Compare · 3 funds side by side · dividends reinvested

QLTY, VO and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

QLTY, VO and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.0

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

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

End-of-day Nov 6, 2026 · returns include dividends · since: QLTY 2023 · VO 2004 · VIG 2006

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

Stocks vs Income: QLTY vs VIG

YTD

GMOQLTY

+12.8%

VIGVanguard

+12.1%

+12.8%Year to date+12.1%

−11.7%Worst drop · 1Y−7.9%

13.1%Volatility · 1Y10.8%

0.7%Yield1.5%

$5.4BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: QLTY, VO, VIG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VIG0.04%$4

QLTY0.50%$50

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

Yields: QLTY, VO, VIG

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

VO1.39%$139

QLTY0.65%$65

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

VO$139 − $3 = $136

QLTY$65 − $50 = $15

KeptFee

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

Overlap: QLTY, VO, VIG

Today

34.6%most shared, QLTY and VIG

QLTYVOVIG

QLTY—2.3%34.6%

VO2.3%—13.5%

VIG34.6%13.5%—

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

Return vs Bumpiness: 3 ETFs

+16.6%QLTY, at 13.1% volatility

VIGWorst drop−7.9%10.8% vol

VOWorst drop−8.2%12.9% vol

QLTYWorst drop−11.7%13.1% vol

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

Paid More vs Made More

YTD

VIGQLTY

+12.1%Year to date+12.8%

1.5%Yield0.7%

+14.3%Past year+16.6%

0.04%Fee0.50%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026