USMF vs SPY

AUSMF

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · SPY $17,099

Lowest cost0.03%VOO · $3 on $10k

Most income1.36%USMF · $136 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common32.6%USMF and SPY

USMF

SPY

WisdomTree U.S. Multifactor Fund · $253MState Street SPDR S&P 500 ETF · $819B

+10.4%3 years · per year$13,453 · $18,174+22.0%

+5.2%5 years · per year$12,889 · $17,099+11.3%

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

1.36%12-mo yield$136 · $103 on $10k1.03%

−10.6%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSMF · SPY

4.7%AAPL7.7%

3.7%NVDA7.3%

3.4%GOOGL2.6%

1.7%LLY1.7%

Held in common32.6%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	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 SPY

USMF

WisdomTree U.S. Multifactor Fund

$12,889

SPY

SPDR S&P 500

$17,099

MeasureUSMFSPY

Fee0.28%0.09%

Cost on $10k a year$28$9

Yield1.36%1.03%

5 years, per year+5.2%+11.3%

3 years, per year+10.4%+22.0%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y13.0%13.6%

4–2measures won
SPY first

32.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: USMF, SPY, VOO

Today

93.5%most shared, SPY and VOO

USMFSPYVOO

USMF—32.6%33.7%

SPY32.6%—93.5%

VOO33.7%93.5%—

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

Income After Fees on $10,000

$108most kept, USMF

USMF$136 − $28 = $108

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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