Compare · 2 funds side by side · dividends reinvested

GARP and JQUA

GARPiShares×JQUAJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,961GARP · best of the two

02 / 04

GARP 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

iShares MSCI USA Quality GARP ETFUS Stock Styles · Factor0.15%0.27%+13.9%+12.8%+31.0%+16.0%−13.7%20.9%$3.5B1.8

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: GARP 2020 · JQUA 2017

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Quality GARP ETF · $3.5B$20,961

GARP

JQUA

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

$10,000 five years ago, dividends reinvested · they hold 30.0% in common

GARPMeasureJQUA

+13.9%Year to dateJan 1 → Nov 3+20.2%

+12.8%1 yearTotal return+21.5%

+31.0%3 years · per year$10,000 became $22,489 · $18,844+23.5%

+16.0%5 years · per year$10,000 became $20,961 · $18,593+13.2%

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

0.27%Trailing 12-mo yield$27 · $105 a year on $10k1.05%

−13.7%Worst dropSmaller is better−7.1%

20.9%VolatilityLower is calmer12.0%

GARPJQUA 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

GARP vs JQUA: Top 5 Holdings

Today

GARP

27.0%in top 5

JQUA

in top 59.9%

GARPStockJQUA

5.8%AAPL2.1%

5.8%MSFT2.1%

5.5%V1.9%

5.1%NVDAnot top 5

4.9%METAnot top 5

not top 5XOM2.0%

not top 5AMD1.8%

Held in common30.0%

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

GARP vs JQUA Returns, Every Period

iSharesGARP

+16.0%

5 years, per year

JQUAJ.P. Morgan

+13.2%

5 years, per year

GARPJQUAFaded: behind in that period

2–2Level

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

GARP vs JQUA

YTD

iSharesGARP

+13.9%

JQUAJ.P. Morgan

+20.2%

+13.9%Year to date+20.2%

−13.7%Worst drop · 1Y−7.1%

20.9%Volatility · 1Y12.0%

0.3%Yield1.1%

$3.5BAssets$9.5B

4–0JQUA wins

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

Cost, Income and Risk

Fees: GARP, JQUA

Today

0.12%lowest, JQUA

FundExpense ratioFee$10k

JQUA0.12%$12

GARP0.15%$15

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

Yields: GARP, JQUA

1.05%highest, JQUA

FundTrailing yieldYield$10k

JQUA1.05%$105

GARP0.27%$27

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

Income After Fees on $10,000

$93most kept, JQUA

JQUA$105 − $12 = $93

GARP$27 − $15 = $12

KeptFee

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

Overlap: GARP, JQUA

Today

30.0%most shared, GARP and JQUA

GARPJQUA

GARP—30.0%

JQUA30.0%—

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

JQUAWorst drop−7.1%12.0% vol

GARPWorst drop−13.7%20.9% vol

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

Paid More vs Made More

YTD

JQUAGARP

+20.2%Year to date+13.9%

1.1%Yield0.3%

+21.5%Past year+12.8%

0.12%Fee0.15%

4–0JQUA 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