Compare · 2 funds side by side · dividends reinvested

AIED and QUAL

AIEDDefiance×QUALiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,248QUAL · best of the two

02 / 04

AIED and QUAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.83%+15.0%+16.9%+21.9%+11.5%−9.0%12.1%$49.1B1.1

Defiance LLM Catalyst Momentum ETFUS Stock Styles · Factor0.75%0.00%+9.6%+5.1%+22.8%+8.1%−18.3%30.4%$20M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: AIED 2019 · QUAL 2013

Head to Head

Swap sides Versus in desk

Head to Head

Defiance LLM Catalyst Momentum ETF · $20M$14,784

AIED

QUAL

iShares MSCI USA Quality Factor ETF · $49.1B$17,248

$10,000 five years ago, dividends reinvested · they hold 12.1% in common

AIEDMeasureQUAL

+9.6%Year to dateJan 1 → Nov 4+15.0%

+5.1%1 yearTotal return+16.9%

+22.8%3 years · per year$10,000 became $18,526 · $18,098+21.9%

+8.1%5 years · per year$10,000 became $14,784 · $17,248+11.5%

0.75%Expense ratio$75 · $15 a year on $10k · lower is better0.15%

0.00%Trailing 12-mo yield$0 · $83 a year on $10k0.83%

−18.3%Worst dropSmaller is better−9.0%

30.4%VolatilityLower is calmer12.1%

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

1–7QUAL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIED vs QUAL: Top 5 Holdings

Today

AIED

29.7%in top 5

QUAL

in top 529.6%

AIEDStockQUAL

not top 5MSFT8.0%

not top 5AAPL7.1%

7.1%BEnot top 5

6.7%RCLnot top 5

6.4%HUMnot top 5

not top 5NVDA6.0%

4.9%IQVnot top 5

4.6%BNYnot top 5

not top 5LLY4.5%

not top 5META4.1%

Held in common12.1%

End-of-day Nov 4, 2026 · share of each fund

AIED vs QUAL Returns, Every Period

DefianceAIED

+8.1%

5 years, per year

QUALiShares

+11.5%

5 years, per year

AIEDQUALFaded: behind in that period

1–3QUAL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AIED vs QUAL

YTD

DefianceAIED

+9.6%

QUALiShares

+15.0%

+9.6%Year to date+15.0%

−18.3%Worst drop · 1Y−9.0%

30.4%Volatility · 1Y12.1%

0.0%Yield0.8%

$20.2MAssets$49.1B

4–0QUAL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIED, QUAL

Today

0.15%lowest, QUAL

FundExpense ratioFee$10k

QUAL0.15%$15

AIED0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AIED, QUAL

0.83%highest, QUAL

FundTrailing yieldYield$10k

QUAL0.83%$83

AIED0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$68most kept, QUAL

QUAL$83 − $15 = $68

AIED$0 − $75 = −$75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AIED, QUAL

Today

12.1%most shared, AIED and QUAL

AIEDQUAL

AIED—12.1%

QUAL12.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.9%QUAL, at 12.1% volatility

QUALWorst drop−9.0%12.1% vol

AIEDWorst drop−18.3%30.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

QUALAIED

+15.0%Year to date+9.6%

0.8%Yield0.0%

+16.9%Past year+5.1%

0.15%Fee0.75%

4–0QUAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026