NEWZ vs. USMF

Last updated Jul 17, 2026

NEWZ (StockSnips AI-Powered Sentiment US All Cap ETF) and USMF (WisdomTree US Multifactor Fund) are both Mid Cap Blend Equities funds. NEWZ is actively managed, while USMF is passively managed. Over the past year, NEWZ returned 7.94% vs 6.49% for USMF. A 0.74 correlation means they provide meaningful diversification when combined. NEWZ charges 0.75%/yr vs 0.28%/yr for USMF.

Performance

NEWZ vs. USMF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) and WisdomTree US Multifactor Fund (USMF). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, NEWZ achieves a 10.05% return, which is significantly higher than USMF's 3.99% return.

NEWZ

• 1D: -0.06%
• 1M: 2.68%
• 6M: 7.19%
• YTD: 10.05%
• 1Y: 7.94%
• 3Y*: —
• 5Y*: —
• 10Y*: —

USMF

• 1D: -0.47%
• 1M: -1.35%
• 6M: 2.79%
• YTD: 3.99%
• 1Y: 6.49%
• 3Y*: 11.89%
• 5Y*: 7.81%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

NEWZ vs. USMF - Yearly Performance Comparison

	2026 (YTD)	2025	2024
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF	10.05%	-4.08%	14.05%
USMF WisdomTree US Multifactor Fund	3.99%	4.60%	10.79%

Correlation

The correlation between NEWZ and USMF is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.62
Correlation (All Time) Calculated using the full available price history since Apr 12, 2024	0.74

The correlation between NEWZ and USMF shifts across timeframes, from 0.62 (1 year) to 0.74 (all time), reflecting how their relationship changes across market environments.

NEWZ vs. USMF - Sectors Allocation Comparison

Sectors	NEWZ	USMF
Industrials	22.5%	7.9%
Healthcare	17.3%	9.0%
Utilities	16.4%	1.9%
Communication Services	14.2%	9.8%
Energy	9.9%	4.8%
Technology	9.9%	33.2%
Consumer Cyclical	9.2%	10.5%
Real Estate	6.9%	2.0%
Financial Services	6.0%	10.7%
Basic Materials	3.8%	1.1%
Consumer Defensive	3.3%	4.3%

Return for Risk

NEWZ vs. USMF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NEWZ

NEWZ Risk / Return Rank: 20
NEWZ Sharpe Ratio Rank: 20
NEWZ Sortino Ratio Rank: 19
NEWZ Omega Ratio Rank: 19
NEWZ Calmar Ratio Rank: 21
NEWZ Martin Ratio Rank: 22

USMF

USMF Risk / Return Rank: 22
USMF Sharpe Ratio Rank: 20
USMF Sortino Ratio Rank: 19
USMF Omega Ratio Rank: 18
USMF Calmar Ratio Rank: 26
USMF Martin Ratio Rank: 28

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NEWZ vs. USMF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) and WisdomTree US Multifactor Fund (USMF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	NEWZ	USMF	Difference
Sharpe ratio: Return per unit of total volatility	0.57	0.57	0.00
Sortino ratio: Return per unit of downside risk	0.87	0.89	-0.02
Omega ratio: Gain probability vs. loss probability	1.11	1.10	+0.01
Calmar ratio: Return relative to maximum drawdown	0.74	1.01	-0.27
Martin ratio: Return relative to average drawdown	2.08	3.16	-1.08

NEWZ vs. USMF - Sharpe Ratio Comparison

The current NEWZ Sharpe Ratio is 0.57, which is comparable to the USMF Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of NEWZ and USMF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

NEWZ vs. USMF - Drawdown Comparison

The maximum NEWZ drawdown since its inception was -19.40%, smaller than the maximum USMF drawdown of -36.24%. Use the drawdown chart below to compare losses from any high point for NEWZ and USMF.

Drawdown Indicators

	NEWZ	USMF	Difference
Max Drawdown Largest peak-to-trough decline	-19.40%	-36.24%	+16.84%
Max Drawdown (1Y) Largest decline over 1 year	-10.82%	-6.47%	-4.35%
Max Drawdown (3Y) Largest decline over 3 years	—	-15.39%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-18.10%	—
Current Drawdown Current decline from peak	-1.48%	-2.49%	+1.01%
Average Drawdown Average peak-to-trough decline	-5.20%	-4.12%	-1.08%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.82%	2.06%	+1.76%

Volatility

NEWZ vs. USMF - Volatility Comparison

The current volatility for StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) is 2.98%, while WisdomTree US Multifactor Fund (USMF) has a volatility of 4.60%. This indicates that NEWZ experiences smaller price fluctuations and is considered to be less risky than USMF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	NEWZ	USMF	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.98%	4.60%	-1.62%
Volatility (6M) Calculated over the trailing 6-month period	9.37%	9.09%	+0.28%
Volatility (1Y) Calculated over the trailing 1-year period	14.06%	11.41%	+2.65%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.69%	14.39%	+1.30%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.69%	16.96%	-1.27%

NEWZ vs. USMF - Expense Ratio Comparison

NEWZ has a 0.75% expense ratio, which is higher than USMF's 0.28% expense ratio.

Dividends

NEWZ vs. USMF - Dividend Comparison

NEWZ's dividend yield for the trailing twelve months is around 0.04%, less than USMF's 1.32% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF	0.04%	0.27%	0.18%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
USMF WisdomTree US Multifactor Fund	1.32%	1.37%	1.22%	1.33%	1.74%	1.42%	1.34%	1.38%	1.45%	0.67%

Frequently Asked Questions

Can I hold both NEWZ and USMF in my portfolio?

NEWZ and USMF have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, NEWZ or USMF?

USMF has higher volatility (4.60%) compared to NEWZ (2.98%). In terms of maximum drawdown, NEWZ dropped -19.40% vs USMF's -36.24%.

Which ETF is better, NEWZ or USMF?

On 1-year performance, NEWZ leads with 7.94% vs 6.49% for USMF. On fees, USMF is cheaper at 0.28% per year. On volatility, NEWZ has been the lower-risk option at 2.98%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, NEWZ or USMF?

Over the 1-year period, NEWZ has performed better with a 7.94% return vs 6.49%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, NEWZ or USMF?

USMF is cheaper with a 0.28% expense ratio, compared with 0.75% for NEWZ.

Which ETF pays a higher dividend yield, NEWZ or USMF?

USMF has the higher dividend yield at 1.32%, compared with 0.04% for NEWZ.

What is the main difference between NEWZ and USMF?

They also come from different issuers: StockSnips and WisdomTree. Their fees differ too: 0.75% for NEWZ and 0.28% for USMF.

Which has better risk-adjusted returns?

USMF currently has the higher Sharpe Ratio (0.57 vs 0.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.