Compare · 2 funds side by side · dividends reinvested

LOWV and QUAL

LOWVAlliance Bernstein×QUALiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,737QUAL · best of the two

02 / 04

LOWV and QUAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.85%+12.4%+14.1%+21.4%+10.8%−9.0%11.9%$48.0B1.1

Alliance Bernstein - AB US Low Volatility Equity ETFUS Stock Styles · Factor0.39%0.85%+8.3%+8.6%+18.0%[…]−9.6%10.3%$207M1.9

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: LOWV 2023 · QUAL 2013

Head to Head

Swap sides Versus in desk

Head to Head

Alliance Bernstein - AB US Low Volatility Equity ETF · $207M[…]

LOWV

QUAL

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

$10,000 five years ago, dividends reinvested · they hold 38.2% in common

LOWVMeasureQUAL

+8.3%Year to dateJan 1 → Nov 3+12.4%

+8.6%1 yearTotal return+14.1%

+18.0%3 years · per year$10,000 became $16,442 · $17,912+21.4%

[…]5 years · per year$10,000 became […] · $16,737+10.8%

0.39%Expense ratio$39 · $15 a year on $10k · lower is better0.15%

0.85%Trailing 12-mo yield$85 · $85 a year on $10k0.85%

−9.6%Worst dropSmaller is better−9.0%

10.3%VolatilityLower is calmer11.9%

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

1–5QUAL wins

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

More Ways to See the Pairs

LOWV vs QUAL: Top 5 Holdings

Today

LOWV

26.0%in top 5

QUAL

in top 529.8%

LOWVStockQUAL

5.8%MSFT8.0%

6.5%AAPL7.4%

5.7%NVDA5.9%

4.6%GOOGnot top 5

not top 5LLY4.5%

not top 5META4.0%

3.4%AMZNnot top 5

Held in common38.2%

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

LOWV vs QUAL Returns, Every Period

Alliance BernsteinLOWV

+8.6%

past year

QUALiShares

+14.1%

past year

LOWVQUALFaded: behind in that period

0–3QUAL wins

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

LOWV vs QUAL

YTD

Alliance BernsteinLOWV

+8.3%

QUALiShares

+12.4%

+8.3%Year to date+12.4%

−9.6%Worst drop · 1Y−9.0%

10.3%Volatility · 1Y11.9%

0.8%Yield0.9%

$207MAssets$48.0B

3–1QUAL wins

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

Cost, Income and Risk

Fees: LOWV, QUAL

Today

0.15%lowest, QUAL

FundExpense ratioFee$10k

QUAL0.15%$15

LOWV0.39%$39

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

Yields: LOWV, QUAL

0.85%highest, QUAL

FundTrailing yieldYield$10k

QUAL0.85%$85

LOWV0.85%$85

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

Income After Fees on $10,000

$70most kept, QUAL

QUAL$85 − $15 = $70

LOWV$85 − $39 = $46

KeptFee

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

Overlap: LOWV, QUAL

Today

38.2%most shared, LOWV and QUAL

LOWVQUAL

LOWV—38.2%

QUAL38.2%—

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

Return vs Bumpiness: 2 ETFs

+14.1%QUAL, at 11.9% volatility

LOWVWorst drop−9.6%10.3% vol

QUALWorst drop−9.0%11.9% vol

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

Paid More vs Made More

YTD

QUALLOWV

+12.4%Year to date+8.3%

0.9%Yield0.8%

+14.1%Past year+8.6%

0.15%Fee0.39%

4–0QUAL 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