Compare · 2 funds side by side · dividends reinvested

IQLT and MTUM

IQLTiShares×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,425MTUM · best of the two

02 / 04

IQLT and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Intl Quality Factor ETFUS Stock Styles · Factor0.30%2.33%+14.6%+18.2%+19.0%+8.1%−10.4%15.2%$13.7B1.4

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.68%+9.4%+8.4%+26.9%+9.1%−20.8%27.9%$17.4B1.6

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: IQLT 2015 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Intl Quality Factor ETF · $13.7B$14,772

IQLT

MTUM

iShares MSCI USA Momentum Factor ETF · $17.4B$15,425

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

IQLTMeasureMTUM

+14.6%Year to dateJan 1 → Nov 4+9.4%

+18.2%1 yearTotal return+8.4%

+19.0%3 years · per year$10,000 became $16,844 · $20,414+26.9%

+8.1%5 years · per year$10,000 became $14,772 · $15,425+9.1%

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

2.33%Trailing 12-mo yield$233 · $68 a year on $10k0.68%

−10.4%Worst dropSmaller is better−20.8%

15.2%VolatilityLower is calmer27.9%

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

5–3IQLT wins

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

More Ways to See the Pairs

IQLT vs MTUM: Top 5 Holdings

Today

IQLT

14.0%in top 5

MTUM

in top 521.0%

IQLTStockMTUM

not top 5AMD5.6%

5.1%ASML.ASnot top 5

not top 5MU5.0%

not top 5JNJ3.7%

not top 5CSCO3.6%

not top 5XOM3.1%

2.7%ALV.DEnot top 5

2.4%ROP.SWnot top 5

1.9%6857.Tnot top 5

1.9%SHEL.Lnot top 5

Held in common0.0%

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

IQLT vs MTUM Returns, Every Period

iSharesIQLT

+8.1%

5 years, per year

MTUMiShares

+9.1%

5 years, per year

IQLTMTUMFaded: behind in that period

2–2Level

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

IQLT vs MTUM

YTD

iSharesIQLT

+14.6%

MTUMiShares

+9.4%

+14.6%Year to date+9.4%

−10.4%Worst drop · 1Y−20.8%

15.2%Volatility · 1Y27.9%

2.3%Yield0.7%

$13.7BAssets$17.4B

4–0IQLT wins

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

Cost, Income and Risk

Fees: IQLT, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

IQLT0.30%$30

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

Yields: IQLT, MTUM

2.33%highest, IQLT

FundTrailing yieldYield$10k

IQLT2.33%$233

MTUM0.68%$68

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

Income After Fees on $10,000

$203most kept, IQLT

IQLT$233 − $30 = $203

MTUM$68 − $15 = $53

KeptFee

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

Overlap: IQLT, MTUM

Today

0.0%most shared, IQLT and MTUM

IQLTMTUM

IQLT—0.0%

MTUM0.0%—

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

Return vs Bumpiness: 2 ETFs

+18.2%IQLT, at 15.2% volatility

IQLTWorst drop−10.4%15.2% 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

IQLTMTUM

+14.6%Year to date+9.4%

2.3%Yield0.7%

+18.2%Past year+8.4%

0.30%Fee0.15%

3–1IQLT 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