VOO vs NUMG

AVOO

BNUMG

Measures won6–0VOO wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common1.4%VOO and NUMG

VOO

NUMG

Vanguard S&P 500 ETF · $1.00TNuveen ESG Mid-Cap Growth · $296M

+22.0%3 years · per year$18,159 · $12,595+8.0%

+11.9%5 years · per year$17,543 · $8,640−2.9%

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

1.07%12-mo yield$107 · $1 on $10k0.01%

−8.9%Worst dropSmaller wins−19.6%

13.7%VolatilityLower wins20.7%

6–0VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · NUMG

0.1%LITE2.9%

0.1%KEYS2.6%

0.1%FIX2.5%

0.1%GWW3.0%

Held in common1.4%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BNUMG	Nuveen ESG Mid-Cap GrowthRead Desk	0.31%	0.01%	+3.5%	−7.1%	−6.2%	+8.0%	−2.9%	−19.6%	$296M

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BNUMG	Nuveen ESG Mid-Cap GrowthRead Desk	0.31%	0.01%	+3.5%	−7.1%	−6.2%	+8.0%	−2.9%	−19.6%	$296M

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

VOO vs NUMG

VOO

Vanguard S&P 500

$17,543

NUMG

Nuveen ESG Mid-Cap Growth

$8,640

MeasureVOONUMG

Fee0.03%0.31%

Cost on $10k a year$3$31

Yield1.07%0.01%

5 years, per year+11.9%−2.9%

3 years, per year+22.0%+8.0%

Worst drop · 1Y−8.9%−19.6%

Volatility · 1Y13.7%20.7%

6–0measures won
VOO first

1.4%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM 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%

$120BAssets$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: VOO, NUMG, IVV

Today

92.7%most shared, VOO and IVV

VOONUMGIVV

VOO—1.4%92.7%

NUMG1.4%—1.3%

IVV92.7%1.3%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

NUMG$1 − $31 = −$30

KeptFee

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