Compare · 2 funds side by side · dividends reinvested

VOO and NUMG

VOOVanguard×NUMGNuveen×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,156VOO · best of the two

02 / 04

VOO and NUMG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.0

Nuveen ESG Mid-Cap GrowthUS Stock Styles · Mid cap0.31%0.01%−10.3%−11.0%+7.6%−3.3%−19.6%20.5%$310M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: VOO 2010 · NUMG 2016

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,156

VOO

NUMG

Nuveen ESG Mid-Cap Growth · $310M$8,439

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

VOOMeasureNUMG

+8.4%Year to dateJan 1 → Nov 5−10.3%

+9.8%1 yearTotal return−11.0%

+22.1%3 years · per year$10,000 became $18,224 · $12,465+7.6%

+11.4%5 years · per year$10,000 became $17,156 · $8,439−3.3%

0.03%Expense ratio$3 · $31 a year on $10k · lower is better0.31%

1.10%Trailing 12-mo yield$110 · $1 a year on $10k0.01%

−8.9%Worst dropSmaller is better−19.6%

13.5%VolatilityLower is calmer20.5%

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

8–0VOO wins

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

More Ways to See the Pairs

VOO vs NUMG: Top 5 Holdings

Today

VOO

28.3%in top 5

NUMG

in top 516.7%

VOOStockNUMG

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

not top 5IDXX4.0%

3.7%AMZNnot top 5

not top 5VEEV3.6%

not top 5LITE3.1%

3.1%GOOGLnot top 5

not top 5GWW3.0%

not top 5ULTA2.9%

Held in common1.4%

End-of-day Nov 5, 2026 · share of each fund

VOO vs NUMG Returns, Every Period

VanguardVOO

+11.4%

5 years, per year

NUMGNuveen

−3.3%

5 years, per year

VOONUMGFaded: behind in that period

4–0VOO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Stocks: VOO vs NUMG

YTD

VanguardVOO

+8.4%

NUMGNuveen

−10.3%

+8.4%Year to date−10.3%

−8.9%Worst drop · 1Y−19.6%

13.5%Volatility · 1Y20.5%

1.1%Yield0.0%

$1.00TAssets$310M

4–0VOO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOO, NUMG

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

NUMG0.31%$31

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VOO, NUMG

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

NUMG0.01%$1

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

NUMG$1 − $31 = −$30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VOO, NUMG

Today

1.4%most shared, VOO and NUMG

VOONUMG

VOO—1.4%

NUMG1.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

NUMGWorst drop−19.6%20.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOONUMG

+8.4%Year to date−10.3%

1.1%Yield0.0%

+9.8%Past year−11.0%

0.03%Fee0.31%

4–0VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026