Compare · 2 funds side by side · dividends reinvested

NUMV and IWR

NUMVNuveen×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,596IWR · best of the two

02 / 04

NUMV and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG Mid-Cap ValueUS Stock Styles · Mid cap0.31%1.30%+17.8%+21.5%+22.3%+7.5%−8.7%12.6%$431M1.4

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: NUMV 2016 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Mid-Cap Value · $431M$14,380

NUMV

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,596

$10,000 five years ago, dividends reinvested · they hold 17.6% in common

NUMVMeasureIWR

+17.8%Year to dateJan 1 → Nov 4+16.9%

+21.5%1 yearTotal return+18.2%

+22.3%3 years · per year$10,000 became $18,285 · $17,790+21.2%

+7.5%5 years · per year$10,000 became $14,380 · $14,596+7.9%

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

1.30%Trailing 12-mo yield$130 · $114 a year on $10k1.14%

−8.7%Worst dropSmaller is better−8.2%

12.6%VolatilityLower is calmer13.4%

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

5–3NUMV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NUMV vs IWR: Top 5 Holdings

Today

NUMV

11.2%in top 5

IWR

in top 53.7%

NUMVStockIWR

2.6%URInot top 5

2.4%CAHnot top 5

2.1%EDnot top 5

2.1%CCInot top 5

2.0%HPEnot top 5

not top 5MPC0.9%

not top 5PSX0.8%

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

Held in common17.6%

End-of-day Nov 4, 2026 · share of each fund

NUMV vs IWR Returns, Every Period

NuveenNUMV

+7.5%

5 years, per year

IWRiShares

+7.9%

5 years, per year

NUMVIWRFaded: behind in that period

3–1NUMV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

NUMV vs IWR

YTD

NuveenNUMV

+17.8%

IWRiShares

+16.9%

+17.8%Year to date+16.9%

−8.7%Worst drop · 1Y−8.2%

12.6%Volatility · 1Y13.4%

1.3%Yield1.1%

$431MAssets$58.2B

3–1NUMV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NUMV, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

NUMV0.31%$31

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: NUMV, IWR

1.30%highest, NUMV

FundTrailing yieldYield$10k

NUMV1.30%$130

IWR1.14%$114

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, NUMV

NUMV$130 − $31 = $99

IWR$114 − $18 = $96

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: NUMV, IWR

Today

17.6%most shared, NUMV and IWR

NUMVIWR

NUMV—17.6%

IWR17.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.5%NUMV, at 12.6% volatility

NUMVWorst drop−8.7%12.6% vol

IWRWorst drop−8.2%13.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

NUMVIWR

+17.8%Year to date+16.9%

1.3%Yield1.1%

+21.5%Past year+18.2%

0.31%Fee0.18%

3–1NUMV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026