Compare · 2 funds side by side · dividends reinvested

MFMO and MTUM

MFMOMotley Fool×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 / 03

MFMO 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%$15.6B1.0

Motley Fool Momentum Factor ETFUS Stock Styles · Factor0.50%0.00%−1.1%[…][…][…][…][…]$12M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: MFMO 2025 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Motley Fool Momentum Factor ETF · $12M[…]

MFMO

MTUM

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

$10,000 five years ago, dividends reinvested · they hold 38.9% in common

MFMOMeasureMTUM

−1.1%Year to dateJan 1 → Nov 6+2.3%

[…]1 yearTotal return+2.6%

[…]3 years · per year$10,000 became […] · $18,709+23.2%

[…]5 years · per year$10,000 became […] · $14,159+7.2%

0.50%Expense ratio$50 · $15 a year on $10k · lower is better0.15%

0.00%Trailing 12-mo yield$0 · $220 a year on $10k2.20%

[…]Worst dropSmaller is better−27.3%

[…]VolatilityLower is calmer29.2%

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

0–3MTUM wins

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

More Ways to See the Pairs

MFMO vs MTUM: Top 5 Holdings

Today

MFMO

26.6%in top 5

MTUM

in top 520.6%

MFMOStockMTUM

6.0%XOM3.3%

5.9%CVXnot top 5

not top 5AMD5.2%

4.9%PANWnot top 5

4.9%CSCO3.7%

4.8%CRWDnot top 5

not top 5MU4.2%

not top 5JNJ4.2%

Held in common38.9%

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

MFMO vs MTUM Returns, Every Period

Motley FoolMFMO

[…]

past year

MTUMiShares

+2.6%

past year

MFMOMTUMFaded: behind in that period

0–1MTUM wins

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

MFMO vs MTUM

YTD

Motley FoolMFMO

−1.1%

MTUMiShares

+2.3%

−1.1%Year to date+2.3%

[…]Worst drop · 1Y−27.3%

[…]Volatility · 1Y29.2%

0.0%Yield2.2%

$11.9MAssets$15.6B

2–0MTUM wins

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

Cost, Income and Risk

Fees: MFMO, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

MFMO0.50%$50

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

Yields: MFMO, MTUM

2.20%highest, MTUM

FundTrailing yieldYield$10k

MTUM2.20%$220

MFMO0.00%$0

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

Income After Fees on $10,000

$205most kept, MTUM

MTUM$220 − $15 = $205

MFMO$0 − $50 = −$50

KeptFee

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

Overlap: MFMO, MTUM

Today

38.9%most shared, MFMO and MTUM

MFMOMTUM

MFMO—38.9%

MTUM38.9%—

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

MTUMWorst drop−27.3%29.2% vol

MFMOWorst drop[…][…]

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

Paid More vs Made More

YTD

MTUMMFMO

+2.3%Year to date−1.1%

2.2%Yield0.0%

+2.6%Past year[…]

0.15%Fee0.50%

3–0MTUM 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