Compare · 2 funds side by side · dividends reinvested

USMF and VIG

USMFWisdomTree×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

USMF and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.1

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.29%+0.7%+2.0%+12.7%+6.5%−6.5%12.0%$254M1.9

Rank among the two1st → 2ndFee, 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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. Multifactor Fund · $254M$13,704

USMF

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 22.1% in common

USMFMeasureVIG

+0.7%Year to dateJan 1 → Nov 4+16.4%

+2.0%1 yearTotal return+18.9%

+12.7%3 years · per year$10,000 became $14,297 · $17,533+20.6%

+6.5%5 years · per year$10,000 became $13,704 · $17,005+11.2%

0.28%Expense ratio$28 · $4 a year on $10k · lower is better0.04%

1.29%Trailing 12-mo yield$129 · $144 a year on $10k1.44%

−6.5%Worst dropSmaller is better−7.9%

12.0%VolatilityLower is calmer10.2%

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

1–7VIG 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 VIG: Top 5 Holdings

Today

USMF

14.8%in top 5

VIG

in top 522.1%

USMFStockVIG

not top 5MSFT4.9%

4.7%AAPL4.9%

1.4%AVGO4.3%

1.7%LLY4.1%

not top 5JPM3.9%

3.7%NVDAnot top 5

3.4%GOOGLnot top 5

Held in common22.1%

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

USMF vs VIG Returns, Every Period

WisdomTreeUSMF

+6.5%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

USMFVIGFaded: behind in that period

0–4VIG wins

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

Stocks vs Income: USMF vs VIG

YTD

WisdomTreeUSMF

+0.7%

VIGVanguard

+16.4%

+0.7%Year to date+16.4%

−6.5%Worst drop · 1Y−7.9%

12.0%Volatility · 1Y10.2%

1.3%Yield1.4%

$254MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: USMF, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

USMF0.28%$28

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

Yields: USMF, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

USMF1.29%$129

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

USMF$129 − $28 = $101

KeptFee

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

Overlap: USMF, VIG

Today

22.1%most shared, USMF and VIG

USMFVIG

USMF—22.1%

VIG22.1%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

USMFWorst drop−6.5%12.0% vol

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

Paid More vs Made More

YTD

VIGUSMF

+16.4%Year to date+0.7%

1.4%Yield1.3%

+18.9%Past year+2.0%

0.04%Fee0.28%

4–0VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026