IQLT vs USMV

AIQLT

BUSMV

Measures won2–4USMV wins · of 6 · 5Y

$10,000 · 5Y$14,273USMV · IQLT $14,191

Lowest cost0.15%USMV · $15 on $10k

Most income2.40%IQLT · $240 on $10k

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

Held in common0.0%IQLT and USMV

IQLT

USMV

iShares MSCI Intl Quality Factor ETF · $14.0BiShares MSCI USA Min Vol Factor ETF · $24.5B

+17.9%3 years · per year$16,368 · $14,878+14.2%

+7.3%5 years · per year$14,191 · $14,273+7.4%

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

2.40%12-mo yield$240 · $139 on $10k1.39%

−10.4%Worst dropSmaller wins−6.5%

15.4%VolatilityLower wins9.1%

2–4USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIQLT · USMV

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

Held in common0.0%

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	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
2	AIQLT	iShares MSCI Intl Quality Factor ETFRead Desk		0.30%	2.40%	−2.8%	+11.3%	+16.1%	+17.9%	+7.3%	−10.4%	$14.0B

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	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
2	AIQLT	iShares MSCI Intl Quality Factor ETFRead Desk		0.30%	2.40%	−2.8%	+11.3%	+16.1%	+17.9%	+7.3%	−10.4%	$14.0B

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

IQLT vs USMV

IQLT

iShares MSCI Intl Quality Factor

$14,191

USMV

iShares MSCI USA Min Vol Factor

$14,273

MeasureIQLTUSMV

Fee0.30%0.15%

Cost on $10k a year$30$15

Yield2.40%1.39%

5 years, per year+7.3%+7.4%

3 years, per year+17.9%+14.2%

Worst drop · 1Y−10.4%−6.5%

Volatility · 1Y15.4%9.1%

4–2measures won
USMV first

0.0%

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: IQLT, USMV

Today

0.0%most shared, IQLT and USMV

IQLTUSMV

IQLT—0.0%

USMV0.0%—

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

Income After Fees on $10,000

$210most kept, IQLT

IQLT$240 − $30 = $210

USMV$139 − $15 = $124

KeptFee

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