Compare · 4 funds side by side · dividends reinvested

QLTY, VO, IVV and IWF

QLTYGMO×VOVanguard×IVViShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

QLTY, VO, IVV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.0

GMO US Quality ETFUS Stock Styles · Factor0.50%0.65%+12.8%+16.6%[…][…]−11.7%13.1%$5.4B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: QLTY 2023 · VO 2004 · IVV 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

GMO US Quality ETF · $5.4B[…]

QLTY

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

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

QLTYMeasureVO

+12.8%Year to dateJan 1 → Nov 6+10.6%

+16.6%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $16,701+18.6%

[…]5 years · per year$10,000 became […] · $13,590+6.3%

0.50%Expense ratio$50 · $3 a year on $10k · lower is better0.03%

0.65%Trailing 12-mo yield$65 · $139 a year on $10k1.39%

−11.7%Worst dropSmaller is better−8.2%

13.1%VolatilityLower is calmer12.9%

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

2–4VO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QLTY vs VO: Top 5 Holdings

Today

QLTY

25.2%in top 5

in top 55.3%

QLTYStockVO

8.2%MSFTnot top 5

4.5%JNJnot top 5

4.3%TMOnot top 5

4.3%GOOGLnot top 5

4.0%METAnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common2.3%

End-of-day Nov 6, 2026 · share of each fund

QLTY vs VO Returns, Every Period

GMOQLTY

+16.6%

past year

VOVanguard

+11.6%

past year

QLTYVOFaded: behind in that period

2–0QLTY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

QLTY vs VO

YTD

GMOQLTY

+12.8%

VOVanguard

+10.6%

+12.8%Year to date+10.6%

−11.7%Worst drop · 1Y−8.2%

13.1%Volatility · 1Y12.9%

0.7%Yield1.4%

$5.4BAssets$103B

3–1VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QLTY, VO, IVV, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IVV0.03%$3

IWF0.18%$18

QLTY0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: QLTY, VO, IVV, IWF

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IVV1.14%$114

QLTY0.65%$65

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IVV$114 − $3 = $111

IWF$39 − $18 = $21

QLTY$65 − $50 = $15

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: QLTY, VO, IVV, IWF

Today

55.7%most shared, IVV and IWF

QLTYVOIVVIWF

QLTY—2.3%36.5%37.6%

VO2.3%—16.2%9.2%

IVV36.5%16.2%—55.7%

IWF37.6%9.2%55.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+16.6%QLTY, at 13.1% volatility

VOWorst drop−8.2%12.9% vol

QLTYWorst drop−11.7%13.1% vol

IVVWorst drop−8.9%13.6% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOQLTY

+10.6%Year to date+12.8%

1.4%Yield0.7%

+11.6%Past year+16.6%

0.03%Fee0.50%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026