USMF vs SPY5YUSMFUSMFAvsBSPYSPYWisdomTree U.S. Multifactor Fund · $232MState Street SPDR S&P 500 ETF · $806BReturns · dividends in+10.7%3 years · per year$13,579 · $17,889+21.4%+5.7%5 years · per year$13,172 · $17,214+11.5%Cost and income0.28%Expense ratio$28 · $9 on $10k · lower wins0.09%1.31%
Overlap: USMF, SPY, QQQToday52.5%most shared, SPY and QQQUSMFSPYQQQUSMF—32.7%24.6%SPY32.7%—52.5%QQQ24.6%52.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
USMF vs SPY5YAUSMFWisdomTree U.S. Multifactor Fund$13,172vsSPYBSPDR S&P 500$17,214$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▲▼1QQQInvesco QQQ Trust, Series 1ReadDesk0.18%0.45%−1.2%+11.1%+10.0%+22.9%+11.9%−14.8%$473.8B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B3AUSMFWisdomTree U.S. Multifactor FundReadDesk0.28%1.31%−0.3%−0.4%−0.4%+10.7%+5.7%−10.6%$232MEnd-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▲▼1QQQInvesco QQQ Trust, Series 1ReadDesk0.18%0.45%−1.2%+11.1%+10.0%+22.9%+11.9%−14.8%$473.8B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B3AUSMFWisdomTree U.S. Multifactor FundReadDesk0.28%1.31%−0.3%−0.4%−0.4%+10.7%+5.7%−10.6%$232MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
QQQM vs QQQYTDInvescoQQQMIA+11.1%vsBIQQQInvesco+11.1%Jan 1Nov 13+11.1%+11.1%+11.1%Year to date+11.1%0.15% · $15Fee · on $10k a year0.18% · $18$109BAssets$474B1–0QQQM winsEnd-of-day Nov 13, 2026
TQQQ vs QQQYTDProSharesTQQQPA+10.1%vsBIQQQInvesco+11.1%Jan 1Nov 13+10.1%+11.1%+10.1%Year to date+11.1%0.94% · $94Fee · on $10k a year0.18% · $18$33.7BAssets$474B2–0QQQ winsEnd-of-day Nov 13, 2026
Overlap: USMF, SPY, QQQToday52.5%most shared, SPY and QQQUSMFSPYQQQUSMF—32.7%24.6%SPY32.7%—52.5%QQQ24.6%52.5%—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 = $103SPY$101 − $9 = $92QQQ$45 − $18 = $27KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee