NUMV vs VTV

ANUMV

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · NUMV $14,015

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common6.5%NUMV and VTV

NUMV

VTV

Nuveen ESG Mid-Cap Value · $426MVanguard Morningstar Value ETF · $184B

+20.3%3 years · per year$17,408 · $17,700+21.0%

+7.0%5 years · per year$14,015 · $17,865+12.3%

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

1.31%12-mo yield$131 · $183 on $10k1.83%

−8.7%Worst dropSmaller wins−6.4%

12.9%VolatilityLower wins10.8%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsNUMV · VTV

1.7%HPE0.3%

2.4%URI0.2%

1.4%KEYS0.2%

1.6%BKR0.2%

Held in common6.5%

End-of-day Nov 9, 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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk		0.31%	1.31%	+2.0%	+16.8%	+20.7%	+20.3%	+7.0%	−8.7%	$426M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk		0.31%	1.31%	+2.0%	+16.8%	+20.7%	+20.3%	+7.0%	−8.7%	$426M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NUMV vs VTV

NUMV

Nuveen ESG Mid-Cap Value

$14,015

VTV

Vanguard Morningstar Value

$17,865

MeasureNUMVVTV

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield1.31%1.83%

5 years, per year+7.0%+12.3%

3 years, per year+20.3%+21.0%

Worst drop · 1Y−8.7%−6.4%

Volatility · 1Y12.9%10.8%

6–0measures won
VTV first

6.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: NUMV, VTV

Today

6.5%most shared, NUMV and VTV

NUMVVTV

NUMV—6.5%

VTV6.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

NUMV$131 − $31 = $100

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee