FMTM vs QUAL

AFMTM

BQUAL

Measures won0–4QUAL wins · of 6 · 5Y

$10,000 · 5Y$16,737QUAL

Lowest cost0.15%QUAL · $15 on $10k

Most income0.85%QUAL · $85 on $10k

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

Held in common5.4%FMTM and QUAL

FMTM

QUAL

MarketDesk Focused U.S. Momentum ETF · $274MiShares MSCI USA Quality Factor ETF · $48.0B

[…]3 years · per year[…] · $17,912+21.4%

[…]5 years · per year[…] · $16,737+10.8%

0.45%Expense ratio$45 · $15 on $10k · lower wins0.15%

0.25%12-mo yield$25 · $85 on $10k0.85%

−15.4%Worst dropSmaller wins−9.0%

27.3%VolatilityLower wins11.9%

0–4QUAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFMTM · QUAL

3.4%V3.5%

3.4%CTAS0.7%

3.4%ECL0.3%

3.4%PSA0.3%

Held in common5.4%

End-of-day Nov 3, 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%	0.85%	0.0%	+12.4%	+14.1%	+21.4%	+10.8%	−9.0%	$48.0B
2	AFMTM	MarketDesk Focused U.S. Momentum ETFRead Desk		0.45%	0.25%	+0.4%	+19.0%	+21.8%	new	new	−15.4%	$274M

End-of-day Nov 3, 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%	0.85%	0.0%	+12.4%	+14.1%	+21.4%	+10.8%	−9.0%	$48.0B
2	AFMTM	MarketDesk Focused U.S. Momentum ETFRead Desk		0.45%	0.25%	+0.4%	+19.0%	+21.8%	new	new	−15.4%	$274M

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

Cards for this view

FMTM vs QUAL

FMTM

MarketDesk Focused U.S. Momentum

[…]

QUAL

iShares MSCI USA Quality Factor

$16,737

MeasureFMTMQUAL

Fee0.45%0.15%

Cost on $10k a year$45$15

Yield0.25%0.85%

5 years, per year[…]+10.8%

3 years, per year[…]+21.4%

Worst drop · 1Y−15.4%−9.0%

Volatility · 1Y27.3%11.9%

4–0measures won
QUAL first

5.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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

Overlap: FMTM, QUAL

Today

5.4%most shared, FMTM and QUAL

FMTMQUAL

FMTM—5.4%

QUAL5.4%—

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

Income After Fees on $10,000

$70most kept, QUAL

QUAL$85 − $15 = $70

FMTM$25 − $45 = −$20

KeptFee

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