QLTY vs USMV

AQLTY

BUSMV

Measures won0–4USMV wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

Lowest cost0.03%VUG · $3 on $10k

Most income1.37%USMV · $137 on $10k

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

Held in common21.5%QLTY and USMV

QLTY

USMV

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

[…]3 years · per year[…] · $14,761+13.9%

[…]5 years · per year[…] · $14,412+7.6%

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

0.64%12-mo yield$64 · $137 on $10k1.37%

−11.7%Worst dropSmaller wins−6.5%

13.3%VolatilityLower wins9.3%

0–4USMV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsQLTY · USMV

8.1%MSFT1.6%

4.5%JNJ1.5%

1.6%MRK1.4%

2.5%MA1.4%

Held in common21.5%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.37%	+1.7%	+10.5%	+13.1%	+13.9%	+7.6%	−6.5%	$24.1B
4	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.64%	+2.5%	+15.6%	+20.8%	new	new	−11.7%	$5.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.37%	+1.7%	+10.5%	+13.1%	+13.9%	+7.6%	−6.5%	$24.1B
4	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.64%	+2.5%	+15.6%	+20.8%	new	new	−11.7%	$5.4B

End-of-day Nov 9, 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

$14,412

MeasureQLTYUSMV

Fee0.50%0.15%

Cost on $10k a year$50$15

Yield0.64%1.37%

5 years, per year[…]+7.6%

3 years, per year[…]+13.9%

Worst drop · 1Y−11.7%−6.5%

Volatility · 1Y13.3%9.3%

4–0measures won
USMV first

21.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: QLTY, USMV, VUG, IWF

Today

78.1%most shared, VUG and IWF

QLTYUSMVVUGIWF

QLTY—21.5%39.9%37.4%

USMV21.5%—21.1%22.3%

VUG39.9%21.1%—78.1%

IWF37.4%22.3%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

VUG$41 − $3 = $38

IWF$38 − $18 = $20

QLTY$64 − $50 = $14

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee