Compare · 3 funds side by side · dividends reinvested

VUG, USMF and IWF

VUGVanguard×USMFWisdomTree×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

VUG, USMF and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.5

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.36%−4.2%−3.0%+10.2%+5.2%−10.6%13.0%$253M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$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 6, 2026 · returns include dividends · since: VUG 2004 · USMF 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

USMF

WisdomTree U.S. Multifactor Fund · $253M$12,900

$10,000 five years ago, dividends reinvested · they hold 26.3% in common

VUGMeasureUSMF

+1.4%Year to dateJan 1 → Nov 6−4.2%

+0.2%1 yearTotal return−3.0%

+22.6%3 years · per year$10,000 became $18,415 · $13,397+10.2%

+10.0%5 years · per year$10,000 became $16,124 · $12,900+5.2%

0.03%Expense ratio$3 · $28 a year on $10k · lower is better0.28%

0.42%Trailing 12-mo yield$42 · $136 a year on $10k1.36%

−15.1%Worst dropSmaller is better−10.6%

19.0%VolatilityLower is calmer13.0%

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

5–3VUG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs USMF: Top 5 Holdings

Today

VUG

45.2%in top 5

USMF

in top 514.8%

VUGStockUSMF

13.5%NVDA3.7%

12.5%AAPL4.7%

9.7%MSFTnot top 5

5.2%GOOGL3.4%

4.3%AVGO1.4%

not top 5LLY1.7%

Held in common26.3%

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

VUG vs USMF Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

USMFWisdomTree

+5.2%

5 years, per year

VUGUSMFFaded: behind in that period

4–0VUG wins

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

VUG vs USMF

YTD

VanguardVUG

+1.4%

USMFWisdomTree

−4.2%

+1.4%Year to date−4.2%

−15.1%Worst drop · 1Y−10.6%

19.0%Volatility · 1Y13.0%

0.4%Yield1.4%

$233BAssets$253M

3–1USMF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VUG, USMF, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

USMF0.28%$28

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

Yields: VUG, USMF, IWF

1.36%highest, USMF

FundTrailing yieldYield$10k

USMF1.36%$136

VUG0.42%$42

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

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: VUG, USMF, IWF

Today

78.0%most shared, VUG and IWF

VUGUSMFIWF

VUG—26.3%78.0%

USMF26.3%—29.3%

IWF78.0%29.3%—

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

Return vs Bumpiness: 3 ETFs

+0.2%VUG, at 19.0% volatility

USMFWorst drop−10.6%13.0% vol

VUGWorst drop−15.1%19.0% 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

USMFVUG

−4.2%Year to date+1.4%

1.4%Yield0.4%

−3.0%Past year+0.2%

0.28%Fee0.03%

3–1VUG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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$59.1B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026