QLV vs SPY

AQLV

BSPY

Measures won3–2QLV wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · 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 common45.3%QLV and SPY

QLV

SPY

Northern Trust US Quality Low Volatility ETF · $193MState Street SPDR S&P 500 ETF · $805B

+19.6%3 years · per year$17,100 · $19,132+24.1%

+10.8%5 years · per year$16,725 · $18,060+12.6%

0.09%Expense ratio$9 · $9 on $10k · lower wins0.09%

1.41%12-mo yield$141 · $99 on $10k0.99%

−6.2%Worst dropSmaller wins−8.9%

7.8%VolatilityLower wins12.9%

3–2QLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsQLV · SPY

6.4%MSFT5.9%

5.9%NVDA7.7%

5.9%AAPL7.4%

2.4%AMZN3.8%

Held in common45.3%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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 SPY

QLV

Northern Trust US Quality Low Volatility

$16,725

SPY

SPDR S&P 500

$18,060

MeasureQLVSPY

Fee0.09%0.09%

Cost on $10k a year$9$9

Yield1.41%0.99%

5 years, per year+10.8%+12.6%

3 years, per year+19.6%+24.1%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y7.8%12.9%

3–2measures won
QLV first

45.3%

holdings shared

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

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

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: QLV, SPY

Today

45.3%most shared, QLV and SPY

QLVSPY

QLV—45.3%

SPY45.3%—

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

SPY$99 − $9 = $90

KeptFee

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