Compare · 2 funds side by side · dividends reinvested

DVOL and MTUM

DVOLFirst Trust×MTUMiShares×

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

02 / 04

DVOL and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dorsey Wright Momentum & Low Volatility ETFUS Stock Styles · Factor0.60%0.79%+6.5%+8.4%+15.5%+5.9%−9.8%12.1%$75M1.5

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.68%+9.4%+8.4%+26.9%+9.1%−20.8%27.9%$17.4B1.5

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: DVOL 2018 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dorsey Wright Momentum & Low Volatility ETF · $75M$13,324

DVOL

MTUM

iShares MSCI USA Momentum Factor ETF · $17.4B$15,425

$10,000 five years ago, dividends reinvested · they hold 11.9% in common

DVOLMeasureMTUM

+6.5%Year to dateJan 1 → Nov 4+9.4%

+8.4%1 yearTotal return+8.4%

+15.5%3 years · per year$10,000 became $15,415 · $20,414+26.9%

+5.9%5 years · per year$10,000 became $13,324 · $15,425+9.1%

0.60%Expense ratio$60 · $15 a year on $10k · lower is better0.15%

0.79%Trailing 12-mo yield$79 · $68 a year on $10k0.68%

−9.8%Worst dropSmaller is better−20.8%

12.1%VolatilityLower is calmer27.9%

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

3–4MTUM wins

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

More Ways to See the Pairs

DVOL vs MTUM: Top 5 Holdings

Today

DVOL

16.0%in top 5

MTUM

in top 521.0%

DVOLStockMTUM

not top 5AMD5.6%

not top 5MU5.0%

not top 5JNJ3.7%

not top 5CSCO3.6%

3.6%SPGnot top 5

3.2%TRVnot top 5

not top 5XOM3.1%

3.1%CFRnot top 5

3.1%CTASnot top 5

3.0%HLTnot top 5

Held in common11.9%

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

DVOL vs MTUM Returns, Every Period

First TrustDVOL

+5.9%

5 years, per year

MTUMiShares

+9.1%

5 years, per year

DVOLMTUMFaded: behind in that period

0–3MTUM wins

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

DVOL vs MTUM

YTD

First TrustDVOL

+6.5%

MTUMiShares

+9.4%

+6.5%Year to date+9.4%

−9.8%Worst drop · 1Y−20.8%

12.1%Volatility · 1Y27.9%

0.8%Yield0.7%

$74.9MAssets$17.4B

3–1DVOL wins

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

Cost, Income and Risk

Fees: DVOL, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

DVOL0.60%$60

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

Yields: DVOL, MTUM

0.79%highest, DVOL

FundTrailing yieldYield$10k

DVOL0.79%$79

MTUM0.68%$68

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

Income After Fees on $10,000

$53most kept, MTUM

MTUM$68 − $15 = $53

DVOL$79 − $60 = $19

KeptFee

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

Overlap: DVOL, MTUM

Today

11.9%most shared, DVOL and MTUM

DVOLMTUM

DVOL—11.9%

MTUM11.9%—

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

Return vs Bumpiness: 2 ETFs

+8.4%DVOL, at 12.1% volatility

DVOLWorst drop−9.8%12.1% 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

DVOLMTUM

+6.5%Year to date+9.4%

0.8%Yield0.7%

+8.4%Past year+8.4%

0.60%Fee0.15%

2–1MTUM 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026