NUMG vs OVL

Comparison between NUVEEN ESG MID-CAP GROWTH ETF (NUMG, ETF) and OVERLAY SHARES LARGE CAP EQUITY ETF (OVL, ETF).

5-Year PerformanceOVL has outperformed NUMG, delivering a return of +12.9% compared to -0.8%

NUMG vs OVL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NUMG(ETF)	OVL(ETF)
Net Assets	$350M	$349M
Expense Ratio	0.31%	0.79%
Max Drawdown	45.83%	35.49%
Sharpe Ratio	-0.06	1.30
5Y Beta	1.10	1.11
P/E Ratio	54.57	N/A
Forward P/E	30.26	N/A
5Y Dividends CAGR	-55.99%	27.19%
5Y EPS CAGR	15.02%	N/A
Debt to Equity	354.48%	N/A
P/S Ratio	4.48	N/A
P/B Ratio	8.26	N/A

Net Assets

Winner

NUMG

$350M

OVL

$349M

Expense Ratio

Winner

NUMG

0.31%

OVL

0.79%

Max Drawdown

NUMG

45.83%

Winner

OVL

35.49%

Sharpe Ratio

NUMG

-0.06

Winner

OVL

1.30

5Y Beta

Winner

NUMG

1.10

OVL

1.11

P/E Ratio

NUMG

54.57

OVL

N/A

Forward P/E

NUMG

30.26

OVL

N/A

5Y Dividends CAGR

NUMG

-55.99%

Winner

OVL

27.19%

5Y EPS CAGR

NUMG

15.02%

OVL

N/A

Debt to Equity

NUMG

354.48%

OVL

N/A

P/S Ratio

NUMG

4.48

OVL

N/A

P/B Ratio

NUMG

8.26

OVL

N/A

NUMG vs OVL - Holdings Comparison

NUMG and OVL have 0 common holdings. Overlap is 0.00%

NUMG's top 25 holdings weight is 69.12%. OVL's top 25 holdings weight is 100.04%.

Rank	NUMG	OVL
#1	DATADOG INC CLASS A (DDOG) - 4.48%	VANGUARD S&P 500 ETF (VOO) - 100.03%
#2	AXON ENTERPRISE INC (AXON) - 3.78%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.01%
#3	LUMENTUM HOLDINGS INC (LITE) - 3.70%	N/A
#4	COMFORT SYSTEMS USA INC (FIX) - 3.61%	N/A
#5	ATLASSIAN CORP CLASS A (TEAM) - 3.32%	N/A
#6	CIENA CORP (CIEN) - 3.22%	N/A
#7	VEEVA SYSTEMS INC CLASS A (VEEV) - 3.19%	N/A
#8	IDEXX LABORATORIES INC (IDXX) - 2.98%	N/A
#9	MONGODB INC CLASS A (MDB) - 2.90%	N/A
#10	EBAY INC (EBAY) - 2.82%	N/A
#11	KEYSIGHT TECHNOLOGIES INC (KEYS) - 2.71%	N/A
#12	EMCOR GROUP INC (EME) - 2.63%	N/A
#13	CASEY'S GENERAL STORES INC (CASY) - 2.46%	N/A
#14	RESMED INC (RMD) - 2.46%	N/A
#15	LIVE NATION ENTERTAINMENT INC (LYV) - 2.44%	N/A
#16	TOAST INC CLASS A (TOST) - 2.42%	N/A
#17	W.W. GRAINGER INC (GWW) - 2.41%	N/A
#18	SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 2.27%	N/A
#19	BURLINGTON STORES INC (BURL) - 2.24%	N/A
#20	LIBERTY MEDIA CORP REGISTERED SHS SERIES -C- FORMULA ONE (FWONK) - 2.21%	N/A
#21	WATERS CORP (WAT) - 2.21%	N/A
#22	IRON MOUNTAIN INC (IRM) - 2.19%	N/A
#23	ULTA BEAUTY INC (ULTA) - 2.17%	N/A
#24	ALNYLAM PHARMACEUTICALS INC (ALNY) - 2.15%	N/A
#25	AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.15%	N/A
Total Holdings	43	2

NUMG vs OVL - Historical Returns

Returns include dividend reinvestment.

Period	NUMG	OVL
1 month	+6.14%	+3.51%
3 months	+4.24%	+2.10%
6 months	+11.36%	+12.31%
1 year	-0.95%	+23.03%
5 years(CAGR)	-0.85%	+12.87%
10 years(CAGR)	+9.45%	N/A
Max(CAGR)	+9.45%	+17.42%

Winner

NUMG

+6.14%

OVL

+3.51%

Winner

NUMG

+4.24%

OVL

+2.10%

NUMG

+11.36%

Winner

OVL

+12.31%

NUMG

-0.95%

Winner

OVL

+23.03%

5Y(CAGR)

NUMG

-0.85%

Winner

OVL

+12.87%

10Y(CAGR)

NUMG

+9.45%

OVL

N/A

Max(CAGR)

NUMG

+9.45%

Winner

OVL

+17.42%

NUMG vs OVL - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	NUMG	OVL
2026	+0.71%	+13.92%
2025	+0.69%	+18.52%
2024	+14.12%	+28.94%
2023	+20.75%	+28.57%
2022	-27.54%	-23.37%
2021	+14.62%	+34.48%
2020	+44.12%	+18.56%
2019	+35.25%	+10.84%
2018	-6.03%	N/A
2017	+19.00%	N/A
2016	-0.84%	N/A

NUMG vs OVL Drawdown Comparison

The maximum drawdown for NUMG was -38.68%, occurring on Oct 14, 2022. This drawdown has not yet recovered.

The maximum drawdown for OVL was -35.49%, occurring on Mar 20, 2020. Recovery took 118 trading sessions.

The current NUMG drawdown is -8.38%. The current OVL drawdown is -2.35%.

Rank	NUMG	OVL
#1	-38.68% Nov 16, 2021 - Oct 14, 2022	-35.49% Feb 19, 2020 - Aug 6, 2020
#2	-33.40% Feb 19, 2020 - May 29, 2020	-29.24% Jan 3, 2022 - Jan 19, 2024
#3	-24.83% Sep 14, 2018 - May 3, 2019	-21.69% Feb 19, 2025 - Jul 3, 2025
#4	-11.48% Feb 12, 2021 - Apr 15, 2021	-10.29% Sep 2, 2020 - Nov 13, 2020
#5	-10.32% Apr 26, 2021 - Jun 25, 2021	-10.10% Jul 16, 2024 - Sep 19, 2024
#6	-9.39% Jan 26, 2018 - Jun 4, 2018	-8.73% Jan 28, 2026 - Apr 14, 2026
#7	-8.61% Jul 24, 2019 - Nov 25, 2019	-7.39% Mar 28, 2024 - May 15, 2024
#8	-8.51% Sep 2, 2020 - Oct 8, 2020	-6.38% Oct 29, 2025 - Dec 10, 2025
#9	-8.51% Sep 3, 2021 - Nov 2, 2021	-6.28% Sep 3, 2021 - Oct 21, 2021
#10	-7.02% Jun 8, 2020 - Jul 2, 2020	-5.47% Dec 6, 2024 - Jan 23, 2025
#11	-6.25% Oct 23, 2020 - Nov 5, 2020	-5.24% Jun 2, 2026 - Aug 4, 2026
#12	-5.91% Jan 20, 2021 - Feb 4, 2021	-4.72% Feb 17, 2021 - Mar 11, 2021
#13	-5.67% May 3, 2019 - Jun 10, 2019	-4.25% Jan 17, 2020 - Feb 6, 2020
#14	-5.18% May 15, 2017 - Jul 21, 2017	-4.15% May 7, 2021 - Jun 4, 2021
#15	-4.70% Jun 18, 2018 - Jul 18, 2018	-3.98% Jan 21, 2021 - Feb 4, 2021

Correlation

Correlation between NUMG and OVL is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2017 - 2026)

NUMG vs OVL dividend yield comparison.

Year	NUMG	OVL
2026	0.00%	5.80%
2025	0.01%	2.99%
2024	0.06%	3.10%
2023	0.18%	3.33%
2022	0.18%	3.85%
2021	12.76%	3.63%
2020	3.82%	2.43%
2019	0.27%	0.50%
2018	5.14%	0.00%
2017	0.56%	0.00%

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NUMG vs OVL

NUMG vs OVL - Performance Comparison

Key Characteristics

NUMG vs OVL - Holdings Comparison

NUMG vs OVL - Historical Returns

NUMG vs OVL - Annual Returns (2016 - 2026)

NUMG vs OVL Drawdown Comparison

Correlation

Dividend Comparison (2017 - 2026)

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