USMF vs VTV

AUSMF

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · USMF $12,900

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common19.3%USMF and VTV

USMF

VTV

WisdomTree U.S. Multifactor Fund · $253MVanguard Morningstar Value ETF · $184B

+10.2%3 years · per year$13,397 · $17,687+20.9%

+5.2%5 years · per year$12,900 · $17,585+12.0%

0.28%Expense ratio$28 · $3 on $10k · lower wins0.03%

1.36%12-mo yield$136 · $187 on $10k1.87%

−10.6%Worst dropSmaller wins−6.4%

13.0%VolatilityLower wins10.7%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMF · VTV

1.1%JNJ2.4%

1.0%MU4.6%

1.0%MRK1.4%

0.8%ABBV1.8%

Held in common19.3%

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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

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 VTV

USMF

WisdomTree U.S. Multifactor Fund

$12,900

VTV

Vanguard Morningstar Value

$17,585

MeasureUSMFVTV

Fee0.28%0.03%

Cost on $10k a year$28$3

Yield1.36%1.87%

5 years, per year+5.2%+12.0%

3 years, per year+10.2%+20.9%

Worst drop · 1Y−10.6%−6.4%

Volatility · 1Y13.0%10.7%

6–0measures won
VTV first

19.3%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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, VTV

Today

19.3%most shared, USMF and VTV

USMFVTV

USMF—19.3%

VTV19.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

USMF$136 − $28 = $108

KeptFee

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