USMF vs MTUM

AUSMF

BMTUM

Measures won2–4MTUM wins · of 6 · 5Y

$10,000 · 5Y$13,927MTUM · USMF $12,889

Lowest cost0.15%MTUM · $15 on $10k

Most income2.24%MTUM · $224 on $10k

Smallest drop−10.6%USMF · worst fall in 1Y

Held in common29.0%USMF and MTUM

USMF

MTUM

WisdomTree U.S. Multifactor Fund · $253MiShares MSCI USA Momentum Factor ETF · $15.6B

+10.4%3 years · per year$13,453 · $18,653+23.1%

+5.2%5 years · per year$12,889 · $13,927+6.8%

0.28%Expense ratio$28 · $15 on $10k · lower wins0.15%

1.36%12-mo yield$136 · $224 on $10k2.24%

−10.6%Worst dropSmaller wins−27.3%

13.0%VolatilityLower wins29.2%

2–4MTUM wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMF · MTUM

3.4%GOOGL2.6%

1.1%JNJ3.9%

1.0%MU4.7%

1.0%MRK2.1%

Held in common29.0%

End-of-day Nov 5, 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	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	2.24%	−8.2%	+0.4%	+1.1%	+23.1%	+6.8%	−27.3%	$15.6B
2	AUSMF	WisdomTree U.S. Multifactor FundRead Desk		0.28%	1.36%	−5.1%	−4.4%	−2.5%	+10.4%	+5.2%	−10.6%	$253M

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

Both

5Y2 funds

#			Trend
1	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	2.24%	−8.2%	+0.4%	+1.1%	+23.1%	+6.8%	−27.3%	$15.6B
2	AUSMF	WisdomTree U.S. Multifactor FundRead Desk		0.28%	1.36%	−5.1%	−4.4%	−2.5%	+10.4%	+5.2%	−10.6%	$253M

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

Cards for this view

USMF vs MTUM

USMF

WisdomTree U.S. Multifactor Fund

$12,889

MTUM

iShares MSCI USA Momentum Factor

$13,927

MeasureUSMFMTUM

Fee0.28%0.15%

Cost on $10k a year$28$15

Yield1.36%2.24%

5 years, per year+5.2%+6.8%

3 years, per year+10.4%+23.1%

Worst drop · 1Y−10.6%−27.3%

Volatility · 1Y13.0%29.2%

4–2measures won
MTUM first

29.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: USMF, MTUM

Today

29.0%most shared, USMF and MTUM

USMFMTUM

USMF—29.0%

MTUM29.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$209most kept, MTUM

MTUM$224 − $15 = $209

USMF$136 − $28 = $108

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee