Compare · 3 funds side by side · dividends reinvested

MMTM, USMV and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,394VUG · best of the three

Story of the three · IncomeMost incomeUSMV · 1.37% · $137 a year on $10k

Story of the three · RiskSmallest drop

MMTM, USMV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.8%+12.6%+13.7%+7.5%−6.5%9.2%$24.3B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.0

State Street SPDR S&P 1500 Momentum Tilt ETFUS Stock Styles · Factor0.12%0.95%−0.3%+1.5%+17.4%+8.9%−12.8%16.6%$125M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: MMTM 2012 · USMV 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P 1500 Momentum Tilt ETF · $125M$15,334

MMTM

USMV

iShares MSCI USA Min Vol Factor ETF · $24.3B$14,373

$10,000 five years ago, dividends reinvested · they hold 33.4% in common

MMTM

More Ways to See the Pairs

MMTM vs USMV: Top 5 Holdings

Today

MMTM

24.8%in top 5

USMV

in top 58.0%

MMTMStockUSMV

10.3%AAPLnot top 5

6.1%NVDAnot top 5

3.1%GOOGLnot top 5

2.7%MSFT1.7%

2.6%LLY

Cost, Income and Risk

Fees: MMTM, USMV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

MMTM0.12%$12

USMV0.15%$15

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

Yields: MMTM, USMV, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

USMV

−0.3%Year to dateJan 1 → Nov 10+10.8%

+1.5%1 yearTotal return+12.6%

+17.4%3 years · per year$10,000 became $16,182 · $14,688+13.7%

+8.9%5 years · per year$10,000 became $15,334 · $14,373+7.5%

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

0.95%Trailing 12-mo yield$95 · $137 a year on $10k1.37%

−12.8%Worst dropSmaller is better−6.5%

16.6%VolatilityLower is calmer9.2%

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

3–5USMV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5MSI1.6%

not top 5BRK-B1.6%

not top 5MCK1.6%

not top 5WELL1.5%

Held in common33.4%

End-of-day Nov 10, 2026 · share of each fund

MMTM vs USMV Returns, Every Period

5Y

SPDRMMTM

+8.9%

5 years, per year

USMViShares

+7.5%

5 years, per year

MMTMUSMVFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

MMTM vs USMV

YTD

SPDRMMTM

−0.3%

USMViShares

+10.8%

−0.3%Year to date+10.8%

−12.8%Worst drop · 1Y−6.5%

16.6%Volatility · 1Y9.2%

0.9%Yield1.4%

$125MAssets$24.3B

4–0USMV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

MMTM0.95%$95

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$122most kept, USMV

USMV$137 − $15 = $122

MMTM$95 − $12 = $83

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: MMTM, USMV, VUG

Today

50.5%most shared, MMTM and VUG

MMTMUSMVVUG

MMTM—33.4%50.5%

USMV33.4%—21.5%

VUG50.5%21.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.6%USMV, at 9.2% volatility

USMVWorst drop−6.5%9.2% vol

MMTMWorst drop−12.8%16.6% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

USMVVUG

+10.8%Year to date+3.4%

1.4%Yield0.4%

+12.6%Past year+4.2%

0.15%Fee0.03%

3–1USMV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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MMTM, USMV and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three