Compare · 3 funds side by side · dividends reinvested

USMF, IVV and VOO

USMFWisdomTree×IVViShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

USMF, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.9

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.36%−4.4%−2.5%+10.4%+5.2%−10.6%13.0%$253M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: USMF 2017 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. Multifactor Fund · $253M$12,889

USMF

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 32.6% in common

USMFMeasureIVV

−4.4%Year to dateJan 1 → Nov 5+8.4%

−2.5%1 yearTotal return+9.7%

+10.4%3 years · per year$10,000 became $13,453 · $18,221+22.1%

+5.2%5 years · per year$10,000 became $12,889 · $17,151+11.4%

0.28%Expense ratio$28 · $3 a year on $10k · lower is better0.03%

1.36%Trailing 12-mo yield$136 · $114 a year on $10k1.14%

−10.6%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer13.6%

USMFIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6IVV wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USMF vs IVV: Top 5 Holdings

Today

USMF

14.8%in top 5

IVV

in top 527.7%

USMFStockIVV

4.7%AAPL7.7%

3.7%NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

3.4%GOOGL2.6%

1.7%LLYnot top 5

1.4%AVGOnot top 5

Held in common32.6%

End-of-day Nov 5, 2026 · share of each fund

USMF vs IVV Returns, Every Period

WisdomTreeUSMF

+5.2%

5 years, per year

IVViShares

+11.4%

5 years, per year

USMFIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: USMF vs IVV

YTD

WisdomTreeUSMF

−4.4%

IVViShares

+8.4%

−4.4%Year to date+8.4%

−10.6%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y13.6%

1.4%Yield1.1%

$253MAssets$850B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USMF, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

USMF0.28%$28

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: USMF, IVV, VOO

1.36%highest, USMF

FundTrailing yieldYield$10k

USMF1.36%$136

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

USMF$136 − $28 = $108

VOO$110 − $3 = $107

KeptFee

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

Overlap: USMF, IVV, VOO

Today

93.5%most shared, IVV and VOO

USMFIVVVOO

USMF—32.6%33.7%

IVV32.6%—93.5%

VOO33.7%93.5%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

USMFWorst drop−10.6%13.0% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

USMFVOO

−4.4%Year to date+8.4%

1.4%Yield1.1%

−2.5%Past year+9.8%

0.28%Fee0.03%

3–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026