Compare · 2 funds side by side · dividends reinvested

MTUM and SPLV

MTUMiShares×SPLVInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,927MTUM · best of the two

02 / 04

MTUM and SPLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%2.24%+0.4%+1.1%+23.1%+6.8%−27.3%29.2%$15.6B1.5

Invesco S&P 500 Low Volatility ETFUS Stock Styles · Factor0.25%2.13%+10.7%+12.0%+12.3%+6.3%−9.2%11.0%$7.6B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: MTUM 2013 · SPLV 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Momentum Factor ETF · $15.6B$13,927

MTUM

SPLV

Invesco S&P 500 Low Volatility ETF · $7.6B$13,586

$10,000 five years ago, dividends reinvested · they hold 8.8% in common

MTUMMeasureSPLV

+0.4%Year to dateJan 1 → Nov 5+10.7%

+1.1%1 yearTotal return+12.0%

+23.1%3 years · per year$10,000 became $18,653 · $14,154+12.3%

+6.8%5 years · per year$10,000 became $13,927 · $13,586+6.3%

0.15%Expense ratio$15 · $25 a year on $10k · lower is better0.25%

2.24%Trailing 12-mo yield$224 · $213 a year on $10k2.13%

−27.3%Worst dropSmaller is better−9.2%

29.2%VolatilityLower is calmer11.0%

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

4–4Level

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

More Ways to See the Pairs

MTUM vs SPLV: Top 5 Holdings

Today

MTUM

21.2%in top 5

SPLV

in top 56.6%

MTUMStockSPLV

5.8%AMDnot top 5

4.7%MUnot top 5

3.9%JNJnot top 5

3.7%CSCOnot top 5

3.1%XOMnot top 5

not top 5BRK-B1.5%

not top 5WEC1.3%

not top 5DUK1.3%

not top 5LNT1.3%

not top 5EVRG1.3%

Held in common8.8%

End-of-day Nov 5, 2026 · share of each fund

MTUM vs SPLV Returns, Every Period

iSharesMTUM

+6.8%

5 years, per year

SPLVInvesco

+6.3%

5 years, per year

MTUMSPLVFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

MTUM vs SPLV

YTD

iSharesMTUM

+0.4%

SPLVInvesco

+10.7%

+0.4%Year to date+10.7%

−27.3%Worst drop · 1Y−9.2%

29.2%Volatility · 1Y11.0%

2.2%Yield2.1%

$15.6BAssets$7.6B

3–1SPLV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MTUM, SPLV

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

SPLV0.25%$25

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MTUM, SPLV

2.24%highest, MTUM

FundTrailing yieldYield$10k

MTUM2.24%$224

SPLV2.13%$213

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$209most kept, MTUM

MTUM$224 − $15 = $209

SPLV$213 − $25 = $188

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MTUM, SPLV

Today

8.8%most shared, MTUM and SPLV

MTUMSPLV

MTUM—8.8%

SPLV8.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.0%SPLV, at 11.0% volatility

SPLVWorst drop−9.2%11.0% vol

MTUMWorst drop−27.3%29.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MTUMSPLV

+0.4%Year to date+10.7%

2.2%Yield2.1%

+1.1%Past year+12.0%

0.15%Fee0.25%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026