NUMV vs VUG

ANUMV

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · NUMV $13,861

Lowest cost0.03%VUG · $3 on $10k

Most income1.33%NUMV · $133 on $10k

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

Held in common0.5%NUMV and VUG

NUMV

VUG

Nuveen ESG Mid-Cap Value · $429MVanguard Morningstar Growth ETF · $233B

+21.0%3 years · per year$17,697 · $18,532+22.8%

+6.7%5 years · per year$13,861 · $16,052+9.9%

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

1.33%12-mo yield$133 · $43 on $10k0.43%

−8.7%Worst dropSmaller wins−15.1%

12.8%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsNUMV · VUG

1.7%RBLX0.1%

0.9%WAT0.1%

0.1%GWW0.2%

0.4%ASTS0.0%

Held in common0.5%

End-of-day Nov 5, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk		0.31%	1.33%	−2.4%	+15.0%	+19.0%	+21.0%	+6.7%	−8.7%	$429M

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk		0.31%	1.33%	−2.4%	+15.0%	+19.0%	+21.0%	+6.7%	−8.7%	$429M

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

Cards for this view

NUMV vs VUG

NUMV

Nuveen ESG Mid-Cap Value

$13,861

VUG

Vanguard Morningstar Growth

$16,052

MeasureNUMVVUG

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield1.33%0.43%

5 years, per year+6.7%+9.9%

3 years, per year+21.0%+22.8%

Worst drop · 1Y−8.7%−15.1%

Volatility · 1Y12.8%19.0%

3–3measures won
level

0.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: NUMV, VUG

Today

0.5%most shared, NUMV and VUG

NUMVVUG

NUMV—0.5%

VUG0.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, NUMV

NUMV$133 − $31 = $102

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee