Compare · 3 funds side by side · dividends reinvested

USMF, USMV 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, USMV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.39%+8.6%+10.5%+13.7%+7.2%−6.5%9.1%$23.8B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.0

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.36%−4.2%−3.0%+10.2%+5.2%−10.6%13.0%$253M2.6

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 · USMV 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

USMF

USMV

iShares MSCI USA Min Vol Factor ETF · $23.8B$14,154

$10,000 five years ago, dividends reinvested · they hold 24.2% in common

USMFMeasureUSMV

−4.2%Year to dateJan 1 → Nov 6+8.6%

−3.0%1 yearTotal return+10.5%

+10.2%3 years · per year$10,000 became $13,397 · $14,709+13.7%

+5.2%5 years · per year$10,000 became $12,900 · $14,154+7.2%

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

1.36%Trailing 12-mo yield$136 · $139 a year on $10k1.39%

−10.6%Worst dropSmaller is better−6.5%

13.0%VolatilityLower is calmer9.1%

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

0–8USMV 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 USMV: Top 5 Holdings

Today

USMF

14.8%in top 5

USMV

in top 58.0%

USMFStockUSMV

4.7%AAPLnot top 5

3.7%NVDAnot top 5

3.4%GOOGLnot top 5

1.7%LLYnot top 5

not top 5MSFT1.6%

not top 5MCK1.6%

not top 5MSI1.6%

not top 5BRK-B1.6%

not top 5CB1.6%

1.4%AVGOnot top 5

Held in common24.2%

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

USMF vs USMV Returns, Every Period

WisdomTreeUSMF

+5.2%

5 years, per year

USMViShares

+7.2%

5 years, per year

USMFUSMVFaded: behind in that period

0–4USMV wins

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

USMF vs USMV

YTD

WisdomTreeUSMF

−4.2%

USMViShares

+8.6%

−4.2%Year to date+8.6%

−10.6%Worst drop · 1Y−6.5%

13.0%Volatility · 1Y9.1%

1.4%Yield1.4%

$253MAssets$23.8B

3–0USMV wins

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

Cost, Income and Risk

Fees: USMF, USMV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

USMV0.15%$15

USMF0.28%$28

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

Yields: USMF, USMV, VUG

1.39%highest, USMV

FundTrailing yieldYield$10k

USMV1.39%$139

USMF1.36%$136

VUG0.42%$42

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

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

USMF$136 − $28 = $108

VUG$42 − $3 = $39

KeptFee

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

Overlap: USMF, USMV, VUG

Today

26.3%most shared, USMF and VUG

USMFUSMVVUG

USMF—24.2%26.3%

USMV24.2%—20.8%

VUG26.3%20.8%—

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

Return vs Bumpiness: 3 ETFs

+10.5%USMV, at 9.1% volatility

USMVWorst drop−6.5%9.1% vol

USMFWorst drop−10.6%13.0% 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

USMVVUG

+8.6%Year to date+1.4%

1.4%Yield0.4%

+10.5%Past year+0.2%

0.15%Fee0.03%

3–1USMV wins

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