JQTY vs USMV

AJQTY

BUSMV

Measures won0–2USMV wins · of 6 · 5Y

$10,000 · 5Y$14,754USMV

Lowest cost0.15%USMV · $15 on $10k

Most income1.35%USMV · $135 on $10k

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

Held in common36.8%JQTY and USMV

JQTY

USMV

Jensen U.S. Quality Index ETF · $4MiShares MSCI USA Min Vol Factor ETF · $24.5B

[…]3 years · per year[…] · $15,388+15.5%

[…]5 years · per year[…] · $14,754+8.1%

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

0.00%12-mo yield$0 · $135 on $10k1.35%

[…]Worst dropSmaller wins−6.5%

[…]VolatilityLower wins8.7%

0–2USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsJQTY · USMV

4.9%MSFT1.6%

1.6%JNJ1.4%

4.5%NVDA1.4%

1.7%MA1.4%

Held in common36.8%

End-of-day Nov 4, 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%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.5B
2	AJQTY	Jensen U.S. Quality Index ETFRead Desk		0.25%	0.00%	+2.7%	new	new	new	new	[…]	$4M

End-of-day Nov 4, 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%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.5B
2	AJQTY	Jensen U.S. Quality Index ETFRead Desk		0.25%	0.00%	+2.7%	new	new	new	new	[…]	$4M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JQTY vs USMV

JQTY

Jensen U.S. Quality Index

[…]

USMV

iShares MSCI USA Min Vol Factor

$14,754

MeasureJQTYUSMV

Fee0.25%0.15%

Cost on $10k a year$25$15

Yield0.00%1.35%

5 years, per year[…]+8.1%

3 years, per year[…]+15.5%

Worst drop · 1Y[…]−6.5%

Volatility · 1Y[…]8.7%

2–0measures won
USMV first

36.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: JQTY, USMV

Today

36.8%most shared, JQTY and USMV

JQTYUSMV

JQTY—36.8%

USMV36.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

JQTY$0 − $25 = −$25

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee