Today
VOO+0.3%IVV+0.3%SPY+0.3%VTI+0.4%QQQ+1.4%VUG+0.9%VEA−0.4%IEFA−0.8%VTV−0.4%SPYM+0.3%VXUS+0.1%BND−0.1%VGT+1.4%IEMG+2.1%AGG−0.1%GLD−0.8%VWO+1.9%IJH+0.6%SCHD−0.7%XLK+1.5%SGOV+0.0%IWF+1.3%VIG−0.4%QQQM+1.3%RSP−0.4%IJR+0.1%VO−0.1%ITOT+0.4%DFAC+0.2%BNDX+0.1%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Compare · 3 funds side by side · dividends reinvested

NUMV, IWR and VUG

NUMVNuveen×IWRiShares×VUGVanguard×
Versus in desk
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $6,688 · 2022VUG$16,124IWR$13,924NUMV$13,856Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three
02 / 04

NUMV, IWR and VUG, 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%$427M1.8
iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.18%+12.9%+14.7%+19.2%+6.8%−8.2%13.8%$56.9B2.0
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3
Rank among the three1st → 3rdFee, 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 · IWR 2001 · VUG 2004
@TheETFTracker·theetftracker.com

Head to Head

Swap sidesVersus in desk

Head to Head

5Y
Nuveen ESG Mid-Cap Value · $427M$13,856
NUMV
IWR
iShares Russell Mid-Cap ETF · $56.9B$13,924

$10,000 five years ago, dividends reinvested · they hold 17.7% in common

NUMVMeasureIWR
+14.5%Year to dateJan 1 → Nov 6+12.9%
+17.9%1 yearTotal return+14.7%
+20.4%3 years · per year$10,000 became $17,454 · $16,955+19.2%
+6.7%5 years · per year$10,000 became $13,856 · $13,924+6.8%
0.31%Expense ratio$31 · $18 a year on $10k · lower is better0.18%
1.34%Trailing 12-mo yield$134 · $118 a year on $10k1.18%
−8.7%Worst dropSmaller is better−8.2%
12.8%VolatilityLower is calmer13.8%
NUMVIWR 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
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

NUMV vs IWR: Top 5 Holdings

Today
NUMV
11.4%in top 5
IWR
in top 53.5%
NUMVStockIWR
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
not top 5MPC0.8%
not top 5PSX0.7%
not top 5SNOW0.7%
not top 5MRNA0.7%
not top 5RCL0.6%
Held in common17.7%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

NUMV vs IWR Returns, Every Period

5Y
NuveenNUMV
+6.7%
5 years, per year
IWRiShares
+6.8%
5 years, per year
0%+10%+20%+30%+14.5%+12.9%YTD+17.9%+14.7%1 year+20.4%+19.2%3 yrs · yr+6.7%+6.8%5 yrs · yr
NUMVIWRFaded: behind in that period
3–1NUMV wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

NUMV vs IWR

YTD
NuveenNUMV
+14.5%
IWRiShares
+12.9%
Jan 1Nov 6+14.5%+12.9%
+14.5%Year to date+12.9%
−8.7%Worst drop · 1Y−8.2%
12.8%Volatility · 1Y13.8%
1.3%Yield1.2%
$427MAssets$56.9B
3–1NUMV wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: NUMV, IWR, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
IWR0.18%$18
NUMV0.31%$31
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: NUMV, IWR, VUG

1Y
1.34%highest, NUMV
FundTrailing yieldYield$10k
NUMV1.34%$134
IWR1.18%$118
VUG0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$103most kept, NUMV
NUMV$134 − $31 = $103
IWR$118 − $18 = $100
VUG$42 − $3 = $39
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: NUMV, IWR, VUG

Today
17.7%most shared, NUMV and IWR
NUMVIWRVUG
NUMV—17.7%0.5%
IWR17.7%—7.0%
VUG0.5%7.0%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+17.9%NUMV, at 12.8% volatility
0%+5%+10%+15%+20%5%10%15%20%25%Volatility · 1 year → bumpierNUMV +17.9%IWR +14.7%VUG +0.2%
NUMVWorst drop−8.7%12.8% vol
IWRWorst drop−8.2%13.8% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
NUMVIWR
Jan 1Nov 6+14.5%+12.9%
+14.5%Year to date+12.9%
1.3%Yield1.2%
+17.9%Past year+14.7%
0.31%Fee0.18%
3–1NUMV wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.7B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com
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