USMF vs IVV

AUSMF

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%IVV · $3 on $10k

Most income1.36%USMF · $136 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common32.3%USMF and IVV

USMF

IVV

WisdomTree U.S. Multifactor Fund · $253MiShares Core S&P 500 ETF · $853B

+10.2%3 years · per year$13,397 · $18,084+21.8%

+5.2%5 years · per year$12,900 · $17,177+11.4%

0.28%Expense ratio$28 · $3 on $10k · lower wins0.03%

1.36%12-mo yield$136 · $114 on $10k1.14%

−10.6%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSMF · IVV

4.7%AAPL7.9%

3.7%NVDA6.9%

3.4%GOOGL2.6%

1.7%LLY1.7%

Held in common32.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	AUSMF	WisdomTree U.S. Multifactor FundRead Desk	0.28%	1.36%	+0.2%	−4.2%	−3.0%	+10.2%	+5.2%	−10.6%	$253M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	AUSMF	WisdomTree U.S. Multifactor FundRead Desk	0.28%	1.36%	+0.2%	−4.2%	−3.0%	+10.2%	+5.2%	−10.6%	$253M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USMF vs IVV

USMF

WisdomTree U.S. Multifactor Fund

$12,900

IVV

iShares Core S&P 500

$17,177

MeasureUSMFIVV

Fee0.28%0.03%

Cost on $10k a year$28$3

Yield1.36%1.14%

5 years, per year+5.2%+11.4%

3 years, per year+10.2%+21.8%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y13.0%13.6%

4–2measures won
IVV first

32.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: USMF, IVV, VTI

Today

85.5%most shared, IVV and VTI

USMFIVVVTI

USMF—32.3%33.5%

IVV32.3%—85.5%

VTI33.5%85.5%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

USMF$136 − $28 = $108

VTI$109 − $3 = $106

KeptFee

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