PSET vs USMV

APSET

BUSMV

Measures won2–3USMV wins · of 6 · 5Y

$10,000 · 5Y$15,057PSET · USMV $14,412

Lowest cost0.15%PSET · $15 on $10k

Most income1.37%USMV · $137 on $10k

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

Held in common[…]PSET and USMV

PSET

USMV

Principal Quality ETF · $26MiShares MSCI USA Min Vol Factor ETF · $23.7B

+14.6%3 years · per year$15,052 · $14,761+13.9%

+8.5%5 years · per year$15,058 · $14,412+7.6%

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

0.76%12-mo yield$76 · $137 on $10k1.37%

−12.9%Worst dropSmaller wins−6.5%

12.8%VolatilityLower wins9.3%

2–3USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSET · USMV

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

Held in common[…]

End-of-day Nov 9, 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	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.37%	+1.7%	+10.5%	+13.1%	+13.9%	+7.6%	−6.5%	$23.7B

End-of-day Nov 9, 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	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.37%	+1.7%	+10.5%	+13.1%	+13.9%	+7.6%	−6.5%	$23.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PSET vs USMV

PSET

Principal Quality

$15,058

USMV

iShares MSCI USA Min Vol Factor

$14,412

MeasurePSETUSMV

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield0.76%1.37%

5 years, per year+8.5%+7.6%

3 years, per year+14.6%+13.9%

Worst drop · 1Y−12.9%−6.5%

Volatility · 1Y12.8%9.3%

3–2measures won
USMV first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: PSET, USMV

Today

[…]holdings […]

PSETUSMV

PSET—[…]

USMV[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

PSET$76 − $15 = $61

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee