Compare · 3 funds side by side · dividends reinvested

USMF, IQLT and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,326VUG · best of the three

Story of the three · IncomeMost incomeIQLT · 2.38% · $238 a year on $10k

Story of the three · RiskSmallest drop

USMF, IQLT and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Intl Quality Factor ETFUS Stock Styles · Factor0.30%2.38%+12.2%+14.0%+17.0%+7.2%−10.4%15.7%$13.8B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.0

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.30%−0.1%+0.0%+10.8%+5.8%−10.6%13.4%$232M2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: USMF 2017 · IQLT 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree U.S. Multifactor Fund · $232M$13,254

USMF

VUG

Vanguard Morningstar Growth ETF · $233B$16,326

$10,000 five years ago, dividends reinvested · they hold 26.0% in common

USMF

More Ways to See the Pairs

USMF vs VUG: Top 5 Holdings

Today

USMF

15.1%in top 5

VUG

in top 545.2%

USMFStockVUG

3.5%NVDA13.5%

4.9%AAPL12.5%

not top 5MSFT9.7%

3.6%GOOGL5.2%

1.4%AVGO

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 12, 2026 · fee on $10,000 a year

Yields: USMF, IQLT, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

VUG

−0.1%Year to dateJan 1 → Nov 12+4.9%

+0.0%1 yearTotal return+3.5%

+10.8%3 years · per year$10,000 became $13,617 · $18,215+22.1%

+5.8%5 years · per year$10,000 became $13,254 · $16,326+10.3%

0.28%Expense ratio$28 · $3 a year on $10k · lower is better0.03%

1.30%Trailing 12-mo yield$130 · $41 a year on $10k0.41%

−10.6%Worst dropSmaller is better−15.1%

13.4%VolatilityLower is calmer19.1%

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

3–5VUG wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

1.7%LLYnot top 5

Held in common26.0%

End-of-day Nov 12, 2026 · share of each fund

USMF vs VUG Returns, Every Period

5Y

WisdomTreeUSMF

+5.8%

5 years, per year

VUGVanguard

+10.3%

5 years, per year

USMFVUGFaded: behind in that period

0–4VUG wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

USMF vs IQLT

YTD

WisdomTreeUSMF

−0.1%

IQLTiShares

+12.2%

−0.1%Year to date+12.2%

−10.6%Worst drop · 1Y−10.4%

13.4%Volatility · 1Y15.7%

1.3%Yield2.4%

$232MAssets$13.8B

3–1IQLT wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.38%highest, IQLT

FundTrailing yieldYield$10k

IQLT2.38%$238

USMF1.30%$130

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$208most kept, IQLT

IQLT$238 − $30 = $208

USMF$130 − $28 = $102

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: USMF, IQLT, VUG

Today

26.0%most shared, USMF and VUG

USMFIQLTVUG

USMF—0.0%26.0%

IQLT0.0%—0.0%

VUG26.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.0%IQLT, at 15.7% volatility

USMFWorst drop−10.6%13.4% vol

IQLTWorst drop−10.4%15.7% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IQLTVUG

+12.2%Year to date+4.9%

2.4%Yield0.4%

+14.0%Past year+3.5%

0.30%Fee0.03%

3–1IQLT wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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USMF, IQLT and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three