SCHD vs USMF

ASCHD

BUSMF

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · USMF $13,175

Lowest cost0.06%SCHD · $6 on $10k

Most income2.94%SCHD · $294 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.1%SCHD and USMF

Schwab U.S. Dividend Equity ETF · $122BWisdomTree U.S. Multifactor Fund · $232M

+19.5%3 years · per year$17,062 · $13,401+10.3%

+10.4%5 years · per year$16,428 · $13,175+5.7%

0.06%Expense ratio$6 · $28 on $10k · lower wins0.28%

2.94%12-mo yield$294 · $132 on $10k1.32%

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

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	BUSMF	WisdomTree U.S. Multifactor FundRead Desk		0.28%	1.32%	−0.1%	−1.5%	−0.2%	+10.3%	+5.7%	−10.6%	$232M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	BUSMF	WisdomTree U.S. Multifactor FundRead Desk		0.28%	1.32%	−0.1%	−1.5%	−0.2%	+10.3%	+5.7%	−10.6%	$232M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD

Schwab U.S. Dividend Equity

$16,428

USMF

WisdomTree U.S. Multifactor Fund

$13,175

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