NUMG vs IWR5YNUMGNUMGAvsBIWRIWRNuveen ESG Mid-Cap Growth · $305MiShares Russell Mid-Cap ETF · $58.7BReturns · dividends in+6.6%3 years · per year$12,103 · $16,816+18.9%−3.1%5 years · per year$8,528 · $13,996+7.0%Cost and income0.31%Expense ratio$31 · $18 on $10k · lower wins0.18%0.01%12-mo yield$1 · $115 on $10k
Overlap: NUMG, IWR, VTVToday19.1%most shared, IWR and VTVNUMGIWRVTVNUMG—9.0%0.8%IWR9.0%—19.1%VTV0.8%19.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
NUMG vs IWR5YANUMGNuveen ESG Mid-Cap Growth$8,528vsIWRBiShares Russell Mid-Cap$13,996$8k$10k$13kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2BIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.15%0.0%+15.8%+15.9%+18.9%+7.0%−8.2%$58.7B3ANUMGNuveen ESG Mid-Cap GrowthReadDesk0.31%0.01%−0.6%−8.0%−8.6%+6.6%−3.1%−19.6%$305MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2BIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.15%0.0%+15.8%+15.9%+18.9%+7.0%−8.2%$58.7B3ANUMGNuveen ESG Mid-Cap GrowthReadDesk0.31%0.01%−0.6%−8.0%−8.6%+6.6%−3.1%−19.6%$305MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: NUMG, IWR, VTVToday19.1%most shared, IWR and VTVNUMGIWRVTVNUMG—9.0%0.8%IWR9.0%—19.1%VTV0.8%19.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178IWR$115 − $18 = $97NUMG$1 − $31 = −$30KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee