USMF vs SCHD

AUSMF

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHD $16,881

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.5%USMF · worst fall in 1Y

Held in common7.9%USMF and SCHD

USMF

SCHD

WisdomTree U.S. Multifactor Fund · $253MSchwab U.S. Dividend Equity ETF · $123B

+12.7%3 years · per year$14,297 · $17,908+21.4%

+6.5%5 years · per year$13,704 · $16,881+11.0%

0.28%Expense ratio$28 · $6 on $10k · lower wins0.06%

1.29%12-mo yield$129 · $291 on $10k2.91%

−6.5%Worst dropSmaller wins−6.9%

12.0%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSMF · SCHD

1.0%MRK3.7%

0.7%MO3.0%

0.7%UNH4.0%

0.7%AMGN4.1%

Held in common7.9%

End-of-day Nov 4, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	AUSMF	WisdomTree U.S. Multifactor FundRead Desk	0.28%	1.29%	+0.3%	+0.7%	+2.0%	+12.7%	+6.5%	−6.5%	$253M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	AUSMF	WisdomTree U.S. Multifactor FundRead Desk	0.28%	1.29%	+0.3%	+0.7%	+2.0%	+12.7%	+6.5%	−6.5%	$253M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USMF vs SCHD

USMF

WisdomTree U.S. Multifactor Fund

$13,704

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureUSMFSCHD

Fee0.28%0.06%

Cost on $10k a year$28$6

Yield1.29%2.91%

5 years, per year+6.5%+11.0%

3 years, per year+12.7%+21.4%

Worst drop · 1Y−6.5%−6.9%

Volatility · 1Y12.0%11.5%

5–1measures won
SCHD first

7.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: USMF, SCHD, VIG

Today

22.1%most shared, USMF and VIG

USMFSCHDVIG

USMF—7.9%22.1%

SCHD7.9%—14.5%

VIG22.1%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

USMF$129 − $28 = $101

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee