QLV vs USMV

AQLV

BUSMV

Measures won6–0QLV 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 common39.0%QLV and USMV

QLV

USMV

Northern Trust US Quality Low Volatility ETF · $188MiShares MSCI USA Min Vol Factor ETF · $23.8B

+17.9%3 years · per year$16,387 · $14,709+13.7%

+9.9%5 years · per year$16,042 · $14,154+7.2%

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

1.46%12-mo yield$146 · $139 on $10k1.39%

−6.2%Worst dropSmaller wins−6.5%

8.3%VolatilityLower wins9.1%

6–0QLV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQLV · USMV

6.7%MSFT1.6%

2.1%BRK-B1.6%

4.3%JNJ1.5%

2.3%XOM1.4%

Held in common39.0%

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	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.8B

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	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.8B

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 USMV

QLV

Northern Trust US Quality Low Volatility

$16,043

USMV

iShares MSCI USA Min Vol Factor

$14,154

MeasureQLVUSMV

Fee0.09%0.15%

Cost on $10k a year$9$15

Yield1.46%1.39%

5 years, per year+9.9%+7.2%

3 years, per year+17.9%+13.7%

Worst drop · 1Y−6.2%−6.5%

Volatility · 1Y8.3%9.1%

6–0measures won
QLV first

39.0%

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, USMV, VUG

Today

39.0%most shared, QLV and USMV

QLVUSMVVUG

QLV—39.0%34.5%

USMV39.0%—20.8%

VUG34.5%20.8%—

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

USMV$139 − $15 = $124

VUG$42 − $3 = $39

KeptFee

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