VUG vs USMF5YVUGVUGAvsBUSMFUSMFVanguard Morningstar Growth ETF · $233BWisdomTree U.S. Multifactor Fund · $232MReturns · dividends in+21.6%3 years · per year$17,979 · $13,579+10.7%+10.1%5 years · per year$16,151 · $13,172+5.7%Cost and income0.03%Expense ratio$3 · $28 on $10k · lower wins0.28%0.41%12-mo yield$41 · $131 on $10k
Overlap: VUG, USMF, IJHToday26.0%most shared, VUG and USMFVUGUSMFIJHVUG—26.0%0.0%USMF26.0%—17.6%IJH0.0%17.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
VUG vs USMF5YAVUGVanguard Morningstar Growth$16,151vsUSMFBWisdomTree U.S. Multifactor Fund$13,172$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▲▼1AVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$124.0B3BUSMFWisdomTree U.S. Multifactor FundReadDesk0.28%1.31%−0.3%−0.4%−0.4%+10.7%+5.7%−10.6%$232MEnd-of-day Nov 13, 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▲▼1AVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$124.0B3BUSMFWisdomTree U.S. Multifactor FundReadDesk0.28%1.31%−0.3%−0.4%−0.4%+10.7%+5.7%−10.6%$232MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: VUG, USMF, IJHToday26.0%most shared, VUG and USMFVUGUSMFIJHVUG—26.0%0.0%USMF26.0%—17.6%IJH0.0%17.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$117most kept, IJHIJH$122 − $5 = $117USMF$131 − $28 = $103VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee