ROMO vs QUAL · Compare Desk

AQUAL

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,902VUG · QUAL $16,737

Lowest cost0.03%VUG · $3 on $10k

Most income0.85%QUAL · $85 on $10k

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

Held in common43.5%QUAL and VUG

QUAL vs VUG

QUAL

VUG

iShares MSCI USA Quality Factor ETF · $48.0BVanguard Morningstar Growth ETF · $233B

+21.4%3 years · per year$17,912 · $19,673+25.3%

+10.8%5 years · per year$16,737 · $16,902+11.1%

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

0.85%12-mo yield$85 · $41 on $10k0.41%

−9.0%Worst dropSmaller wins−16.1%

11.9%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQUAL · VUG

8.0%MSFT9.7%

7.4%AAPL12.5%

5.9%NVDA13.5%

4.0%META4.2%

Held in common43.5%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	AQUAL	iShares MSCI USA Quality Factor ETFRead Desk	0.15%	0.85%	0.0%	+12.4%	+14.1%	+21.4%	+10.8%	−9.0%	$48.0B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B

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

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	AQUAL	iShares MSCI USA Quality Factor ETFRead Desk	0.15%	0.85%	0.0%	+12.4%	+14.1%	+21.4%	+10.8%	−9.0%	$48.0B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B

End-of-day Nov 3, 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

$16,737

VUG

Vanguard Morningstar Growth

$16,902

MeasureQUALVUG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.85%0.41%

5 years, per year+10.8%+11.1%

3 years, per year+21.4%+25.3%

Worst drop · 1Y−9.0%−16.1%

Volatility · 1Y11.9%18.2%

3–3measures won
level

43.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: QUAL, VUG, IWF

Today

77.8%most shared, VUG and IWF

QUALVUGIWF

QUAL—43.5%42.8%

VUG43.5%—77.8%

IWF42.8%77.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$70most kept, QUAL

QUAL$85 − $15 = $70

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee