QLTY vs VO

AQLTY

BVO

Measures won0–4VO wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common2.3%QLTY and VO

QLTY

GMO US Quality ETF · $5.4BVanguard Morningstar Mid-Cap ETF · $103B

[…]3 years · per year[…] · $16,763+18.8%

[…]5 years · per year[…] · $13,867+6.8%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

0.64%12-mo yield$64 · $135 on $10k1.35%

−11.7%Worst dropSmaller wins−8.2%

13.3%VolatilityLower wins13.1%

0–4VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQLTY · VO

2.0%HLT0.7%

0.5%FERG0.4%

1.3%ROP0.3%

1.0%MLM0.3%

Held in common2.3%

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 Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	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 Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	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 VO

QLTY

GMO US Quality

[…]

Vanguard Morningstar Mid-Cap

$13,867

MeasureQLTYVO

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield0.64%1.35%

5 years, per year[…]+6.8%

3 years, per year[…]+18.8%

Worst drop · 1Y−11.7%−8.2%

Volatility · 1Y13.3%13.1%

4–0measures won
VO first

2.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

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%

$120BAssets$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, VO, SPY

Today

36.4%most shared, QLTY and SPY

QLTYVOSPY

QLTY—2.3%36.4%

VO2.3%—16.1%

SPY36.4%16.1%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SPY$101 − $9 = $92

QLTY$64 − $50 = $14

KeptFee

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