Compare · 2 funds side by side · dividends reinvested

NUMV and VIG

NUMVNuveen×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

NUMV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.4

Nuveen ESG Mid-Cap ValueUS Stock Styles · Mid cap0.31%1.30%+17.8%+21.5%+22.3%+7.5%−8.7%12.6%$431M1.6

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

NUMV

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 3.6% in common

NUMVMeasureVIG

+17.8%Year to dateJan 1 → Nov 4+16.4%

+21.5%1 yearTotal return+18.9%

+22.3%3 years · per year$10,000 became $18,285 · $17,533+20.6%

+7.5%5 years · per year$10,000 became $14,380 · $17,005+11.2%

0.31%Expense ratio$31 · $4 a year on $10k · lower is better0.04%

1.30%Trailing 12-mo yield$130 · $144 a year on $10k1.44%

−8.7%Worst dropSmaller is better−7.9%

12.6%VolatilityLower is calmer10.2%

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

3–5VIG 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 VIG: Top 5 Holdings

Today

NUMV

11.2%in top 5

VIG

in top 522.1%

NUMVStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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

Held in common3.6%

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

NUMV vs VIG Returns, Every Period

NuveenNUMV

+7.5%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

NUMVVIGFaded: behind in that period

3–1NUMV wins

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

Stocks vs Income: NUMV vs VIG

YTD

NuveenNUMV

+17.8%

VIGVanguard

+16.4%

+17.8%Year to date+16.4%

−8.7%Worst drop · 1Y−7.9%

12.6%Volatility · 1Y10.2%

1.3%Yield1.4%

$431MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: NUMV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

NUMV0.31%$31

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

Yields: NUMV, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

NUMV1.30%$130

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

NUMV$130 − $31 = $99

KeptFee

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

Overlap: NUMV, VIG

Today

3.6%most shared, NUMV and VIG

NUMVVIG

NUMV—3.6%

VIG3.6%—

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

VIGWorst drop−7.9%10.2% vol

NUMVWorst drop−8.7%12.6% vol

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

Paid More vs Made More

YTD

VIGNUMV

+16.4%Year to date+17.8%

1.4%Yield1.3%

+18.9%Past year+21.5%

0.04%Fee0.31%

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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