Compare · 2 funds side by side · dividends reinvested

AVUQ and MTUM

AVUQAvantis×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

AVUQ 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

Avantis U.S. Quality ETFUS Stock Styles · Factor0.15%0.31%+9.3%+7.2%[…][…]−11.2%16.7%$409M1.5

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: AVUQ 2025 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Quality ETF · $409M[…]

AVUQ

MTUM

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

$10,000 five years ago, dividends reinvested · they hold 24.4% in common

AVUQMeasureMTUM

+9.3%Year to dateJan 1 → Nov 4+9.4%

+7.2%1 yearTotal return+8.4%

[…]3 years · per year$10,000 became […] · $20,414+26.9%

[…]5 years · per year$10,000 became […] · $15,425+9.1%

0.15%Expense ratio$15 · $15 a year on $10k · lower is better0.15%

0.31%Trailing 12-mo yield$31 · $68 a year on $10k0.68%

−11.2%Worst dropSmaller is better−20.8%

16.7%VolatilityLower is calmer27.9%

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

2–3MTUM wins

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

More Ways to See the Pairs

AVUQ vs MTUM: Top 5 Holdings

Today

AVUQ

37.4%in top 5

MTUM

in top 521.0%

AVUQStockMTUM

12.1%AAPLnot top 5

10.5%NVDAnot top 5

5.7%AMZNnot top 5

not top 5AMD5.6%

5.0%MSFTnot top 5

not top 5MU5.0%

4.1%METAnot top 5

not top 5JNJ3.7%

not top 5CSCO3.6%

not top 5XOM3.1%

Held in common24.4%

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

AVUQ vs MTUM Returns, Every Period

AvantisAVUQ

+7.2%

past year

MTUMiShares

+8.4%

past year

AVUQMTUMFaded: behind in that period

0–2MTUM wins

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

AVUQ vs MTUM

YTD

AvantisAVUQ

+9.3%

MTUMiShares

+9.4%

+9.3%Year to date+9.4%

−11.2%Worst drop · 1Y−20.8%

16.7%Volatility · 1Y27.9%

0.3%Yield0.7%

$409MAssets$17.0B

2–2level

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

Cost, Income and Risk

Fees: AVUQ, MTUM

Today

0.15%lowest, AVUQ

FundExpense ratioFee$10k

AVUQ0.15%$15

MTUM0.15%$15

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

Yields: AVUQ, MTUM

0.68%highest, MTUM

FundTrailing yieldYield$10k

MTUM0.68%$68

AVUQ0.31%$31

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

Income After Fees on $10,000

$53most kept, MTUM

MTUM$68 − $15 = $53

AVUQ$31 − $15 = $16

KeptFee

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

Overlap: AVUQ, MTUM

Today

24.4%most shared, AVUQ and MTUM

AVUQMTUM

AVUQ—24.4%

MTUM24.4%—

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

AVUQWorst drop−11.2%16.7% vol

MTUMWorst drop−20.8%27.9% vol

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

Paid More vs Made More

YTD

MTUMAVUQ

+9.4%Year to date+9.3%

0.7%Yield0.3%

+8.4%Past year+7.2%

0.15%Fee0.15%

3–0MTUM 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