USMV vs USMF

AUSMV

BUSMF

Measures won6–0USMV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · USMV $14,154

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%USMV · $139 on $10k

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

Held in common24.2%USMV and USMF

USMV

USMF

iShares MSCI USA Min Vol Factor ETF · $23.8BWisdomTree U.S. Multifactor Fund · $253M

+13.7%3 years · per year$14,709 · $13,397+10.2%

+7.2%5 years · per year$14,154 · $12,900+5.2%

0.15%Expense ratio$15 · $28 on $10k · lower wins0.28%

1.39%12-mo yield$139 · $136 on $10k1.36%

−6.5%Worst dropSmaller wins−10.6%

9.1%VolatilityLower wins13.0%

6–0USMV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSMV · USMF

1.2%NVDA3.7%

1.5%JNJ1.1%

1.4%MRK1.0%

1.0%AAPL4.7%

Held in common24.2%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.8B
3	BUSMF	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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.8B
3	BUSMF	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

USMV vs USMF

USMV

iShares MSCI USA Min Vol Factor

$14,154

USMF

WisdomTree U.S. Multifactor Fund

$12,900

MeasureUSMVUSMF

Fee0.15%0.28%

Cost on $10k a year$15$28

Yield1.39%1.36%

5 years, per year+7.2%+5.2%

3 years, per year+13.7%+10.2%

Worst drop · 1Y−6.5%−10.6%

Volatility · 1Y9.1%13.0%

5–0measures won
USMV first

24.2%

holdings shared

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

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

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: USMV, USMF, VUG

Today

26.3%most shared, USMF and VUG

USMVUSMFVUG

USMV—24.2%20.8%

USMF24.2%—26.3%

VUG20.8%26.3%—

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

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

USMF$136 − $28 = $108

VUG$42 − $3 = $39

KeptFee

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