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      USMF vs. CSM ETF Comparison

      Comparison of WisdomTree U.S. Multifactor Fund (USMF) to ProShares Large Cap Core Plus (CSM)
      USMF

      WisdomTree U.S. Multifactor Fund

      USMF Description

      The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.

      Grade (RS Rating)

      Last Trade

      $48.86

      Average Daily Volume

      21,300

      Number of Holdings *

      195

      * may have additional holdings in another (foreign) market
      CSM

      ProShares Large Cap Core Plus

      CSM Description The investment seeks investment results before fees and expenses that track the performance of the Credit Suisse 130/30 Large Cap Index (the "index"). The fund invests in securities and derivatives that ProShare Advisors believes, in combination, should track the performance of the index. The index is designed to replicate an investment strategy that establishes either long or short positions in the stocks of 500 leading large-cap U.S. companies (the "Universe") by applying a rules-based ranking and weighting methodology. The fund is non-diversified.

      Grade (RS Rating)

      Last Trade

      $65.32

      Average Daily Volume

      6,508

      Number of Holdings *

      307

      * may have additional holdings in another (foreign) market
      Performance
      Period USMF CSM
      30 Days 1.94% 4.80%
      60 Days 9.70% 11.72%
      90 Days 8.64% 4.34%
      12 Months 33.52% 36.42%
      88 Overlapping Holdings
      Symbol Grade Weight in USMF Weight in CSM Overlap
      ABBV C 0.44% 0.41% 0.41%
      ABT C 0.41% 0.06% 0.06%
      AIZ B 0.36% 0.32% 0.32%
      AKAM D 1.14% 0.23% 0.23%
      ALL A 0.36% 0.37% 0.36%
      APA F 0.25% 0.23% 0.23%
      BMY A 0.33% 0.46% 0.33%
      BR B 0.38% 0.13% 0.13%
      BRK.A B 0.38% 1.01% 0.38%
      BRO A 0.35% 0.33% 0.33%
      CAG D 0.32% 0.12% 0.12%
      CAH B 0.41% 0.32% 0.32%
      CBOE B 0.36% 0.31% 0.31%
      CI D 0.31% 0.42% 0.31%
      CMCSA B 0.91% 0.22% 0.22%
      CME A 0.37% 0.4% 0.37%
      CNC F 0.34% 0.35% 0.34%
      CRM B 0.84% 0.72% 0.72%
      CTSH B 1.36% 0.35% 0.35%
      DIS D 0.8% 0.1% 0.1%
      DVN F 0.32% 0.31% 0.31%
      EA D 1.03% 0.18% 0.18%
      EBAY A 0.74% 0.14% 0.14%
      EIX C 0.32% 0.35% 0.32%
      EPAM F 0.65% 0.04% 0.04%
      ETR A 0.37% 0.34% 0.34%
      FDX F 0.25% 0.28% 0.25%
      FFIV B 1.25% 0.33% 0.33%
      FOXA B 1.05% 0.25% 0.25%
      FRT D 0.32% 0.29% 0.29%
      FSLR C 0.72% 0.11% 0.11%
      FTNT A 0.74% 0.28% 0.28%
      GDDY B 1.3% 0.33% 0.33%
      GILD A 0.41% 0.44% 0.41%
      GL C 0.15% 0.23% 0.15%
      GM D 0.53% 0.35% 0.35%
      HAL D 0.33% 0.23% 0.23%
      HCA C 0.38% 0.18% 0.18%
      HIG A 0.41% 0.35% 0.35%
      HII F 0.31% 0.31% 0.31%
      HOLX D 0.45% 0.12% 0.12%
      HPQ B 0.99% 0.33% 0.33%
      IBM A 1.49% 0.17% 0.17%
      IPG D 0.85% 0.13% 0.13%
      J F 0.37% 0.04% 0.04%
      JNJ D 0.47% 0.44% 0.44%
      JPM C 0.36% 0.64% 0.36%
      KHC F 0.3% 0.13% 0.13%
      KMB D 0.35% 0.36% 0.35%
      KR C 0.34% 0.37% 0.34%
      L C 0.39% 0.31% 0.31%
      LDOS A 0.45% 0.33% 0.33%
      LMT A 0.44% 0.47% 0.44%
      LVS B 0.73% 0.04% 0.04%
      MAS C 0.31% 0.05% 0.05%
      MCK F 0.37% 0.37% 0.37%
      MRK F 0.42% 0.73% 0.42%
      MSI A 1.45% 0.22% 0.22%
      MTB A 0.28% 0.29% 0.28%
      NTRS B 0.29% 0.26% 0.26%
      PAYC D 0.18% 0.25% 0.18%
      PCG C 0.3% 0.28% 0.28%
      PG D 0.35% 0.44% 0.35%
      PGR B 0.36% 0.06% 0.06%
      PNW C 0.31% 0.14% 0.14%
      PYPL A 0.22% 0.24% 0.22%
      RJF B 0.32% 0.34% 0.32%
      ROP D 1.38% 0.12% 0.12%
      RSG D 0.4% 0.33% 0.33%
      SYF A 0.25% 0.33% 0.25%
      SYY D 0.33% 0.14% 0.14%
      T B 1.08% 0.2% 0.2%
      TAP D 0.29% 0.31% 0.29%
      TDY A 1.27% 0.12% 0.12%
      TJX D 0.87% 0.5% 0.5%
      TMO D 0.38% 0.66% 0.38%
      TMUS A 1.15% 0.45% 0.45%
      TRV B 0.36% 0.1% 0.1%
      UHS D 0.39% 0.32% 0.32%
      VLO F 0.34% 0.08% 0.08%
      VRSN C 1.52% 0.26% 0.26%
      VTRS D 0.3% 0.27% 0.27%
      VZ C 0.99% 0.06% 0.06%
      WFC B 0.32% 0.13% 0.13%
      WM B 0.4% 0.04% 0.04%
      WMT A 0.35% 0.24% 0.24%
      WRB C 0.33% 0.08% 0.08%
      XOM A 0.42% 0.53% 0.42%
      USMF Overweight 107 Positions Relative to CSM
      Symbol Grade Weight
      SNX C 1.25%
      TYL D 1.11%
      JNPR C 1.08%
      DBX C 0.96%
      DT B 0.95%
      NYT C 0.94%
      FICO C 0.93%
      CVLT B 0.92%
      ZM B 0.91%
      NTAP D 0.87%
      DRI C 0.83%
      DOCU A 0.82%
      ORLY A 0.81%
      APP A 0.77%
      AZO D 0.77%
      TXRH A 0.76%
      WDAY D 0.76%
      MUSA D 0.74%
      ARMK C 0.71%
      HRB C 0.69%
      INFA D 0.69%
      CRUS D 0.64%
      NTNX C 0.58%
      ECL C 0.48%
      EXPE B 0.46%
      EHC C 0.45%
      ADTN C 0.42%
      CHE D 0.42%
      CACI A 0.42%
      DGX D 0.42%
      GPK D 0.41%
      CCK C 0.41%
      BSX A 0.41%
      ZBH F 0.4%
      ANF D 0.4%
      ADP A 0.39%
      INGR B 0.39%
      COP D 0.39%
      DOV C 0.39%
      REGN D 0.39%
      ELV F 0.39%
      EOG B 0.39%
      UTHR C 0.39%
      AMP A 0.38%
      SSNC C 0.38%
      CNA D 0.38%
      NNN C 0.37%
      AFL A 0.37%
      BERY C 0.37%
      ACI F 0.37%
      MSA F 0.37%
      VOYA A 0.36%
      VRSK D 0.36%
      CINF A 0.35%
      GLPI C 0.35%
      ORI A 0.35%
      GAP F 0.35%
      CL D 0.35%
      REYN D 0.35%
      LHX A 0.34%
      AXP A 0.34%
      POST C 0.34%
      RLI A 0.34%
      RGA B 0.34%
      AIG C 0.34%
      EXEL B 0.34%
      VICI C 0.34%
      OGE C 0.34%
      DE C 0.34%
      MRO B 0.33%
      PCAR D 0.33%
      GIS C 0.33%
      MKL B 0.33%
      WPC C 0.33%
      PRI A 0.33%
      DUK C 0.33%
      UNM A 0.33%
      MO D 0.33%
      ELS D 0.33%
      MTG A 0.32%
      ALSN A 0.32%
      MPC D 0.32%
      PPC C 0.32%
      IBKR A 0.32%
      BAH C 0.31%
      AEP C 0.31%
      EME B 0.31%
      DVA C 0.3%
      MLI B 0.29%
      DINO F 0.29%
      THC D 0.29%
      LPX C 0.29%
      SAIC A 0.29%
      AMT D 0.28%
      FCN C 0.28%
      RYAN A 0.28%
      CRS B 0.27%
      CBSH D 0.27%
      EWBC B 0.26%
      NBIX F 0.25%
      FCNCA D 0.25%
      BMRN F 0.23%
      SFM A 0.23%
      HALO D 0.23%
      FMC C 0.23%
      MMM C 0.23%
      LNTH C 0.18%
      USMF Underweight 219 Positions Relative to CSM
      Symbol Grade Weight
      AAPL C -4.74%
      MSFT D -4.59%
      NVDA B -4.42%
      AMZN C -2.42%
      META A -1.63%
      AVGO B -1.34%
      GOOGL B -1.19%
      LLY D -1.07%
      GOOG B -0.97%
      TSLA C -0.77%
      GE B -0.6%
      UNH B -0.56%
      INTU F -0.55%
      MU D -0.53%
      UBER C -0.46%
      VRTX D -0.46%
      TT A -0.45%
      SNPS F -0.42%
      NFLX A -0.41%
      ETN B -0.4%
      BDX C -0.4%
      NOC B -0.4%
      RCL B -0.39%
      V B -0.39%
      APH D -0.38%
      EL D -0.38%
      LEN C -0.37%
      TEL D -0.37%
      MA A -0.37%
      EMR B -0.37%
      PLD D -0.37%
      TGT C -0.36%
      AME C -0.36%
      ACGL A -0.36%
      HWM A -0.36%
      WY C -0.35%
      EMN C -0.35%
      PEP F -0.35%
      MTD C -0.35%
      PHM C -0.35%
      OTIS A -0.35%
      CCL C -0.35%
      NRG A -0.35%
      APD C -0.35%
      FANG D -0.34%
      A B -0.34%
      STX C -0.34%
      NCLH C -0.34%
      TROW D -0.34%
      TRGP A -0.34%
      WYNN B -0.34%
      XEL C -0.34%
      CDNS D -0.34%
      LYV A -0.34%
      SWK C -0.34%
      PH A -0.33%
      AAL D -0.33%
      HST D -0.33%
      COST C -0.33%
      CBRE C -0.33%
      DTE B -0.33%
      LYB B -0.33%
      BKR B -0.33%
      AVB C -0.33%
      IVZ A -0.33%
      GRMN D -0.32%
      PNR C -0.32%
      EQR C -0.32%
      IR A -0.32%
      VTR C -0.32%
      ANET A -0.32%
      RL B -0.32%
      CE D -0.32%
      SNA C -0.32%
      CNP B -0.32%
      SLB D -0.31%
      INCY B -0.31%
      CPT C -0.31%
      HD A -0.31%
      BAX D -0.31%
      BEN F -0.31%
      EXC C -0.31%
      MAR A -0.3%
      XYL C -0.3%
      QRVO F -0.3%
      BBY C -0.3%
      INVH D -0.3%
      CVS D -0.3%
      BK A -0.3%
      TSN D -0.3%
      MAA D -0.29%
      UAL A -0.29%
      EG A -0.29%
      IQV F -0.29%
      PRU B -0.29%
      APTV D -0.28%
      SO A -0.28%
      CRL F -0.28%
      DHI C -0.28%
      IEX D -0.28%
      BAC B -0.27%
      LULU D -0.27%
      STE D -0.27%
      BG F -0.27%
      ROL C -0.27%
      MDT C -0.27%
      TFX C -0.27%
      TXT F -0.27%
      AES C -0.27%
      ATO A -0.26%
      DG F -0.26%
      AMAT C -0.26%
      SWKS F -0.26%
      EQIX C -0.26%
      PPG D -0.26%
      WELL C -0.25%
      HBAN B -0.25%
      CSX D -0.25%
      WDC C -0.25%
      MET A -0.25%
      WAB A -0.25%
      INTC D -0.25%
      OMC C -0.24%
      COF A -0.23%
      GEHC C -0.23%
      ADBE F -0.23%
      LRCX D -0.21%
      RMD C -0.21%
      PARA F -0.2%
      SJM D -0.2%
      NI A -0.2%
      ABNB D -0.2%
      MOH F -0.19%
      AMD C -0.19%
      MGM D -0.19%
      ZTS C -0.18%
      PANW B -0.18%
      CSCO A -0.17%
      CFG C -0.17%
      BIIB F -0.17%
      BLDR C -0.17%
      TPR B -0.16%
      OKE A -0.16%
      BX C -0.16%
      BWA C -0.16%
      PSA C -0.16%
      CRWD D -0.16%
      GPC D -0.16%
      KO C -0.15%
      FCX B -0.15%
      F D -0.15%
      CVX B -0.15%
      DFS A -0.15%
      ADSK B -0.15%
      WTW C -0.14%
      PFE D -0.14%
      SPG A -0.14%
      FITB C -0.14%
      KDP C -0.14%
      MSCI B -0.14%
      WBA F -0.14%
      QCOM D -0.14%
      URI C -0.13%
      JKHY A -0.13%
      PSX D -0.13%
      ON F -0.13%
      HES D -0.13%
      STLD C -0.13%
      ALLE A -0.12%
      NWSA D -0.12%
      NOW B -0.12%
      ORCL A -0.11%
      CPB D -0.11%
      LKQ F -0.11%
      CAT A -0.11%
      FE C -0.11%
      PFG A -0.11%
      CTVA A -0.1%
      KMI A -0.1%
      BBWI F -0.09%
      LNT B -0.09%
      LIN C -0.09%
      NUE D -0.09%
      MTCH B -0.09%
      DOC C -0.08%
      JBL C -0.08%
      DXCM F -0.08%
      ISRG C -0.08%
      FIS A -0.07%
      PAYX B -0.07%
      DLR C -0.07%
      FTV C -0.07%
      DAY C -0.07%
      AOS C -0.07%
      NEM C -0.07%
      DPZ D -0.06%
      SMCI F -0.06%
      CHD D -0.06%
      CLX C -0.06%
      MKC C -0.06%
      HRL F -0.06%
      MNST D -0.06%
      LOW C -0.05%
      RF B -0.05%
      ACN B -0.05%
      PM D -0.04%
      DHR D -0.04%
      FAST C -0.04%
      CSGP F -0.04%
      PTC B -0.04%
      ARE D -0.04%
      MMC D -0.04%
      TRMB B -0.04%
      AMGN D -0.04%
      MCD A -0.04%
      FDS C -0.04%
      ROST D -0.04%
      PKG B -0.04%
      CMG C -0.04%

      USMF: Top Represented Industries & Keywords

      Industries: Software - Application Insurance - Property & Casualty Biotechnology Business Services Information Technology Services Medical Care Packaged Foods Software - Infrastructure Utilities - Regulated Electric Drug Manufacturers - Major Insurance - Diversified Oil & Gas E&P Telecom Services Communication Equipment Insurance - Life Packaging & Containers Specialty Retail Apparel Stores Asset Management Banks - Global
      Keywords: S&P 500 Insurance Nasdaq 100 Computing Medicine Natural Gas Banking Dow Jones Component Insurance Products Disability Life Insurance Telecommunications Cloud Computing Electricity Health Insurance Mobile Devices Petroleum Industry Bank Casualty Insurance Pharmaceutical Products

      CSM: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Drug Manufacturers - Major Semiconductors Diagnostics & Research Medical Instruments & Supplies Utilities - Regulated Electric Asset Management Credit Services Internet Content & Information Packaged Foods Banks - Regional - US Business Services Health Care Plans Household & Personal Products Information Technology Services Insurance - Property & Casualty REIT - Residential Specialty Industrial Machinery Aerospace & Defense
      Keywords: S&P 500 Nasdaq 100 Computing Natural Gas Dow Jones Component Electronics Insurance Electricity Aerospace Bank Real Estate Investment Trust Telecommunications Banking Medicine Mobile Devices Chemical Work From Home Mining Petroleum Industry Transport
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