Compare · 2 funds side by side · dividends reinvested

QLTY and VIG

QLTYGMO×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

QLTY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

GMO US Quality ETFUS Stock Styles · Factor0.50%0.63%+17.2%+21.1%[…][…]−11.7%12.6%$5.4B1.7

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: QLTY 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

GMO US Quality ETF · $5.4B[…]

QLTY

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 35.2% in common

QLTYMeasureVIG

+17.2%Year to dateJan 1 → Nov 4+16.4%

+21.1%1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.50%Expense ratio$50 · $4 a year on $10k · lower is better0.04%

0.63%Trailing 12-mo yield$63 · $144 a year on $10k1.44%

−11.7%Worst dropSmaller is better−7.9%

12.6%VolatilityLower is calmer10.2%

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

2–4VIG 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 VIG: Top 5 Holdings

Today

QLTY

24.6%in top 5

VIG

in top 522.1%

QLTYStockVIG

7.8%MSFT4.9%

not top 5AAPL4.9%

4.3%TMOnot top 5

4.3%JNJnot top 5

not top 5AVGO4.3%

4.1%GOOGLnot top 5

not top 5LLY4.1%

4.0%METAnot top 5

not top 5JPM3.9%

Held in common35.2%

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

QLTY vs VIG Returns, Every Period

GMOQLTY

+21.1%

past year

VIGVanguard

+18.9%

past year

QLTYVIGFaded: behind in that period

2–0QLTY wins

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

Stocks vs Income: QLTY vs VIG

YTD

GMOQLTY

+17.2%

VIGVanguard

+16.4%

+17.2%Year to date+16.4%

−11.7%Worst drop · 1Y−7.9%

12.6%Volatility · 1Y10.2%

0.6%Yield1.4%

$5.4BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: QLTY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

QLTY0.50%$50

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

Yields: QLTY, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

QLTY0.63%$63

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

QLTY$63 − $50 = $13

KeptFee

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

Overlap: QLTY, VIG

Today

35.2%most shared, QLTY and VIG

QLTYVIG

QLTY—35.2%

VIG35.2%—

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

Return vs Bumpiness: 2 ETFs

+21.1%QLTY, at 12.6% volatility

VIGWorst drop−7.9%10.2% vol

QLTYWorst drop−11.7%12.6% vol

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

Paid More vs Made More

YTD

VIGQLTY

+16.4%Year to date+17.2%

1.4%Yield0.6%

+18.9%Past year+21.1%

0.04%Fee0.50%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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