Compare · 2 funds side by side · dividends reinvested

VUG and USMF

VUGVanguard×USMFWisdomTree×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,124VUG · best of the two

02 / 04

VUG and USMF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.4

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.36%−4.2%−3.0%+10.2%+5.2%−10.6%13.0%$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 6, 2026 · returns include dividends · since: VUG 2004 · USMF 2017

Head to Head

Swap sides Versus in desk

Head to Head

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

USMF

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

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

USMFMeasureVUG

−4.2%Year to dateJan 1 → Nov 6+1.4%

−3.0%1 yearTotal return+0.2%

+10.2%3 years · per year$10,000 became $13,397 · $18,415+22.6%

+5.2%5 years · per year$10,000 became $12,900 · $16,124+10.0%

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

1.36%Trailing 12-mo yield$136 · $42 a year on $10k0.42%

−10.6%Worst dropSmaller is better−15.1%

13.0%VolatilityLower is calmer19.0%

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

3–5VUG 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 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 6, 2026 · share of each fund

USMF vs VUG Returns, Every Period

WisdomTreeUSMF

+5.2%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

USMFVUGFaded: behind in that period

0–4VUG wins

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

USMF vs VUG

YTD

WisdomTreeUSMF

−4.2%

VUGVanguard

+1.4%

−4.2%Year to date+1.4%

−10.6%Worst drop · 1Y−15.1%

13.0%Volatility · 1Y19.0%

1.4%Yield0.4%

$253MAssets$233B

3–1USMF wins

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

Cost, Income and Risk

Fees: VUG, USMF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

USMF0.28%$28

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

Yields: VUG, USMF

1.36%highest, USMF

FundTrailing yieldYield$10k

USMF1.36%$136

VUG0.42%$42

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

Income After Fees on $10,000

$108most kept, USMF

USMF$136 − $28 = $108

VUG$42 − $3 = $39

KeptFee

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

Overlap: VUG, USMF

Today

26.3%most shared, VUG and USMF

VUGUSMF

VUG—26.3%

USMF26.3%—

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

Return vs Bumpiness: 2 ETFs

+0.2%VUG, at 19.0% volatility

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

USMFVUG

−4.2%Year to date+1.4%

1.4%Yield0.4%

−3.0%Past year+0.2%

0.28%Fee0.03%

3–1VUG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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