QLV vs SRHQ

AQLV

BSRHQ

Measures won4–1QLV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · QLV $16,042

Lowest cost0.03%VUG · $3 on $10k

Most income1.46%QLV · $146 on $10k

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

Held in common4.6%QLV and SRHQ

QLV

SRHQ

Northern Trust US Quality Low Volatility ETF · $188MSRH U.S. Quality GARP ETF · $231M

+17.9%3 years · per year$16,387 · $18,443+22.6%

+9.9%5 years · per year$16,042 · […][…]

0.09%Expense ratio$9 · $35 on $10k · lower wins0.35%

1.46%12-mo yield$146 · $69 on $10k0.69%

−6.2%Worst dropSmaller wins−7.5%

8.3%VolatilityLower wins14.9%

4–1QLV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQLV · SRHQ

0.8%QLYS2.4%

0.7%HSY0.9%

0.7%RTX1.0%

0.7%ROP1.5%

Held in common4.6%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AQLV	Northern Trust US Quality Low Volatility ETFRead Desk	0.09%	1.46%	−0.3%	+13.4%	+15.2%	+17.9%	+9.9%	−6.2%	$188M
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.69%	−1.2%	+27.2%	+30.1%	+22.6%	new	−7.5%	$231M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AQLV	Northern Trust US Quality Low Volatility ETFRead Desk	0.09%	1.46%	−0.3%	+13.4%	+15.2%	+17.9%	+9.9%	−6.2%	$188M
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.69%	−1.2%	+27.2%	+30.1%	+22.6%	new	−7.5%	$231M

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

QLV vs SRHQ

QLV

Northern Trust US Quality Low Volatility

$16,042

SRHQ

SRH U.S. Quality GARP

[…]

MeasureQLVSRHQ

Fee0.09%0.35%

Cost on $10k a year$9$35

Yield1.46%0.69%

5 years, per year+9.9%[…]

3 years, per year+17.9%+22.6%

Worst drop · 1Y−6.2%−7.5%

Volatility · 1Y8.3%14.9%

4–1measures won
QLV first

4.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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: QLV, SRHQ, VUG

Today

34.5%most shared, QLV and VUG

QLVSRHQVUG

QLV—4.6%34.5%

SRHQ4.6%—0.2%

VUG34.5%0.2%—

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

Income After Fees on $10,000

$137most kept, QLV

QLV$146 − $9 = $137

VUG$42 − $3 = $39

SRHQ$69 − $35 = $34

KeptFee

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