Compare · 3 funds side by side · dividends reinvested

USMF, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

USMF, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.5

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.29%+0.7%+2.0%+12.7%+6.5%−6.5%12.0%$253M2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: USMF 2017 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. Multifactor Fund · $253M$13,704

USMF

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 32.9% in common

USMFMeasureSPYM

+0.7%Year to dateJan 1 → Nov 4+13.4%

+2.0%1 yearTotal return+13.5%

+12.7%3 years · per year$10,000 became $14,297 · $19,186+24.3%

+6.5%5 years · per year$10,000 became $13,704 · $18,126+12.6%

0.28%Expense ratio$28 · $2 a year on $10k · lower is better0.02%

1.29%Trailing 12-mo yield$129 · $101 a year on $10k1.01%

−6.5%Worst dropSmaller is better−8.9%

12.0%VolatilityLower is calmer12.8%

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

3–5SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USMF vs SPYM: Top 5 Holdings

Today

USMF

14.8%in top 5

SPYM

in top 527.3%

USMFStockSPYM

3.7%NVDA7.7%

4.7%AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

3.4%GOOGL2.5%

1.7%LLYnot top 5

1.4%AVGOnot top 5

Held in common32.9%

End-of-day Nov 4, 2026 · share of each fund

USMF vs SPYM Returns, Every Period

WisdomTreeUSMF

+6.5%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

USMFSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: USMF vs SPYM

YTD

WisdomTreeUSMF

+0.7%

SPYMSPDR

+13.4%

+0.7%Year to date+13.4%

−6.5%Worst drop · 1Y−8.9%

12.0%Volatility · 1Y12.8%

1.3%Yield1.0%

$253MAssets$182B

3–1USMF wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USMF, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

USMF0.28%$28

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: USMF, SPYM, SPY

1.29%highest, USMF

FundTrailing yieldYield$10k

USMF1.29%$129

SPYM1.01%$101

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, USMF

USMF$129 − $28 = $101

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: USMF, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

USMFSPYMSPY

USMF—32.9%32.9%

SPYM32.9%—99.8%

SPY32.9%99.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

USMFWorst drop−6.5%12.0% vol

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USMFSPYM

+0.7%Year to date+13.4%

1.3%Yield1.0%

+2.0%Past year+13.5%

0.28%Fee0.02%

3–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026