USMF vs MTUM5YUSMFUSMFAvsBMTUMMTUMWisdomTree U.S. Multifactor Fund · $236MiShares MSCI USA Momentum Factor ETF · $17.0BReturns · dividends in+10.7%3 years · per year$13,579 · $19,155+24.2%+5.7%5 years · per year$13,172 · $14,931+8.3%Cost and income0.28%Expense ratio$28 · $15 on $10k · lower wins0.15%1.31%
Overlap: USMF, MTUM, VUGToday27.5%most shared, USMF and MTUMUSMFMTUMVUGUSMF—27.5%26.0%MTUM27.5%—23.6%VUG26.0%23.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
USMF vs MTUM5YAUSMFWisdomTree U.S. Multifactor Fund$13,172vsMTUMBiShares MSCI USA Momentum Factor$14,931$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2BMTUMiShares MSCI USA Momentum Factor ETFReadDesk0.15%0.68%−2.0%+9.1%+8.8%+24.2%+8.3%−27.3%$17.0B3AUSMFWisdomTree U.S. Multifactor FundReadDesk0.28%1.31%−0.3%−0.4%−0.4%+10.7%+5.7%−10.6%$236MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2BMTUMiShares MSCI USA Momentum Factor ETFReadDesk0.15%0.68%−2.0%+9.1%+8.8%+24.2%+8.3%−27.3%$17.0B3AUSMFWisdomTree U.S. Multifactor FundReadDesk0.28%1.31%−0.3%−0.4%−0.4%+10.7%+5.7%−10.6%$236MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: USMF, MTUM, VUGToday27.5%most shared, USMF and MTUMUSMFMTUMVUGUSMF—27.5%26.0%MTUM27.5%—23.6%VUG26.0%23.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$103most kept, USMFUSMF$131 − $28 = $103MTUM$68 − $15 = $53VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee