most shared, NUMG and VUG

NUMGVUG

NUMG—2.6%

VUG2.6%—

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

Return vs Bumpiness: 2 ETFs

+3.4%VUG, at 18.2% volatility

VUGWorst drop−16.1%18.2% 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

VUGNUMG

+6.3%Year to date−5.4%

0.4%Yield0.0%

+3.4%Past year−7.6%

0.03%Fee0.31%

4–0VUG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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