QDEF vs VYM

AQDEF

BVYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,504QDEF · VYM $17,002

Lowest cost0.04%VYM · $4 on $10k

Most income2.30%VYM · $230 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common27.2%QDEF and VYM

QDEF

VYM

Northern Trust Quality Dividend Defensive ETF · $557MVanguard High Dividend Yield ETF · $78.9B

+20.7%3 years · per year$17,567 · $17,266+20.0%

+11.8%5 years · per year$17,504 · $17,002+11.2%

0.40%Expense ratio$40 · $4 on $10k · lower wins0.04%

1.61%12-mo yield$161 · $230 on $10k2.30%

−7.0%Worst dropSmaller wins−6.7%

10.3%VolatilityLower wins10.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQDEF · VYM

2.9%JNJ2.7%

2.4%AVGO6.9%

2.1%JPM3.8%

2.2%PM1.3%

Held in common27.2%

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	AQDEF	Northern Trust Quality Dividend Defensive ETFRead Desk		0.40%	1.61%	−3.3%	+10.6%	+13.4%	+20.7%	+11.8%	−7.0%	$557M
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B

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	AQDEF	Northern Trust Quality Dividend Defensive ETFRead Desk		0.40%	1.61%	−3.3%	+10.6%	+13.4%	+20.7%	+11.8%	−7.0%	$557M
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B

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

QDEF vs VYM

QDEF

Northern Trust Quality Dividend Defensive

$17,504

VYM

Vanguard High Dividend Yield

$17,002

MeasureQDEFVYM

Fee0.40%0.04%

Cost on $10k a year$40$4

Yield1.61%2.30%

5 years, per year+11.8%+11.2%

3 years, per year+20.7%+20.0%

Worst drop · 1Y−7.0%−6.7%

Volatility · 1Y10.3%10.6%

3–3measures won
level

27.2%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: QDEF, VYM

Today

27.2%most shared, QDEF and VYM

QDEFVYM

QDEF—27.2%

VYM27.2%—

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

QDEF$161 − $40 = $121

KeptFee

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