Compare · 3 funds side by side · dividends reinvested

JMOM, QUAL and VOO

JMOMJ.P. Morgan×QUALiShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

JMOM, QUAL and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan U.S. Momentum Factor ETFUS Stock Styles · Factor0.12%0.79%+16.8%+16.1%+27.4%+12.0%−8.6%17.8%$2.7B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.9

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.85%+12.4%+14.1%+21.4%+10.8%−9.0%11.9%$48.0B2.4

Rank among the three1st → 3rdFee, 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: JMOM 2017 · QUAL 2013 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan U.S. Momentum Factor ETF · $2.7B$17,597

JMOM

QUAL

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

$10,000 five years ago, dividends reinvested · they hold 24.8% in common

JMOMMeasureQUAL

+16.8%Year to dateJan 1 → Nov 3+12.4%

+16.1%1 yearTotal return+14.1%

+27.4%3 years · per year$10,000 became $20,671 · $17,912+21.4%

+12.0%5 years · per year$10,000 became $17,597 · $16,737+10.8%

0.12%Expense ratio$12 · $15 a year on $10k · lower is better0.15%

0.79%Trailing 12-mo yield$79 · $85 a year on $10k0.85%

−8.6%Worst dropSmaller is better−9.0%

17.8%VolatilityLower is calmer11.9%

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

6–2JMOM wins

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

More Ways to See the Pairs

JMOM vs QUAL: Top 5 Holdings

Today

JMOM

10.5%in top 5

QUAL

in top 529.8%

JMOMStockQUAL

2.2%MSFT8.0%

2.3%AAPL7.4%

not top 5NVDA5.9%

not top 5LLY4.5%

not top 5META4.0%

2.2%AMDnot top 5

2.0%JNJnot top 5

1.9%AVGOnot top 5

Held in common24.8%

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

JMOM vs QUAL Returns, Every Period

J.P. MorganJMOM

+12.0%

5 years, per year

QUALiShares

+10.8%

5 years, per year

JMOMQUALFaded: behind in that period

4–0JMOM wins

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

Stocks vs Core: JMOM vs VOO

YTD

J.P. MorganJMOM

+16.8%

VOOVanguard

+11.5%

+16.8%Year to date+11.5%

−8.6%Worst drop · 1Y−8.9%

17.8%Volatility · 1Y12.7%

0.8%Yield1.1%

$2.7BAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: JMOM, QUAL, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

JMOM0.12%$12

QUAL0.15%$15

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

Yields: JMOM, QUAL, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

QUAL0.85%$85

JMOM0.79%$79

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

QUAL$85 − $15 = $70

JMOM$79 − $12 = $67

KeptFee

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

Overlap: JMOM, QUAL, VOO

Today

44.3%most shared, QUAL and VOO

JMOMQUALVOO

JMOM—24.8%39.9%

QUAL24.8%—44.3%

VOO39.9%44.3%—

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

Return vs Bumpiness: 3 ETFs

+16.1%JMOM, at 17.8% volatility

QUALWorst drop−9.0%11.9% vol

VOOWorst drop−8.9%12.7% vol

JMOMWorst drop−8.6%17.8% vol

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

Paid More vs Made More

YTD

VOOJMOM

+11.5%Year to date+16.8%

1.1%Yield0.8%

+11.9%Past year+16.1%

0.03%Fee0.12%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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