Compare · 2 funds side by side · dividends reinvested

AIED and MTUM

AIEDDefiance×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,425MTUM · best of the two

02 / 04

AIED and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.68%+9.4%+8.4%+26.9%+9.1%−20.8%27.9%$17.0B1.3

Defiance LLM Catalyst Momentum ETFUS Stock Styles · Factor0.75%0.00%+9.6%+5.1%+22.8%+8.1%−18.3%30.4%$20M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AIED 2019 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Defiance LLM Catalyst Momentum ETF · $20M$14,784

AIED

MTUM

iShares MSCI USA Momentum Factor ETF · $17.0B$15,425

$10,000 five years ago, dividends reinvested · they hold 24.0% in common

AIEDMeasureMTUM

+9.6%Year to dateJan 1 → Nov 4+9.4%

+5.1%1 yearTotal return+8.4%

+22.8%3 years · per year$10,000 became $18,526 · $20,414+26.9%

+8.1%5 years · per year$10,000 became $14,784 · $15,425+9.1%

0.75%Expense ratio$75 · $15 a year on $10k · lower is better0.15%

0.00%Trailing 12-mo yield$0 · $68 a year on $10k0.68%

−18.3%Worst dropSmaller is better−20.8%

30.4%VolatilityLower is calmer27.9%

AIEDMTUM Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6MTUM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIED vs MTUM: Top 5 Holdings

Today

AIED

29.7%in top 5

MTUM

in top 521.0%

AIEDStockMTUM

7.1%BEnot top 5

6.7%RCLnot top 5

6.4%HUMnot top 5

not top 5AMD5.6%

not top 5MU5.0%

4.9%IQVnot top 5

4.6%BNYnot top 5

not top 5JNJ3.7%

not top 5CSCO3.6%

not top 5XOM3.1%

Held in common24.0%

End-of-day Nov 4, 2026 · share of each fund

AIED vs MTUM Returns, Every Period

DefianceAIED

+8.1%

5 years, per year

MTUMiShares

+9.1%

5 years, per year

AIEDMTUMFaded: behind in that period

1–3MTUM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AIED vs MTUM

YTD

DefianceAIED

+9.6%

MTUMiShares

+9.4%

+9.6%Year to date+9.4%

−18.3%Worst drop · 1Y−20.8%

30.4%Volatility · 1Y27.9%

0.0%Yield0.7%

$20.2MAssets$17.0B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIED, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

AIED0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AIED, MTUM

0.68%highest, MTUM

FundTrailing yieldYield$10k

MTUM0.68%$68

AIED0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$53most kept, MTUM

MTUM$68 − $15 = $53

AIED$0 − $75 = −$75

KeptFee

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

Overlap: AIED, MTUM

Today

24.0%most shared, AIED and MTUM

AIEDMTUM

AIED—24.0%

MTUM24.0%—

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

Return vs Bumpiness: 2 ETFs

+8.4%MTUM, at 27.9% volatility

MTUMWorst drop−20.8%27.9% vol

AIEDWorst drop−18.3%30.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MTUMAIED

+9.4%Year to date+9.6%

0.7%Yield0.0%

+8.4%Past year+5.1%

0.15%Fee0.75%

3–1MTUM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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