Compare · 3 funds side by side · dividends reinvested

IMTM, QUAL and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,498QUAL · best of the three

02 / 04

IMTM, QUAL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%3.45%+11.0%+13.7%+20.3%+10.5%−75.9%200.9%$49.1B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.0

iShares MSCI Intl Momentum Factor ETFUS Stock Styles · Factor0.30%4.77%+2.8%+7.8%+20.1%+7.8%−12.8%20.2%$4.2B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IMTM 2015 · QUAL 2013 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Intl Momentum Factor ETF · $4.2B$14,535

IMTM

QUAL

iShares MSCI USA Quality Factor ETF · $49.1B$16,498

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IMTMMeasureQUAL

+2.8%Year to dateJan 1 → Nov 5+11.0%

+7.8%1 yearTotal return+13.7%

+20.1%3 years · per year$10,000 became $17,330 · $17,394+20.3%

+7.8%5 years · per year$10,000 became $14,535 · $16,498+10.5%

0.30%Expense ratio$30 · $15 a year on $10k · lower is better0.15%

4.77%Trailing 12-mo yield$477 · $345 a year on $10k3.45%

−12.8%Worst dropSmaller is better−75.9%

20.2%VolatilityLower is calmer200.9%

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

3–5QUAL wins

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

More Ways to See the Pairs

IMTM vs QUAL: Top 5 Holdings

Today

IMTM

15.5%in top 5

QUAL

in top 529.7%

IMTMStockQUAL

not top 5MSFT8.3%

not top 5AAPL7.3%

not top 5NVDA5.7%

4.5%ASML.ASnot top 5

not top 5LLY4.4%

not top 5META4.1%

3.5%RY.TOnot top 5

2.8%HSBA.Lnot top 5

2.6%TD.TOnot top 5

2.2%NOVN.SWnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

IMTM vs QUAL Returns, Every Period

iSharesIMTM

+7.8%

5 years, per year

QUALiShares

+10.5%

5 years, per year

IMTMQUALFaded: behind in that period

0–4QUAL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IMTM vs QUAL

YTD

iSharesIMTM

+2.8%

QUALiShares

+11.0%

+2.8%Year to date+11.0%

−12.8%Worst drop · 1Y−75.9%

20.2%Volatility · 1Y200.9%

4.8%Yield3.4%

$4.2BAssets$49.1B

3–1IMTM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IMTM, QUAL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

QUAL0.15%$15

IMTM0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IMTM, QUAL, VUG

4.77%highest, IMTM

FundTrailing yieldYield$10k

IMTM4.77%$477

QUAL3.45%$345

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$447most kept, IMTM

IMTM$477 − $30 = $447

QUAL$345 − $15 = $330

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IMTM, QUAL, VUG

Today

43.6%most shared, QUAL and VUG

IMTMQUALVUG

IMTM—0.0%0.0%

QUAL0.0%—43.6%

VUG0.0%43.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.7%QUAL, at 200.9% volatility

VUGWorst drop−15.1%19.0% vol

IMTMWorst drop−12.8%20.2% vol

QUALWorst drop−75.9%200.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IMTMQUAL

+2.8%Year to date+11.0%

4.8%Yield3.4%

+7.8%Past year+13.7%

0.30%Fee0.15%

3–1QUAL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026