QLV vs QUAL

AQLV

BQUAL

Measures won4–2QLV wins · of 6 · 5Y

$10,000 · 5Y$17,248QUAL · QLV $16,725

Lowest cost0.09%QLV · $9 on $10k

Most income1.41%QLV · $141 on $10k

Smallest drop−6.2%QLV · worst fall in 1Y

Held in common44.7%QLV and QUAL

QLV

QUAL

Northern Trust US Quality Low Volatility ETF · $193MiShares MSCI USA Quality Factor ETF · $49.1B

+19.6%3 years · per year$17,100 · $18,098+21.9%

+10.8%5 years · per year$16,725 · $17,248+11.5%

0.09%Expense ratio$9 · $15 on $10k · lower wins0.15%

1.41%12-mo yield$141 · $83 on $10k0.83%

−6.2%Worst dropSmaller wins−9.0%

7.8%VolatilityLower wins12.1%

4–2QLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsQLV · QUAL

6.4%MSFT8.0%

5.9%NVDA6.0%

5.9%AAPL7.1%

2.5%XOM2.5%

Held in common44.7%

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

Both

5Y2 funds

#			Trend
1	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	0.83%	+2.3%	+15.0%	+16.9%	+21.9%	+11.5%	−9.0%	$49.1B
2	AQLV	Northern Trust US Quality Low Volatility ETFRead Desk		0.09%	1.41%	+1.7%	+16.6%	+18.8%	+19.6%	+10.8%	−6.2%	$193M

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	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	0.83%	+2.3%	+15.0%	+16.9%	+21.9%	+11.5%	−9.0%	$49.1B
2	AQLV	Northern Trust US Quality Low Volatility ETFRead Desk		0.09%	1.41%	+1.7%	+16.6%	+18.8%	+19.6%	+10.8%	−6.2%	$193M

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

QLV vs QUAL

QLV

Northern Trust US Quality Low Volatility

$16,725

QUAL

iShares MSCI USA Quality Factor

$17,248

MeasureQLVQUAL

Fee0.09%0.15%

Cost on $10k a year$9$15

Yield1.41%0.83%

5 years, per year+10.8%+11.5%

3 years, per year+19.6%+21.9%

Worst drop · 1Y−6.2%−9.0%

Volatility · 1Y7.8%12.1%

4–2measures won
QLV first

44.7%

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: QLV, QUAL

Today

44.7%most shared, QLV and QUAL

QLVQUAL

QLV—44.7%

QUAL44.7%—

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

Income After Fees on $10,000

$132most kept, QLV

QLV$141 − $9 = $132

QUAL$83 − $15 = $68

KeptFee

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