NUMG vs IJH

ANUMG

BIJH

Measures won0–6IJH wins · of 6 · 5Y

$10,000 · 5Y$14,303IJH · NUMG $8,847

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common3.4%NUMG and IJH

NUMG

IJH

Nuveen ESG Mid-Cap Growth · $309MiShares Core S&P Mid-Cap ETF · $125B

+9.9%3 years · per year$13,278 · $16,625+18.5%

−2.4%5 years · per year$8,847 · $14,303+7.4%

0.31%Expense ratio$31 · $5 on $10k · lower wins0.05%

0.01%12-mo yield$1 · $122 on $10k1.22%

−19.6%Worst dropSmaller wins−8.8%

19.9%VolatilityLower wins15.0%

0–6IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUMG · IJH

2.3%XPO0.6%

2.0%NVT0.6%

2.4%SN0.5%

2.0%TOST0.5%

Held in common3.4%

End-of-day Nov 3, 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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
2	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	+1.1%	−5.8%	−7.5%	+9.9%	−2.4%	−19.6%	$309M

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

Both

5Y2 funds

#			Trend
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
2	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	+1.1%	−5.8%	−7.5%	+9.9%	−2.4%	−19.6%	$309M

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

Cards for this view

NUMG vs IJH

NUMG

Nuveen ESG Mid-Cap Growth

$8,847

IJH

iShares Core S&P Mid-Cap

$14,303

MeasureNUMGIJH

Fee0.31%0.05%

Cost on $10k a year$31$5

Yield0.01%1.22%

5 years, per year−2.4%+7.4%

3 years, per year+9.9%+18.5%

Worst drop · 1Y−19.6%−8.8%

Volatility · 1Y19.9%15.0%

6–0measures won
IJH first

3.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: NUMG, IJH

Today

3.4%most shared, NUMG and IJH

NUMGIJH

NUMG—3.4%

IJH3.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

NUMG$1 − $31 = −$30

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee