Compare · 2 funds side by side · dividends reinvested

MTUM and QUAL

MTUMiShares×QUALiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,737QUAL · best of the two

02 / 04

MTUM and QUAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.85%+12.4%+14.1%+21.4%+10.8%−9.0%11.9%$48.0B1.1

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.67%+11.6%+10.2%+28.2%+9.2%−20.1%27.8%$17.4B1.8

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: MTUM 2013 · QUAL 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

MTUM

QUAL

iShares MSCI USA Quality Factor ETF · $48.0B$16,737

$10,000 five years ago, dividends reinvested · they hold 21.1% in common

MTUMMeasureQUAL

+11.6%Year to dateJan 1 → Nov 3+12.4%

+10.2%1 yearTotal return+14.1%

+28.2%3 years · per year$10,000 became $21,049 · $17,912+21.4%

+9.2%5 years · per year$10,000 became $15,541 · $16,737+10.8%

0.15%Expense ratio$15 · $15 a year on $10k · lower is better0.15%

0.67%Trailing 12-mo yield$67 · $85 a year on $10k0.85%

−20.1%Worst dropSmaller is better−9.0%

27.8%VolatilityLower is calmer11.9%

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

1–6QUAL wins

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

More Ways to See the Pairs

MTUM vs QUAL: Top 5 Holdings

Today

MTUM

21.3%in top 5

QUAL

in top 529.8%

MTUMStockQUAL

not top 5MSFT8.0%

not top 5AAPL7.4%

not top 5NVDA5.9%

5.8%AMDnot top 5

5.0%MUnot top 5

not top 5LLY4.5%

not top 5META4.0%

3.7%JNJnot top 5

3.6%CSCOnot top 5

3.2%XOMnot top 5

Held in common21.1%

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

MTUM vs QUAL Returns, Every Period

iSharesMTUM

+9.2%

5 years, per year

QUALiShares

+10.8%

5 years, per year

MTUMQUALFaded: behind in that period

1–3QUAL wins

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

MTUM vs QUAL

YTD

iSharesMTUM

+11.6%

QUALiShares

+12.4%

+11.6%Year to date+12.4%

−20.1%Worst drop · 1Y−9.0%

27.8%Volatility · 1Y11.9%

0.7%Yield0.9%

$17.4BAssets$48.0B

4–0QUAL wins

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

Cost, Income and Risk

Fees: MTUM, QUAL

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

QUAL0.15%$15

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

Yields: MTUM, QUAL

0.85%highest, QUAL

FundTrailing yieldYield$10k

QUAL0.85%$85

MTUM0.67%$67

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

Income After Fees on $10,000

$70most kept, QUAL

QUAL$85 − $15 = $70

MTUM$67 − $15 = $52

KeptFee

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

Overlap: MTUM, QUAL

Today

21.1%most shared, MTUM and QUAL

MTUMQUAL

MTUM—21.1%

QUAL21.1%—

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

Return vs Bumpiness: 2 ETFs

+14.1%QUAL, at 11.9% volatility

QUALWorst drop−9.0%11.9% 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

QUALMTUM

+12.4%Year to date+11.6%

0.9%Yield0.7%

+14.1%Past year+10.2%

0.15%Fee0.15%

3–0QUAL 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