Compare · 3 funds side by side · dividends reinvested

QLTY, USMV and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

QLTY, USMV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$24.5B1.6

GMO US Quality ETFUS Stock Styles · Factor0.50%0.63%+17.2%+21.1%[…][…]−11.7%12.6%$5.5B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

Rank among the three1st → 3rdFee, 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: QLTY 2023 · USMV 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

GMO US Quality ETF · $5.5B[…]

QLTY

USMV

iShares MSCI USA Min Vol Factor ETF · $24.5B$14,754

$10,000 five years ago, dividends reinvested · they hold 21.4% in common

QLTYMeasureUSMV

+17.2%Year to dateJan 1 → Nov 4+12.1%

+21.1%1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $15,388+15.5%

[…]5 years · per year$10,000 became […] · $14,754+8.1%

0.50%Expense ratio$50 · $15 a year on $10k · lower is better0.15%

0.63%Trailing 12-mo yield$63 · $135 a year on $10k1.35%

−11.7%Worst dropSmaller is better−6.5%

12.6%VolatilityLower is calmer8.7%

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

2–4USMV wins

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

More Ways to See the Pairs

QLTY vs USMV: Top 5 Holdings

Today

QLTY

24.6%in top 5

USMV

in top 57.8%

QLTYStockUSMV

7.8%MSFT1.6%

4.3%TMOnot top 5

4.3%JNJnot top 5

4.1%GOOGLnot top 5

4.0%METAnot top 5

not top 5APH1.6%

not top 5CB1.5%

not top 5BRK-B1.5%

not top 5XOM1.5%

Held in common21.4%

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

QLTY vs USMV Returns, Every Period

GMOQLTY

+21.1%

past year

USMViShares

+14.3%

past year

QLTYUSMVFaded: behind in that period

2–0QLTY wins

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

QLTY vs USMV

YTD

GMOQLTY

+17.2%

USMViShares

+12.1%

+17.2%Year to date+12.1%

−11.7%Worst drop · 1Y−6.5%

12.6%Volatility · 1Y8.7%

0.6%Yield1.3%

$5.5BAssets$24.5B

3–1USMV wins

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

Cost, Income and Risk

Fees: QLTY, USMV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

USMV0.15%$15

QLTY0.50%$50

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

Yields: QLTY, USMV, VUG

1.35%highest, USMV

FundTrailing yieldYield$10k

USMV1.35%$135

QLTY0.63%$63

VUG0.40%$40

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

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

VUG$40 − $3 = $37

QLTY$63 − $50 = $13

KeptFee

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

Overlap: QLTY, USMV, VUG

Today

39.7%most shared, QLTY and VUG

QLTYUSMVVUG

QLTY—21.4%39.7%

USMV21.4%—21.7%

VUG39.7%21.7%—

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

Return vs Bumpiness: 3 ETFs

+21.1%QLTY, at 12.6% volatility

USMVWorst drop−6.5%8.7% vol

QLTYWorst drop−11.7%12.6% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

USMVQLTY

+12.1%Year to date+17.2%

1.3%Yield0.6%

+14.3%Past year+21.1%

0.15%Fee0.50%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026