Compare · 2 funds side by side · dividends reinvested

JOET and MTUM

JOETVirtus×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,159MTUM · best of the two

02 / 04

JOET and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%2.20%+2.3%+2.6%+23.2%+7.2%−27.3%29.2%$15.6B1.4

Virtus Terranova U.S. Quality Momentum ETFUS Stock Styles · Factor0.29%0.63%+3.1%+2.4%+18.2%+7.1%−10.4%14.6%$230M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: JOET 2020 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Terranova U.S. Quality Momentum ETF · $230M$14,095

JOET

MTUM

iShares MSCI USA Momentum Factor ETF · $15.6B$14,159

$10,000 five years ago, dividends reinvested · they hold 28.9% in common

JOETMeasureMTUM

+3.1%Year to dateJan 1 → Nov 6+2.3%

+2.4%1 yearTotal return+2.6%

+18.2%3 years · per year$10,000 became $16,514 · $18,709+23.2%

+7.1%5 years · per year$10,000 became $14,095 · $14,159+7.2%

0.29%Expense ratio$29 · $15 a year on $10k · lower is better0.15%

0.63%Trailing 12-mo yield$63 · $220 a year on $10k2.20%

−10.4%Worst dropSmaller is better−27.3%

14.6%VolatilityLower is calmer29.2%

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

3–5MTUM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JOET vs MTUM: Top 5 Holdings

Today

JOET

4.7%in top 5

MTUM

in top 520.6%

JOETStockMTUM

not top 5AMD5.2%

not top 5MU4.2%

not top 5JNJ4.2%

not top 5CSCO3.7%

not top 5XOM3.3%

0.9%ACNnot top 5

0.9%CPAYnot top 5

0.9%ICEnot top 5

0.9%EWnot top 5

0.9%REGNnot top 5

Held in common28.9%

End-of-day Nov 6, 2026 · share of each fund

JOET vs MTUM Returns, Every Period

VirtusJOET

+7.1%

5 years, per year

MTUMiShares

+7.2%

5 years, per year

JOETMTUMFaded: behind in that period

1–3MTUM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

JOET vs MTUM

YTD

VirtusJOET

+3.1%

MTUMiShares

+2.3%

+3.1%Year to date+2.3%

−10.4%Worst drop · 1Y−27.3%

14.6%Volatility · 1Y29.2%

0.6%Yield2.2%

$230MAssets$15.6B

3–1JOET wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JOET, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

JOET0.29%$29

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JOET, MTUM

2.20%highest, MTUM

FundTrailing yieldYield$10k

MTUM2.20%$220

JOET0.63%$63

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$205most kept, MTUM

MTUM$220 − $15 = $205

JOET$63 − $29 = $34

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JOET, MTUM

Today

28.9%most shared, JOET and MTUM

JOETMTUM

JOET—28.9%

MTUM28.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.6%MTUM, at 29.2% volatility

JOETWorst drop−10.4%14.6% vol

MTUMWorst drop−27.3%29.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MTUMJOET

+2.3%Year to date+3.1%

2.2%Yield0.6%

+2.6%Past year+2.4%

0.15%Fee0.29%

3–1MTUM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026