Compare · 2 funds side by side · dividends reinvested

QARP and QUAL

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,666QARP · best of the two

02 / 04

QARP and QUAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Xtrackers Russell 1000 US Quality at a Reasonable Price ETFUS Stock Styles · Factor0.19%1.00%+17.3%+20.2%+21.8%+12.1%−7.3%10.3%$79M1.1

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.85%+12.4%+14.1%+21.4%+10.8%−9.0%11.9%$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 3, 2026 · returns include dividends · since: QARP 2018 · QUAL 2013

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · $79M$17,666

QARP

QUAL

iShares MSCI USA Quality Factor ETF · $48.0B$16,737

$10,000 five years ago, dividends reinvested · they hold 49.5% in common

QARPMeasureQUAL

+17.3%Year to dateJan 1 → Nov 3+12.4%

+20.2%1 yearTotal return+14.1%

+21.8%3 years · per year$10,000 became $18,080 · $17,912+21.4%

+12.1%5 years · per year$10,000 became $17,666 · $16,737+10.8%

0.19%Expense ratio$19 · $15 a year on $10k · lower is better0.15%

1.00%Trailing 12-mo yield$100 · $85 a year on $10k0.85%

−7.3%Worst dropSmaller is better−9.0%

10.3%VolatilityLower is calmer11.9%

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

7–1QARP wins

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

More Ways to See the Pairs

QARP vs QUAL: Top 5 Holdings

Today

QARP

20.5%in top 5

QUAL

in top 529.8%

QARPStockQUAL

5.0%MSFT8.0%

5.5%AAPL7.4%

not top 5NVDA5.9%

not top 5LLY4.5%

4.0%META4.0%

3.2%BRK-Bnot top 5

2.8%XOMnot top 5

Held in common49.5%

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

QARP vs QUAL Returns, Every Period

XtrackersQARP

+12.1%

5 years, per year

QUALiShares

+10.8%

5 years, per year

QARPQUALFaded: behind in that period

4–0QARP wins

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

QARP vs QUAL

YTD

XtrackersQARP

+17.3%

QUALiShares

+12.4%

+17.3%Year to date+12.4%

−7.3%Worst drop · 1Y−9.0%

10.3%Volatility · 1Y11.9%

1.0%Yield0.9%

$79.3MAssets$48.0B

4–0QARP wins

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

Cost, Income and Risk

Fees: QARP, QUAL

Today

0.15%lowest, QUAL

FundExpense ratioFee$10k

QUAL0.15%$15

QARP0.19%$19

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

Yields: QARP, QUAL

1.00%highest, QARP

FundTrailing yieldYield$10k

QARP1.00%$100

QUAL0.85%$85

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

Income After Fees on $10,000

$81most kept, QARP

QARP$100 − $19 = $81

QUAL$85 − $15 = $70

KeptFee

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

Overlap: QARP, QUAL

Today

49.5%most shared, QARP and QUAL

QARPQUAL

QARP—49.5%

QUAL49.5%—

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

Return vs Bumpiness: 2 ETFs

+20.2%QARP, at 10.3% volatility

QARPWorst drop−7.3%10.3% vol

QUALWorst drop−9.0%11.9% vol

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

Paid More vs Made More

YTD

QARPQUAL

+17.3%Year to date+12.4%

1.0%Yield0.9%

+20.2%Past year+14.1%

0.19%Fee0.15%

3–1QARP wins

End-of-day Nov 3, 2026

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