QARP vs USMV

AQARP

BUSMV

Measures won2–4USMV wins · of 6 · 5Y

$10,000 · 5Y$17,592QARP · USMV $14,273

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 common35.9%QARP and USMV

QARP

USMV

Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · $79MiShares MSCI USA Min Vol Factor ETF · $24.5B

+21.1%3 years · per year$17,764 · $14,878+14.2%

+12.0%5 years · per year$17,591 · $14,273+7.4%

0.19%Expense ratio$19 · $15 on $10k · lower wins0.15%

1.00%12-mo yield$100 · $139 on $10k1.39%

−7.3%Worst dropSmaller wins−6.5%

10.8%VolatilityLower wins9.1%

2–4USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsQARP · USMV

5.2%MSFT1.7%

3.3%BRK-B1.6%

1.7%MCK1.6%

2.2%JNJ1.5%

Held in common35.9%

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	AQARP	Xtrackers Russell 1000 US Quality at a Reasonable Price ETFRead Desk		0.19%	1.00%	−2.4%	+17.3%	+21.1%	+21.1%	+12.0%	−7.3%	$79M
2	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

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	AQARP	Xtrackers Russell 1000 US Quality at a Reasonable Price ETFRead Desk		0.19%	1.00%	−2.4%	+17.3%	+21.1%	+21.1%	+12.0%	−7.3%	$79M
2	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

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

QARP vs USMV

QARP

Xtrackers Russell 1000 US Quality at a Reasonable Price

$17,592

USMV

iShares MSCI USA Min Vol Factor

$14,273

MeasureQARPUSMV

Fee0.19%0.15%

Cost on $10k a year$19$15

Yield1.00%1.39%

5 years, per year+12.0%+7.4%

3 years, per year+21.1%+14.2%

Worst drop · 1Y−7.3%−6.5%

Volatility · 1Y10.8%9.1%

4–2measures won
USMV first

35.9%

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: QARP, USMV

Today

35.9%most shared, QARP and USMV

QARPUSMV

QARP—35.9%

USMV35.9%—

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

QARP$100 − $19 = $81

KeptFee

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