IMTM vs QUAL

AIMTM

BQUAL

Measures won2–4QUAL wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · QUAL $16,737

Lowest cost0.03%VUG · $3 on $10k

Most income4.60%IMTM · $460 on $10k

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

Held in common0.0%IMTM and QUAL

IMTM

QUAL

iShares MSCI Intl Momentum Factor ETF · $4.1BiShares MSCI USA Quality Factor ETF · $48.0B

+22.3%3 years · per year$18,309 · $17,912+21.4%

+8.7%5 years · per year$15,144 · $16,737+10.8%

0.30%Expense ratio$30 · $15 on $10k · lower wins0.15%

4.60%12-mo yield$460 · $85 on $10k0.85%

−12.8%Worst dropSmaller wins−9.0%

19.5%VolatilityLower wins11.9%

2–4QUAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIMTM · QUAL

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	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
3	AIMTM	iShares MSCI Intl Momentum Factor ETFRead Desk	0.30%	4.60%	−0.2%	+6.6%	+11.1%	+22.3%	+8.7%	−12.8%	$4.1B

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	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
3	AIMTM	iShares MSCI Intl Momentum Factor ETFRead Desk	0.30%	4.60%	−0.2%	+6.6%	+11.1%	+22.3%	+8.7%	−12.8%	$4.1B

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

IMTM vs QUAL

IMTM

iShares MSCI Intl Momentum Factor

$15,144

QUAL

iShares MSCI USA Quality Factor

$16,737

MeasureIMTMQUAL

Fee0.30%0.15%

Cost on $10k a year$30$15

Yield4.60%0.85%

5 years, per year+8.7%+10.8%

3 years, per year+22.3%+21.4%

Worst drop · 1Y−12.8%−9.0%

Volatility · 1Y19.5%11.9%

4–2measures won
QUAL first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

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

Overlap: IMTM, QUAL, VUG

Today

43.5%most shared, QUAL and VUG

IMTMQUALVUG

IMTM—0.0%0.0%

QUAL0.0%—43.5%

VUG0.0%43.5%—

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

Income After Fees on $10,000

$430most kept, IMTM

IMTM$460 − $30 = $430

QUAL$85 − $15 = $70

VUG$41 − $3 = $38

KeptFee

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