Compare · 2 funds side by side · dividends reinvested

NUMV and IWF

NUMVNuveen×IWFiShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,697IWF · best of the two

Story of the two · IncomeMost incomeNUMV · 1.32% · $132 a year on $10k

Story of the two · RiskSmallest drop

NUMV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG Mid-Cap ValueUS Stock Styles · Mid cap0.31%1.32%+16.6%+18.5%+20.0%+6.8%−8.7%12.9%$436M1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B1.8

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

End-of-day Nov 12, 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 · $436M$13,916

NUMV

IWF

iShares Russell 1000 Growth ETF · $119B$15,697

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

NUMVMeasureIWF

+16.6%

More Ways to See the Pairs

NUMV vs IWF: Top 5 Holdings

Today

NUMV

11.3%in top 5

IWF

in top 538.2%

NUMVStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

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 12, 2026 · fee on $10,000 a year

Yields: NUMV, IWF

1Y

1.32%highest, NUMV

FundTrailing yieldYield

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VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Year to dateJan 1 → Nov 12

−1.5%

+18.5%1 yearTotal return−3.0%

+20.0%3 years · per year$10,000 became $17,262 · $16,957+19.2%

+6.8%5 years · per year$10,000 became $13,916 · $15,697+9.4%

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

1.32%Trailing 12-mo yield$132 · $37 a year on $10k0.37%

−8.7%Worst dropSmaller is better−14.6%

12.9%VolatilityLower is calmer19.6%

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

6–2NUMV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%

2.6%CAHnot top 5

2.5%URInot top 5

2.1%EDnot top 5

2.1%CCInot top 5

2.0%VMRKnot top 5

Held in common0.9%

End-of-day Nov 12, 2026 · share of each fund

NUMV vs IWF Returns, Every Period

5Y

NuveenNUMV

+6.8%

5 years, per year

IWFiShares

+9.4%

5 years, per year

NUMVIWFFaded: behind in that period

3–1NUMV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

NUMV vs IWF

YTD

NuveenNUMV

+16.6%

IWFiShares

−1.5%

+16.6%Year to date−1.5%

−8.7%Worst drop · 1Y−14.6%

12.9%Volatility · 1Y19.6%

1.3%Yield0.4%

$436MAssets$119B

4–0NUMV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

NUMV1.32%$132

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$101most kept, NUMV

NUMV$132 − $31 = $101

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 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 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+18.5%NUMV, at 12.9% volatility

NUMVWorst drop−8.7%12.9% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

NUMVIWF

+16.6%Year to date−1.5%

1.3%Yield0.4%

+18.5%Past year−3.0%

0.31%Fee0.18%

3–1NUMV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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NUMV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two