NUMG vs VUG

ANUMG

BVUG

Measures won0–6VUG wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income0.42%VUG · $42 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common2.6%NUMG and VUG

NUMG

VUG

Nuveen ESG Mid-Cap Growth · $295MVanguard Morningstar Growth ETF · $233B

+7.7%3 years · per year$12,492 · $18,415+22.6%

−3.4%5 years · per year$8,420 · $16,124+10.0%

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

0.01%12-mo yield$1 · $42 on $10k0.42%

−19.6%Worst dropSmaller wins−15.1%

20.5%VolatilityLower wins19.0%

0–6VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNUMG · VUG

2.7%LITE0.3%

2.4%FIX0.2%

3.0%GWW0.2%

2.3%CIEN0.2%

Held in common2.6%

End-of-day Nov 6, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk	0.31%	0.01%	+0.1%	−10.2%	−11.3%	+7.7%	−3.4%	−19.6%	$295M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk	0.31%	0.01%	+0.1%	−10.2%	−11.3%	+7.7%	−3.4%	−19.6%	$295M

End-of-day Nov 6, 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

$8,420

VUG

Vanguard Morningstar Growth

$16,124

MeasureNUMGVUG

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield0.01%0.42%

5 years, per year−3.4%+10.0%

3 years, per year+7.7%+22.6%

Worst drop · 1Y−19.6%−15.1%

Volatility · 1Y20.5%19.0%

6–0measures won
VUG first

2.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: NUMG, VUG, IWF

Today

78.0%most shared, VUG and IWF

NUMGVUGIWF

NUMG—2.6%2.3%

VUG2.6%—78.0%

IWF2.3%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWF$39 − $18 = $21

NUMG$1 − $31 = −$30

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee