NUMV vs SPY

ANUMV

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SPY $17,118

Lowest cost0.03%VOO · $3 on $10k

Most income1.34%NUMV · $134 on $10k

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

Held in common3.7%NUMV and SPY

NUMV

SPY

Nuveen ESG Mid-Cap Value · $427MState Street SPDR S&P 500 ETF · $819B

+20.4%3 years · per year$17,454 · $18,039+21.7%

+6.7%5 years · per year$13,856 · $17,118+11.3%

0.31%Expense ratio$31 · $9 on $10k · lower wins0.09%

1.34%12-mo yield$134 · $103 on $10k1.03%

−8.7%Worst dropSmaller wins−8.9%

12.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNUMV · SPY

2.3%URI0.1%

2.5%CAH0.1%

1.7%HPE0.1%

1.3%HUM0.1%

Held in common3.7%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
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 SPY

NUMV

Nuveen ESG Mid-Cap Value

$13,856

SPY

SPDR S&P 500

$17,118

MeasureNUMVSPY

Fee0.31%0.09%

Cost on $10k a year$31$9

Yield1.34%1.03%

5 years, per year+6.7%+11.3%

3 years, per year+20.4%+21.7%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y12.8%13.6%

3–3measures won
level

3.7%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: NUMV, SPY, VOO

Today

92.2%most shared, SPY and VOO

NUMVSPYVOO

NUMV—3.7%3.4%

SPY3.7%—92.2%

VOO3.4%92.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

NUMV$134 − $31 = $103

SPY$103 − $9 = $94

KeptFee

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