NUMG vs VO

ANUMG

BVO

Measures won0–6VO wins · of 6 · 5Y

$10,000 · 5Y$13,977VO · NUMG $8,847

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common9.7%NUMG and VO

NUMG

Nuveen ESG Mid-Cap Growth · $309MVanguard Morningstar Mid-Cap ETF · $103B

+9.9%3 years · per year$13,278 · $17,496+20.5%

−2.4%5 years · per year$8,847 · $13,977+6.9%

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

0.01%12-mo yield$1 · $135 on $10k1.35%

−19.6%Worst dropSmaller wins−8.2%

19.9%VolatilityLower wins12.4%

0–6VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUMG · VO

3.5%LITE0.9%

2.8%KEYS0.6%

2.8%FIX0.6%

2.8%GWW0.6%

Held in common9.7%

End-of-day Nov 3, 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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B
2	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	+1.1%	−5.8%	−7.5%	+9.9%	−2.4%	−19.6%	$309M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B
2	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	+1.1%	−5.8%	−7.5%	+9.9%	−2.4%	−19.6%	$309M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NUMG vs VO

NUMG

Nuveen ESG Mid-Cap Growth

$8,847

Vanguard Morningstar Mid-Cap

$13,977

MeasureNUMGVO

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield0.01%1.35%

5 years, per year−2.4%+6.9%

3 years, per year+9.9%+20.5%

Worst drop · 1Y−19.6%−8.2%

Volatility · 1Y19.9%12.4%

6–0measures won
VO first

9.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: NUMG, VO

Today

9.7%most shared, NUMG and VO

NUMGVO

NUMG—9.7%

VO9.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

NUMG$1 − $31 = −$30

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee