NUMV vs IJH

ANUMV

BIJH

Measures won4–1NUMV wins · of 6 · 5Y

$10,000 · 5Y$13,856NUMV · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.34%NUMV · $134 on $10k

Smallest drop−8.7%NUMV · worst fall in 1Y

Held in common0.1%NUMV and IJH

NUMV

IJH

Nuveen ESG Mid-Cap Value · $427MiShares Core S&P Mid-Cap ETF · $121B

+20.4%3 years · per year$17,454 · $15,806+16.5%

+6.7%5 years · per year$13,856 · $13,830+6.7%

0.31%Expense ratio$31 · $5 on $10k · lower wins0.05%

1.34%12-mo yield$134 · $125 on $10k1.25%

−8.7%Worst dropSmaller wins−8.8%

12.8%VolatilityLower wins15.5%

4–1NUMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUMV · IJH

0.1%CDE0.5%

Held in common0.1%

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

Both

5Y2 funds

#			Trend
1	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk		0.31%	1.34%	−0.4%	+14.5%	+17.9%	+20.4%	+6.7%	−8.7%	$427M
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

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

Both

5Y2 funds

#			Trend
1	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk		0.31%	1.34%	−0.4%	+14.5%	+17.9%	+20.4%	+6.7%	−8.7%	$427M
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

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

NUMV vs IJH

NUMV

Nuveen ESG Mid-Cap Value

$13,856

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureNUMVIJH

Fee0.31%0.05%

Cost on $10k a year$31$5

Yield1.34%1.25%

5 years, per year+6.7%+6.7%

3 years, per year+20.4%+16.5%

Worst drop · 1Y−8.7%−8.8%

Volatility · 1Y12.8%15.5%

3–1measures won
NUMV first

0.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: NUMV, IJH

Today

0.1%most shared, NUMV and IJH

NUMVIJH

NUMV—0.1%

IJH0.1%—

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

NUMV$134 − $31 = $103

KeptFee

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