NUMG vs VOO

ANUMG

BVOO

Measures won0–6VOO wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · NUMG $8,847

Lowest cost0.03%VOO · $3 on $10k

Most income1.07%VOO · $107 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common1.4%NUMG and VOO

NUMG

VOO

Nuveen ESG Mid-Cap Growth · $309MVanguard S&P 500 ETF · $1.00T

+9.9%3 years · per year$13,278 · $19,094+24.1%

−2.4%5 years · per year$8,847 · $17,749+12.2%

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

0.01%12-mo yield$1 · $107 on $10k1.07%

−19.6%Worst dropSmaller wins−8.9%

19.9%VolatilityLower wins12.7%

0–6VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUMG · VOO

3.5%LITE0.1%

2.8%KEYS0.1%

2.8%FIX0.1%

2.8%GWW0.1%

Held in common1.4%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
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 VOO

NUMG

Nuveen ESG Mid-Cap Growth

$8,847

VOO

Vanguard S&P 500

$17,749

MeasureNUMGVOO

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield0.01%1.07%

5 years, per year−2.4%+12.2%

3 years, per year+9.9%+24.1%

Worst drop · 1Y−19.6%−8.9%

Volatility · 1Y19.9%12.7%

6–0measures won
VOO first

1.4%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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

Overlap: NUMG, VOO

Today

1.4%most shared, NUMG and VOO

NUMGVOO

NUMG—1.4%

VOO1.4%—

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

NUMG$1 − $31 = −$30

KeptFee

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