ONEO vs QUAL

AONEO

BQUAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,902VUG · QUAL $16,737

Lowest cost0.03%VUG · $3 on $10k

Most income1.22%ONEO · $122 on $10k

Smallest drop−7.4%ONEO · worst fall in 1Y

Held in common13.5%ONEO and QUAL

ONEO

QUAL

State Street SPDR Russell 1000 Momentum Focus ETF · $31MiShares MSCI USA Quality Factor ETF · $48.0B

+21.9%3 years · per year$18,133 · $17,912+21.4%

+9.9%5 years · per year$16,001 · $16,737+10.8%

0.20%Expense ratio$20 · $15 on $10k · lower wins0.15%

1.22%12-mo yield$122 · $85 on $10k0.85%

−7.4%Worst dropSmaller wins−9.0%

12.8%VolatilityLower wins11.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsONEO · QUAL

0.4%PHM0.4%

0.4%EOG0.4%

0.3%BBY0.4%

0.3%ROST1.4%

Held in common13.5%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk	0.15%	0.85%	0.0%	+12.4%	+14.1%	+21.4%	+10.8%	−9.0%	$48.0B
3	AONEO	State Street SPDR Russell 1000 Momentum Focus ETFRead Desk	0.20%	1.22%	−0.3%	+20.5%	+22.7%	+21.9%	+9.9%	−7.4%	$31M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk	0.15%	0.85%	0.0%	+12.4%	+14.1%	+21.4%	+10.8%	−9.0%	$48.0B
3	AONEO	State Street SPDR Russell 1000 Momentum Focus ETFRead Desk	0.20%	1.22%	−0.3%	+20.5%	+22.7%	+21.9%	+9.9%	−7.4%	$31M

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

Cards for this view

ONEO vs QUAL

ONEO

SPDR Russell 1000 Momentum Focus

$16,001

QUAL

iShares MSCI USA Quality Factor

$16,737

MeasureONEOQUAL

Fee0.20%0.15%

Cost on $10k a year$20$15

Yield1.22%0.85%

5 years, per year+9.9%+10.8%

3 years, per year+21.9%+21.4%

Worst drop · 1Y−7.4%−9.0%

Volatility · 1Y12.8%11.9%

3–3measures won
level

13.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: ONEO, QUAL, VUG

Today

43.5%most shared, QUAL and VUG

ONEOQUALVUG

ONEO—13.5%9.0%

QUAL13.5%—43.5%

VUG9.0%43.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, ONEO

ONEO$122 − $20 = $102

QUAL$85 − $15 = $70

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee