VOO vs NUMG

AVOO

BNUMG

Measures won6–0VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · NUMG $8,439

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common1.4%VOO and NUMG

VOO

NUMG

Vanguard S&P 500 ETF · $1.00TNuveen ESG Mid-Cap Growth · $310M

+22.1%3 years · per year$18,224 · $12,465+7.6%

+11.4%5 years · per year$17,156 · $8,439−3.3%

0.03%Expense ratio$3 · $31 on $10k · lower wins0.31%

1.10%12-mo yield$110 · $1 on $10k0.01%

−8.9%Worst dropSmaller wins−19.6%

13.5%VolatilityLower wins20.5%

6–0VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVOO · NUMG

0.1%LITE3.1%

0.1%KEYS2.6%

0.1%FIX2.5%

0.1%GWW3.0%

Held in common1.4%

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	AVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BNUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	−5.1%	−10.3%	−11.0%	+7.6%	−3.3%	−19.6%	$310M

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	AVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BNUMG	Nuveen ESG Mid-Cap GrowthRead Desk		0.31%	0.01%	−5.1%	−10.3%	−11.0%	+7.6%	−3.3%	−19.6%	$310M

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

VOO vs NUMG

VOO

Vanguard S&P 500

$17,156

NUMG

Nuveen ESG Mid-Cap Growth

$8,439

MeasureVOONUMG

Fee0.03%0.31%

Cost on $10k a year$3$31

Yield1.10%0.01%

5 years, per year+11.4%−3.3%

3 years, per year+22.1%+7.6%

Worst drop · 1Y−8.9%−19.6%

Volatility · 1Y13.5%20.5%

6–0measures won
VOO first

1.4%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: VOO, NUMG

Today

1.4%most shared, VOO and NUMG

VOONUMG

VOO—1.4%

NUMG1.4%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

NUMG$1 − $31 = −$30

KeptFee

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