MFUS vs USMV

AMFUS

BUSMV

Measures won4–2MFUS wins · of 6 · 5Y

$10,000 · 5Y$18,084MFUS · USMV $14,754

Lowest cost0.15%USMV · $15 on $10k

Most income1.40%MFUS · $140 on $10k

Smallest drop−6.4%MFUS · worst fall in 1Y

Held in common35.8%MFUS and USMV

MFUS

USMV

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $303MiShares MSCI USA Min Vol Factor ETF · $24.5B

+23.6%3 years · per year$18,899 · $15,388+15.5%

+12.6%5 years · per year$18,084 · $14,754+8.1%

0.29%Expense ratio$29 · $15 on $10k · lower wins0.15%

1.40%12-mo yield$140 · $135 on $10k1.35%

−6.4%Worst dropSmaller wins−6.5%

11.4%VolatilityLower wins8.7%

4–2MFUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFUS · USMV

1.8%XOM1.5%

1.9%JNJ1.4%

1.2%BRK-B1.5%

1.2%MRK1.4%

Held in common35.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk		0.29%	1.40%	+0.9%	+18.4%	+21.0%	+23.6%	+12.6%	−6.4%	$303M
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk		0.29%	1.40%	+0.9%	+18.4%	+21.0%	+23.6%	+12.6%	−6.4%	$303M
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MFUS vs USMV

MFUS

PIMCO RAFI Dynamic Multi-Factor U.S. Equity

$18,084

USMV

iShares MSCI USA Min Vol Factor

$14,754

MeasureMFUSUSMV

Fee0.29%0.15%

Cost on $10k a year$29$15

Yield1.40%1.35%

5 years, per year+12.6%+8.1%

3 years, per year+23.6%+15.5%

Worst drop · 1Y−6.4%−6.5%

Volatility · 1Y11.4%8.7%

4–2measures won
MFUS first

35.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MFUS, USMV

Today

35.8%most shared, MFUS and USMV

MFUSUSMV

MFUS—35.8%

USMV35.8%—

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

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

MFUS$140 − $29 = $111

KeptFee

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