Compare · 2 funds side by side · dividends reinvested

NUMV and VOO

NUMVNuveen×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

NUMV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG Mid-Cap ValueUS Stock Styles · Mid cap0.31%1.33%+15.4%+18.8%+21.8%+6.8%−8.7%12.4%$431M1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: NUMV 2016 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Mid-Cap Value · $431M$13,913

NUMV

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

NUMVMeasureVOO

+15.4%Year to dateJan 1 → Nov 3+11.5%

+18.8%1 yearTotal return+11.9%

+21.8%3 years · per year$10,000 became $18,055 · $19,094+24.1%

+6.8%5 years · per year$10,000 became $13,913 · $17,749+12.2%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

1.33%Trailing 12-mo yield$133 · $107 a year on $10k1.07%

−8.7%Worst dropSmaller is better−8.9%

12.4%VolatilityLower is calmer12.7%

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

5–3NUMV wins

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

More Ways to See the Pairs

NUMV vs VOO: Top 5 Holdings

Today

NUMV

11.2%in top 5

VOO

in top 528.3%

NUMVStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

2.6%URInot top 5

2.4%CAHnot top 5

2.1%EDnot top 5

2.1%CCInot top 5

2.0%VMRKnot top 5

Held in common3.4%

End-of-day Nov 3, 2026 · share of each fund

NUMV vs VOO Returns, Every Period

NuveenNUMV

+6.8%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

NUMVVOOFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: NUMV vs VOO

YTD

NuveenNUMV

+15.4%

VOOVanguard

+11.5%

+15.4%Year to date+11.5%

−8.7%Worst drop · 1Y−8.9%

12.4%Volatility · 1Y12.7%

1.3%Yield1.1%

$431MAssets$1.00T

4–0NUMV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NUMV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

NUMV0.31%$31

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: NUMV, VOO

1.33%highest, NUMV

FundTrailing yieldYield$10k

NUMV1.33%$133

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

NUMV$133 − $31 = $102

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: NUMV, VOO

Today

3.4%most shared, NUMV and VOO

NUMVVOO

NUMV—3.4%

VOO3.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.8%NUMV, at 12.4% volatility

NUMVWorst drop−8.7%12.4% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

NUMVVOO

+15.4%Year to date+11.5%

1.3%Yield1.1%

+18.8%Past year+11.9%

0.31%Fee0.03%

3–1NUMV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026