DVOL vs QUAL

ADVOL

BQUAL

Measures won1–5QUAL wins · of 6 · 5Y

$10,000 · 5Y$16,382QUAL · DVOL $12,730

Lowest cost0.15%QUAL · $15 on $10k

Most income2.80%QUAL · $280 on $10k

Smallest drop−9.0%QUAL · worst fall in 1Y

Held in common10.0%DVOL and QUAL

DVOL

QUAL

First Trust Dorsey Wright Momentum & Low Volatility ETF · $76MiShares MSCI USA Quality Factor ETF · $47.5B

+13.9%3 years · per year$14,785 · $17,226+19.9%

+4.9%5 years · per year$12,730 · $16,382+10.4%

0.60%Expense ratio$60 · $15 on $10k · lower wins0.15%

0.82%12-mo yield$82 · $280 on $10k2.80%

−9.8%Worst dropSmaller wins−9.0%

12.4%VolatilityLower wins12.6%

1–5QUAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsDVOL · QUAL

2.7%AAPL7.5%

2.0%ROST1.5%

1.5%MRK1.4%

0.9%GRMN0.9%

Held in common10.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	2.80%	+0.1%	+11.1%	+13.3%	+19.9%	+10.4%	−9.0%	$47.5B
2	ADVOL	First Trust Dorsey Wright Momentum & Low Volatility ETFRead Desk		0.60%	0.82%	0.0%	+3.6%	+5.1%	+13.9%	+4.9%	−9.8%	$76M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	2.80%	+0.1%	+11.1%	+13.3%	+19.9%	+10.4%	−9.0%	$47.5B
2	ADVOL	First Trust Dorsey Wright Momentum & Low Volatility ETFRead Desk		0.60%	0.82%	0.0%	+3.6%	+5.1%	+13.9%	+4.9%	−9.8%	$76M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DVOL vs QUAL

DVOL

First Trust Dorsey Wright Momentum & Low Volatility

$12,730

QUAL

iShares MSCI USA Quality Factor

$16,382

MeasureDVOLQUAL

Fee0.60%0.15%

Cost on $10k a year$60$15

Yield0.82%2.80%

5 years, per year+4.9%+10.4%

3 years, per year+13.9%+19.9%

Worst drop · 1Y−9.8%−9.0%

Volatility · 1Y12.4%12.6%

5–1measures won
QUAL first

10.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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

Overlap: DVOL, QUAL

Today

10.0%most shared, DVOL and QUAL

DVOLQUAL

DVOL—10.0%

QUAL10.0%—

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

Income After Fees on $10,000

$265most kept, QUAL

QUAL$280 − $15 = $265

DVOL$82 − $60 = $22

KeptFee

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