Compare · 2 funds side by side · dividends reinvested

FLRG and MTUM

FLRGFidelity×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,634FLRG · best of the two

02 / 04

FLRG and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity U.S. Multifactor ETFUS Stock Styles · Factor0.15%1.40%+11.9%+12.8%+20.7%+12.0%−7.1%10.5%$289M1.1

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: FLRG 2020 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity U.S. Multifactor ETF · $289M$17,634

FLRG

MTUM

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

$10,000 five years ago, dividends reinvested · they hold 19.0% in common

FLRGMeasureMTUM

+11.9%Year to dateJan 1 → Nov 4+9.4%

+12.8%1 yearTotal return+8.4%

+20.7%3 years · per year$10,000 became $17,605 · $20,414+26.9%

+12.0%5 years · per year$10,000 became $17,634 · $15,425+9.1%

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

1.40%Trailing 12-mo yield$140 · $68 a year on $10k0.68%

−7.1%Worst dropSmaller is better−20.8%

10.5%VolatilityLower is calmer27.9%

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

6–1FLRG wins

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

More Ways to See the Pairs

FLRG vs MTUM: Top 5 Holdings

Today

FLRG

27.1%in top 5

MTUM

in top 521.0%

FLRGStockMTUM

7.3%NVDAnot top 5

7.1%AAPLnot top 5

5.7%MSFTnot top 5

not top 5AMD5.6%

not top 5MU5.0%

4.5%GOOGLnot top 5

not top 5JNJ3.7%

not top 5CSCO3.6%

not top 5XOM3.1%

2.4%AVGOnot top 5

Held in common19.0%

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

FLRG vs MTUM Returns, Every Period

FidelityFLRG

+12.0%

5 years, per year

MTUMiShares

+9.1%

5 years, per year

FLRGMTUMFaded: behind in that period

3–1FLRG wins

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

FLRG vs MTUM

YTD

FidelityFLRG

+11.9%

MTUMiShares

+9.4%

+11.9%Year to date+9.4%

−7.1%Worst drop · 1Y−20.8%

10.5%Volatility · 1Y27.9%

1.4%Yield0.7%

$289MAssets$17.0B

4–0FLRG wins

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

Cost, Income and Risk

Fees: FLRG, MTUM

Today

0.15%lowest, FLRG

FundExpense ratioFee$10k

FLRG0.15%$15

MTUM0.15%$15

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

Yields: FLRG, MTUM

1.40%highest, FLRG

FundTrailing yieldYield$10k

FLRG1.40%$140

MTUM0.68%$68

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

Income After Fees on $10,000

$125most kept, FLRG

FLRG$140 − $15 = $125

MTUM$68 − $15 = $53

KeptFee

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

Overlap: FLRG, MTUM

Today

19.0%most shared, FLRG and MTUM

FLRGMTUM

FLRG—19.0%

MTUM19.0%—

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

Return vs Bumpiness: 2 ETFs

+12.8%FLRG, at 10.5% volatility

FLRGWorst drop−7.1%10.5% 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

FLRGMTUM

+11.9%Year to date+9.4%

1.4%Yield0.7%

+12.8%Past year+8.4%

0.15%Fee0.15%

3–0FLRG 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