NUMG vs SPYM5YNUMGNUMGAvsBSPYMSPYMNuveen ESG Mid-Cap Growth · $296MState Street SPDR Portfolio S&P 500 ETF · $179BReturns · dividends in+6.9%3 years · per year$12,217 · $17,936+21.5%−3.1%5 years · per year$8,523 · $17,429+11.8%Cost and income0.31%Expense ratio$31 · $2 on $10k · lower wins0.02%0.01%12-mo yield$1 · $103 on $10k
Overlap: NUMG, SPYM, VOOToday93.0%most shared, SPYM and VOONUMGSPYMVOONUMG—1.3%1.4%SPYM1.3%—93.0%VOO1.4%93.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
NUMG vs SPYM5YANUMGNuveen ESG Mid-Cap Growth$8,523vsSPYMBSPDR Portfolio S&P 500$17,429$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%1.03%−0.3%+10.9%+13.1%+21.5%+11.8%−8.9%$178.8B2VOOVanguard S&P 500 ETFReadDesk0.03%1.08%−0.3%+10.9%+13.1%+21.5%+11.7%−8.9%$1.00T3ANUMGNuveen ESG Mid-Cap GrowthReadDesk0.31%0.01%−0.9%−7.9%−7.6%+6.9%−3.1%−19.6%$296MEnd-of-day Nov 10, 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%1.03%−0.3%+10.9%+13.1%+21.5%+11.8%−8.9%$178.8B2VOOVanguard S&P 500 ETFReadDesk0.03%1.08%−0.3%+10.9%+13.1%+21.5%+11.7%−8.9%$1.00T3ANUMGNuveen ESG Mid-Cap GrowthReadDesk0.31%0.01%−0.9%−7.9%−7.6%+6.9%−3.1%−19.6%$296MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
VOO vs IVVYTDVanguardVOOVA+10.9%vsBiSIVViShares+10.9%Jan 1Nov 10+10.9%+10.9%+10.9%Year to date+10.9%1.1%Yield1.1%$1.00TAssets$875B0–0levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
Overlap: NUMG, SPYM, VOOToday93.0%most shared, SPYM and VOONUMGSPYMVOONUMG—1.3%1.4%SPYM1.3%—93.0%VOO1.4%93.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$105most kept, VOOVOO$108 − $3 = $105SPYM$103 − $2 = $101NUMG$1 − $31 = −$30KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee