Compare · 2 funds side by side · dividends reinvested

USMV and USMF

USMViShares×USMFWisdomTree×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,754USMV · best of the two

02 / 04

USMV and USMF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.35%+12.1%+14.3%+15.5%+8.1%−6.5%8.7%$24.1B1.0

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.29%+0.7%+2.0%+12.7%+6.5%−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 4, 2026 · returns include dividends · since: USMV 2011 · USMF 2017

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,754

USMV

USMF

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

$10,000 five years ago, dividends reinvested · they hold 25.2% in common

USMVMeasureUSMF

+12.1%Year to dateJan 1 → Nov 4+0.7%

+14.3%1 yearTotal return+2.0%

+15.5%3 years · per year$10,000 became $15,388 · $14,297+12.7%

+8.1%5 years · per year$10,000 became $14,754 · $13,704+6.5%

0.15%Expense ratio$15 · $28 a year on $10k · lower is better0.28%

1.35%Trailing 12-mo yield$135 · $129 a year on $10k1.29%

−6.5%Worst dropSmaller is better−6.5%

8.7%VolatilityLower is calmer12.0%

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

7–0USMV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USMV vs USMF: Top 5 Holdings

Today

USMV

7.8%in top 5

USMF

in top 514.8%

USMVStockUSMF

not top 5AAPL4.7%

not top 5NVDA3.7%

not top 5GOOGL3.4%

not top 5LLY1.7%

1.6%APHnot top 5

1.6%MSFTnot top 5

1.5%CBnot top 5

1.5%BRK-Bnot top 5

1.5%XOMnot top 5

not top 5AVGO1.4%

Held in common25.2%

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

USMV vs USMF Returns, Every Period

iSharesUSMV

+8.1%

5 years, per year

USMFWisdomTree

+6.5%

5 years, per year

USMVUSMFFaded: behind in that period

4–0USMV wins

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

USMV vs USMF

YTD

iSharesUSMV

+12.1%

USMFWisdomTree

+0.7%

+12.1%Year to date+0.7%

−6.5%Worst drop · 1Y−6.5%

8.7%Volatility · 1Y12.0%

1.3%Yield1.3%

$24.1BAssets$254M

2–0USMV wins

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

Cost, Income and Risk

Fees: USMV, USMF

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

USMF0.28%$28

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

Yields: USMV, USMF

1.35%highest, USMV

FundTrailing yieldYield$10k

USMV1.35%$135

USMF1.29%$129

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

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

USMF$129 − $28 = $101

KeptFee

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

Overlap: USMV, USMF

Today

25.2%most shared, USMV and USMF

USMVUSMF

USMV—25.2%

USMF25.2%—

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

Return vs Bumpiness: 2 ETFs

+14.3%USMV, at 8.7% volatility

USMVWorst drop−6.5%8.7% 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

USMVUSMF

+12.1%Year to date+0.7%

1.3%Yield1.3%

+14.3%Past year+2.0%

0.15%Fee0.28%

3–0USMV 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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026