NUMG vs SPYM

ANUMG

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · NUMG $8,969

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common1.4%NUMG and SPYM

NUMG

SPYM

Nuveen ESG Mid-Cap Growth · $310MState Street SPDR Portfolio S&P 500 ETF · $182B

+9.9%3 years · per year$13,256 · $19,186+24.3%

−2.2%5 years · per year$8,969 · $18,126+12.6%

0.31%Expense ratio$31 · $2 on $10k · lower wins0.02%

0.01%12-mo yield$1 · $101 on $10k1.01%

−19.6%Worst dropSmaller wins−8.9%

19.9%VolatilityLower wins12.8%

0–6SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUMG · SPYM

2.8%GWW0.1%

3.4%LITE0.1%

3.9%IDXX0.1%

2.8%KEYS0.1%

Held in common1.4%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	+0.4%	−5.4%	−7.6%	+9.9%	−2.2%	−19.6%	$310M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	+0.4%	−5.4%	−7.6%	+9.9%	−2.2%	−19.6%	$310M

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 SPYM

NUMG

Nuveen ESG Mid-Cap Growth

$8,969

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureNUMGSPYM

Fee0.31%0.02%

Cost on $10k a year$31$2

Yield0.01%1.01%

5 years, per year−2.2%+12.6%

3 years, per year+9.9%+24.3%

Worst drop · 1Y−19.6%−8.9%

Volatility · 1Y19.9%12.8%

6–0measures won
SPYM first

1.4%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: NUMG, SPYM

Today

1.4%most shared, NUMG and SPYM

NUMGSPYM

NUMG—1.4%

SPYM1.4%—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

NUMG$1 − $31 = −$30

KeptFee

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