Compare · 4 funds side by side · dividends reinvested

QLTY, USMV, VUG and IWF

QLTYGMO×USMViShares×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

QLTY, USMV, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.5%+13.1%+13.9%+7.6%−6.5%9.3%$24.1B1.9

GMO US Quality ETFUS Stock Styles · Factor0.50%0.64%+15.6%+20.8%[…][…]−11.7%13.3%$5.4B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.3

Rank among the four1st → 4thFee, 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 · USMV 2011 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

GMO US Quality ETF · $5.4B[…]

QLTY

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,412

$10,000 five years ago, dividends reinvested · they hold 21.5% in common

QLTYMeasureUSMV

+15.6%Year to dateJan 1 → Nov 9+10.5%

+20.8%1 yearTotal return+13.1%

[…]3 years · per year$10,000 became […] · $14,761+13.9%

[…]5 years · per year$10,000 became […] · $14,412+7.6%

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

0.64%Trailing 12-mo yield$64 · $137 a year on $10k1.37%

−11.7%Worst dropSmaller is better−6.5%

13.3%VolatilityLower is calmer9.3%

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

2–4USMV wins

End-of-day Nov 9, 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

25.3%in top 5

USMV

in top 58.0%

QLTYStockUSMV

8.1%MSFT1.6%

4.5%JNJnot top 5

4.4%TMOnot top 5

4.3%GOOGLnot top 5

4.0%METAnot top 5

not top 5BRK-B1.6%

not top 5MSI1.6%

not top 5MCK1.6%

not top 5CB1.6%

Held in common21.5%

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

QLTY vs USMV Returns, Every Period

GMOQLTY

+20.8%

past year

USMViShares

+13.1%

past year

QLTYUSMVFaded: behind in that period

2–0QLTY wins

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

QLTY vs USMV

YTD

GMOQLTY

+15.6%

USMViShares

+10.5%

+15.6%Year to date+10.5%

−11.7%Worst drop · 1Y−6.5%

13.3%Volatility · 1Y9.3%

0.6%Yield1.4%

$5.4BAssets$24.1B

3–1USMV wins

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

Cost, Income and Risk

Fees: QLTY, USMV, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

USMV0.15%$15

IWF0.18%$18

QLTY0.50%$50

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

Yields: QLTY, USMV, VUG, IWF

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

QLTY0.64%$64

VUG0.41%$41

IWF0.38%$38

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

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

VUG$41 − $3 = $38

IWF$38 − $18 = $20

QLTY$64 − $50 = $14

KeptFee

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

Overlap: QLTY, USMV, VUG, IWF

Today

78.1%most shared, VUG and IWF

QLTYUSMVVUGIWF

QLTY—21.5%39.9%37.4%

USMV21.5%—21.1%22.3%

VUG39.9%21.1%—78.1%

IWF37.4%22.3%78.1%—

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

Return vs Bumpiness: 4 ETFs

+20.8%QLTY, at 13.3% volatility

USMVWorst drop−6.5%9.3% vol

QLTYWorst drop−11.7%13.3% vol

VUGWorst drop−15.1%19.1% 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

USMVQLTY

+10.5%Year to date+15.6%

1.4%Yield0.6%

+13.1%Past year+20.8%

0.15%Fee0.50%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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$61.4B

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%

$122BAssets$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