Compare · 3 funds side by side · dividends reinvested

USMF, IQLT and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

USMF, IQLT and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Intl Quality Factor ETFUS Stock Styles · Factor0.30%2.33%+14.6%+18.2%+19.0%+8.1%−10.4%15.2%$14.0B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.0

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.29%+0.7%+2.0%+12.7%+6.5%−6.5%12.0%$253M2.3

Rank among the three1st → 3rdFee, 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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. Multifactor Fund · $253M$13,704

USMF

IQLT

iShares MSCI Intl Quality Factor ETF · $14.0B$14,772

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

USMFMeasureIQLT

+0.7%Year to dateJan 1 → Nov 4+14.6%

+2.0%1 yearTotal return+18.2%

+12.7%3 years · per year$10,000 became $14,297 · $16,844+19.0%

+6.5%5 years · per year$10,000 became $13,704 · $14,772+8.1%

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

1.29%Trailing 12-mo yield$129 · $233 a year on $10k2.33%

−6.5%Worst dropSmaller is better−10.4%

12.0%VolatilityLower is calmer15.2%

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

+6.5%

5 years, per year

IQLTiShares

+8.1%

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

+0.7%

IQLTiShares

+14.6%

+0.7%Year to date+14.6%

−6.5%Worst drop · 1Y−10.4%

12.0%Volatility · 1Y15.2%

1.3%Yield2.3%

$253MAssets$14.0B

2–2level

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

Cost, Income and Risk

Fees: USMF, IQLT, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

USMF0.28%$28

IQLT0.30%$30

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

Yields: USMF, IQLT, VUG

2.33%highest, IQLT

FundTrailing yieldYield$10k

IQLT2.33%$233

USMF1.29%$129

VUG0.40%$40

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

Income After Fees on $10,000

$203most kept, IQLT

IQLT$233 − $30 = $203

USMF$129 − $28 = $101

VUG$40 − $3 = $37

KeptFee

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

Overlap: USMF, IQLT, VUG

Today

26.3%most shared, USMF and VUG

USMFIQLTVUG

USMF—0.0%26.3%

IQLT0.0%—0.0%

VUG26.3%0.0%—

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

Return vs Bumpiness: 3 ETFs

+18.2%IQLT, at 15.2% volatility

USMFWorst drop−6.5%12.0% vol

IQLTWorst drop−10.4%15.2% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

IQLTVUG

+14.6%Year to date+6.3%

2.3%Yield0.4%

+18.2%Past year+3.4%

0.30%Fee0.03%

3–1IQLT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026