NUMV vs IWR

ANUMV

BIWR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWR $13,924

Lowest cost0.03%VUG · $3 on $10k

Most income1.34%NUMV · $134 on $10k

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

Held in common17.7%NUMV and IWR

NUMV

IWR

Nuveen ESG Mid-Cap Value · $427MiShares Russell Mid-Cap ETF · $56.9B

+20.4%3 years · per year$17,454 · $16,955+19.2%

+6.7%5 years · per year$13,856 · $13,924+6.8%

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

1.34%12-mo yield$134 · $118 on $10k1.18%

−8.7%Worst dropSmaller wins−8.2%

12.8%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNUMV · IWR

2.3%URI0.5%

2.5%CAH0.5%

1.7%HPE0.4%

2.1%VMRK0.4%

Held in common17.7%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B
3	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk	0.31%	1.34%	−0.4%	+14.5%	+17.9%	+20.4%	+6.7%	−8.7%	$427M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B
3	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk	0.31%	1.34%	−0.4%	+14.5%	+17.9%	+20.4%	+6.7%	−8.7%	$427M

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 IWR

NUMV

Nuveen ESG Mid-Cap Value

$13,856

IWR

iShares Russell Mid-Cap

$13,924

MeasureNUMVIWR

Fee0.31%0.18%

Cost on $10k a year$31$18

Yield1.34%1.18%

5 years, per year+6.7%+6.8%

3 years, per year+20.4%+19.2%

Worst drop · 1Y−8.7%−8.2%

Volatility · 1Y12.8%13.8%

3–3measures won
level

17.7%

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: NUMV, IWR, VUG

Today

17.7%most shared, NUMV and IWR

NUMVIWRVUG

NUMV—17.7%0.5%

IWR17.7%—7.0%

VUG0.5%7.0%—

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

Income After Fees on $10,000

$103most kept, NUMV

NUMV$134 − $31 = $103

IWR$118 − $18 = $100

VUG$42 − $3 = $39

KeptFee

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