QQLV vs QUAL

AQQLV

BQUAL

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,382QUAL

Lowest cost0.15%QUAL · $15 on $10k

Most income2.80%QUAL · $280 on $10k

Smallest drop−7.2%QQLV · worst fall in 1Y

Held in common13.4%QQLV and QUAL

QQLV

QUAL

Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF · $3MiShares MSCI USA Quality Factor ETF · $47.6B

[…]3 years · per year[…] · $17,226+19.9%

[…]5 years · per year[…] · $16,382+10.4%

0.25%Expense ratio$25 · $15 on $10k · lower wins0.15%

1.81%12-mo yield$181 · $280 on $10k2.80%

−7.2%Worst dropSmaller wins−9.0%

12.2%VolatilityLower wins12.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsQQLV · QUAL

3.9%AAPL7.5%

3.5%ROST1.5%

3.6%ADP1.4%

5.1%COST1.2%

Held in common13.4%

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

Both

5Y2 funds

#			Trend
1	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	2.80%	+0.1%	+11.1%	+13.3%	+19.9%	+10.4%	−9.0%	$47.6B
2	AQQLV	Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETFRead Desk		0.25%	1.81%	−1.3%	+13.4%	+14.5%	new	new	−7.2%	$3M

End-of-day Nov 6, 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%	2.80%	+0.1%	+11.1%	+13.3%	+19.9%	+10.4%	−9.0%	$47.6B
2	AQQLV	Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETFRead Desk		0.25%	1.81%	−1.3%	+13.4%	+14.5%	new	new	−7.2%	$3M

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

QQLV vs QUAL

QQLV

Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility

[…]

QUAL

iShares MSCI USA Quality Factor

$16,382

MeasureQQLVQUAL

Fee0.25%0.15%

Cost on $10k a year$25$15

Yield1.81%2.80%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−7.2%−9.0%

Volatility · 1Y12.2%12.6%

2–2measures won
level

13.4%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: QQLV, QUAL

Today

13.4%most shared, QQLV and QUAL

QQLVQUAL

QQLV—13.4%

QUAL13.4%—

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

Income After Fees on $10,000

$265most kept, QUAL

QUAL$280 − $15 = $265

QQLV$181 − $25 = $156

KeptFee

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