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$15,441IWF · 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%1.36%−4.2%−3.0%+10.2%+5.2%−10.6%13.0%$253M1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B1.6

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

End-of-day Nov 6, 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$12,900

USMF

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 29.3% in common

USMFMeasureIWF

−4.2%Year to dateJan 1 → Nov 6−5.3%

−3.0%1 yearTotal return−6.5%

+10.2%3 years · per year$10,000 became $13,397 · $17,022+19.4%

+5.2%5 years · per year$10,000 became $12,900 · $15,442+9.1%

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 calmer19.4%

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

5–3USMF wins

End-of-day Nov 6, 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 539.8%

USMFStockIWF

3.7%NVDA14.1%

4.7%AAPL9.0%

not top 5MSFT6.6%

3.4%GOOGL5.5%

1.4%AVGO4.5%

1.7%LLYnot top 5

Held in common29.3%

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

USMF vs IWF Returns, Every Period

WisdomTreeUSMF

+5.2%

5 years, per year

IWFiShares

+9.1%

5 years, per year

USMFIWFFaded: behind in that period

2–2Level

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

USMF vs IWF

YTD

WisdomTreeUSMF

−4.2%

IWFiShares

−5.3%

−4.2%Year to date−5.3%

−10.6%Worst drop · 1Y−14.6%

13.0%Volatility · 1Y19.4%

1.4%Yield0.4%

$253MAssets$115B

4–0USMF wins

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

Yields: USMF, IWF

1.36%highest, USMF

FundTrailing yieldYield$10k

USMF1.36%$136

IWF0.39%$39

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

Income After Fees on $10,000

$108most kept, USMF

USMF$136 − $28 = $108

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: USMF, IWF

Today

29.3%most shared, USMF and IWF

USMFIWF

USMF—29.3%

IWF29.3%—

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

Return vs Bumpiness: 2 ETFs

−3.0%USMF, at 13.0% volatility

USMFWorst drop−10.6%13.0% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

USMFIWF

−4.2%Year to date−5.3%

1.4%Yield0.4%

−3.0%Past year−6.5%

0.28%Fee0.18%

3–1USMF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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