NUMV vs IVV

ANUMV

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VTI $16,697

Lowest cost0.03%IVV · $3 on $10k

Most income1.31%NUMV · $131 on $10k

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

Held in common3.7%NUMV and IVV

NUMV

IVV

Nuveen ESG Mid-Cap Value · $426MiShares Core S&P 500 ETF · $853B

+20.3%3 years · per year$17,408 · $18,159+22.0%

+7.0%5 years · per year$14,015 · $17,545+11.9%

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

1.31%12-mo yield$131 · $111 on $10k1.11%

−8.7%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNUMV · IVV

2.4%URI0.1%

2.6%CAH0.1%

1.7%HPE0.1%

1.4%HUM0.1%

Held in common3.7%

End-of-day Nov 9, 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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk	0.31%	1.31%	+2.0%	+16.8%	+20.7%	+20.3%	+7.0%	−8.7%	$426M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk	0.31%	1.31%	+2.0%	+16.8%	+20.7%	+20.3%	+7.0%	−8.7%	$426M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NUMV vs IVV

NUMV

Nuveen ESG Mid-Cap Value

$14,015

IVV

iShares Core S&P 500

$17,545

MeasureNUMVIVV

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield1.31%1.11%

5 years, per year+7.0%+11.9%

3 years, per year+20.3%+22.0%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y12.9%13.8%

3–3measures won
level

3.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: NUMV, IVV, VTI

Today

86.0%most shared, IVV and VTI

NUMVIVVVTI

NUMV—3.7%3.2%

IVV3.7%—86.0%

VTI3.2%86.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VTI$106 − $3 = $103

NUMV$131 − $31 = $100

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee