NUMV vs VIG

ANUMV

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · NUMV $14,380

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common3.6%NUMV and VIG

NUMV

VIG

Nuveen ESG Mid-Cap Value · $431MVanguard Dividend Appreciation ETF · $109B

+22.3%3 years · per year$18,285 · $17,533+20.6%

+7.5%5 years · per year$14,380 · $17,005+11.2%

0.31%Expense ratio$31 · $4 on $10k · lower wins0.04%

1.30%12-mo yield$130 · $144 on $10k1.44%

−8.7%Worst dropSmaller wins−7.9%

12.6%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUMV · VIG

2.4%CAH0.2%

1.9%A0.2%

2.0%STT0.2%

1.2%FITB0.2%

Held in common3.6%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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 VIG

NUMV

Nuveen ESG Mid-Cap Value

$14,380

VIG

Vanguard Dividend Appreciation

$17,005

MeasureNUMVVIG

Fee0.31%0.04%

Cost on $10k a year$31$4

Yield1.30%1.44%

5 years, per year+7.5%+11.2%

3 years, per year+22.3%+20.6%

Worst drop · 1Y−8.7%−7.9%

Volatility · 1Y12.6%10.2%

5–1measures won
VIG first

3.6%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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

Overlap: NUMV, VIG

Today

3.6%most shared, NUMV and VIG

NUMVVIG

NUMV—3.6%

VIG3.6%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

NUMV$130 − $31 = $99

KeptFee

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