USMF vs SPY

AUSMF

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.32%USMF · $132 on $10k

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

Held in common32.2%USMF and SPY

USMF

SPY

WisdomTree U.S. Multifactor Fund · $232MState Street SPDR S&P 500 ETF · $778B

+10.9%3 years · per year$13,624 · $18,118+21.9%

+5.7%5 years · per year$13,215 · $17,493+11.8%

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

1.32%12-mo yield$132 · $101 on $10k1.01%

−10.6%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.7%

2–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSMF · SPY

4.9%AAPL7.9%

3.5%NVDA7.1%

3.6%GOOGL2.6%

1.7%LLY1.7%

Held in common32.2%

End-of-day Nov 9, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AUSMF	WisdomTree U.S. Multifactor FundRead Desk	0.28%	1.32%	+3.0%	−1.3%	+0.5%	+10.9%	+5.7%	−10.6%	$232M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AUSMF	WisdomTree U.S. Multifactor FundRead Desk	0.28%	1.32%	+3.0%	−1.3%	+0.5%	+10.9%	+5.7%	−10.6%	$232M

End-of-day Nov 9, 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

$13,215

SPY

SPDR S&P 500

$17,493

MeasureUSMFSPY

Fee0.28%0.09%

Cost on $10k a year$28$9

Yield1.32%1.01%

5 years, per year+5.7%+11.8%

3 years, per year+10.9%+21.9%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y13.3%13.7%

4–2measures won
SPY first

32.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: USMF, SPY, VUG

Today

55.1%most shared, SPY and VUG

USMFSPYVUG

USMF—32.2%26.0%

SPY32.2%—55.1%

VUG26.0%55.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, USMF

USMF$132 − $28 = $104

SPY$101 − $9 = $92

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee