Compare · 2 funds side by side · dividends reinvested

PSET and QUAL

PSETPrincipal×QUALiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,498QUAL · best of the two

02 / 04

PSET and QUAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%2.80%+11.0%+13.7%+20.3%+10.5%−75.9%200.9%$47.5B1.3

Principal Quality ETFUS Stock Styles · Factor0.15%0.76%+5.2%+4.5%+14.6%+8.5%−12.9%12.8%$26M1.6

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: PSET 2016 · QUAL 2013

Head to Head

Swap sides Versus in desk

Head to Head

Principal Quality ETF · $26M$15,057

PSET

QUAL

iShares MSCI USA Quality Factor ETF · $47.5B$16,498

$10,000 five years ago, dividends reinvested

PSETMeasureQUAL

+5.2%Year to dateJan 1 → Nov 5+11.0%

+4.5%1 yearTotal return+13.7%

+14.6%3 years · per year$10,000 became $15,052 · $17,394+20.3%

+8.5%5 years · per year$10,000 became $15,058 · $16,498+10.5%

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

0.76%Trailing 12-mo yield$76 · $280 a year on $10k2.80%

−12.9%Worst dropSmaller is better−75.9%

12.8%VolatilityLower is calmer200.9%

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

2–5QUAL wins

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

More Ways to See the Pairs

PSET vs QUAL: Top 5 Holdings

Today

PSET

[…]in top 5

QUAL

in top 529.7%

PSETStockQUAL

not top 5MSFT8.3%

not top 5AAPL7.3%

not top 5NVDA5.7%

not top 5LLY4.4%

not top 5META4.1%

Held in common[…]

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

PSET vs QUAL Returns, Every Period

PrincipalPSET

+8.5%

5 years, per year

QUALiShares

+10.5%

5 years, per year

PSETQUALFaded: behind in that period

0–4QUAL wins

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

PSET vs QUAL

YTD

PrincipalPSET

+5.2%

QUALiShares

+11.0%

+5.2%Year to date+11.0%

−12.9%Worst drop · 1Y−75.9%

12.8%Volatility · 1Y200.9%

0.8%Yield2.8%

$25.5MAssets$47.5B

2–2level

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

Cost, Income and Risk

Fees: PSET, QUAL

Today

0.15%lowest, PSET

FundExpense ratioFee$10k

PSET0.15%$15

QUAL0.15%$15

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

Yields: PSET, QUAL

2.80%highest, QUAL

FundTrailing yieldYield$10k

QUAL2.80%$280

PSET0.76%$76

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

Income After Fees on $10,000

$265most kept, QUAL

QUAL$280 − $15 = $265

PSET$76 − $15 = $61

KeptFee

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

Overlap: PSET, QUAL

Today

[…]holdings […]

PSETQUAL

PSET—[…]

QUAL[…]—

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

Return vs Bumpiness: 2 ETFs

+13.7%QUAL, at 200.9% volatility

PSETWorst drop−12.9%12.8% 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

QUALPSET

+11.0%Year to date+5.2%

2.8%Yield0.8%

+13.7%Past year+4.5%

0.15%Fee0.15%

3–0QUAL 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