USMF vs VUG

AUSMF

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · USMF $13,704

Lowest cost0.03%VUG · $3 on $10k

Most income1.29%USMF · $129 on $10k

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

Held in common26.3%USMF and VUG

USMF

VUG

WisdomTree U.S. Multifactor Fund · $253MVanguard Morningstar Growth ETF · $233B

+12.7%3 years · per year$14,297 · $19,712+25.4%

+6.5%5 years · per year$13,704 · $17,153+11.4%

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

1.29%12-mo yield$129 · $40 on $10k0.40%

−6.5%Worst dropSmaller wins−16.1%

12.0%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUSMF · VUG

4.7%AAPL12.5%

3.7%NVDA13.5%

3.4%GOOGL5.2%

1.7%LLY2.6%

Held in common26.3%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AUSMF	WisdomTree U.S. Multifactor FundRead Desk		0.28%	1.29%	+0.3%	+0.7%	+2.0%	+12.7%	+6.5%	−6.5%	$253M

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AUSMF	WisdomTree U.S. Multifactor FundRead Desk		0.28%	1.29%	+0.3%	+0.7%	+2.0%	+12.7%	+6.5%	−6.5%	$253M

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 VUG

USMF

WisdomTree U.S. Multifactor Fund

$13,704

VUG

Vanguard Morningstar Growth

$17,153

MeasureUSMFVUG

Fee0.28%0.03%

Cost on $10k a year$28$3

Yield1.29%0.40%

5 years, per year+6.5%+11.4%

3 years, per year+12.7%+25.4%

Worst drop · 1Y−6.5%−16.1%

Volatility · 1Y12.0%18.2%

3–3measures won
level

26.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: USMF, VUG

Today

26.3%most shared, USMF and VUG

USMFVUG

USMF—26.3%

VUG26.3%—

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

VUG$40 − $3 = $37

KeptFee

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