Compare · 2 funds side by side · dividends reinvested

JQUA and QUAL

JQUAJ.P. Morgan×QUALiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,593JQUA · best of the two

02 / 04

JQUA and QUAL, 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%$9.5B1.1

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.85%+12.4%+14.1%+21.4%+10.8%−9.0%11.9%$48.0B1.9

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: JQUA 2017 · QUAL 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

JQUA

QUAL

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

$10,000 five years ago, dividends reinvested · they hold 40.0% in common

JQUAMeasureQUAL

+20.2%Year to dateJan 1 → Nov 3+12.4%

+21.5%1 yearTotal return+14.1%

+23.5%3 years · per year$10,000 became $18,844 · $17,912+21.4%

+13.2%5 years · per year$10,000 became $18,593 · $16,737+10.8%

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

1.05%Trailing 12-mo yield$105 · $85 a year on $10k0.85%

−7.1%Worst dropSmaller is better−9.0%

12.0%VolatilityLower is calmer11.9%

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

7–1JQUA wins

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

More Ways to See the Pairs

JQUA vs QUAL: Top 5 Holdings

Today

JQUA

9.9%in top 5

QUAL

in top 529.8%

JQUAStockQUAL

2.1%MSFT8.0%

2.1%AAPL7.4%

not top 5NVDA5.9%

not top 5LLY4.5%

not top 5META4.0%

2.0%XOMnot top 5

1.9%Vnot top 5

1.8%AMDnot top 5

Held in common40.0%

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

JQUA vs QUAL Returns, Every Period

J.P. MorganJQUA

+13.2%

5 years, per year

QUALiShares

+10.8%

5 years, per year

JQUAQUALFaded: behind in that period

4–0JQUA wins

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

JQUA vs QUAL

YTD

J.P. MorganJQUA

+20.2%

QUALiShares

+12.4%

+20.2%Year to date+12.4%

−7.1%Worst drop · 1Y−9.0%

12.0%Volatility · 1Y11.9%

1.1%Yield0.9%

$9.5BAssets$48.0B

3–1JQUA wins

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

Cost, Income and Risk

Fees: JQUA, QUAL

Today

0.12%lowest, JQUA

FundExpense ratioFee$10k

JQUA0.12%$12

QUAL0.15%$15

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

Yields: JQUA, QUAL

1.05%highest, JQUA

FundTrailing yieldYield$10k

JQUA1.05%$105

QUAL0.85%$85

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

Income After Fees on $10,000

$93most kept, JQUA

JQUA$105 − $12 = $93

QUAL$85 − $15 = $70

KeptFee

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

Overlap: JQUA, QUAL

Today

40.0%most shared, JQUA and QUAL

JQUAQUAL

JQUA—40.0%

QUAL40.0%—

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

QUALWorst drop−9.0%11.9% vol

JQUAWorst drop−7.1%12.0% vol

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

Paid More vs Made More

YTD

JQUAQUAL

+20.2%Year to date+12.4%

1.1%Yield0.9%

+21.5%Past year+14.1%

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