Compare · 2 funds side by side · dividends reinvested

NUMV and VUG

NUMVNuveen×VUGVanguard×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,326VUG · best of the two

Story of the two · IncomeMost incomeNUMV · 1.32% · $132 a year on $10k

Story of the two · RiskSmallest drop

NUMV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG Mid-Cap ValueUS Stock Styles · Mid cap0.31%1.32%+16.6%+18.5%+20.0%+6.8%−8.7%12.9%$434M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B1.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: NUMV 2016 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Nuveen ESG Mid-Cap Value · $434M$13,916

NUMV

VUG

Vanguard Morningstar Growth ETF · $233B$16,326

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

NUMVMeasureVUG

+16.6%

More Ways to See the Pairs

NUMV vs VUG: Top 5 Holdings

Today

NUMV

11.3%in top 5

VUG

in top 545.2%

NUMVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: NUMV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

NUMV0.31%$31

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: NUMV, VUG

1Y

1.32%highest, NUMV

FundTrailing yieldYield

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Year to dateJan 1 → Nov 12

+4.9%

+18.5%1 yearTotal return+3.5%

+20.0%3 years · per year$10,000 became $17,262 · $18,215+22.1%

+6.8%5 years · per year$10,000 became $13,916 · $16,326+10.3%

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

1.32%Trailing 12-mo yield$132 · $41 a year on $10k0.41%

−8.7%Worst dropSmaller is better−15.1%

12.9%VolatilityLower is calmer19.1%

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

5–3NUMV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

2.6%CAHnot top 5

2.5%URInot top 5

2.1%EDnot top 5

2.1%CCInot top 5

2.0%VMRKnot top 5

Held in common0.5%

End-of-day Nov 12, 2026 · share of each fund

NUMV vs VUG Returns, Every Period

5Y

NuveenNUMV

+6.8%

5 years, per year

VUGVanguard

+10.3%

5 years, per year

NUMVVUGFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

NUMV vs VUG

YTD

NuveenNUMV

+16.6%

VUGVanguard

+4.9%

+16.6%Year to date+4.9%

−8.7%Worst drop · 1Y−15.1%

12.9%Volatility · 1Y19.1%

1.3%Yield0.4%

$434MAssets$233B

4–0NUMV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

NUMV1.32%$132

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$101most kept, NUMV

NUMV$132 − $31 = $101

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: NUMV, VUG

Today

0.5%most shared, NUMV and VUG

NUMVVUG

NUMV—0.5%

VUG0.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+18.5%NUMV, at 12.9% volatility

NUMVWorst drop−8.7%12.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

NUMVVUG

+16.6%Year to date+4.9%

1.3%Yield0.4%

+18.5%Past year+3.5%

0.31%Fee0.03%

3–1NUMV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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NUMV and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two