NUMG vs IVV

ANUMG

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · NUMG $8,439

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%NUMG and IVV

NUMG

IVV

Nuveen ESG Mid-Cap Growth · $310MiShares Core S&P 500 ETF · $887B

+7.6%3 years · per year$12,465 · $18,221+22.1%

−3.3%5 years · per year$8,439 · $17,151+11.4%

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

0.01%12-mo yield$1 · $114 on $10k1.14%

−19.6%Worst dropSmaller wins−8.9%

20.5%VolatilityLower wins13.6%

0–6IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUMG · IVV

3.0%GWW0.1%

3.1%LITE0.1%

4.0%IDXX0.1%

2.1%ROK0.1%

Held in common1.3%

End-of-day Nov 5, 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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	−5.1%	−10.3%	−11.0%	+7.6%	−3.3%	−19.6%	$310M

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	−5.1%	−10.3%	−11.0%	+7.6%	−3.3%	−19.6%	$310M

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

Cards for this view

NUMG vs IVV

NUMG

Nuveen ESG Mid-Cap Growth

$8,439

IVV

iShares Core S&P 500

$17,152

MeasureNUMGIVV

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield0.01%1.14%

5 years, per year−3.3%+11.4%

3 years, per year+7.6%+22.1%

Worst drop · 1Y−19.6%−8.9%

Volatility · 1Y20.5%13.6%

6–0measures won
IVV first

1.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: NUMG, IVV

Today

1.3%most shared, NUMG and IVV

NUMGIVV

NUMG—1.3%

IVV1.3%—

End-of-day Nov 5, 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 5, 2026 · yield in dollars minus the fee