QDF vs VOO

AQDF

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income1.55%QDF · $155 on $10k

Smallest drop−7.9%QDF · worst fall in 1Y

Held in common41.6%QDF and VOO

QDF

VOO

Northern Trust Quality Dividend ETF · $2.2BVanguard S&P 500 ETF · $1.00T

+19.7%3 years · per year$17,140 · $18,224+22.1%

+10.8%5 years · per year$16,724 · $17,156+11.4%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

1.55%12-mo yield$155 · $110 on $10k1.10%

−7.9%Worst dropSmaller wins−8.9%

12.7%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQDF · VOO

9.6%AAPL7.4%

6.7%NVDA8.4%

4.8%MSFT5.8%

2.4%AVGO2.5%

Held in common41.6%

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AQDF	Northern Trust Quality Dividend ETFRead Desk	0.40%	1.55%	−4.0%	+10.3%	+13.0%	+19.7%	+10.8%	−7.9%	$2.2B

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AQDF	Northern Trust Quality Dividend ETFRead Desk	0.40%	1.55%	−4.0%	+10.3%	+13.0%	+19.7%	+10.8%	−7.9%	$2.2B

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

QDF vs VOO

QDF

Northern Trust Quality Dividend

$16,724

VOO

Vanguard S&P 500

$17,156

MeasureQDFVOO

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield1.55%1.10%

5 years, per year+10.8%+11.4%

3 years, per year+19.7%+22.1%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y12.7%13.5%

3–3measures won
level

41.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: QDF, VOO, IVV

Today

93.5%most shared, VOO and IVV

QDFVOOIVV

QDF—41.6%42.1%

VOO41.6%—93.5%

IVV42.1%93.5%—

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

Income After Fees on $10,000

$115most kept, QDF

QDF$155 − $40 = $115

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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