VOO vs USMF

AVOO

BUSMF

Measures won4–2VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · USMF $12,900

Lowest cost0.03%VOO · $3 on $10k

Most income1.36%USMF · $136 on $10k

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

Held in common33.7%VOO and USMF

VOO

USMF

Vanguard S&P 500 ETF · $1.00TWisdomTree U.S. Multifactor Fund · $253M

+21.8%3 years · per year$18,079 · $13,397+10.2%

+11.4%5 years · per year$17,177 · $12,900+5.2%

0.03%Expense ratio$3 · $28 on $10k · lower wins0.28%

1.10%12-mo yield$110 · $136 on $10k1.36%

−8.9%Worst dropSmaller wins−10.6%

13.5%VolatilityLower wins13.0%

4–2VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVOO · USMF

7.4%AAPL4.7%

8.4%NVDA3.7%

3.1%GOOGL3.4%

2.5%AVGO1.4%

Held in common33.7%

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	AVOO	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	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

Both

5Y2 funds

#			Trend
1	AVOO	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	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

VOO vs USMF

VOO

Vanguard S&P 500

$17,177

USMF

WisdomTree U.S. Multifactor Fund

$12,900

MeasureVOOUSMF

Fee0.03%0.28%

Cost on $10k a year$3$28

Yield1.10%1.36%

5 years, per year+11.4%+5.2%

3 years, per year+21.8%+10.2%

Worst drop · 1Y−8.9%−10.6%

Volatility · 1Y13.5%13.0%

4–2measures won
VOO first

33.7%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: VOO, USMF

Today

33.7%most shared, VOO and USMF

VOOUSMF

VOO—33.7%

USMF33.7%—

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

KeptFee

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