Compare · 3 funds side by side · dividends reinvested

IMTM, USMV and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

IMTM, USMV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.5%+13.1%+13.9%+7.6%−6.5%9.3%$24.1B1.8

iShares MSCI Intl Momentum Factor ETFUS Stock Styles · Factor0.30%4.62%+6.0%+10.5%+20.2%+8.4%−12.8%20.4%$4.1B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IMTM 2015 · USMV 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Intl Momentum Factor ETF · $4.1B$14,941

IMTM

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,412

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

IMTMMeasureUSMV

+6.0%Year to dateJan 1 → Nov 9+10.5%

+10.5%1 yearTotal return+13.1%

+20.2%3 years · per year$10,000 became $17,367 · $14,761+13.9%

+8.4%5 years · per year$10,000 became $14,941 · $14,412+7.6%

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

4.62%Trailing 12-mo yield$462 · $137 a year on $10k1.37%

−12.8%Worst dropSmaller is better−6.5%

20.4%VolatilityLower is calmer9.3%

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

3–5USMV wins

End-of-day Nov 9, 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

15.6%in top 5

USMV

in top 58.0%

IMTMStockUSMV

4.5%ASML.ASnot top 5

3.6%RY.TOnot top 5

2.8%HSBA.Lnot top 5

2.6%TD.TOnot top 5

2.2%NOVN.SWnot top 5

not top 5MSFT1.6%

not top 5BRK-B1.6%

not top 5MSI1.6%

not top 5MCK1.6%

not top 5CB1.6%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IMTM vs USMV Returns, Every Period

iSharesIMTM

+8.4%

5 years, per year

USMViShares

+7.6%

5 years, per year

IMTMUSMVFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IMTM vs USMV

YTD

iSharesIMTM

+6.0%

USMViShares

+10.5%

+6.0%Year to date+10.5%

−12.8%Worst drop · 1Y−6.5%

20.4%Volatility · 1Y9.3%

4.6%Yield1.4%

$4.1BAssets$24.1B

3–1USMV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IMTM, USMV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

USMV0.15%$15

IMTM0.30%$30

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IMTM, USMV, VUG

4.62%highest, IMTM

FundTrailing yieldYield$10k

IMTM4.62%$462

USMV1.37%$137

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$432most kept, IMTM

IMTM$462 − $30 = $432

USMV$137 − $15 = $122

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IMTM, USMV, VUG

Today

21.1%most shared, USMV and VUG

IMTMUSMVVUG

IMTM—0.0%0.0%

USMV0.0%—21.1%

VUG0.0%21.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.1%USMV, at 9.3% volatility

USMVWorst drop−6.5%9.3% vol

VUGWorst drop−15.1%19.1% vol

IMTMWorst drop−12.8%20.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IMTMUSMV

+6.0%Year to date+10.5%

4.6%Yield1.4%

+10.5%Past year+13.1%

0.30%Fee0.15%

3–1USMV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026