NUMG vs VUG

ANUMG

BVUG

Measures won0–6VUG wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · NUMG $8,439

Lowest cost0.03%VUG · $3 on $10k

Most income0.43%VUG · $43 on $10k

Smallest drop−15.1%VUG · worst fall in 1Y

Held in common2.6%NUMG and VUG

NUMG

VUG

Nuveen ESG Mid-Cap Growth · $310MVanguard Morningstar Growth ETF · $233B

+7.6%3 years · per year$12,465 · $18,532+22.8%

−3.3%5 years · per year$8,439 · $16,052+9.9%

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

0.01%12-mo yield$1 · $43 on $10k0.43%

−19.6%Worst dropSmaller wins−15.1%

20.5%VolatilityLower wins19.0%

0–6VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUMG · VUG

3.1%LITE0.3%

2.5%FIX0.2%

3.0%GWW0.2%

2.6%CIEN0.2%

Held in common2.6%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	−5.1%	−10.3%	−11.0%	+7.6%	−3.3%	−19.6%	$310M

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	−5.1%	−10.3%	−11.0%	+7.6%	−3.3%	−19.6%	$310M

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 VUG

NUMG

Nuveen ESG Mid-Cap Growth

$8,439

VUG

Vanguard Morningstar Growth

$16,052

MeasureNUMGVUG

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield0.01%0.43%

5 years, per year−3.3%+9.9%

3 years, per year+7.6%+22.8%

Worst drop · 1Y−19.6%−15.1%

Volatility · 1Y20.5%19.0%

6–0measures won
VUG first

2.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: NUMG, VUG

Today

2.6%most shared, NUMG and VUG

NUMGVUG

NUMG—2.6%

VUG2.6%—

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

NUMG$1 − $31 = −$30

KeptFee

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