Compare · 3 funds side by side · dividends reinvested

USMV, USMF 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

USMV, USMF 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: USMV 2011 · USMF 2017 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

USMV

USMF

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

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

USMVMeasureUSMF

+8.6%Year to dateJan 1 → Nov 6−4.2%

+10.5%1 yearTotal return−3.0%

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

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

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

1.39%Trailing 12-mo yield$139 · $136 a year on $10k1.36%

−6.5%Worst dropSmaller is better−10.6%

9.1%VolatilityLower is calmer13.0%

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

8–0USMV wins

End-of-day Nov 6, 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

8.0%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%MSFTnot top 5

1.6%MCKnot top 5

1.6%MSInot top 5

1.6%BRK-Bnot top 5

1.6%CBnot top 5

not top 5AVGO1.4%

Held in common24.2%

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

USMV vs USMF Returns, Every Period

iSharesUSMV

+7.2%

5 years, per year

USMFWisdomTree

+5.2%

5 years, per year

USMVUSMFFaded: behind in that period

4–0USMV wins

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

USMV vs USMF

YTD

iSharesUSMV

+8.6%

USMFWisdomTree

−4.2%

+8.6%Year to date−4.2%

−6.5%Worst drop · 1Y−10.6%

9.1%Volatility · 1Y13.0%

1.4%Yield1.4%

$23.8BAssets$253M

3–0USMV wins

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

Cost, Income and Risk

Fees: USMV, USMF, 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: USMV, USMF, 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: USMV, USMF, VUG

Today

26.3%most shared, USMF and VUG

USMVUSMFVUG

USMV—24.2%20.8%

USMF24.2%—26.3%

VUG20.8%26.3%—

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