Compare · 2 funds side by side · dividends reinvested

MFUS and JQUA

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,146JQUA · best of the two

02 / 04

MFUS and JQUA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFUS Stock Styles · Factor0.29%1.46%+14.2%+17.6%+21.9%+11.6%−6.4%12.0%$320M1.5

JPMorgan U.S. Quality Factor ETFUS Stock Styles · Factor0.12%1.08%+17.1%+20.0%+21.8%+12.7%−7.1%12.7%$9.8B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: MFUS 2017 · JQUA 2017

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $320M$17,286

MFUS

JQUA

JPMorgan U.S. Quality Factor ETF · $9.8B$18,146

$10,000 five years ago, dividends reinvested · they hold 40.2% in common

MFUSMeasureJQUA

+14.2%Year to dateJan 1 → Nov 5+17.1%

+17.6%1 yearTotal return+20.0%

+21.9%3 years · per year$10,000 became $18,115 · $18,052+21.8%

+11.6%5 years · per year$10,000 became $17,286 · $18,146+12.7%

0.29%Expense ratio$29 · $12 a year on $10k · lower is better0.12%

1.46%Trailing 12-mo yield$146 · $108 a year on $10k1.08%

−6.4%Worst dropSmaller is better−7.1%

12.0%VolatilityLower is calmer12.7%

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

4–4Level

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

More Ways to See the Pairs

MFUS vs JQUA: Top 5 Holdings

Today

MFUS

9.2%in top 5

JQUA

in top 59.9%

MFUSStockJQUA

2.3%AAPL2.1%

not top 5MSFT2.2%

not top 5V2.0%

1.9%JNJnot top 5

not top 5BRK-B1.8%

1.7%XOM1.8%

1.7%LLYnot top 5

1.6%CVXnot top 5

Held in common40.2%

End-of-day Nov 5, 2026 · share of each fund

MFUS vs JQUA Returns, Every Period

PIMCOMFUS

+11.6%

5 years, per year

JQUAJ.P. Morgan

+12.7%

5 years, per year

MFUSJQUAFaded: behind in that period

1–3JQUA wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

MFUS vs JQUA

YTD

PIMCOMFUS

+14.2%

JQUAJ.P. Morgan

+17.1%

+14.2%Year to date+17.1%

−6.4%Worst drop · 1Y−7.1%

12.0%Volatility · 1Y12.7%

1.5%Yield1.1%

$320MAssets$9.8B

3–1MFUS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MFUS, JQUA

Today

0.12%lowest, JQUA

FundExpense ratioFee$10k

JQUA0.12%$12

MFUS0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MFUS, JQUA

1.46%highest, MFUS

FundTrailing yieldYield$10k

MFUS1.46%$146

JQUA1.08%$108

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$117most kept, MFUS

MFUS$146 − $29 = $117

JQUA$108 − $12 = $96

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MFUS, JQUA

Today

40.2%most shared, MFUS and JQUA

MFUSJQUA

MFUS—40.2%

JQUA40.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.0%JQUA, at 12.7% volatility

MFUSWorst drop−6.4%12.0% vol

JQUAWorst drop−7.1%12.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MFUSJQUA

+14.2%Year to date+17.1%

1.5%Yield1.1%

+17.6%Past year+20.0%

0.29%Fee0.12%

3–1JQUA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026