RWLC vs JQUA

ARWLC

BJQUA

Measures won2–3JQUA wins · of 6 · 5Y

$10,000 · 5Y$19,047JQUA

Lowest cost0.12%JQUA · $12 on $10k

Most income12.62%RWLC · $1,262 on $10k

Smallest drop−7.1%JQUA · worst fall in 1Y

Held in common32.2%RWLC and JQUA

RWLC

JQUA

Rayliant NxtGen Multifactor US Equity ETF · $101MJPMorgan U.S. Quality Factor ETF · $9.6B

+26.5%3 years · per year$20,225 · $18,911+23.7%

[…]5 years · per year[…] · $19,047+13.8%

0.32%Expense ratio$32 · $12 on $10k · lower wins0.12%

12.62%12-mo yield$1,262 · $104 on $10k1.04%

−9.3%Worst dropSmaller wins−7.1%

14.8%VolatilityLower wins12.1%

2–3JQUA wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWLC · JQUA

4.2%MSFT2.1%

9.6%AAPL2.0%

5.8%NVDA1.8%

2.0%MU1.7%

Held in common32.2%

End-of-day Nov 4, 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	BJQUA	JPMorgan U.S. Quality Factor ETFRead Desk		0.12%	1.04%	+1.4%	+21.9%	+23.6%	+23.7%	+13.8%	−7.1%	$9.6B
2	ARWLC	Rayliant NxtGen Multifactor US Equity ETFRead Desk		0.32%	12.62%	+1.3%	+16.4%	+16.7%	+26.5%	new	−9.3%	$101M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJQUA	JPMorgan U.S. Quality Factor ETFRead Desk		0.12%	1.04%	+1.4%	+21.9%	+23.6%	+23.7%	+13.8%	−7.1%	$9.6B
2	ARWLC	Rayliant NxtGen Multifactor US Equity ETFRead Desk		0.32%	12.62%	+1.3%	+16.4%	+16.7%	+26.5%	new	−9.3%	$101M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RWLC vs JQUA

RWLC

Rayliant NxtGen Multifactor US Equity

[…]

JQUA

JPMorgan U.S. Quality Factor

$19,047

MeasureRWLCJQUA

Fee0.32%0.12%

Cost on $10k a year$32$12

Yield12.62%1.04%

5 years, per year[…]+13.8%

3 years, per year+26.5%+23.7%

Worst drop · 1Y−9.3%−7.1%

Volatility · 1Y14.8%12.1%

3–2measures won
JQUA first

32.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RWLC, JQUA

Today

32.2%most shared, RWLC and JQUA

RWLCJQUA

RWLC—32.2%

JQUA32.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,230most kept, RWLC

RWLC$1,262 − $32 = $1,230

JQUA$104 − $12 = $92

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee