USMF vs USMV

AUSMF

BUSMV

Measures won0–6USMV wins · of 6 · 5Y

$10,000 · 5Y$17,830VTV · USMV $14,513

Lowest cost0.03%VTV · $3 on $10k

Most income1.81%VTV · $181 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common25.3%USMF and USMV

WisdomTree U.S. Multifactor Fund · $232MiShares MSCI USA Min Vol Factor ETF · $24.5B

+10.7%3 years · per year$13,579 · $14,785+13.9%

+5.7%5 years · per year$13,172 · $14,513+7.7%

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

1.31%12-mo yield$131 · $136 on $10k

Cards for this view

USMF

WisdomTree U.S. Multifactor Fund

$13,172

USMV

iShares MSCI USA Min Vol Factor

$14,513

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.35%	+0.1%	+11.7%	+11.7%	+13.9%	+7.7%	−6.5%	$24.5B
3	AUSMF	WisdomTree U.S. Multifactor FundRead Desk	0.28%	1.31%	−0.3%	−0.4%	−0.4%	+10.7%	+5.7%	−10.6%	$232M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.35%	+0.1%	+11.7%	+11.7%	+13.9%	+7.7%	−6.5%	$24.5B
3	AUSMF	WisdomTree U.S. Multifactor FundRead Desk	0.28%	1.31%	−0.3%	−0.4%	−0.4%	+10.7%	+5.7%	−10.6%	$232M

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