NUMG vs VOO

ANUMG

BVOO

Measures won0–6VOO wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common1.4%NUMG and VOO

NUMG

VOO

Nuveen ESG Mid-Cap Growth · $310MVanguard S&P 500 ETF · $1.00T

+9.9%3 years · per year$13,256 · $19,172+24.2%

−2.2%5 years · per year$8,969 · $18,115+12.6%

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

0.01%12-mo yield$1 · $105 on $10k1.05%

−19.6%Worst dropSmaller wins−8.9%

19.9%VolatilityLower wins12.8%

0–6VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNUMG · VOO

3.4%LITE0.1%

2.8%KEYS0.1%

3.0%FIX0.1%

2.8%GWW0.1%

Held in common1.4%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	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 VOO

NUMG

Nuveen ESG Mid-Cap Growth

$8,969

VOO

Vanguard S&P 500

$18,115

MeasureNUMGVOO

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield0.01%1.05%

5 years, per year−2.2%+12.6%

3 years, per year+9.9%+24.2%

Worst drop · 1Y−19.6%−8.9%

Volatility · 1Y19.9%12.8%

6–0measures won
VOO first

1.4%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

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

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, VOO, IVV

Today

94.5%most shared, VOO and IVV

NUMGVOOIVV

NUMG—1.4%1.4%

VOO1.4%—94.5%

IVV1.4%94.5%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

NUMG$1 − $31 = −$30

KeptFee

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