Compare · 3 funds side by side · dividends reinvested

VOO, NUMG and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

VOO, NUMG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.1

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.8

Nuveen ESG Mid-Cap GrowthUS Stock Styles · Mid cap0.31%0.01%−7.1%−6.2%+8.0%−2.9%−19.6%20.7%$296M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: VOO 2010 · NUMG 2016 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,543

VOO

NUMG

Nuveen ESG Mid-Cap Growth · $296M$8,640

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

VOOMeasureNUMG

+11.3%Year to dateJan 1 → Nov 9−7.1%

+13.6%1 yearTotal return−6.2%

+22.0%3 years · per year$10,000 became $18,159 · $12,595+8.0%

+11.9%5 years · per year$10,000 became $17,543 · $8,640−2.9%

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

1.07%Trailing 12-mo yield$107 · $1 a year on $10k0.01%

−8.9%Worst dropSmaller is better−19.6%

13.7%VolatilityLower is calmer20.7%

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

8–0VOO wins

End-of-day Nov 9, 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 516.8%

VOOStockNUMG

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

not top 5IDXX4.1%

not top 5VEEV3.8%

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

not top 5GWW3.0%

not top 5ULTA3.0%

not top 5RMD3.0%

Held in common1.4%

End-of-day Nov 9, 2026 · share of each fund

VOO vs NUMG Returns, Every Period

VanguardVOO

+11.9%

5 years, per year

NUMGNuveen

−2.9%

5 years, per year

VOONUMGFaded: behind in that period

4–0VOO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

−8.9%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.8%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOO, NUMG, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

NUMG0.31%$31

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VOO, NUMG, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

VOO1.07%$107

NUMG0.01%$1

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

NUMG$1 − $31 = −$30

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VOO, NUMG, IVV

Today

92.7%most shared, VOO and IVV

VOONUMGIVV

VOO—1.4%92.7%

NUMG1.4%—1.3%

IVV92.7%1.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

NUMGWorst drop−19.6%20.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVVOO

+11.3%Year to date+11.3%

1.1%Yield1.1%

+13.6%Past year+13.6%

0.03%Fee0.03%

0–0level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026