Compare · 2 funds side by side · dividends reinvested

JMOM and USMV

JMOMJ.P. Morgan×USMViShares×

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 USMV, 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%$2.7B1.4

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.2%+11.9%+15.2%+7.5%−6.5%8.6%$24.1B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: JMOM 2017 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

JMOM

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,352

$10,000 five years ago, dividends reinvested · they hold 31.2% in common

JMOMMeasureUSMV

+16.8%Year to dateJan 1 → Nov 3+10.2%

+16.1%1 yearTotal return+11.9%

+27.4%3 years · per year$10,000 became $20,671 · $15,272+15.2%

+12.0%5 years · per year$10,000 became $17,597 · $14,352+7.5%

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

0.79%Trailing 12-mo yield$79 · $137 a year on $10k1.37%

−8.6%Worst dropSmaller is better−6.5%

17.8%VolatilityLower is calmer8.6%

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

5–3JMOM 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 USMV: Top 5 Holdings

Today

JMOM

10.5%in top 5

USMV

in top 57.7%

JMOMStockUSMV

2.3%AAPLnot top 5

2.2%AMDnot top 5

2.2%MSFT1.6%

2.0%JNJnot top 5

1.9%AVGOnot top 5

not top 5XOM1.6%

not top 5CB1.5%

not top 5MSI1.5%

not top 5BRK-B1.5%

Held in common31.2%

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

JMOM vs USMV Returns, Every Period

J.P. MorganJMOM

+12.0%

5 years, per year

USMViShares

+7.5%

5 years, per year

JMOMUSMVFaded: behind in that period

4–0JMOM wins

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

JMOM vs USMV

YTD

J.P. MorganJMOM

+16.8%

USMViShares

+10.2%

+16.8%Year to date+10.2%

−8.6%Worst drop · 1Y−6.5%

17.8%Volatility · 1Y8.6%

0.8%Yield1.4%

$2.7BAssets$24.1B

3–1USMV wins

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

Cost, Income and Risk

Fees: JMOM, USMV

Today

0.12%lowest, JMOM

FundExpense ratioFee$10k

JMOM0.12%$12

USMV0.15%$15

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

Yields: JMOM, USMV

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

JMOM0.79%$79

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

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

JMOM$79 − $12 = $67

KeptFee

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

Overlap: JMOM, USMV

Today

31.2%most shared, JMOM and USMV

JMOMUSMV

JMOM—31.2%

USMV31.2%—

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

USMVWorst drop−6.5%8.6% vol

JMOMWorst drop−8.6%17.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

USMVJMOM

+10.2%Year to date+16.8%

1.4%Yield0.8%

+11.9%Past year+16.1%

0.15%Fee0.12%

3–1JMOM 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