QQLV vs USMV

AQQLV

BUSMV

Measures won1–3USMV wins · of 6 · 5Y

$10,000 · 5Y$14,273USMV

Lowest cost0.15%USMV · $15 on $10k

Most income1.81%QQLV · $181 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common9.1%QQLV and USMV

QQLV

USMV

Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF · $3MiShares MSCI USA Min Vol Factor ETF · $24.5B

[…]3 years · per year[…] · $14,878+14.2%

[…]5 years · per year[…] · $14,273+7.4%

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

1.81%12-mo yield$181 · $139 on $10k1.39%

−7.2%Worst dropSmaller wins−6.5%

12.2%VolatilityLower wins9.1%

1–3USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsQQLV · USMV

4.0%GILD1.0%

3.9%AAPL1.0%

3.6%MNST0.8%

4.2%PEP0.8%

Held in common9.1%

End-of-day Nov 5, 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	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$24.5B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−2.6%	+9.2%	+11.2%	+14.2%	+7.4%	−6.5%	$24.5B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QQLV vs USMV

QQLV

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

[…]

USMV

iShares MSCI USA Min Vol Factor

$14,273

MeasureQQLVUSMV

Fee0.25%0.15%

Cost on $10k a year$25$15

Yield1.81%1.39%

5 years, per year[…]+7.4%

3 years, per year[…]+14.2%

Worst drop · 1Y−7.2%−6.5%

Volatility · 1Y12.2%9.1%

3–1measures won
USMV first

9.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: QQLV, USMV

Today

9.1%most shared, QQLV and USMV

QQLVUSMV

QQLV—9.1%

USMV9.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$156most kept, QQLV

QQLV$181 − $25 = $156

USMV$139 − $15 = $124

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee