Compare · 2 funds side by side · dividends reinvested

JQTY and JQUA

JQTYJensen×JQUAJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,046JQUA · best of the two

02 / 03

JQTY and JQUA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan U.S. Quality Factor ETFUS Stock Styles · Factor0.12%1.08%+17.0%+19.2%+21.5%+12.5%−7.1%12.7%$9.8B1.0

Jensen U.S. Quality Index ETFUS Stock Styles · Factor0.25%0.00%[…][…][…][…][…][…]$5M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: JQTY 2026 · JQUA 2017

Head to Head

Swap sides Versus in desk

Head to Head

Jensen U.S. Quality Index ETF · $5M[…]

JQTY

JQUA

JPMorgan U.S. Quality Factor ETF · $9.8B$18,046

$10,000 five years ago, dividends reinvested · they hold 41.2% in common

JQTYMeasureJQUA

[…]Year to dateJan 1 → Nov 6+17.0%

[…]1 yearTotal return+19.2%

[…]3 years · per year$10,000 became […] · $17,949+21.5%

[…]5 years · per year$10,000 became […] · $18,046+12.5%

0.25%Expense ratio$25 · $12 a year on $10k · lower is better0.12%

0.00%Trailing 12-mo yield$0 · $108 a year on $10k1.08%

[…]Worst dropSmaller is better−7.1%

[…]VolatilityLower is calmer12.7%

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

0–2JQUA wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JQTY vs JQUA: Top 5 Holdings

Today

JQTY

21.2%in top 5

JQUA

in top 59.9%

JQTYStockJQUA

5.1%MSFT2.2%

5.0%AAPL2.1%

4.0%NVDAnot top 5

3.7%AMZNnot top 5

3.3%GOOGLnot top 5

not top 5V2.0%

not top 5BRK-B1.8%

not top 5XOM1.8%

Held in common41.2%

End-of-day Nov 6, 2026 · share of each fund

JQTY vs JQUA Returns, Every Period

JensenJQTY

[…]

past year

JQUAJ.P. Morgan

+19.2%

past year

Returns […]

JQTYJQUAFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

JQTY vs JQUA

YTD

JensenJQTY

[…]

JQUAJ.P. Morgan

+17.0%

[…]Year to date+17.0%

[…]Worst drop · 1Y−7.1%

[…]Volatility · 1Y12.7%

0.0%Yield1.1%

$4.6MAssets$9.8B

1–0JQUA wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JQTY, JQUA

Today

0.12%lowest, JQUA

FundExpense ratioFee$10k

JQUA0.12%$12

JQTY0.25%$25

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JQTY, JQUA

1.08%highest, JQUA

FundTrailing yieldYield$10k

JQUA1.08%$108

JQTY0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$96most kept, JQUA

JQUA$108 − $12 = $96

JQTY$0 − $25 = −$25

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JQTY, JQUA

Today

41.2%most shared, JQTY and JQUA

JQTYJQUA

JQTY—41.2%

JQUA41.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.2%JQUA, at 12.7% volatility

JQUAWorst drop−7.1%12.7% vol

JQTYWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026