QUAL vs VOO

AQUAL

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · QUAL $16,382

Lowest cost0.03%VOO · $3 on $10k

Most income2.80%QUAL · $280 on $10k

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

Held in common43.8%QUAL and VOO

QUAL

VOO

iShares MSCI USA Quality Factor ETF · $47.6BVanguard S&P 500 ETF · $1.00T

+19.9%3 years · per year$17,226 · $18,079+21.8%

+10.4%5 years · per year$16,382 · $17,177+11.4%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

2.80%12-mo yield$280 · $110 on $10k1.10%

−9.0%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins13.5%

2–4VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsQUAL · VOO

7.5%AAPL7.4%

8.3%MSFT5.8%

5.3%NVDA8.4%

4.0%META2.4%

Held in common43.8%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AQUAL	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

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AQUAL	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

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

QUAL vs VOO

QUAL

iShares MSCI USA Quality Factor

$16,382

VOO

Vanguard S&P 500

$17,177

MeasureQUALVOO

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield2.80%1.10%

5 years, per year+10.4%+11.4%

3 years, per year+19.9%+21.8%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y12.6%13.5%

4–2measures won
VOO first

43.8%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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

Overlap: QUAL, VOO

Today

43.8%most shared, QUAL and VOO

QUALVOO

QUAL—43.8%

VOO43.8%—

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

VOO$110 − $3 = $107

KeptFee

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