Compare · 2 funds side by side · dividends reinvested

FQAL and JQUA

FQALFidelity×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

FQAL 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 Quality Factor ETFUS Stock Styles · Factor0.15%1.16%+11.3%+12.1%+22.3%+11.0%−8.4%11.4%$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: FQAL 2016 · JQUA 2017

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Quality Factor ETF · $1.4B$16,819

FQAL

JQUA

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

$10,000 five years ago, dividends reinvested · they hold 46.3% in common

FQALMeasureJQUA

+11.3%Year to dateJan 1 → Nov 3+20.2%

+12.1%1 yearTotal return+21.5%

+22.3%3 years · per year$10,000 became $18,283 · $18,844+23.5%

+11.0%5 years · per year$10,000 became $16,819 · $18,593+13.2%

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

1.16%Trailing 12-mo yield$116 · $105 a year on $10k1.05%

−8.4%Worst dropSmaller is better−7.1%

11.4%VolatilityLower is calmer12.0%

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

2–6JQUA wins

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

More Ways to See the Pairs

FQAL vs JQUA: Top 5 Holdings

Today

FQAL

28.3%in top 5

JQUA

in top 59.9%

FQALStockJQUA

7.8%AAPL2.1%

7.5%NVDAnot top 5

6.0%MSFT2.1%

4.3%GOOGLnot top 5

2.7%AVGOnot top 5

not top 5XOM2.0%

not top 5V1.9%

not top 5AMD1.8%

Held in common46.3%

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

FQAL vs JQUA Returns, Every Period

FidelityFQAL

+11.0%

5 years, per year

JQUAJ.P. Morgan

+13.2%

5 years, per year

FQALJQUAFaded: behind in that period

0–4JQUA wins

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

FQAL vs JQUA

YTD

FidelityFQAL

+11.3%

JQUAJ.P. Morgan

+20.2%

+11.3%Year to date+20.2%

−8.4%Worst drop · 1Y−7.1%

11.4%Volatility · 1Y12.0%

1.2%Yield1.1%

$1.4BAssets$9.5B

2–2level

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

Cost, Income and Risk

Fees: FQAL, JQUA

Today

0.12%lowest, JQUA

FundExpense ratioFee$10k

JQUA0.12%$12

FQAL0.15%$15

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

Yields: FQAL, JQUA

1.16%highest, FQAL

FundTrailing yieldYield$10k

FQAL1.16%$116

JQUA1.05%$105

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

Income After Fees on $10,000

$101most kept, FQAL

FQAL$116 − $15 = $101

JQUA$105 − $12 = $93

KeptFee

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

Overlap: FQAL, JQUA

Today

46.3%most shared, FQAL and JQUA

FQALJQUA

FQAL—46.3%

JQUA46.3%—

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

FQALWorst drop−8.4%11.4% 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

FQALJQUA

+11.3%Year to date+20.2%

1.2%Yield1.1%

+12.1%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