Compare · 3 funds side by side · dividends reinvested

QLTY, IWF and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

QLTY, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.5

GMO US Quality ETFUS Stock Styles · Factor0.50%0.64%+15.6%+20.8%[…][…]−11.7%13.3%$5.4B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: QLTY 2023 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

QLTY

GMO US Quality ETF · $5.4B[…]

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

VOMeasureQLTY

+13.6%Year to dateJan 1 → Nov 9+15.6%

+15.6%1 yearTotal return+20.8%

+18.8%3 years · per year$10,000 became $16,763 · […][…]

+6.8%5 years · per year$10,000 became $13,867 · […][…]

0.03%Expense ratio$3 · $50 a year on $10k · lower is better0.50%

1.35%Trailing 12-mo yield$135 · $64 a year on $10k0.64%

−8.2%Worst dropSmaller is better−11.7%

13.1%VolatilityLower is calmer13.3%

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

4–2VO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs QLTY: Top 5 Holdings

Today

5.3%in top 5

QLTY

in top 525.3%

VOStockQLTY

not top 5MSFT8.1%

not top 5JNJ4.5%

not top 5TMO4.4%

not top 5GOOGL4.3%

not top 5META4.0%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common2.3%

End-of-day Nov 9, 2026 · share of each fund

VO vs QLTY Returns, Every Period

VanguardVO

+15.6%

past year

QLTYGMO

+20.8%

past year

VOQLTYFaded: behind in that period

0–2QLTY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VO vs QLTY

YTD

VanguardVO

+13.6%

QLTYGMO

+15.6%

+13.6%Year to date+15.6%

−8.2%Worst drop · 1Y−11.7%

13.1%Volatility · 1Y13.3%

1.4%Yield0.6%

$103BAssets$5.4B

3–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QLTY, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

QLTY0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: QLTY, IWF, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

QLTY0.64%$64

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IWF$38 − $18 = $20

QLTY$64 − $50 = $14

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: QLTY, IWF, VO

Today

37.4%most shared, QLTY and IWF

QLTYIWFVO

QLTY—37.4%2.3%

IWF37.4%—9.2%

VO2.3%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.8%QLTY, at 13.3% volatility

VOWorst drop−8.2%13.1% vol

QLTYWorst drop−11.7%13.3% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOQLTY

+13.6%Year to date+15.6%

1.4%Yield0.6%

+15.6%Past year+20.8%

0.03%Fee0.50%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026