QLTY vs XLV

AQLTY

BXLV

Measures won1–3XLV wins · of 6 · 5Y

$10,000 · 5Y$15,652XLV

Lowest cost0.08%XLV · $8 on $10k

Most income1.34%XLV · $134 on $10k

Smallest drop−10.5%XLV · worst fall in 1Y

Held in common21.5%QLTY and XLV

QLTY

XLV

GMO US Quality ETF · $5.5BState Street Health Care Select Sector SPDR ETF · $49.1B

[…]3 years · per year[…] · $16,102+17.2%

[…]5 years · per year[…] · $15,652+9.4%

0.50%Expense ratio$50 · $8 on $10k · lower wins0.08%

0.63%12-mo yield$63 · $134 on $10k1.34%

−11.7%Worst dropSmaller wins−10.5%

12.6%VolatilityLower wins16.6%

1–3XLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsQLTY · XLV

4.3%JNJ9.6%

4.3%TMO3.9%

3.0%LLY16.9%

2.6%UNH5.4%

Held in common21.5%

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

Both

5Y2 funds

#			Trend
1	BXLV	State Street Health Care Select Sector SPDR ETFRead Desk		0.08%	1.34%	+3.1%	+24.0%	+33.5%	+17.2%	+9.4%	−10.5%	$49.1B
2	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

Both

5Y2 funds

#			Trend
1	BXLV	State Street Health Care Select Sector SPDR ETFRead Desk		0.08%	1.34%	+3.1%	+24.0%	+33.5%	+17.2%	+9.4%	−10.5%	$49.1B
2	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 XLV

QLTY

GMO US Quality

[…]

XLV

Health Care Select Sector SPDR

$15,652

MeasureQLTYXLV

Fee0.50%0.08%

Cost on $10k a year$50$8

Yield0.63%1.34%

5 years, per year[…]+9.4%

3 years, per year[…]+17.2%

Worst drop · 1Y−11.7%−10.5%

Volatility · 1Y12.6%16.6%

3–1measures won
XLV first

21.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: QLTY, XLV

Today

21.5%most shared, QLTY and XLV

QLTYXLV

QLTY—21.5%

XLV21.5%—

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

Income After Fees on $10,000

$126most kept, XLV

XLV$134 − $8 = $126

QLTY$63 − $50 = $13

KeptFee

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