Compare · 3 funds side by side · dividends reinvested

MFUS, QUAL and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,286MFUS · best of the three

02 / 04

MFUS, QUAL and VUG, 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%$303M1.5

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%3.45%+11.0%+13.7%+20.3%+10.5%−75.9%200.9%$49.1B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

Rank among the three1st → 3rdFee, 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 · QUAL 2013 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $303M$17,286

MFUS

QUAL

iShares MSCI USA Quality Factor ETF · $49.1B$16,498

$10,000 five years ago, dividends reinvested · they hold 25.8% in common

MFUSMeasureQUAL

+14.2%Year to dateJan 1 → Nov 5+11.0%

+17.6%1 yearTotal return+13.7%

+21.9%3 years · per year$10,000 became $18,115 · $17,394+20.3%

+11.6%5 years · per year$10,000 became $17,286 · $16,498+10.5%

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

1.46%Trailing 12-mo yield$146 · $345 a year on $10k3.45%

−6.4%Worst dropSmaller is better−75.9%

12.0%VolatilityLower is calmer200.9%

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

6–2MFUS wins

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 QUAL: Top 5 Holdings

Today

MFUS

9.2%in top 5

QUAL

in top 529.7%

MFUSStockQUAL

not top 5MSFT8.3%

2.3%AAPL7.3%

not top 5NVDA5.7%

1.7%LLY4.4%

not top 5META4.1%

1.9%JNJnot top 5

1.7%XOMnot top 5

1.6%CVXnot top 5

Held in common25.8%

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

MFUS vs QUAL Returns, Every Period

PIMCOMFUS

+11.6%

5 years, per year

QUALiShares

+10.5%

5 years, per year

MFUSQUALFaded: behind in that period

4–0MFUS wins

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

MFUS vs QUAL

YTD

PIMCOMFUS

+14.2%

QUALiShares

+11.0%

+14.2%Year to date+11.0%

−6.4%Worst drop · 1Y−75.9%

12.0%Volatility · 1Y200.9%

1.5%Yield3.4%

$303MAssets$49.1B

3–1MFUS wins

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

Cost, Income and Risk

Fees: MFUS, QUAL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

QUAL0.15%$15

MFUS0.29%$29

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

Yields: MFUS, QUAL, VUG

3.45%highest, QUAL

FundTrailing yieldYield$10k

QUAL3.45%$345

MFUS1.46%$146

VUG0.43%$43

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

Income After Fees on $10,000

$330most kept, QUAL

QUAL$345 − $15 = $330

MFUS$146 − $29 = $117

VUG$43 − $3 = $40

KeptFee

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

Overlap: MFUS, QUAL, VUG

Today

43.6%most shared, QUAL and VUG

MFUSQUALVUG

MFUS—25.8%18.6%

QUAL25.8%—43.6%

VUG18.6%43.6%—

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

Return vs Bumpiness: 3 ETFs

+17.6%MFUS, at 12.0% volatility

MFUSWorst drop−6.4%12.0% vol

VUGWorst drop−15.1%19.0% vol

QUALWorst drop−75.9%200.9% vol

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

Paid More vs Made More

YTD

QUALMFUS

+11.0%Year to date+14.2%

3.4%Yield1.5%

+13.7%Past year+17.6%

0.15%Fee0.29%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026