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$16,124VUG · 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%2.42%+10.5%+14.3%+17.2%+7.2%−10.4%15.4%$13.5B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.0

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.36%−4.2%−3.0%+10.2%+5.2%−10.6%13.0%$253M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: USMF 2017 · IQLT 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Intl Quality Factor ETF · $13.5B$14,168

IQLT

USMF

WisdomTree U.S. Multifactor Fund · $253M$12,900

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

IQLTMeasureUSMF

+10.5%Year to dateJan 1 → Nov 6−4.2%

+14.3%1 yearTotal return−3.0%

+17.2%3 years · per year$10,000 became $16,090 · $13,397+10.2%

+7.2%5 years · per year$10,000 became $14,168 · $12,900+5.2%

0.30%Expense ratio$30 · $28 a year on $10k · lower is better0.28%

2.42%Trailing 12-mo yield$242 · $136 a year on $10k1.36%

−10.4%Worst dropSmaller is better−10.6%

15.4%VolatilityLower is calmer13.0%

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

6–2IQLT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IQLT vs USMF: Top 5 Holdings

Today

IQLT

13.7%in top 5

USMF

in top 514.8%

IQLTStockUSMF

not top 5AAPL4.7%

4.6%ASML.ASnot top 5

not top 5NVDA3.7%

not top 5GOOGL3.4%

2.8%ALV.DEnot top 5

2.4%ROP.SWnot top 5

1.9%NESN.SWnot top 5

1.9%ZURN.SWnot top 5

not top 5LLY1.7%

not top 5AVGO1.4%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

IQLT vs USMF Returns, Every Period

iSharesIQLT

+7.2%

5 years, per year

USMFWisdomTree

+5.2%

5 years, per year

IQLTUSMFFaded: behind in that period

4–0IQLT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IQLT vs USMF

YTD

iSharesIQLT

+10.5%

USMFWisdomTree

−4.2%

+10.5%Year to date−4.2%

−10.4%Worst drop · 1Y−10.6%

15.4%Volatility · 1Y13.0%

2.4%Yield1.4%

$13.5BAssets$253M

3–1IQLT wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: USMF, IQLT, VUG

2.42%highest, IQLT

FundTrailing yieldYield$10k

IQLT2.42%$242

USMF1.36%$136

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$212most kept, IQLT

IQLT$242 − $30 = $212

USMF$136 − $28 = $108

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%IQLT, at 15.4% volatility

USMFWorst drop−10.6%13.0% vol

IQLTWorst drop−10.4%15.4% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IQLTVUG

+10.5%Year to date+1.4%

2.4%Yield0.4%

+14.3%Past year+0.2%

0.30%Fee0.03%

3–1IQLT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026