NQLT vs USMV

ANQLT

BUSMV

Measures won0–2USMV wins · of 6 · 5Y

$10,000 · 5Y$14,273USMV

Lowest cost0.15%USMV · $15 on $10k

Most income1.39%USMV · $139 on $10k

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

Held in common22.1%NQLT and USMV

NQLT

USMV

Neuberger Quality Select ETF · $50MiShares MSCI USA Min Vol Factor ETF · $24.5B

[…]3 years · per year[…] · $14,878+14.2%

[…]5 years · per year[…] · $14,273+7.4%

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

0.00%12-mo yield$0 · $139 on $10k1.39%

[…]Worst dropSmaller wins−6.5%

[…]VolatilityLower wins9.1%

0–2USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsNQLT · USMV

7.9%MSFT1.7%

4.0%BRK-B1.6%

3.1%MA1.4%

1.4%JNJ1.5%

Held in common22.1%

End-of-day Nov 5, 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%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$24.5B
2	ANQLT	Neuberger Quality Select ETFRead Desk		1.52%	0.00%	−3.5%	new	new	new	new	[…]	$50M

End-of-day Nov 5, 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%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$24.5B
2	ANQLT	Neuberger Quality Select ETFRead Desk		1.52%	0.00%	−3.5%	new	new	new	new	[…]	$50M

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

Cards for this view

NQLT vs USMV

NQLT

Neuberger Quality Select

[…]

USMV

iShares MSCI USA Min Vol Factor

$14,273

MeasureNQLTUSMV

Fee1.52%0.15%

Cost on $10k a year$152$15

Yield0.00%1.39%

5 years, per year[…]+7.4%

3 years, per year[…]+14.2%

Worst drop · 1Y[…]−6.5%

Volatility · 1Y[…]9.1%

2–0measures won
USMV first

22.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: NQLT, USMV

Today

22.1%most shared, NQLT and USMV

NQLTUSMV

NQLT—22.1%

USMV22.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

NQLT$0 − $152 = −$152

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee