USMF vs SRHQ

AUSMF

BSRHQ

Measures won4–1USMF wins · of 6 · 5Y

$10,000 · 5Y$13,704USMF

Lowest cost0.28%USMF · $28 on $10k

Most income1.29%USMF · $129 on $10k

Smallest drop−6.5%USMF · worst fall in 1Y

Held in common6.6%USMF and SRHQ

USMF

SRHQ

WisdomTree U.S. Multifactor Fund · $254MSRH U.S. Quality GARP ETF · $224M

+12.7%3 years · per year$14,297 · $19,230+24.4%

+6.5%5 years · per year$13,704 · […][…]

0.28%Expense ratio$28 · $35 on $10k · lower wins0.35%

1.29%12-mo yield$129 · $67 on $10k0.67%

−6.5%Worst dropSmaller wins−7.5%

12.0%VolatilityLower wins14.8%

4–1USMF wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMF · SRHQ

0.9%TPR0.9%

0.7%UNH1.6%

0.7%AMGN1.4%

0.7%BMY1.1%

Held in common6.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AUSMF	WisdomTree U.S. Multifactor FundRead Desk		0.28%	1.29%	+0.3%	+0.7%	+2.0%	+12.7%	+6.5%	−6.5%	$254M
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.67%	+2.4%	+30.7%	+33.4%	+24.4%	new	−7.5%	$224M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AUSMF	WisdomTree U.S. Multifactor FundRead Desk		0.28%	1.29%	+0.3%	+0.7%	+2.0%	+12.7%	+6.5%	−6.5%	$254M
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.67%	+2.4%	+30.7%	+33.4%	+24.4%	new	−7.5%	$224M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USMF vs SRHQ

USMF

WisdomTree U.S. Multifactor Fund

$13,704

SRHQ

SRH U.S. Quality GARP

[…]

MeasureUSMFSRHQ

Fee0.28%0.35%

Cost on $10k a year$28$35

Yield1.29%0.67%

5 years, per year+6.5%[…]

3 years, per year+12.7%+24.4%

Worst drop · 1Y−6.5%−7.5%

Volatility · 1Y12.0%14.8%

4–1measures won
USMF first

6.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: USMF, SRHQ

Today

6.6%most shared, USMF and SRHQ

USMFSRHQ

USMF—6.6%

SRHQ6.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, USMF

USMF$129 − $28 = $101

SRHQ$67 − $35 = $32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee