NUMV vs IWR

ANUMV

BIWR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,596IWR · NUMV $14,380

Lowest cost0.18%IWR · $18 on $10k

Most income1.30%NUMV · $130 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common17.6%NUMV and IWR

NUMV

IWR

Nuveen ESG Mid-Cap Value · $431MiShares Russell Mid-Cap ETF · $58.2B

+22.3%3 years · per year$18,285 · $17,790+21.2%

+7.5%5 years · per year$14,380 · $14,596+7.9%

0.31%Expense ratio$31 · $18 on $10k · lower wins0.18%

1.30%12-mo yield$130 · $114 on $10k1.14%

−8.7%Worst dropSmaller wins−8.2%

12.6%VolatilityLower wins13.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsNUMV · IWR

2.6%URI0.5%

2.0%HPE0.5%

2.4%CAH0.4%

1.7%BKR0.4%

Held in common17.6%

End-of-day Nov 4, 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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.2B
2	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk		0.31%	1.30%	+2.1%	+17.8%	+21.5%	+22.3%	+7.5%	−8.7%	$431M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.2B
2	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk		0.31%	1.30%	+2.1%	+17.8%	+21.5%	+22.3%	+7.5%	−8.7%	$431M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NUMV vs IWR

NUMV

Nuveen ESG Mid-Cap Value

$14,380

IWR

iShares Russell Mid-Cap

$14,596

MeasureNUMVIWR

Fee0.31%0.18%

Cost on $10k a year$31$18

Yield1.30%1.14%

5 years, per year+7.5%+7.9%

3 years, per year+22.3%+21.2%

Worst drop · 1Y−8.7%−8.2%

Volatility · 1Y12.6%13.4%

3–3measures won
level

17.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: NUMV, IWR

Today

17.6%most shared, NUMV and IWR

NUMVIWR

NUMV—17.6%

IWR17.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$99most kept, NUMV

NUMV$130 − $31 = $99

IWR$114 − $18 = $96

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee