Compare · 2 funds side by side · dividends reinvested

PSET and JQUA

PSETPrincipal×JQUAJ.P. Morgan×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,254JQUA · best of the two

Story of the two · IncomeMost incomeJQUA · 1.05% · $105 a year on $10k

Story of the two · RiskSmallest drop

PSET and JQUA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan U.S. Quality Factor ETFUS Stock Styles · Factor0.12%1.05%+20.9%+22.2%+21.4%+12.8%−7.1%12.9%$10.0B1.1

Principal Quality ETFUS Stock Styles · Factor0.15%0.76%+5.2%+4.5%+14.6%+8.5%−12.9%12.8%$26M1.9

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

End-of-day Nov 13, 2026 · returns include dividends · since: PSET 2016 · JQUA 2017

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Principal Quality ETF · $26M$15,057

PSET

JQUA

JPMorgan U.S. Quality Factor ETF · $10.0B$18,254

$10,000 five years ago, dividends reinvested

PSETMeasureJQUA

+5.2%

More Ways to See the Pairs

PSET vs JQUA: Top 5 Holdings

Today

PSET

[…]in top 5

JQUA

in top 510.0%

PSETStockJQUA

not top 5AAPL2.2%

not top 5MSFT2.0%

not top 5AMD2.0%

not top 5V2.0%

not top 5AVGO1.9%

Cost, Income and Risk

Fees: PSET, JQUA

Today

0.12%lowest, JQUA

FundExpense ratioFee$10k

JQUA0.12%$12

PSET0.15%$15

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: PSET, JQUA

1Y

1.05%highest, JQUA

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to date

Jan 1 → Nov 13

+20.9%

+4.5%1 yearTotal return+22.2%

+14.6%3 years · per year$10,000 became $15,052 · $17,901+21.4%

+8.5%5 years · per year$10,000 became $15,058 · $18,254+12.8%

0.15%Expense ratio$15 · $12 a year on $10k · lower is better0.12%

0.76%Trailing 12-mo yield$76 · $105 a year on $10k1.05%

−12.9%Worst dropSmaller is better−7.1%

12.8%VolatilityLower is calmer12.9%

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

1–7JQUA wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

PSET vs JQUA Returns, Every Period

5Y

PrincipalPSET

+8.5%

5 years, per year

JQUAJ.P. Morgan

+12.8%

5 years, per year

PSETJQUAFaded: behind in that period

0–4JQUA wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

PSET vs JQUA

YTD

PrincipalPSET

+5.2%

JQUAJ.P. Morgan

+20.9%

+5.2%Year to date+20.9%

−12.9%Worst drop · 1Y−7.1%

12.8%Volatility · 1Y12.9%

0.8%Yield1.0%

$25.5MAssets$10.0B

3–1JQUA wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

JQUA1.05%$105

PSET0.76%$76

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$93most kept, JQUA

JQUA$105 − $12 = $93

PSET$76 − $15 = $61

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: PSET, JQUA

Today

[…]holdings […]

PSETJQUA

PSET—[…]

JQUA[…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+22.2%JQUA, at 12.9% volatility

PSETWorst drop−12.9%12.8% vol

JQUAWorst drop−7.1%12.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JQUAPSET

+20.9%Year to date+5.2%

1.0%Yield0.8%

+22.2%Past year+4.5%

0.12%Fee0.15%

4–0JQUA wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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PSET and JQUA

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two