VUG vs USMF

AVUG

BUSMF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income1.36%USMF · $136 on $10k

Smallest drop−10.6%USMF · worst fall in 1Y

Held in common26.3%VUG and USMF

VUG

USMF

Vanguard Morningstar Growth ETF · $233BWisdomTree U.S. Multifactor Fund · $253M

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

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

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

0.42%12-mo yield$42 · $136 on $10k1.36%

−15.1%Worst dropSmaller wins−10.6%

19.0%VolatilityLower wins13.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · USMF

12.5%AAPL4.7%

13.5%NVDA3.7%

5.2%GOOGL3.4%

2.6%LLY1.7%

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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
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

VUG vs USMF

VUG

Vanguard Morningstar Growth

$16,124

USMF

WisdomTree U.S. Multifactor Fund

$12,900

MeasureVUGUSMF

Fee0.03%0.28%

Cost on $10k a year$3$28

Yield0.42%1.36%

5 years, per year+10.0%+5.2%

3 years, per year+22.6%+10.2%

Worst drop · 1Y−15.1%−10.6%

Volatility · 1Y19.0%13.0%

3–3measures won
level

26.3%

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: VUG, USMF, IWF

Today

78.0%most shared, VUG and IWF

VUGUSMFIWF

VUG—26.3%78.0%

USMF26.3%—29.3%

IWF78.0%29.3%—

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

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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