Compare · 2 funds side by side · dividends reinvested

MFUS and QUAL

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,084MFUS · best of the two

02 / 04

MFUS and QUAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFUS Stock Styles · Factor0.29%1.40%+18.4%+21.0%+23.6%+12.6%−6.4%11.4%$304M1.1

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.83%+15.0%+16.9%+21.9%+11.5%−9.0%12.1%$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 4, 2026 · returns include dividends · since: MFUS 2017 · QUAL 2013

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $304M$18,084

MFUS

QUAL

iShares MSCI USA Quality Factor ETF · $48.0B$17,248

$10,000 five years ago, dividends reinvested · they hold 25.7% in common

MFUSMeasureQUAL

+18.4%Year to dateJan 1 → Nov 4+15.0%

+21.0%1 yearTotal return+16.9%

+23.6%3 years · per year$10,000 became $18,899 · $18,098+21.9%

+12.6%5 years · per year$10,000 became $18,084 · $17,248+11.5%

0.29%Expense ratio$29 · $15 a year on $10k · lower is better0.15%

1.40%Trailing 12-mo yield$140 · $83 a year on $10k0.83%

−6.4%Worst dropSmaller is better−9.0%

11.4%VolatilityLower is calmer12.1%

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

7–1MFUS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MFUS vs QUAL: Top 5 Holdings

Today

MFUS

9.2%in top 5

QUAL

in top 529.6%

MFUSStockQUAL

not top 5MSFT8.0%

2.2%AAPL7.1%

not top 5NVDA6.0%

1.7%LLY4.5%

not top 5META4.1%

1.9%JNJnot top 5

1.8%XOMnot top 5

1.6%CVXnot top 5

Held in common25.7%

End-of-day Nov 4, 2026 · share of each fund

MFUS vs QUAL Returns, Every Period

PIMCOMFUS

+12.6%

5 years, per year

QUALiShares

+11.5%

5 years, per year

MFUSQUALFaded: behind in that period

4–0MFUS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MFUS vs QUAL

YTD

PIMCOMFUS

+18.4%

QUALiShares

+15.0%

+18.4%Year to date+15.0%

−6.4%Worst drop · 1Y−9.0%

11.4%Volatility · 1Y12.1%

1.4%Yield0.8%

$304MAssets$48.0B

4–0MFUS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MFUS, QUAL

Today

0.15%lowest, QUAL

FundExpense ratioFee$10k

QUAL0.15%$15

MFUS0.29%$29

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MFUS, QUAL

1.40%highest, MFUS

FundTrailing yieldYield$10k

MFUS1.40%$140

QUAL0.83%$83

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, MFUS

MFUS$140 − $29 = $111

QUAL$83 − $15 = $68

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MFUS, QUAL

Today

25.7%most shared, MFUS and QUAL

MFUSQUAL

MFUS—25.7%

QUAL25.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.0%MFUS, at 11.4% volatility

MFUSWorst drop−6.4%11.4% vol

QUALWorst drop−9.0%12.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MFUSQUAL

+18.4%Year to date+15.0%

1.4%Yield0.8%

+21.0%Past year+16.9%

0.29%Fee0.15%

3–1MFUS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026