QUAL vs IQLT

AQUAL

BIQLT

Measures won5–1QUAL wins · of 6 · 5Y

$10,000 · 5Y$17,248QUAL · IQLT $14,772

Lowest cost0.15%QUAL · $15 on $10k

Most income2.33%IQLT · $233 on $10k

Smallest drop−9.0%QUAL · worst fall in 1Y

Held in common0.0%QUAL and IQLT

QUAL

IQLT

iShares MSCI USA Quality Factor ETF · $49.1BiShares MSCI Intl Quality Factor ETF · $14.0B

+21.9%3 years · per year$18,098 · $16,844+19.0%

+11.5%5 years · per year$17,248 · $14,772+8.1%

0.15%Expense ratio$15 · $30 on $10k · lower wins0.30%

0.83%12-mo yield$83 · $233 on $10k2.33%

−9.0%Worst dropSmaller wins−10.4%

12.1%VolatilityLower wins15.2%

5–1QUAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsQUAL · IQLT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	0.83%	+2.3%	+15.0%	+16.9%	+21.9%	+11.5%	−9.0%	$49.1B
2	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk		0.30%	2.33%	+2.0%	+14.6%	+18.2%	+19.0%	+8.1%	−10.4%	$14.0B

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	AQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	0.83%	+2.3%	+15.0%	+16.9%	+21.9%	+11.5%	−9.0%	$49.1B
2	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk		0.30%	2.33%	+2.0%	+14.6%	+18.2%	+19.0%	+8.1%	−10.4%	$14.0B

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

QUAL vs IQLT

QUAL

iShares MSCI USA Quality Factor

$17,248

IQLT

iShares MSCI Intl Quality Factor

$14,773

MeasureQUALIQLT

Fee0.15%0.30%

Cost on $10k a year$15$30

Yield0.83%2.33%

5 years, per year+11.5%+8.1%

3 years, per year+21.9%+19.0%

Worst drop · 1Y−9.0%−10.4%

Volatility · 1Y12.1%15.2%

5–1measures won
QUAL first

0.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: QUAL, IQLT

Today

0.0%most shared, QUAL and IQLT

QUALIQLT

QUAL—0.0%

IQLT0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$203most kept, IQLT

IQLT$233 − $30 = $203

QUAL$83 − $15 = $68

KeptFee

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