USMF vs VUG5YUSMFUSMFAvsBVUGVUGWisdomTree U.S. Multifactor Fund · $232MVanguard Morningstar Growth ETF · $233BReturns · dividends in+11.0%3 years · per year$13,687 · $18,430+22.6%+5.9%5 years · per year$13,305 · $16,557+10.6%Cost and income0.28%Expense ratio$28 · $3 on $10k · lower wins0.03%1.30%
Overlap: USMF, VUG, SCHDToday26.0%most shared, USMF and VUGUSMFVUGSCHDUSMF—26.0%8.1%VUG26.0%—0.8%SCHD8.1%0.8%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
USMF vs VUG5YAUSMFWisdomTree U.S. Multifactor Fund$13,305vsVUGBVanguard Morningstar Growth$16,557$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▲▼1BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3AUSMFWisdomTree U.S. Multifactor FundReadDesk0.28%1.30%+1.9%+0.4%+1.1%+11.0%+5.9%−10.6%$232MEnd-of-day Nov 11, 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▲▼1BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3AUSMFWisdomTree U.S. Multifactor FundReadDesk0.28%1.30%+1.9%+0.4%+1.1%+11.0%+5.9%−10.6%$232MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: USMF, VUG, SCHDToday26.0%most shared, USMF and VUGUSMFVUGSCHDUSMF—26.0%8.1%VUG26.0%—0.8%SCHD8.1%0.8%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287USMF$130 − $28 = $102VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee