IVV vs NUMV

AIVV

BNUMV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.34%NUMV · $134 on $10k

Smallest drop−8.7%NUMV · worst fall in 1Y

Held in common3.7%IVV and NUMV

IVV

NUMV

iShares Core S&P 500 ETF · $850BNuveen ESG Mid-Cap Value · $438M

+21.8%3 years · per year$18,084 · $17,454+20.4%

+11.4%5 years · per year$17,177 · $13,856+6.7%

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

1.14%12-mo yield$114 · $134 on $10k1.34%

−8.9%Worst dropSmaller wins−8.7%

13.6%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · NUMV

0.1%URI2.3%

0.1%CAH2.5%

0.1%HPE1.7%

0.1%HUM1.3%

Held in common3.7%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	BNUMV	Nuveen ESG Mid-Cap ValueRead Desk	0.31%	1.34%	−0.4%	+14.5%	+17.9%	+20.4%	+6.7%	−8.7%	$438M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	BNUMV	Nuveen ESG Mid-Cap ValueRead Desk	0.31%	1.34%	−0.4%	+14.5%	+17.9%	+20.4%	+6.7%	−8.7%	$438M

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 NUMV

IVV

iShares Core S&P 500

$17,177

NUMV

Nuveen ESG Mid-Cap Value

$13,856

MeasureIVVNUMV

Fee0.03%0.31%

Cost on $10k a year$3$31

Yield1.14%1.34%

5 years, per year+11.4%+6.7%

3 years, per year+21.8%+20.4%

Worst drop · 1Y−8.9%−8.7%

Volatility · 1Y13.6%12.8%

3–3measures won
level

3.7%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, NUMV, VOO

Today

92.2%most shared, IVV and VOO

IVVNUMVVOO

IVV—3.7%92.2%

NUMV3.7%—3.4%

VOO92.2%3.4%—

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

VOO$110 − $3 = $107

NUMV$134 − $31 = $103

KeptFee

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