NUMG vs MDY

ANUMG

BMDY

Measures won0–6MDY wins · of 6 · 5Y

$10,000 · 5Y$13,655MDY · NUMG $8,439

Lowest cost0.23%MDY · $23 on $10k

Most income1.07%MDY · $107 on $10k

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

Held in common3.4%NUMG and MDY

NUMG

MDY

Nuveen ESG Mid-Cap Growth · $311MState Street SPDR S&P MIDCAP 400 ETF Trust · $26.6B

+7.6%3 years · per year$12,465 · $15,655+16.1%

−3.3%5 years · per year$8,439 · $13,655+6.4%

0.31%Expense ratio$31 · $23 on $10k · lower wins0.23%

0.01%12-mo yield$1 · $107 on $10k1.07%

−19.6%Worst dropSmaller wins−8.8%

20.5%VolatilityLower wins15.4%

0–6MDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUMG · MDY

2.2%XPO0.6%

1.8%NVT0.5%

2.4%SN0.5%

2.1%TOST0.5%

Held in common3.4%

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	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.07%	−3.9%	+9.2%	+12.5%	+16.1%	+6.4%	−8.8%	$26.6B
2	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	−5.1%	−10.3%	−11.0%	+7.6%	−3.3%	−19.6%	$311M

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	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.07%	−3.9%	+9.2%	+12.5%	+16.1%	+6.4%	−8.8%	$26.6B
2	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	−5.1%	−10.3%	−11.0%	+7.6%	−3.3%	−19.6%	$311M

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 MDY

NUMG

Nuveen ESG Mid-Cap Growth

$8,439

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,655

MeasureNUMGMDY

Fee0.31%0.23%

Cost on $10k a year$31$23

Yield0.01%1.07%

5 years, per year−3.3%+6.4%

3 years, per year+7.6%+16.1%

Worst drop · 1Y−19.6%−8.8%

Volatility · 1Y20.5%15.4%

6–0measures won
MDY first

3.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: NUMG, MDY

Today

3.4%most shared, NUMG and MDY

NUMGMDY

NUMG—3.4%

MDY3.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$84most kept, MDY

MDY$107 − $23 = $84

NUMG$1 − $31 = −$30

KeptFee

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