Compare · 2 funds side by side · dividends reinvested

FDLO and QUAL

FDLOFidelity×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

FDLO and QUAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Low Volatility Factor ETF US Stock Styles · Factor0.15%1.30%+15.7%+18.3%+18.3%+10.4%−7.1%9.4%$1.4B1.3

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.83%+15.0%+16.9%+21.9%+11.5%−9.0%12.1%$49.1B1.6

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: FDLO 2016 · QUAL 2013

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Low Volatility Factor ETF · $1.4B$16,417

FDLO

QUAL

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

$10,000 five years ago, dividends reinvested · they hold 39.7% in common

FDLOMeasureQUAL

+15.7%Year to dateJan 1 → Nov 4+15.0%

+18.3%1 yearTotal return+16.9%

+18.3%3 years · per year$10,000 became $16,566 · $18,098+21.9%

+10.4%5 years · per year$10,000 became $16,417 · $17,248+11.5%

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

1.30%Trailing 12-mo yield$130 · $83 a year on $10k0.83%

−7.1%Worst dropSmaller is better−9.0%

9.4%VolatilityLower is calmer12.1%

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

5–2FDLO wins

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

More Ways to See the Pairs

FDLO vs QUAL: Top 5 Holdings

Today

FDLO

25.5%in top 5

QUAL

in top 529.6%

FDLOStockQUAL

8.0%AAPL7.1%

6.6%MSFT8.0%

not top 5NVDA6.0%

not top 5LLY4.5%

4.2%GOOGLnot top 5

not top 5META4.1%

3.5%AMZNnot top 5

3.2%AVGOnot top 5

Held in common39.7%

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

FDLO vs QUAL Returns, Every Period

FidelityFDLO

+10.4%

5 years, per year

QUALiShares

+11.5%

5 years, per year

FDLOQUALFaded: behind in that period

2–2Level

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

FDLO vs QUAL

YTD

FidelityFDLO

+15.7%

QUALiShares

+15.0%

+15.7%Year to date+15.0%

−7.1%Worst drop · 1Y−9.0%

9.4%Volatility · 1Y12.1%

1.3%Yield0.8%

$1.4BAssets$49.1B

4–0FDLO wins

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

Cost, Income and Risk

Fees: FDLO, QUAL

Today

0.15%lowest, FDLO

FundExpense ratioFee$10k

FDLO0.15%$15

QUAL0.15%$15

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

Yields: FDLO, QUAL

1.30%highest, FDLO

FundTrailing yieldYield$10k

FDLO1.30%$130

QUAL0.83%$83

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

Income After Fees on $10,000

$115most kept, FDLO

FDLO$130 − $15 = $115

QUAL$83 − $15 = $68

KeptFee

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

Overlap: FDLO, QUAL

Today

39.7%most shared, FDLO and QUAL

FDLOQUAL

FDLO—39.7%

QUAL39.7%—

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

Return vs Bumpiness: 2 ETFs

+18.3%FDLO, at 9.4% volatility

FDLOWorst drop−7.1%9.4% vol

QUALWorst drop−9.0%12.1% vol

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

Paid More vs Made More

YTD

FDLOQUAL

+15.7%Year to date+15.0%

1.3%Yield0.8%

+18.3%Past year+16.9%

0.15%Fee0.15%

3–0FDLO 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