Compare · 2 funds side by side · dividends reinvested

USMF and USMV

USMFWisdomTree×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,352USMV · best of the two

02 / 04

USMF and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.2%+11.9%+15.2%+7.5%−6.5%8.6%$24.1B1.0

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.30%+0.4%+1.7%+12.8%+6.1%−6.5%12.0%$254M2.0

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 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

USMF

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,352

$10,000 five years ago, dividends reinvested · they hold 25.4% in common

USMFMeasureUSMV

+0.4%Year to dateJan 1 → Nov 3+10.2%

+1.7%1 yearTotal return+11.9%

+12.8%3 years · per year$10,000 became $14,346 · $15,272+15.2%

+6.1%5 years · per year$10,000 became $13,435 · $14,352+7.5%

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

1.30%Trailing 12-mo yield$130 · $137 a year on $10k1.37%

−6.5%Worst dropSmaller is better−6.5%

12.0%VolatilityLower is calmer8.6%

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

0–7USMV 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 USMV: Top 5 Holdings

Today

USMF

14.8%in top 5

USMV

in top 57.7%

USMFStockUSMV

4.7%AAPLnot top 5

3.7%NVDAnot top 5

3.4%GOOGLnot top 5

1.7%LLYnot top 5

not top 5XOM1.6%

not top 5MSFT1.6%

not top 5CB1.5%

not top 5MSI1.5%

not top 5BRK-B1.5%

1.4%AVGOnot top 5

Held in common25.4%

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

USMF vs USMV Returns, Every Period

WisdomTreeUSMF

+6.1%

5 years, per year

USMViShares

+7.5%

5 years, per year

USMFUSMVFaded: behind in that period

0–4USMV wins

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

USMF vs USMV

YTD

WisdomTreeUSMF

+0.4%

USMViShares

+10.2%

+0.4%Year to date+10.2%

−6.5%Worst drop · 1Y−6.5%

12.0%Volatility · 1Y8.6%

1.3%Yield1.4%

$254MAssets$24.1B

3–0USMV wins

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

Cost, Income and Risk

Fees: USMF, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

USMF0.28%$28

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

Yields: USMF, USMV

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

USMF1.30%$130

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

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

USMF$130 − $28 = $102

KeptFee

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

Overlap: USMF, USMV

Today

25.4%most shared, USMF and USMV

USMFUSMV

USMF—25.4%

USMV25.4%—

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

Return vs Bumpiness: 2 ETFs

+11.9%USMV, at 8.6% volatility

USMVWorst drop−6.5%8.6% vol

USMFWorst drop−6.5%12.0% vol

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

Paid More vs Made More

YTD

USMVUSMF

+10.2%Year to date+0.4%

1.4%Yield1.3%

+11.9%Past year+1.7%

0.15%Fee0.28%

4–0USMV 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