QUAL vs SPY

AQUAL

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,337SPY · QUAL $16,418

Lowest cost0.09%SPY · $9 on $10k

Most income1.00%SPY · $100 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common45.2%QUAL and SPY

iShares MSCI USA Quality Factor ETF · $49.0BState Street SPDR S&P 500 ETF · $793B

+19.3%3 years · per year$16,980 · $17,968+21.6%

+10.4%5 years · per year$16,418 · $17,337+11.6%

0.15%Expense ratio$15 · $9 on $10k · lower wins0.09%

0.84%12-mo yield$84 · $100 on $10k1.00%

End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
2	AQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	0.84%	−0.6%	+13.6%	+15.1%	+19.3%	+10.4%	−9.0%	$49.0B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
2	AQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	0.84%	−0.6%	+13.6%	+15.1%	+19.3%	+10.4%	−9.0%	$49.0B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QUAL

iShares MSCI USA Quality Factor

$16,418

SPY

SPDR S&P 500

$17,337

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