Compare NUMV and IWF | ETF Tracker

NUMV and IWF, 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%$429M1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B1.8

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: NUMV 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

NUMV

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

NUMVMeasureIWF

+15.0%Year to dateJan 1 → Nov 5−6.5%

+19.0%1 yearTotal return−7.6%

+21.0%3 years · per year$10,000 became $17,697 · $17,073+19.5%

+6.7%5 years · per year$10,000 became $13,861 · $15,330+8.9%

0.31%Expense ratio$31 · $18 a year on $10k · lower is better0.18%

1.33%Trailing 12-mo yield$133 · $39 a year on $10k0.39%

−8.7%Worst dropSmaller is better−14.6%

12.8%VolatilityLower is calmer19.3%

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

6–2NUMV 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 IWF: Top 5 Holdings

Today

NUMV

11.2%in top 5

IWF

in top 539.6%

NUMVStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

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

Held in common0.9%

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

NUMV vs IWF Returns, Every Period

5Y

NuveenNUMV

+6.7%

5 years, per year

IWFiShares

+8.9%

5 years, per year

NUMVIWFFaded: behind in that period

3–1NUMV wins

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

NUMV vs IWF

YTD

NuveenNUMV

+15.0%

IWFiShares

−6.5%

+15.0%Year to date−6.5%

−8.7%Worst drop · 1Y−14.6%

12.8%Volatility · 1Y19.3%

1.3%Yield0.4%

$429MAssets$121B

4–0NUMV wins

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

Cost, Income and Risk

Fees: NUMV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

NUMV0.31%$31

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

Yields: NUMV, IWF

1Y

1.33%highest, NUMV

FundTrailing yieldYield$10k

NUMV1.33%$133

IWF0.39%$39

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

Income After Fees on $10,000

1Y

$102most kept, NUMV

NUMV$133 − $31 = $102

IWF$39 − $18 = $21

KeptFee

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

Overlap: NUMV, IWF

Today

0.9%most shared, NUMV and IWF

NUMVIWF

NUMV—0.9%

IWF0.9%—

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

Return vs Bumpiness: 2 ETFs

1Y

+19.0%NUMV, at 12.8% volatility

NUMVWorst drop−8.7%12.8% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

NUMVIWF

+15.0%Year to date−6.5%

1.3%Yield0.4%

+19.0%Past year−7.6%

0.31%Fee0.18%

3–1NUMV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

+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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026