Compare · 2 funds side by side · dividends reinvested

JQTY and MTUM

JQTYJensen×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 / 03

JQTY and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.68%+9.4%+8.4%+26.9%+9.1%−20.8%27.9%$17.0B1.0

Jensen U.S. Quality Index ETFUS Stock Styles · Factor0.25%0.00%[…][…][…][…][…][…]$4M2.0

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: JQTY 2026 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Jensen U.S. Quality Index ETF · $4M[…]

JQTY

MTUM

iShares MSCI USA Momentum Factor ETF · $17.0B$15,425

$10,000 five years ago, dividends reinvested · they hold 20.9% in common

JQTYMeasureMTUM

[…]Year to dateJan 1 → Nov 4+9.4%

[…]1 yearTotal return+8.4%

[…]3 years · per year$10,000 became […] · $20,414+26.9%

[…]5 years · per year$10,000 became […] · $15,425+9.1%

0.25%Expense ratio$25 · $15 a year on $10k · lower is better0.15%

0.00%Trailing 12-mo yield$0 · $68 a year on $10k0.68%

[…]Worst dropSmaller is better−20.8%

[…]VolatilityLower is calmer27.9%

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

0–2MTUM wins

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

More Ways to See the Pairs

JQTY vs MTUM: Top 5 Holdings

Today

JQTY

20.9%in top 5

MTUM

in top 521.0%

JQTYStockMTUM

not top 5AMD5.6%

not top 5MU5.0%

4.9%MSFTnot top 5

4.8%AAPLnot top 5

4.5%NVDAnot top 5

not top 5JNJ3.7%

not top 5CSCO3.6%

3.5%AMZNnot top 5

3.2%GOOGLnot top 5

not top 5XOM3.1%

Held in common20.9%

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

JQTY vs MTUM Returns, Every Period

JensenJQTY

[…]

past year

MTUMiShares

+8.4%

past year

Returns […]

JQTYMTUMFaded: behind in that period

0–0Level

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

JQTY vs MTUM

YTD

JensenJQTY

[…]

MTUMiShares

+9.4%

[…]Year to date+9.4%

[…]Worst drop · 1Y−20.8%

[…]Volatility · 1Y27.9%

0.0%Yield0.7%

$4.5MAssets$17.0B

1–0MTUM wins

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

Cost, Income and Risk

Fees: JQTY, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

JQTY0.25%$25

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

Yields: JQTY, MTUM

0.68%highest, MTUM

FundTrailing yieldYield$10k

MTUM0.68%$68

JQTY0.00%$0

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

Income After Fees on $10,000

$53most kept, MTUM

MTUM$68 − $15 = $53

JQTY$0 − $25 = −$25

KeptFee

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

Overlap: JQTY, MTUM

Today

20.9%most shared, JQTY and MTUM

JQTYMTUM

JQTY—20.9%

MTUM20.9%—

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

Return vs Bumpiness: 2 ETFs

+8.4%MTUM, at 27.9% volatility

MTUMWorst drop−20.8%27.9% vol

JQTYWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026