USMV vs IQLT

AUSMV

BIQLT

Measures won3–2USMV wins · of 6 · 5Y

$10,000 · 5Y$14,772IQLT · USMV $14,754

Lowest cost0.15%USMV · $15 on $10k

Most income2.33%IQLT · $233 on $10k

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

Held in common0.0%USMV and IQLT

USMV

IQLT

iShares MSCI USA Min Vol Factor ETF · $24.5BiShares MSCI Intl Quality Factor ETF · $14.0B

+15.5%3 years · per year$15,388 · $16,844+19.0%

+8.1%5 years · per year$14,754 · $14,772+8.1%

0.15%Expense ratio$15 · $30 on $10k · lower wins0.30%

1.35%12-mo yield$135 · $233 on $10k2.33%

−6.5%Worst dropSmaller wins−10.4%

8.7%VolatilityLower wins15.2%

3–2USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMV · IQLT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk		0.30%	2.33%	+2.0%	+14.6%	+18.2%	+19.0%	+8.1%	−10.4%	$14.0B
2	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.5B

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	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk		0.30%	2.33%	+2.0%	+14.6%	+18.2%	+19.0%	+8.1%	−10.4%	$14.0B
2	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.5B

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

USMV vs IQLT

USMV

iShares MSCI USA Min Vol Factor

$14,754

IQLT

iShares MSCI Intl Quality Factor

$14,773

MeasureUSMVIQLT

Fee0.15%0.30%

Cost on $10k a year$15$30

Yield1.35%2.33%

5 years, per year+8.1%+8.1%

3 years, per year+15.5%+19.0%

Worst drop · 1Y−6.5%−10.4%

Volatility · 1Y8.7%15.2%

3–2measures won
USMV first

0.0%

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: USMV, IQLT

Today

0.0%most shared, USMV and IQLT

USMVIQLT

USMV—0.0%

IQLT0.0%—

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

Income After Fees on $10,000

$203most kept, IQLT

IQLT$233 − $30 = $203

USMV$135 − $15 = $120

KeptFee

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