Compare · 3 funds side by side · dividends reinvested

NUMV, IJH and VOO

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

02 / 04

NUMV, IJH and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG Mid-Cap ValueUS Stock Styles · Mid cap0.31%1.33%+15.0%+19.0%+21.0%+6.7%−8.7%12.8%$429M1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B2.4

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: NUMV 2016 · IJH 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Mid-Cap Value · $429M$13,861

NUMV

IJH

iShares Core S&P Mid-Cap ETF · $125B$13,830

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

NUMVMeasureIJH

+15.0%Year to dateJan 1 → Nov 5+9.5%

+19.0%1 yearTotal return+12.9%

+21.0%3 years · per year$10,000 became $17,697 · $15,806+16.5%

+6.7%5 years · per year$10,000 became $13,861 · $13,830+6.7%

0.31%Expense ratio$31 · $5 a year on $10k · lower is better0.05%

1.33%Trailing 12-mo yield$133 · $126 a year on $10k1.26%

−8.7%Worst dropSmaller is better−8.8%

12.8%VolatilityLower is calmer15.5%

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

6–1NUMV wins

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

More Ways to See the Pairs

NUMV vs IJH: Top 5 Holdings

Today

NUMV

11.2%in top 5

IJH

in top 53.5%

NUMVStockIJH

2.4%URInot top 5

2.4%CAHnot top 5

2.2%CCInot top 5

2.1%EDnot top 5

2.0%PRUnot top 5

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common0.1%

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

NUMV vs IJH Returns, Every Period

NuveenNUMV

+6.7%

5 years, per year

IJHiShares

+6.7%

5 years, per year

NUMVIJHFaded: behind in that period

3–0NUMV wins

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

NUMV vs IJH

YTD

NuveenNUMV

+15.0%

IJHiShares

+9.5%

+15.0%Year to date+9.5%

−8.7%Worst drop · 1Y−8.8%

12.8%Volatility · 1Y15.5%

1.3%Yield1.3%

$429MAssets$125B

3–0NUMV wins

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

Cost, Income and Risk

Fees: NUMV, IJH, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJH0.05%$5

NUMV0.31%$31

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

Yields: NUMV, IJH, VOO

1.33%highest, NUMV

FundTrailing yieldYield$10k

NUMV1.33%$133

IJH1.26%$126

VOO1.10%$110

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

VOO$110 − $3 = $107

NUMV$133 − $31 = $102

KeptFee

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

Overlap: NUMV, IJH, VOO

Today

3.4%most shared, NUMV and VOO

NUMVIJHVOO

NUMV—0.1%3.4%

IJH0.1%—0.1%

VOO3.4%0.1%—

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

Return vs Bumpiness: 3 ETFs

+19.0%NUMV, at 12.8% volatility

NUMVWorst drop−8.7%12.8% vol

VOOWorst drop−8.9%13.5% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

NUMVIJH

+15.0%Year to date+9.5%

1.3%Yield1.3%

+19.0%Past year+12.9%

0.31%Fee0.05%

2–1NUMV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026