Compare · 2 funds side by side · dividends reinvested

NUMV and RNIN

NUMVNuveen×RNINBushido×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,380NUMV · best of the two

02 / 04

NUMV and RNIN, 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%$429M1.4

EA Series Trust - Bushido Capital US SMID Cap Equity ETFUS Stock Styles · Mid cap0.68%0.75%+43.4%+47.3%[…][…]−8.3%17.1%$218M1.5

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 · RNIN 2025

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Mid-Cap Value · $429M$14,380

NUMV

RNIN

EA Series Trust - Bushido Capital US SMID Cap Equity ETF · $218M[…]

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

NUMVMeasureRNIN

+17.8%Year to dateJan 1 → Nov 4+43.4%

+21.5%1 yearTotal return+47.3%

+22.3%3 years · per year$10,000 became $18,285 · […][…]

+7.5%5 years · per year$10,000 became $14,380 · […][…]

0.31%Expense ratio$31 · $68 a year on $10k · lower is better0.68%

1.30%Trailing 12-mo yield$130 · $75 a year on $10k0.75%

−8.7%Worst dropSmaller is better−8.3%

12.6%VolatilityLower is calmer17.1%

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

3–3Level

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 RNIN: Top 5 Holdings

Today

NUMV

11.2%in top 5

RNIN

in top 57.6%

NUMVStockRNIN

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 5CART1.6%

not top 5GLOB1.6%

not top 5BLKB1.5%

not top 5CXM1.5%

not top 5PNR1.5%

Held in common1.2%

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

NUMV vs RNIN Returns, Every Period

NuveenNUMV

+21.5%

past year

RNINBushido

+47.3%

past year

NUMVRNINFaded: behind in that period

0–2RNIN wins

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

NUMV vs RNIN

YTD

NuveenNUMV

+17.8%

RNINBushido

+43.4%

+17.8%Year to date+43.4%

−8.7%Worst drop · 1Y−8.3%

12.6%Volatility · 1Y17.1%

1.3%Yield0.8%

$429MAssets$218M

2–2level

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

Cost, Income and Risk

Fees: NUMV, RNIN

Today

0.31%lowest, NUMV

FundExpense ratioFee$10k

NUMV0.31%$31

RNIN0.68%$68

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

Yields: NUMV, RNIN

1.30%highest, NUMV

FundTrailing yieldYield$10k

NUMV1.30%$130

RNIN0.75%$75

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

Income After Fees on $10,000

$99most kept, NUMV

NUMV$130 − $31 = $99

RNIN$75 − $68 = $7

KeptFee

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

Overlap: NUMV, RNIN

Today

1.2%most shared, NUMV and RNIN

NUMVRNIN

NUMV—1.2%

RNIN1.2%—

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

Return vs Bumpiness: 2 ETFs

+47.3%RNIN, at 17.1% volatility

NUMVWorst drop−8.7%12.6% vol

RNINWorst drop−8.3%17.1% vol

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

Paid More vs Made More

YTD

NUMVRNIN

+17.8%Year to date+43.4%

1.3%Yield0.8%

+21.5%Past year+47.3%

0.31%Fee0.68%

2–2level

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026