Compare · 2 funds side by side · dividends reinvested

FDLO and MTUM

FDLOFidelity×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,417FDLO · best of the two

02 / 04

FDLO and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Low Volatility Factor ETF US Stock Styles · Factor0.15%1.30%+15.7%+18.3%+18.3%+10.4%−7.1%9.4%$1.4B1.1

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.68%+9.4%+8.4%+26.9%+9.1%−20.8%27.9%$17.0B1.8

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: FDLO 2016 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Low Volatility Factor ETF · $1.4B$16,417

FDLO

MTUM

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

$10,000 five years ago, dividends reinvested · they hold 16.6% in common

FDLOMeasureMTUM

+15.7%Year to dateJan 1 → Nov 4+9.4%

+18.3%1 yearTotal return+8.4%

+18.3%3 years · per year$10,000 became $16,566 · $20,414+26.9%

+10.4%5 years · per year$10,000 became $16,417 · $15,425+9.1%

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

1.30%Trailing 12-mo yield$130 · $68 a year on $10k0.68%

−7.1%Worst dropSmaller is better−20.8%

9.4%VolatilityLower is calmer27.9%

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

6–1FDLO wins

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

More Ways to See the Pairs

FDLO vs MTUM: Top 5 Holdings

Today

FDLO

25.5%in top 5

MTUM

in top 521.0%

FDLOStockMTUM

8.0%AAPLnot top 5

6.6%MSFTnot top 5

not top 5AMD5.6%

not top 5MU5.0%

4.2%GOOGLnot top 5

not top 5JNJ3.7%

not top 5CSCO3.6%

3.5%AMZNnot top 5

3.2%AVGOnot top 5

not top 5XOM3.1%

Held in common16.6%

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

FDLO vs MTUM Returns, Every Period

FidelityFDLO

+10.4%

5 years, per year

MTUMiShares

+9.1%

5 years, per year

FDLOMTUMFaded: behind in that period

3–1FDLO wins

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

FDLO vs MTUM

YTD

FidelityFDLO

+15.7%

MTUMiShares

+9.4%

+15.7%Year to date+9.4%

−7.1%Worst drop · 1Y−20.8%

9.4%Volatility · 1Y27.9%

1.3%Yield0.7%

$1.4BAssets$17.0B

4–0FDLO wins

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

Cost, Income and Risk

Fees: FDLO, MTUM

Today

0.15%lowest, FDLO

FundExpense ratioFee$10k

FDLO0.15%$15

MTUM0.15%$15

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

Yields: FDLO, MTUM

1.30%highest, FDLO

FundTrailing yieldYield$10k

FDLO1.30%$130

MTUM0.68%$68

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

Income After Fees on $10,000

$115most kept, FDLO

FDLO$130 − $15 = $115

MTUM$68 − $15 = $53

KeptFee

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

Overlap: FDLO, MTUM

Today

16.6%most shared, FDLO and MTUM

FDLOMTUM

FDLO—16.6%

MTUM16.6%—

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

Return vs Bumpiness: 2 ETFs

+18.3%FDLO, at 9.4% volatility

FDLOWorst drop−7.1%9.4% 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

FDLOMTUM

+15.7%Year to date+9.4%

1.3%Yield0.7%

+18.3%Past year+8.4%

0.15%Fee0.15%

3–0FDLO 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