Compare · 3 funds side by side · dividends reinvested

USMF, SCHD and IWF

USMFWisdomTree×SCHDSchwab×IWFiShares×
$5k$7.5k$10k$12.5k$15k$17.5kLow $8,964 · 2022SCHD$16,375IWF$15,330USMF$12,889Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three
02 / 04

USMF, SCHD and IWF, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.0
WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.36%−4.4%−2.5%+10.4%+5.2%−10.6%13.0%$253M2.4
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.6
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 · SCHD 2011 · IWF 2000
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Head to Head

5Y
WisdomTree U.S. Multifactor Fund · $253M$12,889
USMF
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 7.8% in common

USMFMeasureSCHD
−4.4%Year to dateJan 1 → Nov 5+32.3%
−2.5%1 yearTotal return+38.7%
+10.4%3 years · per year$10,000 became $13,453 · $17,414+20.3%
+5.2%5 years · per year$10,000 became $12,889 · $16,375+10.4%
0.28%Expense ratio$28 · $6 a year on $10k · lower is better0.06%
1.36%Trailing 12-mo yield$136 · $298 a year on $10k2.98%
−10.6%Worst dropSmaller is better−6.9%
13.0%VolatilityLower is calmer11.7%
USMFSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
0–8SCHD wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

USMF vs SCHD: Top 5 Holdings

Today
14.8%in top 5
in top 521.7%
USMFStockSCHD
not top 5TXN4.7%
4.7%AAPLnot top 5
not top 5PG4.4%
not top 5HD4.3%
not top 5KO4.2%
not top 5AMGN4.2%
3.7%NVDAnot top 5
3.4%GOOGLnot top 5
1.7%LLYnot top 5
1.4%AVGOnot top 5
Held in common7.8%
End-of-day Nov 5, 2026 · share of each fund
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USMF vs SCHD Returns, Every Period

5Y
WisdomTreeUSMF
+5.2%
5 years, per year
SCHDSchwab
+10.4%
5 years, per year
−10%0%+10%+20%+30%+40%−4.4%+32.3%YTD−2.5%+38.7%1 year+10.4%+20.3%3 yrs · yr+5.2%+10.4%5 yrs · yr
USMFSCHDFaded: behind in that period
0–4SCHD wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Income: USMF vs SCHD

YTD
WisdomTreeUSMF
−4.4%
SCHDSchwab
+32.3%
Jan 1Nov 5−4.4%+32.3%
−4.4%Year to date+32.3%
−10.6%Worst drop · 1Y−6.9%
13.0%Volatility · 1Y11.7%
1.4%Yield3.0%
$253MAssets$120B
4–0SCHD wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: USMF, SCHD, IWF

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
IWF0.18%$18
USMF0.28%$28
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: USMF, SCHD, IWF

1Y
2.98%highest, SCHD
FundTrailing yieldYield$10k
SCHD2.98%$298
USMF1.36%$136
IWF0.39%$39
End-of-day Nov 5, 2026 · trailing 12-month yield
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Income After Fees on $10,000

1Y
$292most kept, SCHD
SCHD$298 − $6 = $292
USMF$136 − $28 = $108
IWF$39 − $18 = $21
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: USMF, SCHD, IWF

Today
29.4%most shared, USMF and IWF
USMFSCHDIWF
USMF—7.8%29.4%
SCHD7.8%—3.6%
IWF29.4%3.6%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+38.7%SCHD, at 11.7% volatility
−20%0%+20%+40%+60%5%10%15%20%25%Volatility · 1 year → bumpierSCHD +38.7%USMF −2.5%IWF −7.6%
SCHDWorst drop−6.9%11.7% vol
USMFWorst drop−10.6%13.0% vol
IWFWorst drop−14.6%19.3% vol
End-of-day Nov 5, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 5+32.3%−4.4%
+32.3%Year to date−4.4%
3.0%Yield1.4%
+38.7%Past year−2.5%
0.06%Fee0.28%
4–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+0.5%
SCHGSchwab
+0.9%
Jan 1Nov 5+0.5%+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
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+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
@TheETFTracker·theetftracker.com