Compare · 2 funds side by side · dividends reinvested

LOWV and MTUM

LOWVAlliance Bernstein×MTUMiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,927MTUM · best of the two

02 / 04

LOWV and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alliance Bernstein - AB US Low Volatility Equity ETFUS Stock Styles · Factor0.39%0.86%+6.8%+7.1%+16.7%[…]−9.6%11.0%$212M1.4

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%2.24%+0.4%+1.1%+23.1%+6.8%−27.3%29.2%$15.6B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: LOWV 2023 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Alliance Bernstein - AB US Low Volatility Equity ETF · $212M[…]

LOWV

MTUM

iShares MSCI USA Momentum Factor ETF · $15.6B$13,927

$10,000 five years ago, dividends reinvested · they hold 12.0% in common

LOWVMeasureMTUM

+6.8%Year to dateJan 1 → Nov 5+0.4%

+7.1%1 yearTotal return+1.1%

+16.7%3 years · per year$10,000 became $15,903 · $18,653+23.1%

[…]5 years · per year$10,000 became […] · $13,927+6.8%

0.39%Expense ratio$39 · $15 a year on $10k · lower is better0.15%

0.86%Trailing 12-mo yield$86 · $224 a year on $10k2.24%

−9.6%Worst dropSmaller is better−27.3%

11.0%VolatilityLower is calmer29.2%

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

4–3LOWV wins

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

More Ways to See the Pairs

LOWV vs MTUM: Top 5 Holdings

Today

LOWV

26.3%in top 5

MTUM

in top 521.2%

LOWVStockMTUM

6.4%AAPLnot top 5

6.2%MSFTnot top 5

not top 5AMD5.8%

5.5%NVDAnot top 5

not top 5MU4.7%

4.6%GOOGnot top 5

not top 5JNJ3.9%

not top 5CSCO3.7%

3.6%AMZNnot top 5

not top 5XOM3.1%

Held in common12.0%

End-of-day Nov 5, 2026 · share of each fund

LOWV vs MTUM Returns, Every Period

Alliance BernsteinLOWV

+7.1%

past year

MTUMiShares

+1.1%

past year

LOWVMTUMFaded: behind in that period

2–1LOWV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

LOWV vs MTUM

YTD

Alliance BernsteinLOWV

+6.8%

MTUMiShares

+0.4%

+6.8%Year to date+0.4%

−9.6%Worst drop · 1Y−27.3%

11.0%Volatility · 1Y29.2%

0.9%Yield2.2%

$212MAssets$15.6B

3–1LOWV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LOWV, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

LOWV0.39%$39

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LOWV, MTUM

2.24%highest, MTUM

FundTrailing yieldYield$10k

MTUM2.24%$224

LOWV0.86%$86

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$209most kept, MTUM

MTUM$224 − $15 = $209

LOWV$86 − $39 = $47

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LOWV, MTUM

Today

12.0%most shared, LOWV and MTUM

LOWVMTUM

LOWV—12.0%

MTUM12.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+7.1%LOWV, at 11.0% volatility

LOWVWorst drop−9.6%11.0% vol

MTUMWorst drop−27.3%29.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MTUMLOWV

+0.4%Year to date+6.8%

2.2%Yield0.9%

+1.1%Past year+7.1%

0.15%Fee0.39%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026