USMF vs VUG5YUSMFUSMFAvsBVUGVUGWisdomTree U.S. Multifactor Fund · $232MVanguard Morningstar Growth ETF · $233BReturns · dividends in+10.3%3 years · per year$13,401 · $18,230+22.2%+5.7%5 years · per year$13,175 · $16,394+10.4%Cost and income0.28%Expense ratio$28 · $3 on $10k · lower wins0.03%1.32%
Overlap: USMF, VUG, IVVToday55.3%most shared, VUG and IVVUSMFVUGIVVUSMF—26.0%32.5%VUG26.0%—55.3%IVV32.5%55.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
USMF vs VUG5YAUSMFWisdomTree U.S. Multifactor Fund$13,175vsVUGBVanguard Morningstar Growth$16,394$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+10.9%+13.0%+21.5%+11.7%−8.9%$871.7B2BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3AUSMFWisdomTree U.S. Multifactor FundReadDesk0.28%1.32%−0.1%−1.5%−0.2%+10.3%+5.7%−10.6%$232MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+10.9%+13.0%+21.5%+11.7%−8.9%$871.7B2BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3AUSMFWisdomTree U.S. Multifactor FundReadDesk0.28%1.32%−0.1%−1.5%−0.2%+10.3%+5.7%−10.6%$232MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 10, 2026
VOO vs IVVYTDVanguardVOOVA+10.9%vsBiSIVViShares+10.9%Jan 1Nov 10+10.9%+10.9%+10.9%Year to date+10.9%1.1%Yield1.1%$1.00TAssets$872B0–0levelEnd-of-day Nov 10, 2026
Overlap: USMF, VUG, IVVToday55.3%most shared, VUG and IVVUSMFVUGIVVUSMF—26.0%32.5%VUG26.0%—55.3%IVV32.5%55.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$108most kept, IVVIVV$111 − $3 = $108USMF$132 − $28 = $104VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee