Compare · 2 funds side by side · dividends reinvested

NQLT and USMV

NQLTNeuberger Berman×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,352USMV · best of the two

02 / 03

NQLT and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$24.1B1.0

Neuberger Quality Select ETFUS Stock Styles · Factor1.52%0.00%[…][…][…][…][…][…]$50M2.0

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: NQLT 2026 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

Neuberger Quality Select ETF · $50M[…]

NQLT

USMV

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

$10,000 five years ago, dividends reinvested · they hold 21.8% in common

NQLTMeasureUSMV

[…]Year to dateJan 1 → Nov 3+10.2%

[…]1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $15,272+15.2%

[…]5 years · per year$10,000 became […] · $14,352+7.5%

1.52%Expense ratio$152 · $15 a year on $10k · lower is better0.15%

0.00%Trailing 12-mo yield$0 · $137 a year on $10k1.37%

[…]Worst dropSmaller is better−6.5%

[…]VolatilityLower is calmer8.6%

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

0–2USMV wins

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

More Ways to See the Pairs

NQLT vs USMV: Top 5 Holdings

Today

NQLT

31.4%in top 5

USMV

in top 57.7%

NQLTStockUSMV

7.4%AMZNnot top 5

7.4%MSFT1.6%

7.0%AAPLnot top 5

5.3%NVDAnot top 5

4.4%JPMnot top 5

not top 5XOM1.6%

not top 5CB1.5%

not top 5MSI1.5%

not top 5BRK-B1.5%

Held in common21.8%

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

NQLT vs USMV Returns, Every Period

Neuberger BermanNQLT

[…]

past year

USMViShares

+11.9%

past year

Returns […]

NQLTUSMVFaded: behind in that period

0–0Level

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

NQLT vs USMV

YTD

Neuberger BermanNQLT

[…]

USMViShares

+10.2%

[…]Year to date+10.2%

[…]Worst drop · 1Y−6.5%

[…]Volatility · 1Y8.6%

0.0%Yield1.4%

$49.8MAssets$24.1B

1–0USMV wins

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

Cost, Income and Risk

Fees: NQLT, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

NQLT1.52%$152

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

Yields: NQLT, USMV

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

NQLT0.00%$0

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

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

NQLT$0 − $152 = −$152

KeptFee

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

Overlap: NQLT, USMV

Today

21.8%most shared, NQLT and USMV

NQLTUSMV

NQLT—21.8%

USMV21.8%—

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

Return vs Bumpiness: 2 ETFs

+11.9%USMV, at 8.6% volatility

USMVWorst drop−6.5%8.6% vol

NQLTWorst drop[…][…]

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

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