QLTY vs SOXX

AQLTY

BSOXX

Measures won3–1QLTY wins · of 6 · 5Y

$10,000 · 5Y$29,410SOXX · VTV $17,892

Lowest cost0.03%VTV · $3 on $10k

Most income1.81%VTV · $181 on $10k

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

Held in common15.1%QLTY and SOXX

GMO US Quality ETF · $7.4BiShares Semiconductor ETF · $43.8B

[…]3 years · per year[…] · $29,988+44.2%

[…]5 years · per year[…] · $29,410+24.1%

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

0.64%12-mo yield$64 · $27 on $10k0.27%

Cards for this view

QLTY

GMO US Quality

[…]

SOXX

iShares Semiconductor

$29,410

MeasureQLTYSOXX

Fee0.50%0.33%

Cost on $10k a year$50$33

Yield0.64%0.27%

5 years, per year[…]+24.1%

3 years, per year[…]+44.2%

Worst drop · 1Y−11.7%−39.5%

Volatility · 1Y13.2%50.1%

#
1	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+6.0%	+55.1%	+54.9%	+44.2%	+24.1%	−39.5%	$43.8B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
3	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.64%	+0.5%	+16.2%	+19.8%	new	new	−11.7%	$7.4B

#
1	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+6.0%	+55.1%	+54.9%	+44.2%	+24.1%	−39.5%	$43.8B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
3	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.64%	+0.5%	+16.2%	+19.8%	new	new	−11.7%	$7.4B

Loading…