JQTY vs QUAL

AJQTY

BQUAL

Measures won0–2QUAL wins · of 6 · 5Y

$10,000 · 5Y$16,418QUAL

Lowest cost0.15%QUAL · $15 on $10k

Most income0.84%QUAL · $84 on $10k

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

Held in common46.3%JQTY and QUAL

JQTY

QUAL

Jensen U.S. Quality Index ETF · $4MiShares MSCI USA Quality Factor ETF · $49.0B

[…]3 years · per year[…] · $16,980+19.3%

[…]5 years · per year[…] · $16,418+10.4%

0.25%Expense ratio$25 · $15 on $10k · lower wins0.15%

0.00%12-mo yield$0 · $84 on $10k0.84%

[…]Worst dropSmaller wins

End-of-day Nov 12, 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%	0.84%	−0.6%	+13.6%	+15.1%	+19.3%	+10.4%	−9.0%	$49.0B
2	AJQTY	Jensen U.S. Quality Index ETFRead Desk		0.25%	0.00%	−0.5%	new	new	new	new	[…]	$4M

End-of-day Nov 12, 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%	0.84%	−0.6%	+13.6%	+15.1%	+19.3%	+10.4%	−9.0%	$49.0B
2	AJQTY	Jensen U.S. Quality Index ETFRead Desk		0.25%	0.00%	−0.5%	new	new	new	new	[…]	$4M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JQTY vs QUAL

JQTY

Jensen U.S. Quality Index

[…]

QUAL

iShares MSCI USA Quality Factor

$16,418

MeasureJQTYQUAL

Fee0.25%0.15%

Cost on $10k a year$25$15

Yield0.00%0.84%

5 years, per year[…]+10.4%

3 years, per year[…]+19.3%

Worst drop · 1Y[…]−9.0%

Volatility · 1Y[…]12.7%

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JQTY vs QUAL

Both

Both

$10,000 in JQTY, QUAL

Overlap: JQTY, QUAL

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Income After Fees on $10,000