QLTY vs IWF

AQLTY

BIWF

Measures won3–1QLTY wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · VO $13,616

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common37.6%QLTY and IWF

QLTY

IWF

GMO US Quality ETF · $5.5BiShares Russell 1000 Growth ETF · $121B

[…]3 years · per year[…] · $17,073+19.5%

[…]5 years · per year[…] · $15,330+8.9%

0.50%Expense ratio$50 · $18 on $10k · lower wins0.18%

0.65%12-mo yield$65 · $39 on $10k0.39%

−11.7%Worst dropSmaller wins−14.6%

13.1%VolatilityLower wins19.3%

3–1QLTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQLTY · IWF

8.2%MSFT6.4%

4.2%GOOGL5.3%

4.0%META3.5%

3.3%AAPL8.5%

Held in common37.6%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
3	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 Three

5Y3 funds

#
1	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
3	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 IWF

QLTY

GMO US Quality

[…]

IWF

iShares Russell 1000 Growth

$15,330

MeasureQLTYIWF

Fee0.50%0.18%

Cost on $10k a year$50$18

Yield0.65%0.39%

5 years, per year[…]+8.9%

3 years, per year[…]+19.5%

Worst drop · 1Y−11.7%−14.6%

Volatility · 1Y13.1%19.3%

3–1measures won
QLTY first

37.6%

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, IWF, VO

Today

37.6%most shared, QLTY and IWF

QLTYIWFVO

QLTY—37.6%2.3%

IWF37.6%—9.2%

VO2.3%9.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWF$39 − $18 = $21

QLTY$65 − $50 = $15

KeptFee

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