QLTY vs VTV

AQLTY

BVTV

Measures won0–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · VO $13,590

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 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[…] · $17,687+20.9%

[…]5 years · per year[…] · $17,585+12.0%

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

0.65%12-mo yield$65 · $187 on $10k1.87%

−11.7%Worst dropSmaller wins−6.4%

13.1%VolatilityLower wins10.7%

0–4VTV wins

$10,000 · 5 yearsAll three, 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 6, 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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	0.0%	+12.8%	+16.6%	new	new	−11.7%	$5.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	0.0%	+12.8%	+16.6%	new	new	−11.7%	$5.4B

End-of-day Nov 6, 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

$17,585

MeasureQLTYVTV

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield0.65%1.87%

5 years, per year[…]+12.0%

3 years, per year[…]+20.9%

Worst drop · 1Y−11.7%−6.4%

Volatility · 1Y13.1%10.7%

4–0measures won
VTV first

15.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: QLTY, VTV, VO

Today

28.5%most shared, VTV and VO

QLTYVTVVO

QLTY—15.4%2.3%

VTV15.4%—28.5%

VO2.3%28.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VO$139 − $3 = $136

QLTY$65 − $50 = $15

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee