Compare · 2 funds side by side · dividends reinvested

JMOM and MTUM

JMOMJ.P. Morgan×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,597JMOM · best of the two

02 / 04

JMOM and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan U.S. Momentum Factor ETFUS Stock Styles · Factor0.12%0.79%+16.8%+16.1%+27.4%+12.0%−8.6%17.8%$2.7B1.1

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.67%+11.6%+10.2%+28.2%+9.2%−20.1%27.8%$17.4B1.9

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: JMOM 2017 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan U.S. Momentum Factor ETF · $2.7B$17,597

JMOM

MTUM

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

$10,000 five years ago, dividends reinvested · they hold 41.8% in common

JMOMMeasureMTUM

+16.8%Year to dateJan 1 → Nov 3+11.6%

+16.1%1 yearTotal return+10.2%

+27.4%3 years · per year$10,000 became $20,671 · $21,049+28.2%

+12.0%5 years · per year$10,000 became $17,597 · $15,541+9.2%

0.12%Expense ratio$12 · $15 a year on $10k · lower is better0.15%

0.79%Trailing 12-mo yield$79 · $67 a year on $10k0.67%

−8.6%Worst dropSmaller is better−20.1%

17.8%VolatilityLower is calmer27.8%

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

7–1JMOM wins

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

More Ways to See the Pairs

JMOM vs MTUM: Top 5 Holdings

Today

JMOM

10.5%in top 5

MTUM

in top 521.3%

JMOMStockMTUM

2.2%AMD5.8%

not top 5MU5.0%

2.0%JNJ3.7%

not top 5CSCO3.6%

not top 5XOM3.2%

2.3%AAPLnot top 5

2.2%MSFTnot top 5

1.9%AVGOnot top 5

Held in common41.8%

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

JMOM vs MTUM Returns, Every Period

J.P. MorganJMOM

+12.0%

5 years, per year

MTUMiShares

+9.2%

5 years, per year

JMOMMTUMFaded: behind in that period

3–1JMOM wins

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

JMOM vs MTUM

YTD

J.P. MorganJMOM

+16.8%

MTUMiShares

+11.6%

+16.8%Year to date+11.6%

−8.6%Worst drop · 1Y−20.1%

17.8%Volatility · 1Y27.8%

0.8%Yield0.7%

$2.7BAssets$17.4B

4–0JMOM wins

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

Cost, Income and Risk

Fees: JMOM, MTUM

Today

0.12%lowest, JMOM

FundExpense ratioFee$10k

JMOM0.12%$12

MTUM0.15%$15

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

Yields: JMOM, MTUM

0.79%highest, JMOM

FundTrailing yieldYield$10k

JMOM0.79%$79

MTUM0.67%$67

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

Income After Fees on $10,000

$67most kept, JMOM

JMOM$79 − $12 = $67

MTUM$67 − $15 = $52

KeptFee

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

Overlap: JMOM, MTUM

Today

41.8%most shared, JMOM and MTUM

JMOMMTUM

JMOM—41.8%

MTUM41.8%—

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

Return vs Bumpiness: 2 ETFs

+16.1%JMOM, at 17.8% volatility

JMOMWorst drop−8.6%17.8% 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

JMOMMTUM

+16.8%Year to date+11.6%

0.8%Yield0.7%

+16.1%Past year+10.2%

0.12%Fee0.15%

4–0JMOM 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