Compare · 3 funds side by side · dividends reinvested

MTUM, QUAL and VOO

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,269VOO · best of the three

Story of the three · IncomeMost incomeVOO · 1.07% · $107 a year on $10k

Story of the three · RiskSmallest drop

MTUM, QUAL and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.6%+21.5%+11.5%−8.9%13.7%$1.00T1.5

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.84%+13.5%+14.8%+19.2%+10.4%−9.0%12.7%$48.7B1.8

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.68%+9.1%+8.8%+24.2%+8.3%−27.3%29.8%$17.0B2.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: MTUM 2013 · QUAL 2013 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Momentum Factor ETF · $17.0B$14,931

MTUM

QUAL

iShares MSCI USA Quality Factor ETF · $48.7B$16,399

$10,000 five years ago, dividends reinvested · they hold 21.2% in common

MTUM

More Ways to See the Pairs

MTUM vs QUAL: Top 5 Holdings

Today

MTUM

21.6%in top 5

QUAL

in top 528.8%

MTUMStockQUAL

not top 5MSFT7.9%

not top 5AAPL7.5%

6.5%AMDnot top 5

not top 5NVDA5.0%

4.7%MUnot top 5

Cost, Income and Risk

Fees: MTUM, QUAL, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MTUM0.15%$15

QUAL0.15%$15

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: MTUM, QUAL, VOO

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Measure

QUAL

+9.1%Year to dateJan 1 → Nov 13+13.5%

+8.8%1 yearTotal return+14.8%

+24.2%3 years · per year$10,000 became $19,155 · $16,919+19.2%

+8.3%5 years · per year$10,000 became $14,931 · $16,399+10.4%

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

0.68%Trailing 12-mo yield$68 · $84 a year on $10k0.84%

−27.3%Worst dropSmaller is better−9.0%

29.8%VolatilityLower is calmer12.7%

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

1–6QUAL wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5LLY4.5%

not top 5META4.1%

3.9%JNJnot top 5

3.6%CSCOnot top 5

3.0%XOMnot top 5

Held in common21.2%

End-of-day Nov 13, 2026 · share of each fund

MTUM vs QUAL Returns, Every Period

5Y

iSharesMTUM

+8.3%

5 years, per year

QUALiShares

+10.4%

5 years, per year

MTUMQUALFaded: behind in that period

1–3QUAL wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Core: MTUM vs VOO

YTD

iSharesMTUM

+9.1%

VOOVanguard

+11.5%

+9.1%Year to date+11.5%

−27.3%Worst drop · 1Y−8.9%

29.8%Volatility · 1Y13.7%

0.7%Yield1.1%

$17.0BAssets$1.00T

4–0VOO wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

QUAL0.84%$84

MTUM0.68%$68

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$104most kept, VOO

VOO$107 − $3 = $104

QUAL$84 − $15 = $69

MTUM$68 − $15 = $53

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: MTUM, QUAL, VOO

Today

43.4%most shared, QUAL and VOO

MTUMQUALVOO

MTUM—21.2%28.1%

QUAL21.2%—43.4%

VOO28.1%43.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.8%QUAL, at 12.7% volatility

QUALWorst drop−9.0%12.7% vol

VOOWorst drop−8.9%13.7% vol

MTUMWorst drop−27.3%29.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VOOQUAL

+11.5%Year to date+13.5%

1.1%Yield0.8%

+11.6%Past year+14.8%

0.03%Fee0.15%

2–2level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

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MTUM, QUAL and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three