NUMG vs VIG

ANUMG

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · NUMG $8,969

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common1.3%NUMG and VIG

NUMG

VIG

Nuveen ESG Mid-Cap Growth · $310MVanguard Dividend Appreciation ETF · $109B

+9.9%3 years · per year$13,256 · $17,533+20.6%

−2.2%5 years · per year$8,969 · $17,005+11.2%

0.31%Expense ratio$31 · $4 on $10k · lower wins0.04%

0.01%12-mo yield$1 · $144 on $10k1.44%

−19.6%Worst dropSmaller wins−7.9%

19.9%VolatilityLower wins10.2%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUMG · VIG

3.0%FIX0.3%

2.8%GWW0.2%

2.2%ROK0.2%

2.7%RMD0.1%

Held in common1.3%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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 VIG

NUMG

Nuveen ESG Mid-Cap Growth

$8,969

VIG

Vanguard Dividend Appreciation

$17,005

MeasureNUMGVIG

Fee0.31%0.04%

Cost on $10k a year$31$4

Yield0.01%1.44%

5 years, per year−2.2%+11.2%

3 years, per year+9.9%+20.6%

Worst drop · 1Y−19.6%−7.9%

Volatility · 1Y19.9%10.2%

6–0measures won
VIG first

1.3%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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, VIG

Today

1.3%most shared, NUMG and VIG

NUMGVIG

NUMG—1.3%

VIG1.3%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

NUMG$1 − $31 = −$30

KeptFee

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