USMF vs SRHQ

AUSMF

BSRHQ

Measures won3–2USMF wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · USMF $12,900

Lowest cost0.03%VUG · $3 on $10k

Most income1.36%USMF · $136 on $10k

Smallest drop−7.5%SRHQ · worst fall in 1Y

Held in common6.6%USMF and SRHQ

USMF

SRHQ

WisdomTree U.S. Multifactor Fund · $253MSRH U.S. Quality GARP ETF · $231M

+10.2%3 years · per year$13,397 · $18,443+22.6%

+5.2%5 years · per year$12,900 · […][…]

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

1.36%12-mo yield$136 · $69 on $10k0.69%

−10.6%Worst dropSmaller wins−7.5%

13.0%VolatilityLower wins14.9%

3–2USMF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSMF · SRHQ

0.9%TPR1.0%

0.7%UNH1.5%

0.7%AMGN1.4%

0.7%BMY1.1%

Held in common6.6%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AUSMF	WisdomTree U.S. Multifactor FundRead Desk	0.28%	1.36%	+0.2%	−4.2%	−3.0%	+10.2%	+5.2%	−10.6%	$253M
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.69%	−1.2%	+27.2%	+30.1%	+22.6%	new	−7.5%	$231M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AUSMF	WisdomTree U.S. Multifactor FundRead Desk	0.28%	1.36%	+0.2%	−4.2%	−3.0%	+10.2%	+5.2%	−10.6%	$253M
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.69%	−1.2%	+27.2%	+30.1%	+22.6%	new	−7.5%	$231M

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 SRHQ

USMF

WisdomTree U.S. Multifactor Fund

$12,900

SRHQ

SRH U.S. Quality GARP

[…]

MeasureUSMFSRHQ

Fee0.28%0.35%

Cost on $10k a year$28$35

Yield1.36%0.69%

5 years, per year+5.2%[…]

3 years, per year+10.2%+22.6%

Worst drop · 1Y−10.6%−7.5%

Volatility · 1Y13.0%14.9%

3–2measures won
USMF first

6.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: USMF, SRHQ, VUG

Today

26.3%most shared, USMF and VUG

USMFSRHQVUG

USMF—6.6%26.3%

SRHQ6.6%—0.2%

VUG26.3%0.2%—

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

VUG$42 − $3 = $39

SRHQ$69 − $35 = $34

KeptFee

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