Compare · 3 funds side by side · dividends reinvested

VO, QLTY and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

VO, QLTY and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.5

GMO US Quality ETFUS Stock Styles · Factor0.50%0.64%+15.6%+20.8%[…][…]−11.7%13.3%$5.4B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: VO 2004 · QLTY 2023 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

GMO US Quality ETF · $5.4B[…]

QLTY

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

QLTYMeasureVO

+15.6%Year to dateJan 1 → Nov 9+13.6%

+20.8%1 yearTotal return+15.6%

[…]3 years · per year$10,000 became […] · $16,763+18.8%

[…]5 years · per year$10,000 became […] · $13,867+6.8%

0.50%Expense ratio$50 · $3 a year on $10k · lower is better0.03%

0.64%Trailing 12-mo yield$64 · $135 a year on $10k1.35%

−11.7%Worst dropSmaller is better−8.2%

13.3%VolatilityLower is calmer13.1%

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

2–4VO wins

End-of-day Nov 9, 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

25.3%in top 5

in top 55.3%

QLTYStockVO

8.1%MSFTnot top 5

4.5%JNJnot top 5

4.4%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 9, 2026 · share of each fund

QLTY vs VO Returns, Every Period

GMOQLTY

+20.8%

past year

VOVanguard

+15.6%

past year

QLTYVOFaded: behind in that period

2–0QLTY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

QLTY vs VO

YTD

GMOQLTY

+15.6%

VOVanguard

+13.6%

+15.6%Year to date+13.6%

−11.7%Worst drop · 1Y−8.2%

13.3%Volatility · 1Y13.1%

0.6%Yield1.4%

$5.4BAssets$103B

3–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VO, QLTY, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

QLTY0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VO, QLTY, IWF

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

QLTY0.64%$64

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IWF$38 − $18 = $20

QLTY$64 − $50 = $14

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VO, QLTY, IWF

Today

37.4%most shared, QLTY and IWF

VOQLTYIWF

VO—2.3%9.2%

QLTY2.3%—37.4%

IWF9.2%37.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.8%QLTY, at 13.3% volatility

VOWorst drop−8.2%13.1% vol

QLTYWorst drop−11.7%13.3% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOQLTY

+13.6%Year to date+15.6%

1.4%Yield0.6%

+15.6%Past year+20.8%

0.03%Fee0.50%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026