Compare · 2 funds side by side · dividends reinvested

QLTY and QUAL

QLTYGMO×QUALiShares×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$17,912QUAL · best of the two

02 / 04

QLTY and QUAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.85%+12.4%+14.1%+21.4%+10.8%−9.0%11.9%$48.0B1.3

GMO US Quality ETFUS Stock Styles · Factor0.50%0.65%+14.2%+17.8%[…][…]−11.7%12.3%$5.4B1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: QLTY 2023 · QUAL 2013

Head to Head

Swap sides Versus in desk

Head to Head

GMO US Quality ETF · $5.4B[…]

QLTY

QUAL

iShares MSCI USA Quality Factor ETF · $48.0B$16,737

$10,000 five years ago, dividends reinvested · they hold 42.2% in common

QLTYMeasureQUAL

+14.2%Year to dateJan 1 → Nov 3+12.4%

+17.8%1 yearTotal return+14.1%

[…]3 years · per year$10,000 became […] · $17,912+21.4%

[…]5 years · per year$10,000 became […] · $16,737+10.8%

0.50%Expense ratio$50 · $15 a year on $10k · lower is better0.15%

0.65%Trailing 12-mo yield$65 · $85 a year on $10k0.85%

−11.7%Worst dropSmaller is better−9.0%

12.3%VolatilityLower is calmer11.9%

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

2–4QUAL wins

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

More Ways to See the Pairs

QLTY vs QUAL: Top 5 Holdings

Today

QLTY

24.5%in top 5

QUAL

in top 529.8%

QLTYStockQUAL

7.7%MSFT8.0%

not top 5AAPL7.4%

not top 5NVDA5.9%

not top 5LLY4.5%

4.4%JNJnot top 5

4.3%TMOnot top 5

4.2%GOOGLnot top 5

3.9%META4.0%

Held in common42.2%

End-of-day Nov 3, 2026 · share of each fund

QLTY vs QUAL Returns, Every Period

GMOQLTY

+17.8%

past year

QUALiShares

+14.1%

past year

QLTYQUALFaded: behind in that period

2–0QLTY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

QLTY vs QUAL

YTD

GMOQLTY

+14.2%

QUALiShares

+12.4%

+14.2%Year to date+12.4%

−11.7%Worst drop · 1Y−9.0%

12.3%Volatility · 1Y11.9%

0.6%Yield0.9%

$5.4BAssets$48.0B

3–1QUAL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QLTY, QUAL

Today

0.15%lowest, QUAL

FundExpense ratioFee$10k

QUAL0.15%$15

QLTY0.50%$50

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: QLTY, QUAL

0.85%highest, QUAL

FundTrailing yieldYield$10k

QUAL0.85%$85

QLTY0.65%$65

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, QUAL

QUAL$85 − $15 = $70

QLTY$65 − $50 = $15

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: QLTY, QUAL

Today

42.2%most shared, QLTY and QUAL

QLTYQUAL

QLTY—42.2%

QUAL42.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.8%QLTY, at 12.3% volatility

QUALWorst drop−9.0%11.9% vol

QLTYWorst drop−11.7%12.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

QUALQLTY

+12.4%Year to date+14.2%

0.9%Yield0.6%

+14.1%Past year+17.8%

0.15%Fee0.50%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026