Compare · 2 funds side by side · dividends reinvested

USMF and QUAL

USMFWisdomTree×QUALiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,248QUAL · best of the two

02 / 04

USMF and QUAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.83%+15.0%+16.9%+21.9%+11.5%−9.0%12.1%$48.0B1.4

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.29%+0.7%+2.0%+12.7%+6.5%−6.5%12.0%$254M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: USMF 2017 · QUAL 2013

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. Multifactor Fund · $254M$13,704

USMF

QUAL

iShares MSCI USA Quality Factor ETF · $48.0B$17,248

$10,000 five years ago, dividends reinvested · they hold 21.9% in common

USMFMeasureQUAL

+0.7%Year to dateJan 1 → Nov 4+15.0%

+2.0%1 yearTotal return+16.9%

+12.7%3 years · per year$10,000 became $14,297 · $18,098+21.9%

+6.5%5 years · per year$10,000 became $13,704 · $17,248+11.5%

0.28%Expense ratio$28 · $15 a year on $10k · lower is better0.15%

1.29%Trailing 12-mo yield$129 · $83 a year on $10k0.83%

−6.5%Worst dropSmaller is better−9.0%

12.0%VolatilityLower is calmer12.1%

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

3–5QUAL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USMF vs QUAL: Top 5 Holdings

Today

USMF

14.8%in top 5

QUAL

in top 529.6%

USMFStockQUAL

not top 5MSFT8.0%

4.7%AAPL7.1%

3.7%NVDA6.0%

1.7%LLY4.5%

not top 5META4.1%

3.4%GOOGLnot top 5

1.4%AVGOnot top 5

Held in common21.9%

End-of-day Nov 4, 2026 · share of each fund

USMF vs QUAL Returns, Every Period

WisdomTreeUSMF

+6.5%

5 years, per year

QUALiShares

+11.5%

5 years, per year

USMFQUALFaded: behind in that period

0–4QUAL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

USMF vs QUAL

YTD

WisdomTreeUSMF

+0.7%

QUALiShares

+15.0%

+0.7%Year to date+15.0%

−6.5%Worst drop · 1Y−9.0%

12.0%Volatility · 1Y12.1%

1.3%Yield0.8%

$254MAssets$48.0B

3–1USMF wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USMF, QUAL

Today

0.15%lowest, QUAL

FundExpense ratioFee$10k

QUAL0.15%$15

USMF0.28%$28

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: USMF, QUAL

1.29%highest, USMF

FundTrailing yieldYield$10k

USMF1.29%$129

QUAL0.83%$83

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, USMF

USMF$129 − $28 = $101

QUAL$83 − $15 = $68

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: USMF, QUAL

Today

21.9%most shared, USMF and QUAL

USMFQUAL

USMF—21.9%

QUAL21.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.9%QUAL, at 12.1% volatility

USMFWorst drop−6.5%12.0% vol

QUALWorst drop−9.0%12.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USMFQUAL

+0.7%Year to date+15.0%

1.3%Yield0.8%

+2.0%Past year+16.9%

0.28%Fee0.15%

3–1QUAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026