Compare · 2 funds side by side · dividends reinvested

IMTM and MTUM

IMTMiShares×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,541MTUM · best of the two

02 / 04

IMTM and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Intl Momentum Factor ETFUS Stock Styles · Factor0.30%4.60%+6.6%+11.1%+22.3%+8.7%−12.8%19.5%$4.1B1.5

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.67%+11.6%+10.2%+28.2%+9.2%−20.1%27.8%$17.4B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: IMTM 2015 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Intl Momentum Factor ETF · $4.1B$15,144

IMTM

MTUM

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IMTMMeasureMTUM

+6.6%Year to dateJan 1 → Nov 3+11.6%

+11.1%1 yearTotal return+10.2%

+22.3%3 years · per year$10,000 became $18,309 · $21,049+28.2%

+8.7%5 years · per year$10,000 became $15,144 · $15,541+9.2%

0.30%Expense ratio$30 · $15 a year on $10k · lower is better0.15%

4.60%Trailing 12-mo yield$460 · $67 a year on $10k0.67%

−12.8%Worst dropSmaller is better−20.1%

19.5%VolatilityLower is calmer27.8%

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

4–4Level

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

More Ways to See the Pairs

IMTM vs MTUM: Top 5 Holdings

Today

IMTM

15.3%in top 5

MTUM

in top 521.3%

IMTMStockMTUM

not top 5AMD5.8%

not top 5MU5.0%

4.7%ASML.ASnot top 5

not top 5JNJ3.7%

not top 5CSCO3.6%

3.4%RY.TOnot top 5

not top 5XOM3.2%

2.6%HSBA.Lnot top 5

2.5%TD.TOnot top 5

2.1%NOVN.SWnot top 5

Held in common0.0%

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

IMTM vs MTUM Returns, Every Period

iSharesIMTM

+8.7%

5 years, per year

MTUMiShares

+9.2%

5 years, per year

IMTMMTUMFaded: behind in that period

1–3MTUM wins

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

IMTM vs MTUM

YTD

iSharesIMTM

+6.6%

MTUMiShares

+11.6%

+6.6%Year to date+11.6%

−12.8%Worst drop · 1Y−20.1%

19.5%Volatility · 1Y27.8%

4.6%Yield0.7%

$4.1BAssets$17.4B

3–1IMTM wins

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

Cost, Income and Risk

Fees: IMTM, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

IMTM0.30%$30

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

Yields: IMTM, MTUM

4.60%highest, IMTM

FundTrailing yieldYield$10k

IMTM4.60%$460

MTUM0.67%$67

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

Income After Fees on $10,000

$430most kept, IMTM

IMTM$460 − $30 = $430

MTUM$67 − $15 = $52

KeptFee

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

Overlap: IMTM, MTUM

Today

0.0%most shared, IMTM and MTUM

IMTMMTUM

IMTM—0.0%

MTUM0.0%—

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

Return vs Bumpiness: 2 ETFs

+11.1%IMTM, at 19.5% volatility

IMTMWorst drop−12.8%19.5% 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

IMTMMTUM

+6.6%Year to date+11.6%

4.6%Yield0.7%

+11.1%Past year+10.2%

0.30%Fee0.15%

2–2level

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