Compare · 2 funds side by side · dividends reinvested

JQUA and USMV

JQUAJ.P. Morgan×USMViShares×

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 USMV, 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%$9.5B1.4

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.2%+11.9%+15.2%+7.5%−6.5%8.6%$24.1B1.6

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 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

JQUA

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,352

$10,000 five years ago, dividends reinvested · they hold 43.3% in common

JQUAMeasureUSMV

+20.2%Year to dateJan 1 → Nov 3+10.2%

+21.5%1 yearTotal return+11.9%

+23.5%3 years · per year$10,000 became $18,844 · $15,272+15.2%

+13.2%5 years · per year$10,000 became $18,593 · $14,352+7.5%

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

1.05%Trailing 12-mo yield$105 · $137 a year on $10k1.37%

−7.1%Worst dropSmaller is better−6.5%

12.0%VolatilityLower is calmer8.6%

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

5–3JQUA 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 USMV: Top 5 Holdings

Today

JQUA

9.9%in top 5

USMV

in top 57.7%

JQUAStockUSMV

2.1%AAPLnot top 5

2.1%MSFT1.6%

2.0%XOM1.6%

1.9%Vnot top 5

1.8%AMDnot top 5

not top 5CB1.5%

not top 5MSI1.5%

not top 5BRK-B1.5%

Held in common43.3%

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

JQUA vs USMV Returns, Every Period

J.P. MorganJQUA

+13.2%

5 years, per year

USMViShares

+7.5%

5 years, per year

JQUAUSMVFaded: behind in that period

4–0JQUA wins

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

JQUA vs USMV

YTD

J.P. MorganJQUA

+20.2%

USMViShares

+10.2%

+20.2%Year to date+10.2%

−7.1%Worst drop · 1Y−6.5%

12.0%Volatility · 1Y8.6%

1.1%Yield1.4%

$9.5BAssets$24.1B

3–1USMV wins

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

Cost, Income and Risk

Fees: JQUA, USMV

Today

0.12%lowest, JQUA

FundExpense ratioFee$10k

JQUA0.12%$12

USMV0.15%$15

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

Yields: JQUA, USMV

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

JQUA1.05%$105

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

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

JQUA$105 − $12 = $93

KeptFee

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

Overlap: JQUA, USMV

Today

43.3%most shared, JQUA and USMV

JQUAUSMV

JQUA—43.3%

USMV43.3%—

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

USMVWorst drop−6.5%8.6% 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

USMVJQUA

+10.2%Year to date+20.2%

1.4%Yield1.1%

+11.9%Past year+21.5%

0.15%Fee0.12%

3–1JQUA 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