Compare · 2 funds side by side · dividends reinvested

LCOW and MTUM

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

02 / 04

LCOW and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Pacer Funds Trust - Pacer S&P 500 Quality FCF Aristocrats ETFUS Stock Styles · Factor0.49%0.63%+15.1%+17.7%[…][…]−10.3%12.4%$28M1.3

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.68%+9.4%+8.4%+26.9%+9.1%−20.8%27.9%$17.4B1.5

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: LCOW 2025 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Pacer Funds Trust - Pacer S&P 500 Quality FCF Aristocrats ETF · $28M[…]

LCOW

MTUM

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

$10,000 five years ago, dividends reinvested · they hold 20.7% in common

LCOWMeasureMTUM

+15.1%Year to dateJan 1 → Nov 4+9.4%

+17.7%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%

0.49%Expense ratio$49 · $15 a year on $10k · lower is better0.15%

0.63%Trailing 12-mo yield$63 · $68 a year on $10k0.68%

−10.3%Worst dropSmaller is better−20.8%

12.4%VolatilityLower is calmer27.9%

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

4–2LCOW wins

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

More Ways to See the Pairs

LCOW vs MTUM: Top 5 Holdings

Today

LCOW

26.6%in top 5

MTUM

in top 521.0%

LCOWStockMTUM

5.7%MAnot top 5

5.7%Vnot top 5

not top 5AMD5.6%

5.2%ABBVnot top 5

5.0%AAPLnot top 5

5.0%MSFTnot top 5

not top 5MU5.0%

not top 5JNJ3.7%

not top 5CSCO3.6%

not top 5XOM3.1%

Held in common20.7%

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

LCOW vs MTUM Returns, Every Period

PacerLCOW

+17.7%

past year

MTUMiShares

+8.4%

past year

LCOWMTUMFaded: behind in that period

2–0LCOW wins

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

LCOW vs MTUM

YTD

PacerLCOW

+15.1%

MTUMiShares

+9.4%

+15.1%Year to date+9.4%

−10.3%Worst drop · 1Y−20.8%

12.4%Volatility · 1Y27.9%

0.6%Yield0.7%

$28.2MAssets$17.4B

3–1LCOW wins

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

Cost, Income and Risk

Fees: LCOW, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

LCOW0.49%$49

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

Yields: LCOW, MTUM

0.68%highest, MTUM

FundTrailing yieldYield$10k

MTUM0.68%$68

LCOW0.63%$63

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

Income After Fees on $10,000

$53most kept, MTUM

MTUM$68 − $15 = $53

LCOW$63 − $49 = $14

KeptFee

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

Overlap: LCOW, MTUM

Today

20.7%most shared, LCOW and MTUM

LCOWMTUM

LCOW—20.7%

MTUM20.7%—

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

Return vs Bumpiness: 2 ETFs

+17.7%LCOW, at 12.4% volatility

LCOWWorst drop−10.3%12.4% 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

MTUMLCOW

+9.4%Year to date+15.1%

0.7%Yield0.6%

+8.4%Past year+17.7%

0.15%Fee0.49%

2–2level

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