Compare · 2 funds side by side · dividends reinvested

NUMV and IVV

NUMVNuveen×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

NUMV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG Mid-Cap ValueUS Stock Styles · Mid cap0.31%1.34%+14.5%+17.9%+20.4%+6.7%−8.7%12.8%$438M1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: NUMV 2016 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Mid-Cap Value · $438M$13,856

NUMV

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

NUMVMeasureIVV

+14.5%Year to dateJan 1 → Nov 6+8.7%

+17.9%1 yearTotal return+9.8%

+20.4%3 years · per year$10,000 became $17,454 · $18,084+21.8%

+6.7%5 years · per year$10,000 became $13,856 · $17,177+11.4%

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

1.34%Trailing 12-mo yield$134 · $114 a year on $10k1.14%

−8.7%Worst dropSmaller is better−8.9%

12.8%VolatilityLower is calmer13.6%

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

5–3NUMV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NUMV vs IVV: Top 5 Holdings

Today

NUMV

11.4%in top 5

IVV

in top 527.8%

NUMVStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.5%CAHnot top 5

2.3%URInot top 5

2.2%EDnot top 5

2.2%CCInot top 5

2.1%VMRKnot top 5

Held in common3.7%

End-of-day Nov 6, 2026 · share of each fund

NUMV vs IVV Returns, Every Period

NuveenNUMV

+6.7%

5 years, per year

IVViShares

+11.4%

5 years, per year

NUMVIVVFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: NUMV vs IVV

YTD

NuveenNUMV

+14.5%

IVViShares

+8.7%

+14.5%Year to date+8.7%

−8.7%Worst drop · 1Y−8.9%

12.8%Volatility · 1Y13.6%

1.3%Yield1.1%

$438MAssets$850B

4–0NUMV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NUMV, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

NUMV0.31%$31

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: NUMV, IVV

1.34%highest, NUMV

FundTrailing yieldYield$10k

NUMV1.34%$134

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

NUMV$134 − $31 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: NUMV, IVV

Today

3.7%most shared, NUMV and IVV

NUMVIVV

NUMV—3.7%

IVV3.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.9%NUMV, at 12.8% volatility

NUMVWorst drop−8.7%12.8% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

NUMVIVV

+14.5%Year to date+8.7%

1.3%Yield1.1%

+17.9%Past year+9.8%

0.31%Fee0.03%

3–1NUMV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026