USMF vs SPY5YUSMFUSMFAvsBSPYSPYWisdomTree U.S. Multifactor Fund · $232MState Street SPDR S&P 500 ETF · $793BReturns · dividends in+10.8%3 years · per year$13,617 · $17,968+21.6%+5.8%5 years · per year$13,254 · $17,337+11.6%Cost and income0.28%Expense ratio$28 · $9 on $10k · lower wins0.09%1.30%
Overlap: USMF, SPY, VTIToday86.3%most shared, SPY and VTIUSMFSPYVTIUSMF—32.7%33.2%SPY32.7%—86.3%VTI33.2%86.3%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
USMF vs SPY5YAUSMFWisdomTree U.S. Multifactor Fund$13,254vsSPYBSPDR S&P 500$17,337$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▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$793.2B2VTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.06%−0.4%+12.1%+12.2%+21.4%+10.6%−8.9%$689.2B3AUSMFWisdomTree U.S. Multifactor FundReadDesk0.28%1.30%−0.5%−0.1%0.0%+10.8%+5.8%−10.6%$232MEnd-of-day Nov 12, 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▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$793.2B2VTIVanguard Morningstar Total Stock Market ETFReadDesk0.03%1.06%−0.4%+12.1%+12.2%+21.4%+10.6%−8.9%$689.2B3AUSMFWisdomTree U.S. Multifactor FundReadDesk0.28%1.30%−0.5%−0.1%0.0%+10.8%+5.8%−10.6%$232MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
VTI vs ITOTYTDVanguardVTIVA+12.1%vsBiSITOTiShares+11.9%Jan 1Nov 12+12.1%+11.9%+12.1%Year to date+11.9%1.1%Yield1.0%$689BAssets$96.5B2–0VTI winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
Overlap: USMF, SPY, VTIToday86.3%most shared, SPY and VTIUSMFSPYVTIUSMF—32.7%33.2%SPY32.7%—86.3%VTI33.2%86.3%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$103most kept, VTIVTI$106 − $3 = $103USMF$130 − $28 = $102SPY$100 − $9 = $91KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee