Compare · 3 funds side by side · dividends reinvested

MMTM, QUAL and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

MMTM, QUAL and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.83%+15.0%+16.9%+21.9%+11.5%−9.0%12.1%$49.1B1.9

State Street SPDR S&P 1500 Momentum Tilt ETFUS Stock Styles · Factor0.12%0.93%+1.8%+0.9%+20.1%+9.9%−9.9%15.7%$126M2.8

Rank among the three1st → 3rdFee, 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: MMTM 2012 · QUAL 2013 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 1500 Momentum Tilt ETF · $126M$16,030

MMTM

QUAL

iShares MSCI USA Quality Factor ETF · $49.1B$17,248

$10,000 five years ago, dividends reinvested · they hold 40.7% in common

MMTMMeasureQUAL

+1.8%Year to dateJan 1 → Nov 4+15.0%

+0.9%1 yearTotal return+16.9%

+20.1%3 years · per year$10,000 became $17,329 · $18,098+21.9%

+9.9%5 years · per year$10,000 became $16,030 · $17,248+11.5%

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

0.93%Trailing 12-mo yield$93 · $83 a year on $10k0.83%

−9.9%Worst dropSmaller is better−9.0%

15.7%VolatilityLower is calmer12.1%

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

2–6QUAL wins

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

More Ways to See the Pairs

MMTM vs QUAL: Top 5 Holdings

Today

MMTM

25.0%in top 5

QUAL

in top 529.6%

MMTMStockQUAL

9.6%AAPL7.1%

not top 5MSFT8.0%

7.0%NVDA6.0%

2.6%LLY4.5%

not top 5META4.1%

3.0%GOOGLnot top 5

2.8%MUnot top 5

Held in common40.7%

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

MMTM vs QUAL Returns, Every Period

SPDRMMTM

+9.9%

5 years, per year

QUALiShares

+11.5%

5 years, per year

MMTMQUALFaded: behind in that period

0–4QUAL wins

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

Stocks vs Core: MMTM vs VOO

YTD

SPDRMMTM

+1.8%

VOOVanguard

+13.4%

+1.8%Year to date+13.4%

−9.9%Worst drop · 1Y−8.9%

15.7%Volatility · 1Y12.8%

0.9%Yield1.1%

$126MAssets$1.00T

4–0VOO wins

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

Cost, Income and Risk

Fees: MMTM, QUAL, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MMTM0.12%$12

QUAL0.15%$15

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

Yields: MMTM, QUAL, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

MMTM0.93%$93

QUAL0.83%$83

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

MMTM$93 − $12 = $81

QUAL$83 − $15 = $68

KeptFee

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

Overlap: MMTM, QUAL, VOO

Today

73.9%most shared, MMTM and VOO

MMTMQUALVOO

MMTM—40.7%73.9%

QUAL40.7%—44.1%

VOO73.9%44.1%—

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

Return vs Bumpiness: 3 ETFs

+16.9%QUAL, at 12.1% volatility

QUALWorst drop−9.0%12.1% vol

VOOWorst drop−8.9%12.8% vol

MMTMWorst drop−9.9%15.7% vol

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

Paid More vs Made More

YTD

VOOQUAL

+13.4%Year to date+15.0%

1.1%Yield0.8%

+13.5%Past year+16.9%

0.03%Fee0.15%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

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