Compare · 2 funds side by side · dividends reinvested

USMF and VUG

USMFWisdomTree×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,153VUG · best of the two

02 / 04

USMF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.4

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.29%+0.7%+2.0%+12.7%+6.5%−6.5%12.0%$253M1.6

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. Multifactor Fund · $253M$13,704

USMF

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 26.3% in common

USMFMeasureVUG

+0.7%Year to dateJan 1 → Nov 4+6.3%

+2.0%1 yearTotal return+3.4%

+12.7%3 years · per year$10,000 became $14,297 · $19,712+25.4%

+6.5%5 years · per year$10,000 became $13,704 · $17,153+11.4%

0.28%Expense ratio$28 · $3 a year on $10k · lower is better0.03%

1.29%Trailing 12-mo yield$129 · $40 a year on $10k0.40%

−6.5%Worst dropSmaller is better−16.1%

12.0%VolatilityLower is calmer18.2%

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

3–5VUG 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 VUG: Top 5 Holdings

Today

USMF

14.8%in top 5

VUG

in top 545.2%

USMFStockVUG

3.7%NVDA13.5%

4.7%AAPL12.5%

not top 5MSFT9.7%

3.4%GOOGL5.2%

1.4%AVGO4.3%

1.7%LLYnot top 5

Held in common26.3%

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

USMF vs VUG Returns, Every Period

WisdomTreeUSMF

+6.5%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

USMFVUGFaded: behind in that period

0–4VUG wins

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

USMF vs VUG

YTD

WisdomTreeUSMF

+0.7%

VUGVanguard

+6.3%

+0.7%Year to date+6.3%

−6.5%Worst drop · 1Y−16.1%

12.0%Volatility · 1Y18.2%

1.3%Yield0.4%

$253MAssets$233B

3–1USMF wins

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

Cost, Income and Risk

Fees: USMF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

USMF0.28%$28

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

Yields: USMF, VUG

1.29%highest, USMF

FundTrailing yieldYield$10k

USMF1.29%$129

VUG0.40%$40

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

Income After Fees on $10,000

$101most kept, USMF

USMF$129 − $28 = $101

VUG$40 − $3 = $37

KeptFee

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

Overlap: USMF, VUG

Today

26.3%most shared, USMF and VUG

USMFVUG

USMF—26.3%

VUG26.3%—

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

Return vs Bumpiness: 2 ETFs

+3.4%VUG, at 18.2% volatility

USMFWorst drop−6.5%12.0% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

USMFVUG

+0.7%Year to date+6.3%

1.3%Yield0.4%

+2.0%Past year+3.4%

0.28%Fee0.03%

3–1VUG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026