Compare · 2 funds side by side · dividends reinvested

AIED and JQUA

AIEDDefiance×JQUAJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,046JQUA · best of the two

02 / 04

AIED and JQUA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan U.S. Quality Factor ETFUS Stock Styles · Factor0.12%1.08%+17.0%+19.2%+21.5%+12.5%−7.1%12.7%$9.5B1.0

Defiance LLM Catalyst Momentum ETFUS Stock Styles · Factor0.75%0.00%+1.8%−0.4%+19.1%+6.1%−24.8%31.5%$18M2.0

Rank among the two1st → 2ndFee, 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: AIED 2019 · JQUA 2017

Head to Head

Swap sides Versus in desk

Head to Head

Defiance LLM Catalyst Momentum ETF · $18M$13,476

AIED

JQUA

JPMorgan U.S. Quality Factor ETF · $9.5B$18,046

$10,000 five years ago, dividends reinvested · they hold 12.4% in common

AIEDMeasureJQUA

+1.8%Year to dateJan 1 → Nov 6+17.0%

−0.4%1 yearTotal return+19.2%

+19.1%3 years · per year$10,000 became $16,913 · $17,949+21.5%

+6.1%5 years · per year$10,000 became $13,476 · $18,046+12.5%

0.75%Expense ratio$75 · $12 a year on $10k · lower is better0.12%

0.00%Trailing 12-mo yield$0 · $108 a year on $10k1.08%

−24.8%Worst dropSmaller is better−7.1%

31.5%VolatilityLower is calmer12.7%

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

0–8JQUA wins

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

More Ways to See the Pairs

AIED vs JQUA: Top 5 Holdings

Today

AIED

30.5%in top 5

JQUA

in top 510.1%

AIEDStockJQUA

7.3%RCLnot top 5

6.8%BEnot top 5

6.6%HUMnot top 5

5.0%IQVnot top 5

4.8%BNYnot top 5

not top 5AAPL2.2%

not top 5MSFT2.2%

not top 5V2.0%

not top 5BRK-B1.9%

not top 5XOM1.8%

Held in common12.4%

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

AIED vs JQUA Returns, Every Period

DefianceAIED

+6.1%

5 years, per year

JQUAJ.P. Morgan

+12.5%

5 years, per year

AIEDJQUAFaded: behind in that period

0–4JQUA wins

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

AIED vs JQUA

YTD

DefianceAIED

+1.8%

JQUAJ.P. Morgan

+17.0%

+1.8%Year to date+17.0%

−24.8%Worst drop · 1Y−7.1%

31.5%Volatility · 1Y12.7%

0.0%Yield1.1%

$18.2MAssets$9.5B

4–0JQUA wins

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

Cost, Income and Risk

Fees: AIED, JQUA

Today

0.12%lowest, JQUA

FundExpense ratioFee$10k

JQUA0.12%$12

AIED0.75%$75

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

Yields: AIED, JQUA

1.08%highest, JQUA

FundTrailing yieldYield$10k

JQUA1.08%$108

AIED0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$96most kept, JQUA

JQUA$108 − $12 = $96

AIED$0 − $75 = −$75

KeptFee

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

Overlap: AIED, JQUA

Today

12.4%most shared, AIED and JQUA

AIEDJQUA

AIED—12.4%

JQUA12.4%—

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

Return vs Bumpiness: 2 ETFs

+19.2%JQUA, at 12.7% volatility

JQUAWorst drop−7.1%12.7% vol

AIEDWorst drop−24.8%31.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JQUAAIED

+17.0%Year to date+1.8%

1.1%Yield0.0%

+19.2%Past year−0.4%

0.12%Fee0.75%

4–0JQUA wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026