USMF vs USMV

AUSMF

BUSMV

Measures won0–5USMV wins · of 6 · 5Y

$10,000 · 5Y$14,754USMV · USMF $13,704

Lowest cost0.15%USMV · $15 on $10k

Most income1.35%USMV · $135 on $10k

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

Held in common25.2%USMF and USMV

USMF

USMV

WisdomTree U.S. Multifactor Fund · $254MiShares MSCI USA Min Vol Factor ETF · $24.1B

+12.7%3 years · per year$14,297 · $15,388+15.5%

+6.5%5 years · per year$13,704 · $14,754+8.1%

0.28%Expense ratio$28 · $15 on $10k · lower wins0.15%

1.29%12-mo yield$129 · $135 on $10k1.35%

−6.5%Worst dropSmaller wins−6.5%

12.0%VolatilityLower wins8.7%

0–5USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMF · USMV

3.7%NVDA1.4%

1.1%JNJ1.4%

1.0%MRK1.4%

4.7%AAPL0.9%

Held in common25.2%

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	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.1B
2	AUSMF	WisdomTree U.S. Multifactor FundRead Desk		0.28%	1.29%	+0.3%	+0.7%	+2.0%	+12.7%	+6.5%	−6.5%	$254M

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	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.1B
2	AUSMF	WisdomTree U.S. Multifactor FundRead Desk		0.28%	1.29%	+0.3%	+0.7%	+2.0%	+12.7%	+6.5%	−6.5%	$254M

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 USMV

USMF

WisdomTree U.S. Multifactor Fund

$13,704

USMV

iShares MSCI USA Min Vol Factor

$14,754

MeasureUSMFUSMV

Fee0.28%0.15%

Cost on $10k a year$28$15

Yield1.29%1.35%

5 years, per year+6.5%+8.1%

3 years, per year+12.7%+15.5%

Worst drop · 1Y−6.5%−6.5%

Volatility · 1Y12.0%8.7%

4–0measures won
USMV first

25.2%

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, USMV

Today

25.2%most shared, USMF and USMV

USMFUSMV

USMF—25.2%

USMV25.2%—

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

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

USMF$129 − $28 = $101

KeptFee

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