JQTY vs USMV

AJQTY

BUSMV

Measures won0–2USMV wins · of 6 · 5Y

$10,000 · 5Y$15,505IWF · USMV $14,513

Lowest cost0.15%USMV · $15 on $10k

Most income1.35%USMV · $136 on $10k

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

Held in common36.6%JQTY and USMV

Jensen U.S. Quality Index ETF · $6MiShares MSCI USA Min Vol Factor ETF · $24.5B

[…]3 years · per year[…] · $14,785+13.9%

[…]5 years · per year[…] · $14,513+7.7%

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

0.27%12-mo yield$27 · $136 on $10k1.35%

Cards for this view

JQTY

Jensen U.S. Quality Index

[…]

USMV

iShares MSCI USA Min Vol Factor

$14,513

MeasureJQTYUSMV

Fee0.25%0.15%

Cost on $10k a year$25$15

Yield0.27%1.35%

5 years, per year[…]+7.7%

3 years, per year[…]+13.9%

Worst drop · 1Y[…]−6.5%

Volatility · 1Y[…]9.2%

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.35%	+0.1%	+11.7%	+11.7%	+13.9%	+7.7%	−6.5%	$24.5B
3	AJQTY	Jensen U.S. Quality Index ETFRead Desk	0.25%	0.27%	−0.5%	new	new	new	new	[…]	$6M

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.35%	+0.1%	+11.7%	+11.7%	+13.9%	+7.7%	−6.5%	$24.5B
3	AJQTY	Jensen U.S. Quality Index ETFRead Desk	0.25%	0.27%	−0.5%	new	new	new	new	[…]	$6M

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