QUAL vs VUG

AQUAL

BVUG

Measures won4–2QUAL wins · of 6 · 5Y

$10,000 · 5Y$16,382QUAL · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income2.80%QUAL · $280 on $10k

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

Held in common43.4%QUAL and VUG

QUAL

VUG

iShares MSCI USA Quality Factor ETF · $47.6BVanguard Morningstar Growth ETF · $233B

+19.9%3 years · per year$17,226 · $18,415+22.6%

+10.4%5 years · per year$16,382 · $16,124+10.0%

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

2.80%12-mo yield$280 · $42 on $10k0.42%

−9.0%Worst dropSmaller wins−15.1%

12.6%VolatilityLower wins19.0%

4–2QUAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsQUAL · VUG

8.3%MSFT9.7%

7.5%AAPL12.5%

5.3%NVDA13.5%

4.0%META4.2%

Held in common43.4%

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	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
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	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
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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 VUG

QUAL

iShares MSCI USA Quality Factor

$16,382

VUG

Vanguard Morningstar Growth

$16,124

MeasureQUALVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield2.80%0.42%

5 years, per year+10.4%+10.0%

3 years, per year+19.9%+22.6%

Worst drop · 1Y−9.0%−15.1%

Volatility · 1Y12.6%19.0%

4–2measures won
QUAL first

43.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: QUAL, VUG

Today

43.4%most shared, QUAL and VUG

QUALVUG

QUAL—43.4%

VUG43.4%—

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

VUG$42 − $3 = $39

KeptFee

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