Compare · 3 funds side by side · dividends reinvested

USMF, QUAL and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

USMF, QUAL and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.8

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.85%+12.4%+14.1%+21.4%+10.8%−9.0%11.9%$48.0B1.9

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.30%+0.4%+1.7%+12.8%+6.1%−6.5%12.0%$254M2.4

Rank among the three1st → 3rdFee, 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 · QUAL 2013 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

USMF

QUAL

iShares MSCI USA Quality Factor ETF · $48.0B$16,737

$10,000 five years ago, dividends reinvested · they hold 22.0% in common

USMFMeasureQUAL

+0.4%Year to dateJan 1 → Nov 3+12.4%

+1.7%1 yearTotal return+14.1%

+12.8%3 years · per year$10,000 became $14,346 · $17,912+21.4%

+6.1%5 years · per year$10,000 became $13,435 · $16,737+10.8%

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

1.30%Trailing 12-mo yield$130 · $85 a year on $10k0.85%

−6.5%Worst dropSmaller is better−9.0%

12.0%VolatilityLower is calmer11.9%

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

2–6QUAL 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 QUAL: Top 5 Holdings

Today

USMF

14.8%in top 5

QUAL

in top 529.8%

USMFStockQUAL

not top 5MSFT8.0%

4.7%AAPL7.4%

3.7%NVDA5.9%

1.7%LLY4.5%

not top 5META4.0%

3.4%GOOGLnot top 5

1.4%AVGOnot top 5

Held in common22.0%

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

USMF vs QUAL Returns, Every Period

WisdomTreeUSMF

+6.1%

5 years, per year

QUALiShares

+10.8%

5 years, per year

USMFQUALFaded: behind in that period

0–4QUAL wins

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

Stocks vs Core: USMF vs VOO

YTD

WisdomTreeUSMF

+0.4%

VOOVanguard

+11.5%

+0.4%Year to date+11.5%

−6.5%Worst drop · 1Y−8.9%

12.0%Volatility · 1Y12.7%

1.3%Yield1.1%

$254MAssets$1.00T

3–1USMF wins

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

Cost, Income and Risk

Fees: USMF, QUAL, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

QUAL0.15%$15

USMF0.28%$28

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

Yields: USMF, QUAL, VOO

1.30%highest, USMF

FundTrailing yieldYield$10k

USMF1.30%$130

VOO1.07%$107

QUAL0.85%$85

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

USMF$130 − $28 = $102

QUAL$85 − $15 = $70

KeptFee

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

Overlap: USMF, QUAL, VOO

Today

44.3%most shared, QUAL and VOO

USMFQUALVOO

USMF—22.0%33.7%

QUAL22.0%—44.3%

VOO33.7%44.3%—

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

Return vs Bumpiness: 3 ETFs

+14.1%QUAL, at 11.9% volatility

QUALWorst drop−9.0%11.9% vol

USMFWorst drop−6.5%12.0% vol

VOOWorst drop−8.9%12.7% vol

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

Paid More vs Made More

YTD

USMFQUAL

+0.4%Year to date+12.4%

1.3%Yield0.9%

+1.7%Past year+14.1%

0.28%Fee0.15%

3–1QUAL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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