Compare · 2 funds side by side · dividends reinvested

USMF and IWF

USMFWisdomTree×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

USMF and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.29%+0.7%+2.0%+12.7%+6.5%−6.5%12.0%$253M1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: USMF 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

USMF

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 29.4% in common

USMFMeasureIWF

+0.7%Year to dateJan 1 → Nov 5−0.1%

+2.0%1 yearTotal return−3.0%

+12.7%3 years · per year$10,000 became $14,297 · $18,310+22.3%

+6.5%5 years · per year$10,000 became $13,704 · $16,559+10.6%

0.28%Expense ratio$28 · $18 a year on $10k · lower is better0.18%

1.29%Trailing 12-mo yield$129 · $37 a year on $10k0.37%

−6.5%Worst dropSmaller is better−15.6%

12.0%VolatilityLower is calmer18.3%

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

5–3USMF 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 IWF: Top 5 Holdings

Today

USMF

14.8%in top 5

IWF

in top 539.6%

USMFStockIWF

3.7%NVDA14.6%

4.7%AAPL8.5%

not top 5MSFT6.4%

3.4%GOOGL5.3%

1.4%AVGO4.7%

1.7%LLYnot top 5

Held in common29.4%

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

USMF vs IWF Returns, Every Period

WisdomTreeUSMF

+6.5%

5 years, per year

IWFiShares

+10.6%

5 years, per year

USMFIWFFaded: behind in that period

2–2Level

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

USMF vs IWF

YTD

WisdomTreeUSMF

+0.7%

IWFiShares

−0.1%

+0.7%Year to date−0.1%

−6.5%Worst drop · 1Y−15.6%

12.0%Volatility · 1Y18.3%

1.3%Yield0.4%

$253MAssets$121B

4–0USMF wins

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

Cost, Income and Risk

Fees: USMF, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

USMF0.28%$28

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

Yields: USMF, IWF

1.29%highest, USMF

FundTrailing yieldYield$10k

USMF1.29%$129

IWF0.37%$37

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

Income After Fees on $10,000

$101most kept, USMF

USMF$129 − $28 = $101

IWF$37 − $18 = $19

KeptFee

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

Overlap: USMF, IWF

Today

29.4%most shared, USMF and IWF

USMFIWF

USMF—29.4%

IWF29.4%—

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

Return vs Bumpiness: 2 ETFs

+2.0%USMF, at 12.0% volatility

USMFWorst drop−6.5%12.0% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

USMFIWF

+0.7%Year to date−0.1%

1.3%Yield0.4%

+2.0%Past year−3.0%

0.28%Fee0.18%

3–1USMF wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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 5, 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 5, 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 5, 2026