GARP vs USMV

AGARP

BUSMV

Measures won2–3USMV wins · of 6 · 5Y

$10,000 · 5Y$19,456GARP · USMV $14,273

Lowest cost0.15%GARP · $15 on $10k

Most income1.39%USMV · $139 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common20.9%GARP and USMV

GARP

USMV

iShares MSCI USA Quality GARP ETF · $3.5BiShares MSCI USA Min Vol Factor ETF · $24.5B

+27.5%3 years · per year$20,734 · $14,878+14.2%

+14.2%5 years · per year$19,456 · $14,273+7.4%

0.15%Expense ratio$15 · $15 on $10k · lower wins0.15%

0.28%12-mo yield$28 · $139 on $10k1.39%

−17.1%Worst dropSmaller wins−6.5%

22.0%VolatilityLower wins9.1%

2–3USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsGARP · USMV

6.2%MSFT1.7%

4.9%NVDA1.3%

1.3%APH1.5%

5.8%V1.1%

Held in common20.9%

End-of-day Nov 5, 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	AGARP	iShares MSCI USA Quality GARP ETFRead Desk		0.15%	0.28%	−6.8%	+6.8%	+7.5%	+27.5%	+14.2%	−17.1%	$3.5B
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$24.5B

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

Both

5Y2 funds

#			Trend
1	AGARP	iShares MSCI USA Quality GARP ETFRead Desk		0.15%	0.28%	−6.8%	+6.8%	+7.5%	+27.5%	+14.2%	−17.1%	$3.5B
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$24.5B

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

Cards for this view

GARP vs USMV

GARP

iShares MSCI USA Quality GARP

$19,456

USMV

iShares MSCI USA Min Vol Factor

$14,273

MeasureGARPUSMV

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield0.28%1.39%

5 years, per year+14.2%+7.4%

3 years, per year+27.5%+14.2%

Worst drop · 1Y−17.1%−6.5%

Volatility · 1Y22.0%9.1%

3–2measures won
USMV first

20.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: GARP, USMV

Today

20.9%most shared, GARP and USMV

GARPUSMV

GARP—20.9%

USMV20.9%—

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

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

GARP$28 − $15 = $13

KeptFee

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