QLTY vs VUG

AQLTY

BVUG

Measures won3–1QLTY wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWF $16,559

Lowest cost0.03%VUG · $3 on $10k

Most income0.63%QLTY · $63 on $10k

Smallest drop−11.7%QLTY · worst fall in 1Y

Held in common39.7%QLTY and VUG

QLTY

VUG

GMO US Quality ETF · $5.5BVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $19,712+25.4%

[…]5 years · per year[…] · $17,153+11.4%

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

0.63%12-mo yield$63 · $40 on $10k0.40%

−11.7%Worst dropSmaller wins−16.1%

12.6%VolatilityLower wins18.2%

3–1QLTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQLTY · VUG

7.8%MSFT9.7%

4.1%GOOGL5.2%

4.0%META4.2%

3.7%AMZN4.3%

Held in common39.7%

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

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.63%	+2.6%	+17.2%	+21.1%	new	new	−11.7%	$5.5B

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

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.63%	+2.6%	+17.2%	+21.1%	new	new	−11.7%	$5.5B

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 VUG

QLTY

GMO US Quality

[…]

VUG

Vanguard Morningstar Growth

$17,153

MeasureQLTYVUG

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield0.63%0.40%

5 years, per year[…]+11.4%

3 years, per year[…]+25.4%

Worst drop · 1Y−11.7%−16.1%

Volatility · 1Y12.6%18.2%

3–1measures won
QLTY first

39.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: QLTY, VUG, IWF

Today

77.4%most shared, VUG and IWF

QLTYVUGIWF

QLTY—39.7%37.2%

VUG39.7%—77.4%

IWF37.2%77.4%—

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

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

IWF$37 − $18 = $19

QLTY$63 − $50 = $13

KeptFee

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