NUMG vs SPY5YNUMGNUMGAvsBSPYSPYNuveen ESG Mid-Cap Growth · $305MState Street SPDR S&P 500 ETF · $807BReturns · dividends in+6.6%3 years · per year$12,103 · $17,889+21.4%−3.1%5 years · per year$8,528 · $17,214+11.5%Cost and income0.31%Expense ratio$31 · $9 on $10k · lower wins0.09%0.01%12-mo yield$1 · $101 on $10k
Overlap: NUMG, SPY, VTIToday86.3%most shared, SPY and VTINUMGSPYVTINUMG—1.4%1.8%SPY1.4%—86.3%VTI1.8%86.3%—End-of-day Nov 13, 2026 · share held in common · outlined: 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▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B2VTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.06%−0.4%+11.6%+11.8%+21.3%+10.4%−8.9%$689.2B3ANUMGNuveen 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▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B2VTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.06%−0.4%+11.6%+11.8%+21.3%+10.4%−8.9%$689.2B3ANUMGNuveen 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
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
VTI vs ITOTYTDVanguardVTIVA+11.6%vsBiSITOTiShares+11.5%Jan 1Nov 13+11.6%+11.5%+11.6%Year to date+11.5%1.1%Yield1.0%$689BAssets$95.8B2–0VTI 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
Overlap: NUMG, SPY, VTIToday86.3%most shared, SPY and VTINUMGSPYVTINUMG—1.4%1.8%SPY1.4%—86.3%VTI1.8%86.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$103most kept, VTIVTI$106 − $3 = $103SPY$101 − $9 = $92NUMG$1 − $31 = −$30KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee