Compare · 2 funds side by side · dividends reinvested

IMTM and USMV

IMTMiShares×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,443IMTM · best of the two

02 / 04

IMTM and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.35%+12.1%+14.3%+15.5%+8.1%−6.5%8.7%$24.1B1.4

iShares MSCI Intl Momentum Factor ETFUS Stock Styles · Factor0.30%4.54%+8.0%+12.2%+22.3%+9.1%−12.8%19.5%$4.1B1.6

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: IMTM 2015 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Intl Momentum Factor ETF · $4.1B$15,443

IMTM

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,754

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

IMTMMeasureUSMV

+8.0%Year to dateJan 1 → Nov 4+12.1%

+12.2%1 yearTotal return+14.3%

+22.3%3 years · per year$10,000 became $18,274 · $15,388+15.5%

+9.1%5 years · per year$10,000 became $15,443 · $14,754+8.1%

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

4.54%Trailing 12-mo yield$454 · $135 a year on $10k1.35%

−12.8%Worst dropSmaller is better−6.5%

19.5%VolatilityLower is calmer8.7%

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

3–5USMV wins

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

More Ways to See the Pairs

IMTM vs USMV: Top 5 Holdings

Today

IMTM

15.4%in top 5

USMV

in top 57.8%

IMTMStockUSMV

4.6%ASML.ASnot top 5

3.5%RY.TOnot top 5

2.6%HSBA.Lnot top 5

2.5%TD.TOnot top 5

2.1%NOVN.SWnot top 5

not top 5APH1.6%

not top 5MSFT1.6%

not top 5CB1.5%

not top 5BRK-B1.5%

not top 5XOM1.5%

Held in common0.0%

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

IMTM vs USMV Returns, Every Period

iSharesIMTM

+9.1%

5 years, per year

USMViShares

+8.1%

5 years, per year

IMTMUSMVFaded: behind in that period

2–2Level

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

IMTM vs USMV

YTD

iSharesIMTM

+8.0%

USMViShares

+12.1%

+8.0%Year to date+12.1%

−12.8%Worst drop · 1Y−6.5%

19.5%Volatility · 1Y8.7%

4.5%Yield1.3%

$4.1BAssets$24.1B

3–1USMV wins

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

Cost, Income and Risk

Fees: IMTM, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

IMTM0.30%$30

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

Yields: IMTM, USMV

4.54%highest, IMTM

FundTrailing yieldYield$10k

IMTM4.54%$454

USMV1.35%$135

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

Income After Fees on $10,000

$424most kept, IMTM

IMTM$454 − $30 = $424

USMV$135 − $15 = $120

KeptFee

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

Overlap: IMTM, USMV

Today

0.0%most shared, IMTM and USMV

IMTMUSMV

IMTM—0.0%

USMV0.0%—

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

Return vs Bumpiness: 2 ETFs

+14.3%USMV, at 8.7% volatility

USMVWorst drop−6.5%8.7% vol

IMTMWorst drop−12.8%19.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IMTMUSMV

+8.0%Year to date+12.1%

4.5%Yield1.3%

+12.2%Past year+14.3%

0.30%Fee0.15%

3–1USMV 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026