Compare · 3 funds side by side · dividends reinvested

QUAL, USMV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

QUAL, USMV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.8

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.85%+12.4%+14.1%+21.4%+10.8%−9.0%11.9%$48.0B2.0

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.2%+11.9%+15.2%+7.5%−6.5%8.6%$24.1B2.1

Rank among the three1st → 3rdFee, 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 · USMV 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

QUAL

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,352

$10,000 five years ago, dividends reinvested · they hold 30.6% in common

QUALMeasureUSMV

+12.4%Year to dateJan 1 → Nov 3+10.2%

+14.1%1 yearTotal return+11.9%

+21.4%3 years · per year$10,000 became $17,912 · $15,272+15.2%

+10.8%5 years · per year$10,000 became $16,737 · $14,352+7.5%

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

0.85%Trailing 12-mo yield$85 · $137 a year on $10k1.37%

−9.0%Worst dropSmaller is better−6.5%

11.9%VolatilityLower is calmer8.6%

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

4–3QUAL 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 USMV: Top 5 Holdings

Today

QUAL

29.8%in top 5

USMV

in top 57.7%

QUALStockUSMV

8.0%MSFT1.6%

7.4%AAPLnot top 5

5.9%NVDAnot top 5

4.5%LLYnot top 5

4.0%METAnot top 5

not top 5XOM1.6%

not top 5CB1.5%

not top 5MSI1.5%

not top 5BRK-B1.5%

Held in common30.6%

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

QUAL vs USMV Returns, Every Period

iSharesQUAL

+10.8%

5 years, per year

USMViShares

+7.5%

5 years, per year

QUALUSMVFaded: behind in that period

4–0QUAL wins

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

QUAL vs USMV

YTD

iSharesQUAL

+12.4%

USMViShares

+10.2%

+12.4%Year to date+10.2%

−9.0%Worst drop · 1Y−6.5%

11.9%Volatility · 1Y8.6%

0.9%Yield1.4%

$48.0BAssets$24.1B

3–1USMV wins

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

Cost, Income and Risk

Fees: QUAL, USMV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

QUAL0.15%$15

USMV0.15%$15

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

Yields: QUAL, USMV, VOO

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

VOO1.07%$107

QUAL0.85%$85

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

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

VOO$107 − $3 = $104

QUAL$85 − $15 = $70

KeptFee

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

Overlap: QUAL, USMV, VOO

Today

44.3%most shared, QUAL and VOO

QUALUSMVVOO

QUAL—30.6%44.3%

USMV30.6%—35.6%

VOO44.3%35.6%—

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

Return vs Bumpiness: 3 ETFs

+14.1%QUAL, at 11.9% volatility

USMVWorst drop−6.5%8.6% vol

QUALWorst drop−9.0%11.9% vol

VOOWorst drop−8.9%12.7% vol

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

Paid More vs Made More

YTD

USMVQUAL

+10.2%Year to date+12.4%

1.4%Yield0.9%

+11.9%Past year+14.1%

0.15%Fee0.15%

2–1QUAL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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