Compare · 2 funds side by side · dividends reinvested

QARP and USMV

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,154QARP · best of the two

02 / 04

QARP and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Xtrackers Russell 1000 US Quality at a Reasonable Price ETFUS Stock Styles · Factor0.19%0.97%+20.2%+23.1%+22.4%+12.7%−7.3%10.6%$79M1.5

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.35%+12.1%+14.3%+15.5%+8.1%−6.5%8.7%$24.1B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: QARP 2018 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · $79M$18,154

QARP

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,754

$10,000 five years ago, dividends reinvested · they hold 35.9% in common

QARPMeasureUSMV

+20.2%Year to dateJan 1 → Nov 4+12.1%

+23.1%1 yearTotal return+14.3%

+22.4%3 years · per year$10,000 became $18,333 · $15,388+15.5%

+12.7%5 years · per year$10,000 became $18,154 · $14,754+8.1%

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

0.97%Trailing 12-mo yield$97 · $135 a year on $10k1.35%

−7.3%Worst dropSmaller is better−6.5%

10.6%VolatilityLower is calmer8.7%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QARP vs USMV: Top 5 Holdings

Today

QARP

20.2%in top 5

USMV

in top 57.8%

QARPStockUSMV

5.3%AAPLnot top 5

5.0%MSFT1.6%

4.0%METAnot top 5

3.3%BRK-B1.5%

2.7%XOM1.5%

not top 5APH1.6%

not top 5CB1.5%

Held in common35.9%

End-of-day Nov 4, 2026 · share of each fund

QARP vs USMV Returns, Every Period

XtrackersQARP

+12.7%

5 years, per year

USMViShares

+8.1%

5 years, per year

QARPUSMVFaded: behind in that period

4–0QARP wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

QARP vs USMV

YTD

XtrackersQARP

+20.2%

USMViShares

+12.1%

+20.2%Year to date+12.1%

−7.3%Worst drop · 1Y−6.5%

10.6%Volatility · 1Y8.7%

1.0%Yield1.3%

$79.3MAssets$24.1B

3–1USMV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QARP, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

QARP0.19%$19

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: QARP, USMV

1.35%highest, USMV

FundTrailing yieldYield$10k

USMV1.35%$135

QARP0.97%$97

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

QARP$97 − $19 = $78

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: QARP, USMV

Today

35.9%most shared, QARP and USMV

QARPUSMV

QARP—35.9%

USMV35.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.1%QARP, at 10.6% volatility

USMVWorst drop−6.5%8.7% vol

QARPWorst drop−7.3%10.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USMVQARP

+12.1%Year to date+20.2%

1.3%Yield1.0%

+14.3%Past year+23.1%

0.15%Fee0.19%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026