Compare · 2 funds side by side · dividends reinvested

GARP and MTUM

GARPiShares×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,961GARP · best of the two

02 / 04

GARP and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Quality GARP ETFUS Stock Styles · Factor0.15%0.27%+13.9%+12.8%+31.0%+16.0%−13.7%20.9%$3.5B1.1

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.67%+11.6%+10.2%+28.2%+9.2%−20.1%27.8%$17.4B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: GARP 2020 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Quality GARP ETF · $3.5B$20,961

GARP

MTUM

iShares MSCI USA Momentum Factor ETF · $17.4B$15,541

$10,000 five years ago, dividends reinvested · they hold 31.2% in common

GARPMeasureMTUM

+13.9%Year to dateJan 1 → Nov 3+11.6%

+12.8%1 yearTotal return+10.2%

+31.0%3 years · per year$10,000 became $22,489 · $21,049+28.2%

+16.0%5 years · per year$10,000 became $20,961 · $15,541+9.2%

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

0.27%Trailing 12-mo yield$27 · $67 a year on $10k0.67%

−13.7%Worst dropSmaller is better−20.1%

20.9%VolatilityLower is calmer27.8%

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

6–1GARP wins

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

More Ways to See the Pairs

GARP vs MTUM: Top 5 Holdings

Today

GARP

27.0%in top 5

MTUM

in top 521.3%

GARPStockMTUM

5.8%AAPLnot top 5

5.8%MSFTnot top 5

not top 5AMD5.8%

5.5%Vnot top 5

5.1%NVDAnot top 5

not top 5MU5.0%

4.9%METAnot top 5

not top 5JNJ3.7%

not top 5CSCO3.6%

not top 5XOM3.2%

Held in common31.2%

End-of-day Nov 3, 2026 · share of each fund

GARP vs MTUM Returns, Every Period

iSharesGARP

+16.0%

5 years, per year

MTUMiShares

+9.2%

5 years, per year

GARPMTUMFaded: behind in that period

4–0GARP wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

GARP vs MTUM

YTD

iSharesGARP

+13.9%

MTUMiShares

+11.6%

+13.9%Year to date+11.6%

−13.7%Worst drop · 1Y−20.1%

20.9%Volatility · 1Y27.8%

0.3%Yield0.7%

$3.5BAssets$17.4B

3–1GARP wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GARP, MTUM

Today

0.15%lowest, GARP

FundExpense ratioFee$10k

GARP0.15%$15

MTUM0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: GARP, MTUM

0.67%highest, MTUM

FundTrailing yieldYield$10k

MTUM0.67%$67

GARP0.27%$27

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$52most kept, MTUM

MTUM$67 − $15 = $52

GARP$27 − $15 = $12

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: GARP, MTUM

Today

31.2%most shared, GARP and MTUM

GARPMTUM

GARP—31.2%

MTUM31.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.8%GARP, at 20.9% volatility

GARPWorst drop−13.7%20.9% vol

MTUMWorst drop−20.1%27.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MTUMGARP

+11.6%Year to date+13.9%

0.7%Yield0.3%

+10.2%Past year+12.8%

0.15%Fee0.15%

2–1GARP wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026