NUMG vs MDY5YNUMGNUMGAvsBMDYMDYNuveen ESG Mid-Cap Growth · $309MState Street SPDR S&P MIDCAP 400 ETF Trust · $26.1BReturns · dividends in+7.0%3 years · per year$12,262 · $15,595+16.0%−3.1%5 years · per year$8,545 · $13,641+6.4%Cost and income0.31%Expense ratio$31 · $23 on $10k · lower wins0.23%0.01%12-mo yield$1 · $104 on $10k
Overlap: NUMG, MDY, VUGToday3.5%most shared, NUMG and MDYNUMGMDYVUGNUMG—3.5%2.6%MDY3.5%—0.0%VUG2.6%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
NUMG vs MDY5YANUMGNuveen ESG Mid-Cap Growth$8,546vsMDYBSPDR S&P MIDCAP 400 ETF Trust$13,641$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▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B2BMDYState Street SPDR S&P MIDCAP 400 ETF TrustReadDesk0.23%1.04%−1.2%+12.5%+14.1%+16.0%+6.4%−8.8%$26.1B3ANUMGNuveen ESG Mid-Cap GrowthReadDesk0.31%0.01%−1.3%−7.5%−8.3%+7.0%−3.1%−19.6%$309MEnd-of-day Nov 12, 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▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B2BMDYState Street SPDR S&P MIDCAP 400 ETF TrustReadDesk0.23%1.04%−1.2%+12.5%+14.1%+16.0%+6.4%−8.8%$26.1B3ANUMGNuveen ESG Mid-Cap GrowthReadDesk0.31%0.01%−1.3%−7.5%−8.3%+7.0%−3.1%−19.6%$309MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: NUMG, MDY, VUGToday3.5%most shared, NUMG and MDYNUMGMDYVUGNUMG—3.5%2.6%MDY3.5%—0.0%VUG2.6%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$81most kept, MDYMDY$104 − $23 = $81VUG$41 − $3 = $38NUMG$1 − $31 = −$30KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee