QFRD vs USMV

AQFRD

BUSMV

Measures won0–2USMV wins · of 6 · 5Y

$10,000 · 5Y$14,412USMV

Lowest cost0.15%USMV · $15 on $10k

Most income1.37%USMV · $137 on $10k

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

Held in common19.7%QFRD and USMV

QFRD

USMV

Pacer S&P 500 Quality FCF R&D Leaders ETF · $2MiShares MSCI USA Min Vol Factor ETF · $24.1B

[…]3 years · per year[…] · $14,761+13.9%

[…]5 years · per year[…] · $14,412+7.6%

0.49%Expense ratio$49 · $15 on $10k · lower wins0.15%

0.12%12-mo yield$12 · $137 on $10k1.37%

[…]Worst dropSmaller wins−6.5%

[…]VolatilityLower wins9.3%

0–2USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsQFRD · USMV

1.8%JNJ1.5%

2.6%MRK1.4%

3.7%VRTX1.4%

1.1%CSCO1.2%

Held in common19.7%

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	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%	$24.1B
2	AQFRD	Pacer S&P 500 Quality FCF R&D Leaders ETFRead Desk		0.49%	0.12%	+2.6%	new	new	new	new	[…]	$2M

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	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%	$24.1B
2	AQFRD	Pacer S&P 500 Quality FCF R&D Leaders ETFRead Desk		0.49%	0.12%	+2.6%	new	new	new	new	[…]	$2M

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

QFRD vs USMV

QFRD

Pacer S&P 500 Quality FCF R&D Leaders

[…]

USMV

iShares MSCI USA Min Vol Factor

$14,412

MeasureQFRDUSMV

Fee0.49%0.15%

Cost on $10k a year$49$15

Yield0.12%1.37%

5 years, per year[…]+7.6%

3 years, per year[…]+13.9%

Worst drop · 1Y[…]−6.5%

Volatility · 1Y[…]9.3%

2–0measures won
USMV first

19.7%

holdings shared

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%

$122BAssets$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: QFRD, USMV

Today

19.7%most shared, QFRD and USMV

QFRDUSMV

QFRD—19.7%

USMV19.7%—

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

QFRD$12 − $49 = −$37

KeptFee

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