USMF vs IWF

AUSMF

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,330IWF · USMF $12,889

Lowest cost0.18%IWF · $18 on $10k

Most income1.36%USMF · $136 on $10k

Smallest drop−10.6%USMF · worst fall in 1Y

Held in common29.4%USMF and IWF

USMF

IWF

WisdomTree U.S. Multifactor Fund · $253MiShares Russell 1000 Growth ETF · $121B

+10.4%3 years · per year$13,453 · $17,073+19.5%

+5.2%5 years · per year$12,889 · $15,330+8.9%

0.28%Expense ratio$28 · $18 on $10k · lower wins0.18%

1.36%12-mo yield$136 · $39 on $10k0.39%

−10.6%Worst dropSmaller wins−14.6%

13.0%VolatilityLower wins19.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUSMF · IWF

4.7%AAPL8.5%

3.7%NVDA14.6%

3.4%GOOGL5.3%

1.7%LLY3.5%

Held in common29.4%

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

Both

5Y2 funds

#			Trend
1	BIWF	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	AUSMF	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

Both

5Y2 funds

#			Trend
1	BIWF	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	AUSMF	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

USMF vs IWF

USMF

WisdomTree U.S. Multifactor Fund

$12,889

IWF

iShares Russell 1000 Growth

$15,330

MeasureUSMFIWF

Fee0.28%0.18%

Cost on $10k a year$28$18

Yield1.36%0.39%

5 years, per year+5.2%+8.9%

3 years, per year+10.4%+19.5%

Worst drop · 1Y−10.6%−14.6%

Volatility · 1Y13.0%19.3%

3–3measures won
level

29.4%

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: USMF, IWF

Today

29.4%most shared, USMF and IWF

USMFIWF

USMF—29.4%

IWF29.4%—

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

Income After Fees on $10,000

$108most kept, USMF

USMF$136 − $28 = $108

IWF$39 − $18 = $21

KeptFee

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