Compare · 2 funds side by side · dividends reinvested

USMF and IQLT

USMFWisdomTree×IQLTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,772IQLT · best of the two

02 / 04

USMF and IQLT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Intl Quality Factor ETFUS Stock Styles · Factor0.30%2.38%+12.3%+15.7%+18.8%+7.6%−10.4%15.1%$13.7B1.4

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.30%+0.4%+1.7%+12.8%+6.1%−6.5%12.0%$254M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: USMF 2017 · IQLT 2015

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. Multifactor Fund · $254M$13,704

USMF

IQLT

iShares MSCI Intl Quality Factor ETF · $13.7B$14,772

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

USMFMeasureIQLT

+0.4%Year to dateJan 1 → Nov 4+12.3%

+1.7%1 yearTotal return+15.7%

+12.8%3 years · per year$10,000 became $14,346 · $16,762+18.8%

+6.1%5 years · per year$10,000 became $13,435 · $14,421+7.6%

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

1.30%Trailing 12-mo yield$130 · $238 a year on $10k2.38%

−6.5%Worst dropSmaller is better−10.4%

12.0%VolatilityLower is calmer15.1%

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

3–5IQLT wins

End-of-day Nov 4, 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 514.0%

USMFStockIQLT

not top 5ASML.AS5.1%

4.7%AAPLnot top 5

3.7%NVDAnot top 5

3.4%GOOGLnot top 5

not top 5ALV.DE2.7%

not top 5ROP.SW2.4%

not top 56857.T1.9%

not top 5SHEL.L1.9%

1.7%LLYnot top 5

1.4%AVGOnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

USMF vs IQLT Returns, Every Period

WisdomTreeUSMF

+6.1%

5 years, per year

IQLTiShares

+7.6%

5 years, per year

USMFIQLTFaded: behind in that period

0–4IQLT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

USMF vs IQLT

YTD

WisdomTreeUSMF

+0.4%

IQLTiShares

+12.3%

+0.4%Year to date+12.3%

−6.5%Worst drop · 1Y−10.4%

12.0%Volatility · 1Y15.1%

1.3%Yield2.4%

$254MAssets$13.7B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USMF, IQLT

Today

0.28%lowest, USMF

FundExpense ratioFee$10k

USMF0.28%$28

IQLT0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: USMF, IQLT

2.38%highest, IQLT

FundTrailing yieldYield$10k

IQLT2.38%$238

USMF1.30%$130

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$208most kept, IQLT

IQLT$238 − $30 = $208

USMF$130 − $28 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: USMF, IQLT

Today

0.0%most shared, USMF and IQLT

USMFIQLT

USMF—0.0%

IQLT0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.7%IQLT, at 15.1% volatility

USMFWorst drop−6.5%12.0% vol

IQLTWorst drop−10.4%15.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IQLTUSMF

+12.3%Year to date+0.4%

2.4%Yield1.3%

+15.7%Past year+1.7%

0.30%Fee0.28%

3–1IQLT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026