Compare · 3 funds side by side · dividends reinvested

QUAL, VOO and IWF

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

02 / 04

QUAL, VOO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%2.80%+11.1%+13.3%+19.9%+10.4%−9.0%12.6%$47.6B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.0

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: QUAL 2013 · VOO 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Quality Factor ETF · $47.6B$16,382

QUAL

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 43.8% in common

QUALMeasureVOO

+11.1%Year to dateJan 1 → Nov 6+8.7%

+13.3%1 yearTotal return+9.8%

+19.9%3 years · per year$10,000 became $17,226 · $18,079+21.8%

+10.4%5 years · per year$10,000 became $16,382 · $17,177+11.4%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

2.80%Trailing 12-mo yield$280 · $110 a year on $10k1.10%

−9.0%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer13.5%

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

4–4Level

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

More Ways to See the Pairs

QUAL vs VOO: Top 5 Holdings

Today

QUAL

29.5%in top 5

VOO

in top 528.3%

QUALStockVOO

5.3%NVDA8.4%

8.3%MSFT5.8%

7.5%AAPL7.4%

4.4%LLYnot top 5

4.0%METAnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common43.8%

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

QUAL vs VOO Returns, Every Period

iSharesQUAL

+10.4%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

QUALVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: QUAL vs VOO

YTD

iSharesQUAL

+11.1%

VOOVanguard

+8.7%

+11.1%Year to date+8.7%

−9.0%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y13.5%

2.8%Yield1.1%

$47.6BAssets$1.00T

3–1QUAL wins

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

Cost, Income and Risk

Fees: QUAL, VOO, IWF

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

QUAL0.15%$15

IWF0.18%$18

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

Yields: QUAL, VOO, IWF

2.80%highest, QUAL

FundTrailing yieldYield$10k

QUAL2.80%$280

VOO1.10%$110

IWF0.39%$39

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

Income After Fees on $10,000

$265most kept, QUAL

QUAL$280 − $15 = $265

VOO$110 − $3 = $107

IWF$39 − $18 = $21

KeptFee

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

Overlap: QUAL, VOO, IWF

Today

59.3%most shared, VOO and IWF

QUALVOOIWF

QUAL—43.8%43.7%

VOO43.8%—59.3%

IWF43.7%59.3%—

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

Return vs Bumpiness: 3 ETFs

+13.3%QUAL, at 12.6% volatility

QUALWorst drop−9.0%12.6% vol

VOOWorst drop−8.9%13.5% 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

QUALVOO

+11.1%Year to date+8.7%

2.8%Yield1.1%

+13.3%Past year+9.8%

0.15%Fee0.03%

3–1QUAL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

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