NUMV vs VOE

ANUMV

BVOE

Measures won1–5VOE wins · of 6 · 5Y

$10,000 · 5Y$16,506VOE · NUMV $14,380

Lowest cost0.05%VOE · $5 on $10k

Most income1.82%VOE · $182 on $10k

Smallest drop−6.9%VOE · worst fall in 1Y

Held in common23.8%NUMV and VOE

NUMV

VOE

Nuveen ESG Mid-Cap Value · $429MVanguard Morningstar Mid-Cap Value ETF · $22.8B

+22.3%3 years · per year$18,285 · $18,246+22.2%

+7.5%5 years · per year$14,380 · $16,506+10.5%

0.31%Expense ratio$31 · $5 on $10k · lower wins0.05%

1.30%12-mo yield$130 · $182 on $10k1.82%

−8.7%Worst dropSmaller wins−6.9%

12.6%VolatilityLower wins11.1%

1–5VOE wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUMV · VOE

2.0%HPE1.4%

2.6%URI1.1%

1.7%BKR0.9%

2.4%CAH0.9%

Held in common23.8%

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	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.82%	+1.4%	+22.3%	+26.9%	+22.2%	+10.5%	−6.9%	$22.8B
2	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk		0.31%	1.30%	+2.1%	+17.8%	+21.5%	+22.3%	+7.5%	−8.7%	$429M

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	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.82%	+1.4%	+22.3%	+26.9%	+22.2%	+10.5%	−6.9%	$22.8B
2	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk		0.31%	1.30%	+2.1%	+17.8%	+21.5%	+22.3%	+7.5%	−8.7%	$429M

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 VOE

NUMV

Nuveen ESG Mid-Cap Value

$14,380

VOE

Vanguard Morningstar Mid-Cap Value

$16,506

MeasureNUMVVOE

Fee0.31%0.05%

Cost on $10k a year$31$5

Yield1.30%1.82%

5 years, per year+7.5%+10.5%

3 years, per year+22.3%+22.2%

Worst drop · 1Y−8.7%−6.9%

Volatility · 1Y12.6%11.1%

5–1measures won
VOE first

23.8%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: NUMV, VOE

Today

23.8%most shared, NUMV and VOE

NUMVVOE

NUMV—23.8%

VOE23.8%—

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

Income After Fees on $10,000

$177most kept, VOE

VOE$182 − $5 = $177

NUMV$130 − $31 = $99

KeptFee

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