VSMV vs QUAL

AVSMV

BQUAL

Measures won4–2VSMV wins · of 6 · 5Y

$10,000 · 5Y$16,767VSMV · QUAL $16,737

Lowest cost0.15%QUAL · $15 on $10k

Most income1.29%VSMV · $129 on $10k

Smallest drop−5.2%VSMV · worst fall in 1Y

Held in common27.1%VSMV and QUAL

VSMV

QUAL

VictoryShares US Multi-Factor Minimum Volatility ETF · $162MiShares MSCI USA Quality Factor ETF · $48.0B

+18.8%3 years · per year$16,758 · $17,912+21.4%

+10.9%5 years · per year$16,767 · $16,737+10.8%

0.41%Expense ratio$41 · $15 on $10k · lower wins0.15%

1.29%12-mo yield$129 · $85 on $10k0.85%

−5.2%Worst dropSmaller wins−9.0%

9.5%VolatilityLower wins11.9%

4–2VSMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVSMV · QUAL

9.9%AAPL7.4%

3.3%TJX3.5%

4.0%XOM2.6%

2.4%LRCX2.8%

Held in common27.1%

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

Both

5Y2 funds

#			Trend
1	AVSMV	VictoryShares US Multi-Factor Minimum Volatility ETFRead Desk		0.41%	1.29%	−1.0%	+12.9%	+16.5%	+18.8%	+10.9%	−5.2%	$162M
2	BQUAL	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

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

Both

5Y2 funds

#			Trend
1	AVSMV	VictoryShares US Multi-Factor Minimum Volatility ETFRead Desk		0.41%	1.29%	−1.0%	+12.9%	+16.5%	+18.8%	+10.9%	−5.2%	$162M
2	BQUAL	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

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

VSMV vs QUAL

VSMV

VictoryShares US Multi-Factor Minimum Volatility

$16,767

QUAL

iShares MSCI USA Quality Factor

$16,737

MeasureVSMVQUAL

Fee0.41%0.15%

Cost on $10k a year$41$15

Yield1.29%0.85%

5 years, per year+10.9%+10.8%

3 years, per year+18.8%+21.4%

Worst drop · 1Y−5.2%−9.0%

Volatility · 1Y9.5%11.9%

4–2measures won
VSMV first

27.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: VSMV, QUAL

Today

27.1%most shared, VSMV and QUAL

VSMVQUAL

VSMV—27.1%

QUAL27.1%—

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

Income After Fees on $10,000

$88most kept, VSMV

VSMV$129 − $41 = $88

QUAL$85 − $15 = $70

KeptFee

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