USMF vs QUAL

AUSMF

BQUAL

Measures won2–4QUAL wins · of 6 · 5Y

$10,000 · 5Y$16,498QUAL · USMF $12,889

Lowest cost0.15%QUAL · $15 on $10k

Most income3.45%QUAL · $345 on $10k

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

Held in common21.9%USMF and QUAL

USMF

QUAL

WisdomTree U.S. Multifactor Fund · $253MiShares MSCI USA Quality Factor ETF · $49.1B

+10.4%3 years · per year$13,453 · $17,394+20.3%

+5.2%5 years · per year$12,889 · $16,498+10.5%

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

1.36%12-mo yield$136 · $345 on $10k3.45%

−10.6%Worst dropSmaller wins−75.9%

13.0%VolatilityLower wins200.9%

2–4QUAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMF · QUAL

4.7%AAPL7.3%

3.7%NVDA5.7%

1.7%LLY4.4%

3.4%GOOGL1.6%

Held in common21.9%

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	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	3.45%	−75.9%	+11.0%	+13.7%	+20.3%	+10.5%	−75.9%	$49.1B
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	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	3.45%	−75.9%	+11.0%	+13.7%	+20.3%	+10.5%	−75.9%	$49.1B
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 QUAL

USMF

WisdomTree U.S. Multifactor Fund

$12,889

QUAL

iShares MSCI USA Quality Factor

$16,498

MeasureUSMFQUAL

Fee0.28%0.15%

Cost on $10k a year$28$15

Yield1.36%3.45%

5 years, per year+5.2%+10.5%

3 years, per year+10.4%+20.3%

Worst drop · 1Y−10.6%−75.9%

Volatility · 1Y13.0%200.9%

4–2measures won
QUAL first

21.9%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: USMF, QUAL

Today

21.9%most shared, USMF and QUAL

USMFQUAL

USMF—21.9%

QUAL21.9%—

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

Income After Fees on $10,000

$330most kept, QUAL

QUAL$345 − $15 = $330

USMF$136 − $28 = $108

KeptFee

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