QLTY vs SOXX

AQLTY

BSOXX

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$26,892SOXX · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income0.76%SOXX · $76 on $10k

Smallest drop−11.7%QLTY · worst fall in 1Y

Held in common13.8%QLTY and SOXX

QLTY

SOXX

GMO US Quality ETF · $5.4BiShares Semiconductor ETF · $39.1B

[…]3 years · per year[…] · $27,604+40.3%

[…]5 years · per year[…] · $26,892+21.9%

0.50%Expense ratio$50 · $33 on $10k · lower wins0.33%

0.65%12-mo yield$65 · $76 on $10k0.76%

−11.7%Worst dropSmaller wins−39.5%

13.1%VolatilityLower wins49.4%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQLTY · SOXX

3.6%TXN5.5%

2.9%AVGO8.1%

2.8%NVDA8.5%

2.7%LRCX3.2%

Held in common13.8%

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	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	0.0%	+12.8%	+16.6%	new	new	−11.7%	$5.4B

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	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	0.0%	+12.8%	+16.6%	new	new	−11.7%	$5.4B

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 SOXX

QLTY

GMO US Quality

[…]

SOXX

iShares Semiconductor

$26,892

MeasureQLTYSOXX

Fee0.50%0.33%

Cost on $10k a year$50$33

Yield0.65%0.76%

5 years, per year[…]+21.9%

3 years, per year[…]+40.3%

Worst drop · 1Y−11.7%−39.5%

Volatility · 1Y13.1%49.4%

2–2measures won
level

13.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

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, SOXX, IWF

Today

37.6%most shared, QLTY and IWF

QLTYSOXXIWF

QLTY—13.8%37.6%

SOXX13.8%—21.8%

IWF37.6%21.8%—

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

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

IWF$39 − $18 = $21

QLTY$65 − $50 = $15

KeptFee

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