Compare · 3 funds side by side · dividends reinvested

USMF, IWF and VUG

USMFWisdomTree×IWFiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

USMF, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.5

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.36%−4.4%−2.5%+10.4%+5.2%−10.6%13.0%$253M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.5

Rank among the three1st → 3rdFee, 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 · VUG 2004

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 · $113B$15,330

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

USMFMeasureIWF

−4.4%Year to dateJan 1 → Nov 5−6.5%

−2.5%1 yearTotal return−7.6%

+10.4%3 years · per year$10,000 became $13,453 · $17,073+19.5%

+5.2%5 years · per year$10,000 became $12,889 · $15,330+8.9%

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

1.36%Trailing 12-mo yield$136 · $39 a year on $10k0.39%

−10.6%Worst dropSmaller is better−14.6%

13.0%VolatilityLower is calmer19.3%

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

+5.2%

5 years, per year

IWFiShares

+8.9%

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 VUG

YTD

WisdomTreeUSMF

−4.4%

VUGVanguard

+0.5%

−4.4%Year to date+0.5%

−10.6%Worst drop · 1Y−15.1%

13.0%Volatility · 1Y19.0%

1.4%Yield0.4%

$253MAssets$233B

3–1USMF wins

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

Cost, Income and Risk

Fees: USMF, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

USMF0.28%$28

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

Yields: USMF, IWF, VUG

1.36%highest, USMF

FundTrailing yieldYield$10k

USMF1.36%$136

VUG0.43%$43

IWF0.39%$39

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

Income After Fees on $10,000

$108most kept, USMF

USMF$136 − $28 = $108

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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

Overlap: USMF, IWF, VUG

Today

78.0%most shared, IWF and VUG

USMFIWFVUG

USMF—29.4%26.3%

IWF29.4%—78.0%

VUG26.3%78.0%—

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

Return vs Bumpiness: 3 ETFs

−0.6%VUG, at 19.0% volatility

USMFWorst drop−10.6%13.0% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

USMFVUG

−4.4%Year to date+0.5%

1.4%Yield0.4%

−2.5%Past year−0.6%

0.28%Fee0.03%

3–1VUG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026