Compare · 3 funds side by side · dividends reinvested

USMF, SRHQ and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

USMF, SRHQ and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SRH U.S. Quality GARP ETFUS Stock Styles · Factor0.35%0.69%+27.2%+30.1%+22.6%[…]−7.5%14.9%$231M1.6

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.36%−4.2%−3.0%+10.2%+5.2%−10.6%13.0%$253M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: USMF 2017 · SRHQ 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. Multifactor Fund · $253M$12,900

USMF

SRHQ

SRH U.S. Quality GARP ETF · $231M[…]

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

USMFMeasureSRHQ

−4.2%Year to dateJan 1 → Nov 6+27.2%

−3.0%1 yearTotal return+30.1%

+10.2%3 years · per year$10,000 became $13,397 · $18,443+22.6%

+5.2%5 years · per year$10,000 became $12,900 · […][…]

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

1.36%Trailing 12-mo yield$136 · $69 a year on $10k0.69%

−10.6%Worst dropSmaller is better−7.5%

13.0%VolatilityLower is calmer14.9%

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

3–4SRHQ wins

End-of-day Nov 6, 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 511.4%

USMFStockSRHQ

4.7%AAPLnot top 5

3.7%NVDAnot top 5

3.4%GOOGLnot top 5

not top 5HUM2.5%

not top 5QLYS2.4%

not top 5CNC2.4%

not top 5CVLT2.1%

not top 5NSP2.0%

1.7%LLYnot top 5

1.4%AVGOnot top 5

Held in common6.6%

End-of-day Nov 6, 2026 · share of each fund

USMF vs SRHQ Returns, Every Period

WisdomTreeUSMF

−3.0%

past year

SRHQSRH

+30.1%

past year

USMFSRHQFaded: behind in that period

0–3SRHQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

USMF vs SRHQ

YTD

WisdomTreeUSMF

−4.2%

SRHQSRH

+27.2%

−4.2%Year to date+27.2%

−10.6%Worst drop · 1Y−7.5%

13.0%Volatility · 1Y14.9%

1.4%Yield0.7%

$253MAssets$231M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USMF, SRHQ, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

USMF0.28%$28

SRHQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: USMF, SRHQ, VUG

1.36%highest, USMF

FundTrailing yieldYield$10k

USMF1.36%$136

SRHQ0.69%$69

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, USMF

USMF$136 − $28 = $108

VUG$42 − $3 = $39

SRHQ$69 − $35 = $34

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: USMF, SRHQ, VUG

Today

26.3%most shared, USMF and VUG

USMFSRHQVUG

USMF—6.6%26.3%

SRHQ6.6%—0.2%

VUG26.3%0.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+30.1%SRHQ, at 14.9% volatility

USMFWorst drop−10.6%13.0% vol

SRHQWorst drop−7.5%14.9% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

USMFSRHQ

−4.2%Year to date+27.2%

1.4%Yield0.7%

−3.0%Past year+30.1%

0.28%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026