USMF vs VUG

AUSMF

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.36%USMF · $136 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common26.3%USMF and VUG

USMF

VUG

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

+10.2%3 years · per year$13,397 · $18,415+22.6%

+5.2%5 years · per year$12,900 · $16,124+10.0%

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

1.36%12-mo yield$136 · $42 on $10k0.42%

−10.6%Worst dropSmaller wins−15.1%

13.0%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsAll three, one 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 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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 VUG

USMF

WisdomTree U.S. Multifactor Fund

$12,900

VUG

Vanguard Morningstar Growth

$16,124

MeasureUSMFVUG

Fee0.28%0.03%

Cost on $10k a year$28$3

Yield1.36%0.42%

5 years, per year+5.2%+10.0%

3 years, per year+10.2%+22.6%

Worst drop · 1Y−10.6%−15.1%

Volatility · 1Y13.0%19.0%

3–3measures won
level

26.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: USMF, VUG, VOO

Today

58.2%most shared, VUG and VOO

USMFVUGVOO

USMF—26.3%33.7%

VUG26.3%—58.2%

VOO33.7%58.2%—

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

Income After Fees on $10,000

$108most kept, USMF

USMF$136 − $28 = $108

VOO$110 − $3 = $107

VUG$42 − $3 = $39

KeptFee

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