IVV vs NUMG

AIVV

BNUMG

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VTI $16,697

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 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 · $875BNuveen ESG Mid-Cap Growth · $296M

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

+11.9%5 years · per year$17,545 · $8,640−2.9%

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

1.11%12-mo yield$111 · $1 on $10k0.01%

−8.9%Worst dropSmaller wins−19.6%

13.8%VolatilityLower wins20.7%

6–0IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · NUMG

0.1%GWW3.0%

0.1%IDXX4.1%

0.1%LITE2.9%

0.1%KEYS2.6%

Held in common1.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	BNUMG	Nuveen ESG Mid-Cap GrowthRead Desk	0.31%	0.01%	+3.5%	−7.1%	−6.2%	+8.0%	−2.9%	−19.6%	$296M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	BNUMG	Nuveen ESG Mid-Cap GrowthRead Desk	0.31%	0.01%	+3.5%	−7.1%	−6.2%	+8.0%	−2.9%	−19.6%	$296M

End-of-day Nov 9, 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

$17,545

NUMG

Nuveen ESG Mid-Cap Growth

$8,640

MeasureIVVNUMG

Fee0.03%0.31%

Cost on $10k a year$3$31

Yield1.11%0.01%

5 years, per year+11.9%−2.9%

3 years, per year+22.0%+8.0%

Worst drop · 1Y−8.9%−19.6%

Volatility · 1Y13.8%20.7%

6–0measures won
IVV first

1.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: IVV, NUMG, VTI

Today

86.0%most shared, IVV and VTI

IVVNUMGVTI

IVV—1.3%86.0%

NUMG1.3%—1.8%

VTI86.0%1.8%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VTI$106 − $3 = $103

NUMG$1 − $31 = −$30

KeptFee

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