USMF vs SPYM

AUSMF

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VOO $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.36%USMF · $136 on $10k

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

Held in common32.3%USMF and SPYM

USMF

SPYM

WisdomTree U.S. Multifactor Fund · $253MState Street SPDR Portfolio S&P 500 ETF · $182B

+10.2%3 years · per year$13,397 · $18,082+21.8%

+5.2%5 years · per year$12,900 · $17,192+11.4%

0.28%Expense ratio$28 · $2 on $10k · lower wins0.02%

1.36%12-mo yield$136 · $105 on $10k1.05%

−10.6%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSMF · SPYM

4.7%AAPL7.9%

3.7%NVDA6.9%

3.4%GOOGL2.6%

1.7%LLY1.7%

Held in common32.3%

End-of-day Nov 6, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	AUSMF	WisdomTree U.S. Multifactor FundRead Desk	0.28%	1.36%	+0.2%	−4.2%	−3.0%	+10.2%	+5.2%	−10.6%	$253M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	AUSMF	WisdomTree U.S. Multifactor FundRead Desk	0.28%	1.36%	+0.2%	−4.2%	−3.0%	+10.2%	+5.2%	−10.6%	$253M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USMF vs SPYM

USMF

WisdomTree U.S. Multifactor Fund

$12,900

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureUSMFSPYM

Fee0.28%0.02%

Cost on $10k a year$28$2

Yield1.36%1.05%

5 years, per year+5.2%+11.4%

3 years, per year+10.2%+21.8%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y13.0%13.6%

4–2measures won
SPYM first

32.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: USMF, SPYM, VOO

Today

92.2%most shared, SPYM and VOO

USMFSPYMVOO

USMF—32.3%33.7%

SPYM32.3%—92.2%

VOO33.7%92.2%—

End-of-day Nov 6, 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

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee