Compare · 2 funds side by side · dividends reinvested

USMF and SRHQ

USMFWisdomTree×SRHQSRH×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,435USMF · best of the two

02 / 04

USMF and SRHQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.30%+0.4%+1.7%+12.8%+6.1%−6.5%12.0%$254M1.4

SRH U.S. Quality GARP ETFUS Stock Styles · Factor0.35%0.69%+27.6%+30.1%+23.6%[…]−7.5%14.6%$224M1.6

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 · SRHQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

USMF

SRHQ

SRH U.S. Quality GARP ETF · $224M[…]

$10,000 five years ago, dividends reinvested · they hold 6.6% in common

USMFMeasureSRHQ

+0.4%Year to dateJan 1 → Nov 3+27.6%

+1.7%1 yearTotal return+30.1%

+12.8%3 years · per year$10,000 became $14,346 · $18,887+23.6%

+6.1%5 years · per year$10,000 became $13,435 · […][…]

0.28%Expense ratio$28 · $35 a year on $10k · lower is better0.35%

1.30%Trailing 12-mo yield$130 · $69 a year on $10k0.69%

−6.5%Worst dropSmaller is better−7.5%

12.0%VolatilityLower is calmer14.6%

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

4–3USMF 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 SRHQ: Top 5 Holdings

Today

USMF

14.8%in top 5

SRHQ

in top 511.3%

USMFStockSRHQ

4.7%AAPLnot top 5

3.7%NVDAnot top 5

3.4%GOOGLnot top 5

not top 5HUM2.5%

not top 5QLYS2.5%

not top 5CNC2.1%

not top 5CVLT2.1%

not top 5NSP2.1%

1.7%LLYnot top 5

1.4%AVGOnot top 5

Held in common6.6%

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

USMF vs SRHQ Returns, Every Period

WisdomTreeUSMF

+1.7%

past year

SRHQSRH

+30.1%

past year

USMFSRHQFaded: behind in that period

0–3SRHQ wins

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

USMF vs SRHQ

YTD

WisdomTreeUSMF

+0.4%

SRHQSRH

+27.6%

+0.4%Year to date+27.6%

−6.5%Worst drop · 1Y−7.5%

12.0%Volatility · 1Y14.6%

1.3%Yield0.7%

$254MAssets$224M

3–1USMF wins

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

Cost, Income and Risk

Fees: USMF, SRHQ

Today

0.28%lowest, USMF

FundExpense ratioFee$10k

USMF0.28%$28

SRHQ0.35%$35

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

Yields: USMF, SRHQ

1.30%highest, USMF

FundTrailing yieldYield$10k

USMF1.30%$130

SRHQ0.69%$69

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

Income After Fees on $10,000

$102most kept, USMF

USMF$130 − $28 = $102

SRHQ$69 − $35 = $34

KeptFee

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

Overlap: USMF, SRHQ

Today

6.6%most shared, USMF and SRHQ

USMFSRHQ

USMF—6.6%

SRHQ6.6%—

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

Return vs Bumpiness: 2 ETFs

+30.1%SRHQ, at 14.6% volatility

USMFWorst drop−6.5%12.0% vol

SRHQWorst drop−7.5%14.6% vol

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

Paid More vs Made More

YTD

USMFSRHQ

+0.4%Year to date+27.6%

1.3%Yield0.7%

+1.7%Past year+30.1%

0.28%Fee0.35%

2–2level

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