QLTY vs VTV

AQLTY

BVTV

Measures won0–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IVV $17,545

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common15.4%QLTY and VTV

QLTY

VTV

GMO US Quality ETF · $5.4BVanguard Morningstar Value ETF · $184B

[…]3 years · per year[…] · $17,700+21.0%

[…]5 years · per year[…] · $17,865+12.3%

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

0.64%12-mo yield$64 · $183 on $10k1.83%

−11.7%Worst dropSmaller wins−6.4%

13.3%VolatilityLower wins10.8%

0–4VTV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsQLTY · VTV

4.5%JNJ2.4%

1.6%MRK1.4%

2.2%PG1.3%

1.8%KO1.3%

Held in common15.4%

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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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 VTV

QLTY

GMO US Quality

[…]

VTV

Vanguard Morningstar Value

$17,865

MeasureQLTYVTV

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield0.64%1.83%

5 years, per year[…]+12.3%

3 years, per year[…]+21.0%

Worst drop · 1Y−11.7%−6.4%

Volatility · 1Y13.3%10.8%

4–0measures won
VTV first

15.4%

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

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$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

Overlap: QLTY, VTV, IVV, VUG

Today

55.1%most shared, IVV and VUG

QLTYVTVIVVVUG

QLTY—15.4%36.4%39.9%

VTV15.4%—43.7%1.9%

IVV36.4%43.7%—55.1%

VUG39.9%1.9%55.1%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IVV$111 − $3 = $108

VUG$41 − $3 = $38

QLTY$64 − $50 = $14

KeptFee

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