QUAL vs USMV

AQUAL

BUSMV

Measures won2–3USMV wins · of 6 · 5Y

$10,000 · 5Y$16,418QUAL · USMV $14,429

Lowest cost0.15%QUAL · $15 on $10k

Most income1.36%USMV · $136 on $10k

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

Held in common30.5%QUAL and USMV

iShares MSCI USA Quality Factor ETF · $49.0BiShares MSCI USA Min Vol Factor ETF · $24.5B

+19.3%3 years · per year$16,980 · $14,788+13.9%

+10.4%5 years · per year$16,418 · $14,429+7.6%

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

0.84%12-mo yield$84 · $136 on $10k1.36%

−9.0%

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	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
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.36%	−0.2%	+11.6%	+11.9%	+13.9%	+7.6%	−6.5%	$24.5B

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	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
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.36%	−0.2%	+11.6%	+11.9%	+13.9%	+7.6%	−6.5%	$24.5B

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

USMV

iShares MSCI USA Min Vol Factor

$14,429

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