Compare · 2 funds side by side · dividends reinvested

FDMO and MTUM

FDMOFidelity×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,111FDMO · best of the two

02 / 04

FDMO 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%$17.0B1.4

Fidelity Momentum Factor ETFUS Stock Styles · Factor0.15%0.65%+7.4%+5.8%+26.5%+12.6%−12.2%19.9%$870M1.5

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: FDMO 2016 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Momentum Factor ETF · $870M$18,111

FDMO

MTUM

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

$10,000 five years ago, dividends reinvested · they hold 39.3% in common

FDMOMeasureMTUM

+7.4%Year to dateJan 1 → Nov 4+9.4%

+5.8%1 yearTotal return+8.4%

+26.5%3 years · per year$10,000 became $20,225 · $20,414+26.9%

+12.6%5 years · per year$10,000 became $18,111 · $15,425+9.1%

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

0.65%Trailing 12-mo yield$65 · $68 a year on $10k0.68%

−12.2%Worst dropSmaller is better−20.8%

19.9%VolatilityLower is calmer27.9%

FDMOMTUM 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

FDMO vs MTUM: Top 5 Holdings

Today

FDMO

27.9%in top 5

MTUM

in top 521.0%

FDMOStockMTUM

8.5%NVDAnot top 5

8.4%AAPLnot top 5

not top 5AMD5.6%

2.6%MU5.0%

4.7%GOOGLnot top 5

3.8%AMZNnot top 5

not top 5JNJ3.7%

not top 5CSCO3.6%

not top 5XOM3.1%

Held in common39.3%

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

FDMO vs MTUM Returns, Every Period

FidelityFDMO

+12.6%

5 years, per year

MTUMiShares

+9.1%

5 years, per year

FDMOMTUMFaded: behind in that period

1–3MTUM wins

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

FDMO vs MTUM

YTD

FidelityFDMO

+7.4%

MTUMiShares

+9.4%

+7.4%Year to date+9.4%

−12.2%Worst drop · 1Y−20.8%

19.9%Volatility · 1Y27.9%

0.7%Yield0.7%

$870MAssets$17.0B

2–1FDMO wins

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

Cost, Income and Risk

Fees: FDMO, MTUM

Today

0.15%lowest, FDMO

FundExpense ratioFee$10k

FDMO0.15%$15

MTUM0.15%$15

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

Yields: FDMO, MTUM

0.68%highest, MTUM

FundTrailing yieldYield$10k

MTUM0.68%$68

FDMO0.65%$65

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

Income After Fees on $10,000

$53most kept, MTUM

MTUM$68 − $15 = $53

FDMO$65 − $15 = $50

KeptFee

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

Overlap: FDMO, MTUM

Today

39.3%most shared, FDMO and MTUM

FDMOMTUM

FDMO—39.3%

MTUM39.3%—

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

FDMOWorst drop−12.2%19.9% 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

MTUMFDMO

+9.4%Year to date+7.4%

0.7%Yield0.7%

+8.4%Past year+5.8%

0.15%Fee0.15%

2–0MTUM 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