QLTY vs QUAL

AQLTY

BQUAL

Measures won0–4QUAL wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · QUAL $16,382

Lowest cost0.03%VOO · $3 on $10k

Most income2.80%QUAL · $280 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common41.3%QLTY and QUAL

QLTY

QUAL

GMO US Quality ETF · $5.6BiShares MSCI USA Quality Factor ETF · $47.5B

[…]3 years · per year[…] · $17,226+19.9%

[…]5 years · per year[…] · $16,382+10.4%

0.50%Expense ratio$50 · $15 on $10k · lower wins0.15%

0.65%12-mo yield$65 · $280 on $10k2.80%

−11.7%Worst dropSmaller wins−9.0%

13.1%VolatilityLower wins12.6%

0–4QUAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQLTY · QUAL

8.2%MSFT8.3%

4.0%META4.0%

3.4%AAPL7.5%

3.0%LLY4.4%

Held in common41.3%

End-of-day Nov 6, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk	0.15%	2.80%	+0.1%	+11.1%	+13.3%	+19.9%	+10.4%	−9.0%	$47.5B
3	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	0.0%	+12.8%	+16.6%	new	new	−11.7%	$5.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk	0.15%	2.80%	+0.1%	+11.1%	+13.3%	+19.9%	+10.4%	−9.0%	$47.5B
3	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	0.0%	+12.8%	+16.6%	new	new	−11.7%	$5.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QLTY vs QUAL

QLTY

GMO US Quality

[…]

QUAL

iShares MSCI USA Quality Factor

$16,382

MeasureQLTYQUAL

Fee0.50%0.15%

Cost on $10k a year$50$15

Yield0.65%2.80%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−11.7%−9.0%

Volatility · 1Y13.1%12.6%

4–0measures won
QUAL first

41.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: QLTY, QUAL, VOO

Today

43.8%most shared, QUAL and VOO

QLTYQUALVOO

QLTY—41.3%35.7%

QUAL41.3%—43.8%

VOO35.7%43.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$265most kept, QUAL

QUAL$280 − $15 = $265

VOO$110 − $3 = $107

QLTY$65 − $50 = $15

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee