Compare · 2 funds side by side · dividends reinvested

USMF and MTUM

USMFWisdomTree×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,541MTUM · best of the two

02 / 04

USMF and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.67%+11.6%+10.2%+28.2%+9.2%−20.1%27.8%$17.4B1.4

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.30%+0.4%+1.7%+12.8%+6.1%−6.5%12.0%$254M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: USMF 2017 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. Multifactor Fund · $254M$13,435

USMF

MTUM

iShares MSCI USA Momentum Factor ETF · $17.4B$15,541

$10,000 five years ago, dividends reinvested · they hold 28.5% in common

USMFMeasureMTUM

+0.4%Year to dateJan 1 → Nov 3+11.6%

+1.7%1 yearTotal return+10.2%

+12.8%3 years · per year$10,000 became $14,346 · $21,049+28.2%

+6.1%5 years · per year$10,000 became $13,435 · $15,541+9.2%

0.28%Expense ratio$28 · $15 a year on $10k · lower is better0.15%

1.30%Trailing 12-mo yield$130 · $67 a year on $10k0.67%

−6.5%Worst dropSmaller is better−20.1%

12.0%VolatilityLower is calmer27.8%

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

3–5MTUM wins

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

More Ways to See the Pairs

USMF vs MTUM: Top 5 Holdings

Today

USMF

14.8%in top 5

MTUM

in top 521.3%

USMFStockMTUM

not top 5AMD5.8%

not top 5MU5.0%

4.7%AAPLnot top 5

not top 5JNJ3.7%

3.7%NVDAnot top 5

not top 5CSCO3.6%

3.4%GOOGLnot top 5

not top 5XOM3.2%

1.7%LLYnot top 5

1.4%AVGOnot top 5

Held in common28.5%

End-of-day Nov 3, 2026 · share of each fund

USMF vs MTUM Returns, Every Period

WisdomTreeUSMF

+6.1%

5 years, per year

MTUMiShares

+9.2%

5 years, per year

USMFMTUMFaded: behind in that period

0–4MTUM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

USMF vs MTUM

YTD

WisdomTreeUSMF

+0.4%

MTUMiShares

+11.6%

+0.4%Year to date+11.6%

−6.5%Worst drop · 1Y−20.1%

12.0%Volatility · 1Y27.8%

1.3%Yield0.7%

$254MAssets$17.4B

3–1USMF wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USMF, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

USMF0.28%$28

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: USMF, MTUM

1.30%highest, USMF

FundTrailing yieldYield$10k

USMF1.30%$130

MTUM0.67%$67

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, USMF

USMF$130 − $28 = $102

MTUM$67 − $15 = $52

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: USMF, MTUM

Today

28.5%most shared, USMF and MTUM

USMFMTUM

USMF—28.5%

MTUM28.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.2%MTUM, at 27.8% volatility

USMFWorst drop−6.5%12.0% vol

MTUMWorst drop−20.1%27.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

USMFMTUM

+0.4%Year to date+11.6%

1.3%Yield0.7%

+1.7%Past year+10.2%

0.28%Fee0.15%

3–1MTUM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026