USMF vs SCHD

AUSMF

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · SCHD $16,267

Lowest cost0.03%VTV · $3 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common7.8%USMF and SCHD

USMF

SCHD

WisdomTree U.S. Multifactor Fund · $253MSchwab U.S. Dividend Equity ETF · $120B

+10.2%3 years · per year$13,397 · $17,266+20.0%

+5.2%5 years · per year$12,900 · $16,267+10.2%

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

1.36%12-mo yield$136 · $300 on $10k3.00%

−10.6%Worst dropSmaller wins−6.9%

13.0%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSMF · SCHD

1.0%MRK3.8%

0.7%MO3.1%

0.7%UNH3.9%

0.7%AMGN4.1%

Held in common7.8%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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 SCHD

USMF

WisdomTree U.S. Multifactor Fund

$12,900

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureUSMFSCHD

Fee0.28%0.06%

Cost on $10k a year$28$6

Yield1.36%3.00%

5 years, per year+5.2%+10.2%

3 years, per year+10.2%+20.0%

Worst drop · 1Y−10.6%−6.9%

Volatility · 1Y13.0%11.7%

6–0measures won
SCHD first

7.8%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: USMF, SCHD, VTV

Today

19.3%most shared, USMF and VTV

USMFSCHDVTV

USMF—7.8%19.3%

SCHD7.8%—17.9%

VTV19.3%17.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VTV$187 − $3 = $184

USMF$136 − $28 = $108

KeptFee

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