QLTY vs USMV

AQLTY

BUSMV

Measures won0–4USMV wins · of 6 · 5Y

$10,000 · 5Y$14,754USMV

Lowest cost0.15%USMV · $15 on $10k

Most income1.35%USMV · $135 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common21.4%QLTY and USMV

QLTY

USMV

GMO US Quality ETF · $5.4BiShares MSCI USA Min Vol Factor ETF · $24.1B

[…]3 years · per year[…] · $15,388+15.5%

[…]5 years · per year[…] · $14,754+8.1%

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

0.63%12-mo yield$63 · $135 on $10k1.35%

−11.7%Worst dropSmaller wins−6.5%

12.6%VolatilityLower wins8.7%

0–4USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsQLTY · USMV

7.8%MSFT1.6%

4.3%JNJ1.4%

1.5%MRK1.4%

3.1%NVDA1.4%

Held in common21.4%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.1B
2	AQLTY	GMO US Quality ETFRead Desk		0.50%	0.63%	+2.6%	+17.2%	+21.1%	new	new	−11.7%	$5.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.1B
2	AQLTY	GMO US Quality ETFRead Desk		0.50%	0.63%	+2.6%	+17.2%	+21.1%	new	new	−11.7%	$5.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QLTY vs USMV

QLTY

GMO US Quality

[…]

USMV

iShares MSCI USA Min Vol Factor

$14,754

MeasureQLTYUSMV

Fee0.50%0.15%

Cost on $10k a year$50$15

Yield0.63%1.35%

5 years, per year[…]+8.1%

3 years, per year[…]+15.5%

Worst drop · 1Y−11.7%−6.5%

Volatility · 1Y12.6%8.7%

4–0measures won
USMV first

21.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: QLTY, USMV

Today

21.4%most shared, QLTY and USMV

QLTYUSMV

QLTY—21.4%

USMV21.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

QLTY$63 − $50 = $13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee