QLTY vs IQLT

AQLTY

BIQLT

Measures won1–3IQLT wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

Lowest cost0.03%VUG · $3 on $10k

Most income2.40%IQLT · $240 on $10k

Smallest drop−10.4%IQLT · worst fall in 1Y

Held in common0.0%QLTY and IQLT

QLTY

IQLT

GMO US Quality ETF · $5.5BiShares MSCI Intl Quality Factor ETF · $14.0B

[…]3 years · per year[…] · $16,368+17.9%

[…]5 years · per year[…] · $14,191+7.3%

0.50%Expense ratio$50 · $30 on $10k · lower wins0.30%

0.65%12-mo yield$65 · $240 on $10k2.40%

−11.7%Worst dropSmaller wins−10.4%

13.1%VolatilityLower wins15.4%

1–3IQLT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsQLTY · IQLT

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

Held in common0.0%

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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.40%	−2.8%	+11.3%	+16.1%	+17.9%	+7.3%	−10.4%	$14.0B
4	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	−3.8%	+12.8%	+17.5%	new	new	−11.7%	$5.5B

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.40%	−2.8%	+11.3%	+16.1%	+17.9%	+7.3%	−10.4%	$14.0B
4	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	−3.8%	+12.8%	+17.5%	new	new	−11.7%	$5.5B

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

QLTY vs IQLT

QLTY

GMO US Quality

[…]

IQLT

iShares MSCI Intl Quality Factor

$14,191

MeasureQLTYIQLT

Fee0.50%0.30%

Cost on $10k a year$50$30

Yield0.65%2.40%

5 years, per year[…]+7.3%

3 years, per year[…]+17.9%

Worst drop · 1Y−11.7%−10.4%

Volatility · 1Y13.1%15.4%

3–1measures won
IQLT first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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: QLTY, IQLT, IWF, VUG

Today

78.0%most shared, IWF and VUG

QLTYIQLTIWFVUG

QLTY—0.0%37.6%39.8%

IQLT0.0%—0.0%0.0%

IWF37.6%0.0%—78.0%

VUG39.8%0.0%78.0%—

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

Income After Fees on $10,000

$210most kept, IQLT

IQLT$240 − $30 = $210

VUG$43 − $3 = $40

IWF$39 − $18 = $21

QLTY$65 − $50 = $15

KeptFee

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