QLV vs USMV

AQLV

BUSMV

Measures won6–0QLV wins · of 6 · 5Y

$10,000 · 5Y$16,725QLV · USMV $14,754

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 common39.0%QLV and USMV

QLV

USMV

Northern Trust US Quality Low Volatility ETF · $188MiShares MSCI USA Min Vol Factor ETF · $24.1B

+19.6%3 years · per year$17,100 · $15,388+15.5%

+10.8%5 years · per year$16,725 · $14,754+8.1%

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

1.41%12-mo yield$141 · $135 on $10k1.35%

−6.2%Worst dropSmaller wins−6.5%

7.8%VolatilityLower wins8.7%

6–0QLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsQLV · USMV

6.4%MSFT1.6%

2.0%BRK-B1.5%

2.5%XOM1.5%

4.2%JNJ1.4%

Held in common39.0%

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	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%	$188M
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.1B

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	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%	$188M
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.1B

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 USMV

QLV

Northern Trust US Quality Low Volatility

$16,725

USMV

iShares MSCI USA Min Vol Factor

$14,754

MeasureQLVUSMV

Fee0.09%0.15%

Cost on $10k a year$9$15

Yield1.41%1.35%

5 years, per year+10.8%+8.1%

3 years, per year+19.6%+15.5%

Worst drop · 1Y−6.2%−6.5%

Volatility · 1Y7.8%8.7%

6–0measures won
QLV first

39.0%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: QLV, USMV

Today

39.0%most shared, QLV and USMV

QLVUSMV

QLV—39.0%

USMV39.0%—

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

USMV$135 − $15 = $120

KeptFee

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