VFMF vs USMV

AVFMF

BUSMV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,857VFMF · USMV $14,154

Lowest cost0.15%USMV · $15 on $10k

Most income1.42%VFMF · $142 on $10k

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

Held in common18.6%VFMF and USMV

VFMF

USMV

Vanguard U.S. Multifactor ETF · $1.1BiShares MSCI USA Min Vol Factor ETF · $23.7B

+24.1%3 years · per year$19,132 · $14,709+13.7%

+13.5%5 years · per year$18,857 · $14,154+7.2%

0.18%Expense ratio$18 · $15 on $10k · lower wins0.15%

1.42%12-mo yield$142 · $139 on $10k1.39%

−7.1%Worst dropSmaller wins−6.5%

12.8%VolatilityLower wins9.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVFMF · USMV

0.8%TRV0.9%

0.8%JNJ1.5%

0.8%GILD1.0%

0.7%ABBV0.8%

Held in common18.6%

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

Both

5Y2 funds

#			Trend
1	AVFMF	Vanguard U.S. Multifactor ETFRead Desk		0.18%	1.42%	−0.1%	+21.6%	+27.6%	+24.1%	+13.5%	−7.1%	$1.1B
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVFMF	Vanguard U.S. Multifactor ETFRead Desk		0.18%	1.42%	−0.1%	+21.6%	+27.6%	+24.1%	+13.5%	−7.1%	$1.1B
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.7B

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

VFMF vs USMV

VFMF

Vanguard U.S. Multifactor

$18,857

USMV

iShares MSCI USA Min Vol Factor

$14,154

MeasureVFMFUSMV

Fee0.18%0.15%

Cost on $10k a year$18$15

Yield1.42%1.39%

5 years, per year+13.5%+7.2%

3 years, per year+24.1%+13.7%

Worst drop · 1Y−7.1%−6.5%

Volatility · 1Y12.8%9.1%

3–2measures won
USMV first

18.6%

holdings shared

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

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

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

Overlap: VFMF, USMV

Today

18.6%most shared, VFMF and USMV

VFMFUSMV

VFMF—18.6%

USMV18.6%—

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

VFMF$142 − $18 = $124

KeptFee

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