JHML vs QUAL

AJHML

BQUAL

Measures won3–2JHML wins · of 6 · 5Y

$10,000 · 5Y$16,737QUAL · JHML $16,575

Lowest cost0.15%QUAL · $15 on $10k

Most income0.95%JHML · $95 on $10k

Smallest drop−8.0%JHML · worst fall in 1Y

Held in common36.9%JHML and QUAL

JHML

QUAL

John Hancock Investments - Multifactor Large Cap ETF · $1.2BiShares MSCI USA Quality Factor ETF · $48.0B

+22.5%3 years · per year$18,384 · $17,912+21.4%

+10.6%5 years · per year$16,575 · $16,737+10.8%

0.29%Expense ratio$29 · $15 on $10k · lower wins0.15%

0.95%12-mo yield$95 · $85 on $10k0.85%

−8.0%Worst dropSmaller wins−9.0%

11.9%VolatilityLower wins11.9%

3–2JHML wins

$10,000 · 5 yearsOne scale

Shared top holdingsJHML · QUAL

4.3%AAPL7.4%

3.7%NVDA5.9%

3.6%MSFT8.0%

1.7%META4.0%

Held in common36.9%

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	AJHML	John Hancock Investments - Multifactor Large Cap ETFRead Desk		0.29%	0.95%	+0.1%	+13.2%	+14.5%	+22.5%	+10.6%	−8.0%	$1.2B

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	AJHML	John Hancock Investments - Multifactor Large Cap ETFRead Desk		0.29%	0.95%	+0.1%	+13.2%	+14.5%	+22.5%	+10.6%	−8.0%	$1.2B

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

JHML vs QUAL

JHML

John Hancock Investments - Multifactor Large Cap

$16,575

QUAL

iShares MSCI USA Quality Factor

$16,737

MeasureJHMLQUAL

Fee0.29%0.15%

Cost on $10k a year$29$15

Yield0.95%0.85%

5 years, per year+10.6%+10.8%

3 years, per year+22.5%+21.4%

Worst drop · 1Y−8.0%−9.0%

Volatility · 1Y11.9%11.9%

3–2measures won
JHML first

36.9%

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: JHML, QUAL

Today

36.9%most shared, JHML and QUAL

JHMLQUAL

JHML—36.9%

QUAL36.9%—

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

JHML$95 − $29 = $66

KeptFee

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