NUMG vs VOE

ANUMG

BVOE

Measures won0–6VOE wins · of 6 · 5Y

$10,000 · 5Y$15,886VOE · NUMG $8,439

Lowest cost0.05%VOE · $5 on $10k

Most income1.86%VOE · $186 on $10k

Smallest drop−6.9%VOE · worst fall in 1Y

Held in common0.9%NUMG and VOE

NUMG

VOE

Nuveen ESG Mid-Cap Growth · $311MVanguard Morningstar Mid-Cap Value ETF · $22.8B

+7.6%3 years · per year$12,465 · $17,639+20.8%

−3.3%5 years · per year$8,439 · $15,886+9.7%

0.31%Expense ratio$31 · $5 on $10k · lower wins0.05%

0.01%12-mo yield$1 · $186 on $10k1.86%

−19.6%Worst dropSmaller wins−6.9%

20.5%VolatilityLower wins11.4%

0–6VOE wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUMG · VOE

2.6%KEYS0.5%

2.1%ROK0.4%

Held in common0.9%

End-of-day Nov 5, 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	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.86%	−2.6%	+19.2%	+24.3%	+20.8%	+9.7%	−6.9%	$22.8B
2	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	−5.1%	−10.3%	−11.0%	+7.6%	−3.3%	−19.6%	$311M

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

Both

5Y2 funds

#			Trend
1	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.86%	−2.6%	+19.2%	+24.3%	+20.8%	+9.7%	−6.9%	$22.8B
2	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	−5.1%	−10.3%	−11.0%	+7.6%	−3.3%	−19.6%	$311M

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

Cards for this view

NUMG vs VOE

NUMG

Nuveen ESG Mid-Cap Growth

$8,439

VOE

Vanguard Morningstar Mid-Cap Value

$15,886

MeasureNUMGVOE

Fee0.31%0.05%

Cost on $10k a year$31$5

Yield0.01%1.86%

5 years, per year−3.3%+9.7%

3 years, per year+7.6%+20.8%

Worst drop · 1Y−19.6%−6.9%

Volatility · 1Y20.5%11.4%

6–0measures won
VOE first

0.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: NUMG, VOE

Today

0.9%most shared, NUMG and VOE

NUMGVOE

NUMG—0.9%

VOE0.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$181most kept, VOE

VOE$186 − $5 = $181

NUMG$1 − $31 = −$30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee