IJH vs NUMV
YTDYear to date
NUMV wins+3.9 pts
Past year
NUMV wins+5.1 pts
Fee
IJH winslower fee
Yield
NUMV wins+0.1 pts
AUM
IJH292.5× more
3–1NUMV wins
IJH and NUMV · year-to-date · as of Nov 5, 2026 · AUM not scored
NUMV vs S&P 500
YTD$46.06 · +2.1% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+2.1%+5.7%+1.8%+17.8%+21.5%+82.9%+43.8%+139.4%
Peer average+0.9%+1.4%−1.3%+14.0%+16.7%+69.5%+46.2%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
Nuveen NUMV and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
NUMV’s Holdings
TodayURIUnited Rentals2.6%CAH2.4%ED2.1%CCI2.1%HPE2.0%PTC2.0%VMRK2.0%STT2.0%PRU1.9%A1.9%PPG1.8%CNP1.8%FERG1.8%ATO1.8%CHD1.8%FTV1.7%SYY1.7%BKR1.7%CBOE1.7%ADM1.7%ES1.7%RBLX1.6%
Financial ServicesTechnologyIndustrialsHealthcareConsumer DefensiveReal EstateOther
Nuveen NUMV · 89 holdings · top 22 shown · tile size = share of the fund · as of Nov 4, 2026
All 108 Mid Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJH | Core S&P Mid-CapReadDesk | 0.05% | 1.2% | +13.9% | +13.9% | $125B | |
| 2 | VO | Morningstar Mid-CapReadDesk | 0.03% | 1.3% | +14.7% | +14.7% | $103B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.1% | +16.9% | +16.9% | $58.8B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.0% | +13.6% | +13.6% | $26.2B | |
| 5 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.8% | +22.3% | +22.3% | $22.8B | |
| 6 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | +4.5% | +4.5% | $19.2B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +14.0% | +14.0% | $18.9B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −4.3% | −4.3% | $18.5B | |
| 9 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +19.3% | +19.3% | $15.1B | |
| 10 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +24.2% | +24.2% | $14.9B | |
| 11 | IJK | S&P Mid-Cap 400 GrowthReadDesk | 0.16% | 0.6% | +13.5% | +13.5% | $10.5B | |
| 12 | IJJ | S&P Mid-Cap 400 ValueReadDesk | 0.18% | 1.6% | +14.0% | +14.0% | $8.9B | |
| 13 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.0% | +16.8% | +16.8% | $8.1B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.7% | −2.4% | −2.4% | $6.6B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +14.5% | +14.5% | $6.1B | |
| 16 | XMHQ | S&P MidCap QualityReadDesk | 0.30% | 0.5% | +19.0% | +19.0% | $5.8B |
1–16 of 108Page 1 of 7
Mid Cap · current AUM · as of Nov 5, 2026
NUMV Payouts by Year
9YLatest payout, Dec 2025
$0.60
a share · once a year
1.3% yield
1.3% yield
9 years added up
$8.42 a share
$8.42 a share
Nuveen NUMV · per-share distributions by ex-date · 2017–2025
NUMV’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IJH | iShares Core S&P Mid-Cap ETFReadVersus | 0.05% | 1.2% | +0.6% | +13.9% | +16.4% | $125B | |
| 2 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.3% | +0.9% | +14.7% | +15.3% | $103B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.1% | +1.1% | +16.9% | +18.2% | $58.8B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 ETF TrustReadVersus | 0.23% | 1.0% | +0.6% | +13.6% | +16.0% | $26.2B | |
| 5 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.8% | +1.4% | +22.3% | +26.9% | $22.8B | |
| 6 | NUMV | Nuveen ESG Mid-Cap ValueThis fund | 0.31% | 1.3% | +2.1% | +17.8% | +21.5% | $429M |
#27 of 94 this year · #41 cheapest of 108 · sorted by assetsOpen the US Stock Styles table →
NUMV and its peer group · total return · as of Nov 5, 2026
Cards for This View
NUMV’s Top 10 Holdings
Today21.0%of NUMV sits in these 10
Nuveen NUMV · weight in the fund · as of Nov 4, 2026
NUMV’s Holdings
TodayURIUnited Rentals2.6%CAH2.4%ED2.1%CCI2.1%HPE2.0%PTC2.0%VMRK2.0%STT2.0%PRU1.9%A1.9%PPG1.8%CNP1.8%FERG1.8%ATO1.8%CHD1.8%FTV1.7%SYY1.7%BKR1.7%CBOE1.7%ADM1.7%ES1.7%RBLX1.6%
Financial ServicesTechnologyIndustrialsHealthcareConsumer DefensiveReal EstateOther
Nuveen NUMV · 89 holdings · top 22 shown · tile size = share of the fund · as of Nov 4, 2026
NUMV vs Peer Average
YTDNUMVAvsBPeer average
1D+2.1%+0.9%
1M+5.7%+1.4%
3M+1.8%−1.3%
YTD+17.8%+14.0%
1Y+21.5%+16.7%
3Y+82.9%+69.5%
5Y+43.8%+46.2%
6–1NUMV wins
107 Mid cap peers · each row scaled to its leader