NQLT vs QUAL

ANQLT

BQUAL

Measures won0–2QUAL wins · of 6 · 5Y

$10,000 · 5Y$16,382QUAL

Lowest cost0.15%QUAL · $15 on $10k

Most income2.80%QUAL · $280 on $10k

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

Held in common41.4%NQLT and QUAL

NQLT

QUAL

Neuberger Quality Select ETF · $50MiShares MSCI USA Quality Factor ETF · $47.6B

[…]3 years · per year[…] · $17,226+19.9%

[…]5 years · per year[…] · $16,382+10.4%

1.52%Expense ratio$152 · $15 on $10k · lower wins0.15%

0.00%12-mo yield$0 · $280 on $10k2.80%

[…]Worst dropSmaller wins−9.0%

[…]VolatilityLower wins12.6%

0–2QUAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsNQLT · QUAL

7.9%MSFT8.3%

7.1%AAPL7.5%

4.8%NVDA5.3%

3.7%LLY4.4%

Held in common41.4%

End-of-day Nov 6, 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%	2.80%	+0.1%	+11.1%	+13.3%	+19.9%	+10.4%	−9.0%	$47.6B
2	ANQLT	Neuberger Quality Select ETFRead Desk		1.52%	0.00%	+0.1%	new	new	new	new	[…]	$50M

End-of-day Nov 6, 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%	2.80%	+0.1%	+11.1%	+13.3%	+19.9%	+10.4%	−9.0%	$47.6B
2	ANQLT	Neuberger Quality Select ETFRead Desk		1.52%	0.00%	+0.1%	new	new	new	new	[…]	$50M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NQLT vs QUAL

NQLT

Neuberger Quality Select

[…]

QUAL

iShares MSCI USA Quality Factor

$16,382

MeasureNQLTQUAL

Fee1.52%0.15%

Cost on $10k a year$152$15

Yield0.00%2.80%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y[…]−9.0%

Volatility · 1Y[…]12.6%

2–0measures won
QUAL first

41.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: NQLT, QUAL

Today

41.4%most shared, NQLT and QUAL

NQLTQUAL

NQLT—41.4%

QUAL41.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$265most kept, QUAL

QUAL$280 − $15 = $265

NQLT$0 − $152 = −$152

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee