PSET vs IQLT

APSET

BIQLT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,057PSET · IQLT $14,421

Lowest cost0.15%PSET · $15 on $10k

Most income2.38%IQLT · $238 on $10k

Smallest drop−10.4%IQLT · worst fall in 1Y

Held in common[…]PSET and IQLT

PSET

IQLT

Principal Quality ETF · $26MiShares MSCI Intl Quality Factor ETF · $13.7B

+14.6%3 years · per year$15,052 · $16,762+18.8%

+8.5%5 years · per year$15,058 · $14,421+7.6%

0.15%Expense ratio$15 · $30 on $10k · lower wins0.30%

0.76%12-mo yield$76 · $238 on $10k2.38%

−12.9%Worst dropSmaller wins−10.4%

12.8%VolatilityLower wins15.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPSET · IQLT

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	APSET	Principal Quality ETFRead Desk		0.15%	0.76%	0.0%	+5.2%	+4.5%	+14.6%	+8.5%	−12.9%	$26M
2	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk		0.30%	2.38%	−0.5%	+12.3%	+15.7%	+18.8%	+7.6%	−10.4%	$13.7B

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

Both

5Y2 funds

#			Trend
1	APSET	Principal Quality ETFRead Desk		0.15%	0.76%	0.0%	+5.2%	+4.5%	+14.6%	+8.5%	−12.9%	$26M
2	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk		0.30%	2.38%	−0.5%	+12.3%	+15.7%	+18.8%	+7.6%	−10.4%	$13.7B

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

PSET vs IQLT

PSET

Principal Quality

$15,058

IQLT

iShares MSCI Intl Quality Factor

$14,421

MeasurePSETIQLT

Fee0.15%0.30%

Cost on $10k a year$15$30

Yield0.76%2.38%

5 years, per year+8.5%+7.6%

3 years, per year+14.6%+18.8%

Worst drop · 1Y−12.9%−10.4%

Volatility · 1Y12.8%15.1%

3–3measures won
level

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: PSET, IQLT

Today

[…]holdings […]

PSETIQLT

PSET—[…]

IQLT[…]—

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

Income After Fees on $10,000

$208most kept, IQLT

IQLT$238 − $30 = $208

PSET$76 − $15 = $61

KeptFee

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