Compare · 2 funds side by side · dividends reinvested

FDLO and JQUA

FDLOFidelity×JQUAJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,593JQUA · best of the two

02 / 04

FDLO and JQUA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan U.S. Quality Factor ETFUS Stock Styles · Factor0.12%1.05%+20.2%+21.5%+23.5%+13.2%−7.1%12.0%$9.5B1.3

Fidelity Low Volatility Factor ETF US Stock Styles · Factor0.15%1.33%+13.0%+15.0%+17.9%+9.7%−7.1%9.1%$1.4B1.8

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: FDLO 2016 · JQUA 2017

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Low Volatility Factor ETF · $1.4B$15,921

FDLO

JQUA

JPMorgan U.S. Quality Factor ETF · $9.5B$18,593

$10,000 five years ago, dividends reinvested · they hold 39.4% in common

FDLOMeasureJQUA

+13.0%Year to dateJan 1 → Nov 3+20.2%

+15.0%1 yearTotal return+21.5%

+17.9%3 years · per year$10,000 became $16,375 · $18,844+23.5%

+9.7%5 years · per year$10,000 became $15,921 · $18,593+13.2%

0.15%Expense ratio$15 · $12 a year on $10k · lower is better0.12%

1.33%Trailing 12-mo yield$133 · $105 a year on $10k1.05%

−7.1%Worst dropSmaller is better−7.1%

9.1%VolatilityLower is calmer12.0%

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

2–5JQUA wins

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

More Ways to See the Pairs

FDLO vs JQUA: Top 5 Holdings

Today

FDLO

25.3%in top 5

JQUA

in top 59.9%

FDLOStockJQUA

8.2%AAPL2.1%

6.4%MSFT2.1%

4.2%GOOGLnot top 5

3.4%AMZNnot top 5

3.1%AVGOnot top 5

not top 5XOM2.0%

not top 5V1.9%

not top 5AMD1.8%

Held in common39.4%

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

FDLO vs JQUA Returns, Every Period

FidelityFDLO

+9.7%

5 years, per year

JQUAJ.P. Morgan

+13.2%

5 years, per year

FDLOJQUAFaded: behind in that period

0–4JQUA wins

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

FDLO vs JQUA

YTD

FidelityFDLO

+13.0%

JQUAJ.P. Morgan

+20.2%

+13.0%Year to date+20.2%

−7.1%Worst drop · 1Y−7.1%

9.1%Volatility · 1Y12.0%

1.3%Yield1.1%

$1.4BAssets$9.5B

2–1FDLO wins

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

Cost, Income and Risk

Fees: FDLO, JQUA

Today

0.12%lowest, JQUA

FundExpense ratioFee$10k

JQUA0.12%$12

FDLO0.15%$15

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

Yields: FDLO, JQUA

1.33%highest, FDLO

FundTrailing yieldYield$10k

FDLO1.33%$133

JQUA1.05%$105

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

Income After Fees on $10,000

$118most kept, FDLO

FDLO$133 − $15 = $118

JQUA$105 − $12 = $93

KeptFee

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

Overlap: FDLO, JQUA

Today

39.4%most shared, FDLO and JQUA

FDLOJQUA

FDLO—39.4%

JQUA39.4%—

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

Return vs Bumpiness: 2 ETFs

+21.5%JQUA, at 12.0% volatility

FDLOWorst drop−7.1%9.1% vol

JQUAWorst drop−7.1%12.0% vol

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

Paid More vs Made More

YTD

FDLOJQUA

+13.0%Year to date+20.2%

1.3%Yield1.1%

+15.0%Past year+21.5%

0.15%Fee0.12%

3–1JQUA wins

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