USMF vs SPY

AUSMF

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · USMF $13,704

Lowest cost0.09%SPY · $9 on $10k

Most income1.29%USMF · $129 on $10k

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

Held in common32.9%USMF and SPY

USMF

SPY

WisdomTree U.S. Multifactor Fund · $253MState Street SPDR S&P 500 ETF · $805B

+12.7%3 years · per year$14,297 · $19,132+24.1%

+6.5%5 years · per year$13,704 · $18,060+12.6%

0.28%Expense ratio$28 · $9 on $10k · lower wins0.09%

1.29%12-mo yield$129 · $99 on $10k0.99%

−6.5%Worst dropSmaller wins−8.9%

12.0%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUSMF · SPY

4.7%AAPL7.4%

3.7%NVDA7.7%

3.4%GOOGL2.5%

1.7%LLY1.7%

Held in common32.9%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	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 SPY

USMF

WisdomTree U.S. Multifactor Fund

$13,704

SPY

SPDR S&P 500

$18,060

MeasureUSMFSPY

Fee0.28%0.09%

Cost on $10k a year$28$9

Yield1.29%0.99%

5 years, per year+6.5%+12.6%

3 years, per year+12.7%+24.1%

Worst drop · 1Y−6.5%−8.9%

Volatility · 1Y12.0%12.9%

3–3measures won
level

32.9%

holdings shared

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

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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

Overlap: USMF, SPY

Today

32.9%most shared, USMF and SPY

USMFSPY

USMF—32.9%

SPY32.9%—

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

Income After Fees on $10,000

$101most kept, USMF

USMF$129 − $28 = $101

SPY$99 − $9 = $90

KeptFee

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