Compare · 2 funds side by side · dividends reinvested

USMV and QUAL

USMViShares×QUALiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,498QUAL · best of the two

02 / 04

USMV and QUAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%3.45%+11.0%+13.7%+20.3%+10.5%−75.9%200.9%$49.1B1.3

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.39%+9.2%+11.2%+14.2%+7.4%−6.5%9.1%$24.5B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: USMV 2011 · QUAL 2013

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Min Vol Factor ETF · $24.5B$14,273

USMV

QUAL

iShares MSCI USA Quality Factor ETF · $49.1B$16,498

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

USMVMeasureQUAL

+9.2%Year to dateJan 1 → Nov 5+11.0%

+11.2%1 yearTotal return+13.7%

+14.2%3 years · per year$10,000 became $14,878 · $17,394+20.3%

+7.4%5 years · per year$10,000 became $14,273 · $16,498+10.5%

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

1.39%Trailing 12-mo yield$139 · $345 a year on $10k3.45%

−6.5%Worst dropSmaller is better−75.9%

9.1%VolatilityLower is calmer200.9%

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

2–5QUAL wins

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

More Ways to See the Pairs

USMV vs QUAL: Top 5 Holdings

Today

USMV

7.9%in top 5

QUAL

in top 529.7%

USMVStockQUAL

1.7%MSFT8.3%

not top 5AAPL7.3%

not top 5NVDA5.7%

not top 5LLY4.4%

not top 5META4.1%

1.6%BRK-Bnot top 5

1.6%MCKnot top 5

1.6%CBnot top 5

1.5%WELLnot top 5

Held in common30.6%

End-of-day Nov 5, 2026 · share of each fund

USMV vs QUAL Returns, Every Period

iSharesUSMV

+7.4%

5 years, per year

QUALiShares

+10.5%

5 years, per year

USMVQUALFaded: behind in that period

0–4QUAL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

USMV vs QUAL

YTD

iSharesUSMV

+9.2%

QUALiShares

+11.0%

+9.2%Year to date+11.0%

−6.5%Worst drop · 1Y−75.9%

9.1%Volatility · 1Y200.9%

1.4%Yield3.4%

$24.5BAssets$49.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USMV, QUAL

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

QUAL0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: USMV, QUAL

3.45%highest, QUAL

FundTrailing yieldYield$10k

QUAL3.45%$345

USMV1.39%$139

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$330most kept, QUAL

QUAL$345 − $15 = $330

USMV$139 − $15 = $124

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: USMV, QUAL

Today

30.6%most shared, USMV and QUAL

USMVQUAL

USMV—30.6%

QUAL30.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.7%QUAL, at 200.9% volatility

USMVWorst drop−6.5%9.1% vol

QUALWorst drop−75.9%200.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

QUALUSMV

+11.0%Year to date+9.2%

3.4%Yield1.4%

+13.7%Past year+11.2%

0.15%Fee0.15%

3–0QUAL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026