Compare · 2 funds side by side · dividends reinvested

FQAL and QUAL

FQALFidelity×QUALiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,819FQAL · best of the two

02 / 04

FQAL and QUAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Quality Factor ETFUS Stock Styles · Factor0.15%1.16%+11.3%+12.1%+22.3%+11.0%−8.4%11.4%$1.4B1.3

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.85%+12.4%+14.1%+21.4%+10.8%−9.0%11.9%$48.0B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: FQAL 2016 · QUAL 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

FQAL

QUAL

iShares MSCI USA Quality Factor ETF · $48.0B$16,737

$10,000 five years ago, dividends reinvested · they hold 47.9% in common

FQALMeasureQUAL

+11.3%Year to dateJan 1 → Nov 3+12.4%

+12.1%1 yearTotal return+14.1%

+22.3%3 years · per year$10,000 became $18,283 · $17,912+21.4%

+11.0%5 years · per year$10,000 became $16,819 · $16,737+10.8%

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

1.16%Trailing 12-mo yield$116 · $85 a year on $10k0.85%

−8.4%Worst dropSmaller is better−9.0%

11.4%VolatilityLower is calmer11.9%

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

5–2FQAL 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 QUAL: Top 5 Holdings

Today

FQAL

28.3%in top 5

QUAL

in top 529.8%

FQALStockQUAL

6.0%MSFT8.0%

7.8%AAPL7.4%

7.5%NVDA5.9%

not top 5LLY4.5%

4.3%GOOGLnot top 5

not top 5META4.0%

2.7%AVGOnot top 5

Held in common47.9%

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

FQAL vs QUAL Returns, Every Period

FidelityFQAL

+11.0%

5 years, per year

QUALiShares

+10.8%

5 years, per year

FQALQUALFaded: behind in that period

2–2Level

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

FQAL vs QUAL

YTD

FidelityFQAL

+11.3%

QUALiShares

+12.4%

+11.3%Year to date+12.4%

−8.4%Worst drop · 1Y−9.0%

11.4%Volatility · 1Y11.9%

1.2%Yield0.9%

$1.4BAssets$48.0B

3–1FQAL wins

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

Cost, Income and Risk

Fees: FQAL, QUAL

Today

0.15%lowest, FQAL

FundExpense ratioFee$10k

FQAL0.15%$15

QUAL0.15%$15

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

Yields: FQAL, QUAL

1.16%highest, FQAL

FundTrailing yieldYield$10k

FQAL1.16%$116

QUAL0.85%$85

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

Income After Fees on $10,000

$101most kept, FQAL

FQAL$116 − $15 = $101

QUAL$85 − $15 = $70

KeptFee

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

Overlap: FQAL, QUAL

Today

47.9%most shared, FQAL and QUAL

FQALQUAL

FQAL—47.9%

QUAL47.9%—

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

Return vs Bumpiness: 2 ETFs

+14.1%QUAL, at 11.9% volatility

FQALWorst drop−8.4%11.4% vol

QUALWorst drop−9.0%11.9% vol

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

Paid More vs Made More

YTD

FQALQUAL

+11.3%Year to date+12.4%

1.2%Yield0.9%

+12.1%Past year+14.1%

0.15%Fee0.15%

2–1QUAL 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