Compare · 3 funds side by side · dividends reinvested

USMF, VIG and VUG

USMFWisdomTree×VIGVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

USMF, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.3

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

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 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

USMF

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

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

USMFMeasureVIG

−4.2%Year to dateJan 1 → Nov 6+12.1%

−3.0%1 yearTotal return+14.3%

+10.2%3 years · per year$10,000 became $13,397 · $16,669+18.6%

+5.2%5 years · per year$10,000 became $12,900 · $16,243+10.2%

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

1.36%Trailing 12-mo yield$136 · $150 a year on $10k1.50%

−10.6%Worst dropSmaller is better−7.9%

13.0%VolatilityLower is calmer10.8%

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

0–8VIG 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 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 6, 2026 · share of each fund

USMF vs VIG Returns, Every Period

WisdomTreeUSMF

+5.2%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

USMFVIGFaded: behind in that period

0–4VIG wins

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

Stocks vs Income: USMF vs VIG

YTD

WisdomTreeUSMF

−4.2%

VIGVanguard

+12.1%

−4.2%Year to date+12.1%

−10.6%Worst drop · 1Y−7.9%

13.0%Volatility · 1Y10.8%

1.4%Yield1.5%

$253MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: USMF, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

USMF0.28%$28

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

Yields: USMF, VIG, VUG

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

USMF1.36%$136

VUG0.42%$42

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

USMF$136 − $28 = $108

VUG$42 − $3 = $39

KeptFee

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

Overlap: USMF, VIG, VUG

Today

26.4%most shared, VIG and VUG

USMFVIGVUG

USMF—22.1%26.3%

VIG22.1%—26.4%

VUG26.3%26.4%—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% 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

VIGVUG

+12.1%Year to date+1.4%

1.5%Yield0.4%

+14.3%Past year+0.2%

0.04%Fee0.03%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026