NUMG vs VUG5YNUMGNUMGAvsBVUGVUGNuveen ESG Mid-Cap Growth · $303MVanguard Morningstar Growth ETF · $221BReturns · dividends in+6.6%3 years · per year$12,103 · $17,979+21.6%−3.1%5 years · per year$8,528 · $16,151+10.1%Cost and income0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%0.01%12-mo yield$1 · $41 on $10k
Overlap: NUMG, VUG, IJRToday2.6%most shared, NUMG and VUGNUMGVUGIJRNUMG—2.6%0.0%VUG2.6%—0.0%IJR0.0%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
NUMG vs VUG5YANUMGNuveen ESG Mid-Cap Growth$8,528vsVUGBVanguard Morningstar Growth$16,151$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$221.0B2IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%0.0%+18.0%+19.2%+17.1%+4.8%−9.7%$105.8B3ANUMGNuveen ESG Mid-Cap GrowthReadDesk0.31%0.01%−0.6%−8.0%−8.6%+6.6%−3.1%−19.6%$303MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$221.0B2IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%0.0%+18.0%+19.2%+17.1%+4.8%−9.7%$105.8B3ANUMGNuveen ESG Mid-Cap GrowthReadDesk0.31%0.01%−0.6%−8.0%−8.6%+6.6%−3.1%−19.6%$303MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$221BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
Overlap: NUMG, VUG, IJRToday2.6%most shared, NUMG and VUGNUMGVUGIJRNUMG—2.6%0.0%VUG2.6%—0.0%IJR0.0%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$115most kept, IJRIJR$121 − $6 = $115VUG$41 − $3 = $38NUMG$1 − $31 = −$30KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee