QLTY vs IVV

AQLTY

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common36.4%QLTY and IVV

QLTY

IVV

GMO US Quality ETF · $5.4BiShares Core S&P 500 ETF · $853B

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

0.64%12-mo yield$64 · $111 on $10k1.11%

−11.7%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.8%

1–3IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsQLTY · IVV

8.1%MSFT6.2%

3.9%AMZN4.0%

3.4%AAPL7.9%

2.9%NVDA7.1%

Held in common36.4%

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

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.64%	+2.5%	+15.6%	+20.8%	new	new	−11.7%	$5.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.64%	+2.5%	+15.6%	+20.8%	new	new	−11.7%	$5.4B

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

QLTY vs IVV

QLTY

GMO US Quality

[…]

IVV

iShares Core S&P 500

$17,545

MeasureQLTYIVV

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield0.64%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−11.7%−8.9%

Volatility · 1Y13.3%13.8%

3–1measures won
IVV first

36.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

Overlap: QLTY, IVV, VTV, VUG

Today

55.1%most shared, IVV and VUG

QLTYIVVVTVVUG

QLTY—36.4%15.4%39.9%

IVV36.4%—43.7%55.1%

VTV15.4%43.7%—1.9%

VUG39.9%55.1%1.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IVV$111 − $3 = $108

VUG$41 − $3 = $38

QLTY$64 − $50 = $14

KeptFee

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