NUMV vs VOO

ANUMV

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,115VOO · NUMV $14,380

Lowest cost0.03%VOO · $3 on $10k

Most income1.30%NUMV · $130 on $10k

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

Held in common3.4%NUMV and VOO

NUMV

VOO

Nuveen ESG Mid-Cap Value · $431MVanguard S&P 500 ETF · $1.00T

+22.3%3 years · per year$18,285 · $19,172+24.2%

+7.5%5 years · per year$14,380 · $18,115+12.6%

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

1.30%12-mo yield$130 · $105 on $10k1.05%

−8.7%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsNUMV · VOO

2.0%HPE0.1%

2.6%URI0.1%

1.5%KEYS0.1%

1.7%BKR0.1%

Held in common3.4%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
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 VOO

NUMV

Nuveen ESG Mid-Cap Value

$14,380

VOO

Vanguard S&P 500

$18,115

MeasureNUMVVOO

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield1.30%1.05%

5 years, per year+7.5%+12.6%

3 years, per year+22.3%+24.2%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y12.6%12.8%

3–3measures won
level

3.4%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

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

Overlap: NUMV, VOO

Today

3.4%most shared, NUMV and VOO

NUMVVOO

NUMV—3.4%

VOO3.4%—

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

NUMV$130 − $31 = $99

KeptFee

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