Compare · 2 funds side by side · dividends reinvested

QUAL and SPLV

QUALiShares×SPLVInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,737QUAL · best of the two

02 / 04

QUAL and SPLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.85%+12.4%+14.1%+21.4%+10.8%−9.0%11.9%$48.0B1.3

Invesco S&P 500 Low Volatility ETFUS Stock Styles · Factor0.25%2.15%+9.7%+11.3%+12.5%+6.0%−9.2%10.8%$7.6B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: QUAL 2013 · SPLV 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Quality Factor ETF · $48.0B$16,737

QUAL

SPLV

Invesco S&P 500 Low Volatility ETF · $7.6B$13,408

$10,000 five years ago, dividends reinvested · they hold 16.2% in common

QUALMeasureSPLV

+12.4%Year to dateJan 1 → Nov 3+9.7%

+14.1%1 yearTotal return+11.3%

+21.4%3 years · per year$10,000 became $17,912 · $14,245+12.5%

+10.8%5 years · per year$10,000 became $16,737 · $13,408+6.0%

0.15%Expense ratio$15 · $25 a year on $10k · lower is better0.25%

0.85%Trailing 12-mo yield$85 · $215 a year on $10k2.15%

−9.0%Worst dropSmaller is better−9.2%

11.9%VolatilityLower is calmer10.8%

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

6–2QUAL wins

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

More Ways to See the Pairs

QUAL vs SPLV: Top 5 Holdings

Today

QUAL

29.8%in top 5

SPLV

in top 56.6%

QUALStockSPLV

8.0%MSFTnot top 5

7.4%AAPLnot top 5

5.9%NVDAnot top 5

4.5%LLYnot top 5

4.0%METAnot top 5

not top 5BRK-B1.4%

not top 5WEC1.3%

not top 5DUK1.3%

not top 5EVRG1.3%

not top 5LNT1.3%

Held in common16.2%

End-of-day Nov 3, 2026 · share of each fund

QUAL vs SPLV Returns, Every Period

iSharesQUAL

+10.8%

5 years, per year

SPLVInvesco

+6.0%

5 years, per year

QUALSPLVFaded: behind in that period

4–0QUAL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

QUAL vs SPLV

YTD

iSharesQUAL

+12.4%

SPLVInvesco

+9.7%

+12.4%Year to date+9.7%

−9.0%Worst drop · 1Y−9.2%

11.9%Volatility · 1Y10.8%

0.9%Yield2.2%

$48.0BAssets$7.6B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QUAL, SPLV

Today

0.15%lowest, QUAL

FundExpense ratioFee$10k

QUAL0.15%$15

SPLV0.25%$25

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: QUAL, SPLV

2.15%highest, SPLV

FundTrailing yieldYield$10k

SPLV2.15%$215

QUAL0.85%$85

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$190most kept, SPLV

SPLV$215 − $25 = $190

QUAL$85 − $15 = $70

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: QUAL, SPLV

Today

16.2%most shared, QUAL and SPLV

QUALSPLV

QUAL—16.2%

SPLV16.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.1%QUAL, at 11.9% volatility

SPLVWorst drop−9.2%10.8% vol

QUALWorst drop−9.0%11.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPLVQUAL

+9.7%Year to date+12.4%

2.2%Yield0.9%

+11.3%Past year+14.1%

0.25%Fee0.15%

3–1QUAL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026