IVV vs NUMG

AIVV

BNUMG

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · NUMG $8,420

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common1.3%IVV and NUMG

IVV

NUMG

iShares Core S&P 500 ETF · $853BNuveen ESG Mid-Cap Growth · $295M

+21.8%3 years · per year$18,084 · $12,492+7.7%

+11.4%5 years · per year$17,177 · $8,420−3.4%

0.03%Expense ratio$3 · $31 on $10k · lower wins0.31%

1.14%12-mo yield$114 · $1 on $10k0.01%

−8.9%Worst dropSmaller wins−19.6%

13.6%VolatilityLower wins20.5%

6–0IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · NUMG

0.1%GWW3.0%

0.1%IDXX4.1%

0.1%VEEV3.8%

0.1%LITE2.7%

Held in common1.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BNUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	+0.1%	−10.2%	−11.3%	+7.7%	−3.4%	−19.6%	$295M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BNUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	+0.1%	−10.2%	−11.3%	+7.7%	−3.4%	−19.6%	$295M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs NUMG

IVV

iShares Core S&P 500

$17,177

NUMG

Nuveen ESG Mid-Cap Growth

$8,420

MeasureIVVNUMG

Fee0.03%0.31%

Cost on $10k a year$3$31

Yield1.14%0.01%

5 years, per year+11.4%−3.4%

3 years, per year+21.8%+7.7%

Worst drop · 1Y−8.9%−19.6%

Volatility · 1Y13.6%20.5%

6–0measures won
IVV first

1.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IVV, NUMG

Today

1.3%most shared, IVV and NUMG

IVVNUMG

IVV—1.3%

NUMG1.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

NUMG$1 − $31 = −$30

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee