NUMG vs IWF

ANUMG

BIWF

Measures won0–6IWF wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · NUMG $8,420

Lowest cost0.18%IWF · $18 on $10k

Most income0.39%IWF · $39 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common2.3%NUMG and IWF

NUMG

IWF

Nuveen ESG Mid-Cap Growth · $311MiShares Russell 1000 Growth ETF · $113B

+7.7%3 years · per year$12,492 · $17,022+19.4%

−3.4%5 years · per year$8,420 · $15,442+9.1%

0.31%Expense ratio$31 · $18 on $10k · lower wins0.18%

0.01%12-mo yield$1 · $39 on $10k0.39%

−19.6%Worst dropSmaller wins−14.6%

20.5%VolatilityLower wins19.4%

0–6IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUMG · IWF

3.0%GWW0.2%

0.6%CMG0.1%

4.1%IDXX0.1%

2.7%LITE0.1%

Held in common2.3%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	+0.1%	−10.2%	−11.3%	+7.7%	−3.4%	−19.6%	$311M

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	+0.1%	−10.2%	−11.3%	+7.7%	−3.4%	−19.6%	$311M

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

NUMG vs IWF

NUMG

Nuveen ESG Mid-Cap Growth

$8,420

IWF

iShares Russell 1000 Growth

$15,442

MeasureNUMGIWF

Fee0.31%0.18%

Cost on $10k a year$31$18

Yield0.01%0.39%

5 years, per year−3.4%+9.1%

3 years, per year+7.7%+19.4%

Worst drop · 1Y−19.6%−14.6%

Volatility · 1Y20.5%19.4%

6–0measures won
IWF first

2.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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: NUMG, IWF

Today

2.3%most shared, NUMG and IWF

NUMGIWF

NUMG—2.3%

IWF2.3%—

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

NUMG$1 − $31 = −$30

KeptFee

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