NUMG vs SPYM5YNUMGNUMGAvsBSPYMSPYMNuveen ESG Mid-Cap Growth · $309MState Street SPDR Portfolio S&P 500 ETF · $186BReturns · dividends in+7.0%3 years · per year$12,262 · $18,024+21.7%−3.1%5 years · per year$8,545 · $17,408+11.7%Cost and income0.31%Expense ratio$31 · $2 on $10k · lower wins0.02%0.01%12-mo yield$1 · $102 on $10k
Overlap: NUMG, SPYM, SPYToday99.9%most shared, SPYM and SPYNUMGSPYMSPYNUMG—1.4%1.4%SPYM1.4%—99.9%SPY1.4%99.9%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
NUMG vs SPYM5YANUMGNuveen ESG Mid-Cap Growth$8,546vsSPYMBSPDR Portfolio S&P 500$17,408$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$186.1B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$805.7B3ANUMGNuveen 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▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$186.1B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$805.7B3ANUMGNuveen 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
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, SPYM, SPYToday99.9%most shared, SPYM and SPYNUMGSPYMSPYNUMG—1.4%1.4%SPYM1.4%—99.9%SPY1.4%99.9%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$100most kept, SPYMSPYM$102 − $2 = $100SPY$100 − $9 = $91NUMG$1 − $31 = −$30KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee