IQLT vs USMF

AIQLT

BUSMF

Measures won4–2IQLT wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · IQLT $14,191

Lowest cost0.18%IWF · $18 on $10k

Most income2.40%IQLT · $240 on $10k

Smallest drop−10.4%IQLT · worst fall in 1Y

Held in common0.0%IQLT and USMF

IQLT

USMF

iShares MSCI Intl Quality Factor ETF · $14.0BWisdomTree U.S. Multifactor Fund · $253M

+17.9%3 years · per year$16,368 · $13,453+10.4%

+7.3%5 years · per year$14,191 · $12,889+5.2%

0.30%Expense ratio$30 · $28 on $10k · lower wins0.28%

2.40%12-mo yield$240 · $136 on $10k1.36%

−10.4%Worst dropSmaller wins−10.6%

15.4%VolatilityLower wins13.0%

4–2IQLT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIQLT · USMF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.40%	−2.8%	+11.3%	+16.1%	+17.9%	+7.3%	−10.4%	$14.0B
3	BUSMF	WisdomTree U.S. Multifactor FundRead Desk	0.28%	1.36%	−5.1%	−4.4%	−2.5%	+10.4%	+5.2%	−10.6%	$253M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.40%	−2.8%	+11.3%	+16.1%	+17.9%	+7.3%	−10.4%	$14.0B
3	BUSMF	WisdomTree U.S. Multifactor FundRead Desk	0.28%	1.36%	−5.1%	−4.4%	−2.5%	+10.4%	+5.2%	−10.6%	$253M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IQLT vs USMF

IQLT

iShares MSCI Intl Quality Factor

$14,191

USMF

WisdomTree U.S. Multifactor Fund

$12,889

MeasureIQLTUSMF

Fee0.30%0.28%

Cost on $10k a year$30$28

Yield2.40%1.36%

5 years, per year+7.3%+5.2%

3 years, per year+17.9%+10.4%

Worst drop · 1Y−10.4%−10.6%

Volatility · 1Y15.4%13.0%

4–2measures won
IQLT first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IQLT, USMF, IWF

Today

29.4%most shared, USMF and IWF

IQLTUSMFIWF

IQLT—0.0%0.0%

USMF0.0%—29.4%

IWF0.0%29.4%—

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

Income After Fees on $10,000

$210most kept, IQLT

IQLT$240 − $30 = $210

USMF$136 − $28 = $108

IWF$39 − $18 = $21

KeptFee

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