NUMG vs IWR

ANUMG

BIWR

Measures won0–6IWR wins · of 6 · 5Y

$10,000 · 5Y$14,596IWR · NUMG $8,969

Lowest cost0.18%IWR · $18 on $10k

Most income1.14%IWR · $114 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common9.1%NUMG and IWR

NUMG

IWR

Nuveen ESG Mid-Cap Growth · $309MiShares Russell Mid-Cap ETF · $58.2B

+9.9%3 years · per year$13,256 · $17,790+21.2%

−2.2%5 years · per year$8,969 · $14,596+7.9%

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

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

−19.6%Worst dropSmaller wins−8.2%

19.9%VolatilityLower wins13.4%

0–6IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUMG · IWR

2.8%GWW0.4%

3.9%IDXX0.4%

3.4%LITE0.4%

2.8%KEYS0.4%

Held in common9.1%

End-of-day Nov 4, 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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.2B
2	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	+0.4%	−5.4%	−7.6%	+9.9%	−2.2%	−19.6%	$309M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.2B
2	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	+0.4%	−5.4%	−7.6%	+9.9%	−2.2%	−19.6%	$309M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NUMG vs IWR

NUMG

Nuveen ESG Mid-Cap Growth

$8,969

IWR

iShares Russell Mid-Cap

$14,596

MeasureNUMGIWR

Fee0.31%0.18%

Cost on $10k a year$31$18

Yield0.01%1.14%

5 years, per year−2.2%+7.9%

3 years, per year+9.9%+21.2%

Worst drop · 1Y−19.6%−8.2%

Volatility · 1Y19.9%13.4%

6–0measures won
IWR first

9.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: NUMG, IWR

Today

9.1%most shared, NUMG and IWR

NUMGIWR

NUMG—9.1%

IWR9.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

NUMG$1 − $31 = −$30

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee