Compare · 2 funds side by side · dividends reinvested

MMTM and USMV

MMTMSPDR×USMViShares×

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 USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.2%+11.9%+15.2%+7.5%−6.5%8.6%$24.1B1.4

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%$126M1.6

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 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

MMTM

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,352

$10,000 five years ago, dividends reinvested · they hold 33.6% in common

MMTMMeasureUSMV

+1.1%Year to dateJan 1 → Nov 3+10.2%

+0.4%1 yearTotal return+11.9%

+20.4%3 years · per year$10,000 became $17,461 · $15,272+15.2%

+9.6%5 years · per year$10,000 became $15,843 · $14,352+7.5%

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

0.93%Trailing 12-mo yield$93 · $137 a year on $10k1.37%

−9.9%Worst dropSmaller is better−6.5%

15.6%VolatilityLower is calmer8.6%

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

3–5USMV 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 USMV: Top 5 Holdings

Today

MMTM

25.2%in top 5

USMV

in top 57.7%

MMTMStockUSMV

9.8%AAPLnot top 5

7.0%NVDAnot top 5

3.0%GOOGLnot top 5

2.9%MUnot top 5

2.5%MSFT1.6%

not top 5XOM1.6%

not top 5CB1.5%

not top 5MSI1.5%

not top 5BRK-B1.5%

Held in common33.6%

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

MMTM vs USMV Returns, Every Period

SPDRMMTM

+9.6%

5 years, per year

USMViShares

+7.5%

5 years, per year

MMTMUSMVFaded: behind in that period

2–2Level

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

MMTM vs USMV

YTD

SPDRMMTM

+1.1%

USMViShares

+10.2%

+1.1%Year to date+10.2%

−9.9%Worst drop · 1Y−6.5%

15.6%Volatility · 1Y8.6%

0.9%Yield1.4%

$126MAssets$24.1B

4–0USMV wins

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

Cost, Income and Risk

Fees: MMTM, USMV

Today

0.12%lowest, MMTM

FundExpense ratioFee$10k

MMTM0.12%$12

USMV0.15%$15

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

Yields: MMTM, USMV

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

MMTM0.93%$93

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

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

MMTM$93 − $12 = $81

KeptFee

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

Overlap: MMTM, USMV

Today

33.6%most shared, MMTM and USMV

MMTMUSMV

MMTM—33.6%

USMV33.6%—

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

Return vs Bumpiness: 2 ETFs

+11.9%USMV, at 8.6% volatility

USMVWorst drop−6.5%8.6% vol

MMTMWorst drop−9.9%15.6% vol

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

Paid More vs Made More

YTD

USMVMMTM

+10.2%Year to date+1.1%

1.4%Yield0.9%

+11.9%Past year+0.4%

0.15%Fee0.12%

3–1USMV wins

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