Compare · 2 funds side by side · dividends reinvested

IQLT and USMF

IQLTiShares×USMFWisdomTree×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,191IQLT · best of the two

02 / 04

IQLT and USMF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Intl Quality Factor ETFUS Stock Styles · Factor0.30%2.40%+11.3%+16.1%+17.9%+7.3%−10.4%15.4%$14.0B1.3

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.36%−4.4%−2.5%+10.4%+5.2%−10.6%13.0%$253M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IQLT 2015 · USMF 2017

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. Multifactor Fund · $253M$12,889

USMF

IQLT

iShares MSCI Intl Quality Factor ETF · $14.0B$14,191

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

USMFMeasureIQLT

−4.4%Year to dateJan 1 → Nov 5+11.3%

−2.5%1 yearTotal return+16.1%

+10.4%3 years · per year$10,000 became $13,453 · $16,368+17.9%

+5.2%5 years · per year$10,000 became $12,889 · $14,191+7.3%

0.28%Expense ratio$28 · $30 a year on $10k · lower is better0.30%

1.36%Trailing 12-mo yield$136 · $240 a year on $10k2.40%

−10.6%Worst dropSmaller is better−10.4%

13.0%VolatilityLower is calmer15.4%

USMFIQLT Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6IQLT wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USMF vs IQLT: Top 5 Holdings

Today

USMF

14.8%in top 5

IQLT

in top 513.9%

USMFStockIQLT

not top 5ASML.AS4.9%

4.7%AAPLnot top 5

3.7%NVDAnot top 5

3.4%GOOGLnot top 5

not top 5ALV.DE2.8%

not top 5ROP.SW2.4%

not top 5NESN.SW1.9%

not top 5ZURN.SW1.9%

1.7%LLYnot top 5

1.4%AVGOnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

USMF vs IQLT Returns, Every Period

WisdomTreeUSMF

+5.2%

5 years, per year

IQLTiShares

+7.3%

5 years, per year

USMFIQLTFaded: behind in that period

0–4IQLT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

USMF vs IQLT

YTD

WisdomTreeUSMF

−4.4%

IQLTiShares

+11.3%

−4.4%Year to date+11.3%

−10.6%Worst drop · 1Y−10.4%

13.0%Volatility · 1Y15.4%

1.4%Yield2.4%

$253MAssets$14.0B

3–1IQLT wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IQLT, USMF

Today

0.28%lowest, USMF

FundExpense ratioFee$10k

USMF0.28%$28

IQLT0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IQLT, USMF

2.40%highest, IQLT

FundTrailing yieldYield$10k

IQLT2.40%$240

USMF1.36%$136

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$210most kept, IQLT

IQLT$240 − $30 = $210

USMF$136 − $28 = $108

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IQLT, USMF

Today

0.0%most shared, IQLT and USMF

IQLTUSMF

IQLT—0.0%

USMF0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.1%IQLT, at 15.4% volatility

USMFWorst drop−10.6%13.0% vol

IQLTWorst drop−10.4%15.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IQLTUSMF

+11.3%Year to date−4.4%

2.4%Yield1.4%

+16.1%Past year−2.5%

0.30%Fee0.28%

3–1IQLT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026