Compare · 2 funds side by side · dividends reinvested

MMTM and MTUM

MMTMSPDR×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,843MMTM · best of the two

02 / 04

MMTM and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 1500 Momentum Tilt ETFUS Stock Styles · Factor0.12%0.93%+1.1%+0.4%+20.4%+9.6%−9.9%15.6%$126M1.4

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.67%+11.6%+10.2%+28.2%+9.2%−20.1%27.8%$17.4B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: MMTM 2012 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 1500 Momentum Tilt ETF · $126M$15,843

MMTM

MTUM

iShares MSCI USA Momentum Factor ETF · $17.4B$15,541

$10,000 five years ago, dividends reinvested · they hold 40.3% in common

MMTMMeasureMTUM

+1.1%Year to dateJan 1 → Nov 3+11.6%

+0.4%1 yearTotal return+10.2%

+20.4%3 years · per year$10,000 became $17,461 · $21,049+28.2%

+9.6%5 years · per year$10,000 became $15,843 · $15,541+9.2%

0.12%Expense ratio$12 · $15 a year on $10k · lower is better0.15%

0.93%Trailing 12-mo yield$93 · $67 a year on $10k0.67%

−9.9%Worst dropSmaller is better−20.1%

15.6%VolatilityLower is calmer27.8%

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

5–3MMTM wins

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

More Ways to See the Pairs

MMTM vs MTUM: Top 5 Holdings

Today

MMTM

25.2%in top 5

MTUM

in top 521.3%

MMTMStockMTUM

9.8%AAPLnot top 5

7.0%NVDAnot top 5

not top 5AMD5.8%

2.9%MU5.0%

not top 5JNJ3.7%

not top 5CSCO3.6%

not top 5XOM3.2%

3.0%GOOGLnot top 5

2.5%MSFTnot top 5

Held in common40.3%

End-of-day Nov 3, 2026 · share of each fund

MMTM vs MTUM Returns, Every Period

SPDRMMTM

+9.6%

5 years, per year

MTUMiShares

+9.2%

5 years, per year

MMTMMTUMFaded: behind in that period

1–3MTUM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MMTM vs MTUM

YTD

SPDRMMTM

+1.1%

MTUMiShares

+11.6%

+1.1%Year to date+11.6%

−9.9%Worst drop · 1Y−20.1%

15.6%Volatility · 1Y27.8%

0.9%Yield0.7%

$126MAssets$17.4B

3–1MMTM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MMTM, MTUM

Today

0.12%lowest, MMTM

FundExpense ratioFee$10k

MMTM0.12%$12

MTUM0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MMTM, MTUM

0.93%highest, MMTM

FundTrailing yieldYield$10k

MMTM0.93%$93

MTUM0.67%$67

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$81most kept, MMTM

MMTM$93 − $12 = $81

MTUM$67 − $15 = $52

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MMTM, MTUM

Today

40.3%most shared, MMTM and MTUM

MMTMMTUM

MMTM—40.3%

MTUM40.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.2%MTUM, at 27.8% volatility

MMTMWorst drop−9.9%15.6% vol

MTUMWorst drop−20.1%27.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MMTMMTUM

+1.1%Year to date+11.6%

0.9%Yield0.7%

+0.4%Past year+10.2%

0.12%Fee0.15%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026