Compare · 2 funds side by side · dividends reinvested

MTUM and USMV

MTUMiShares×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,425MTUM · best of the two

02 / 04

MTUM and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.35%+12.1%+14.3%+15.5%+8.1%−6.5%8.7%$24.5B1.3

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.68%+9.4%+8.4%+26.9%+9.1%−20.8%27.9%$17.0B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: MTUM 2013 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Momentum Factor ETF · $17.0B$15,425

MTUM

USMV

iShares MSCI USA Min Vol Factor ETF · $24.5B$14,754

$10,000 five years ago, dividends reinvested · they hold 23.0% in common

MTUMMeasureUSMV

+9.4%Year to dateJan 1 → Nov 4+12.1%

+8.4%1 yearTotal return+14.3%

+26.9%3 years · per year$10,000 became $20,414 · $15,388+15.5%

+9.1%5 years · per year$10,000 became $15,425 · $14,754+8.1%

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

0.68%Trailing 12-mo yield$68 · $135 a year on $10k1.35%

−20.8%Worst dropSmaller is better−6.5%

27.9%VolatilityLower is calmer8.7%

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

2–5USMV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MTUM vs USMV: Top 5 Holdings

Today

MTUM

21.0%in top 5

USMV

in top 57.8%

MTUMStockUSMV

5.6%AMDnot top 5

5.0%MUnot top 5

3.7%JNJnot top 5

3.6%CSCOnot top 5

3.1%XOM1.5%

not top 5APH1.6%

not top 5MSFT1.6%

not top 5CB1.5%

not top 5BRK-B1.5%

Held in common23.0%

End-of-day Nov 4, 2026 · share of each fund

MTUM vs USMV Returns, Every Period

iSharesMTUM

+9.1%

5 years, per year

USMViShares

+8.1%

5 years, per year

MTUMUSMVFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MTUM vs USMV

YTD

iSharesMTUM

+9.4%

USMViShares

+12.1%

+9.4%Year to date+12.1%

−20.8%Worst drop · 1Y−6.5%

27.9%Volatility · 1Y8.7%

0.7%Yield1.3%

$17.0BAssets$24.5B

4–0USMV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MTUM, USMV

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

USMV0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MTUM, USMV

1.35%highest, USMV

FundTrailing yieldYield$10k

USMV1.35%$135

MTUM0.68%$68

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

MTUM$68 − $15 = $53

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MTUM, USMV

Today

23.0%most shared, MTUM and USMV

MTUMUSMV

MTUM—23.0%

USMV23.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%USMV, at 8.7% volatility

USMVWorst drop−6.5%8.7% vol

MTUMWorst drop−20.8%27.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USMVMTUM

+12.1%Year to date+9.4%

1.3%Yield0.7%

+14.3%Past year+8.4%

0.15%Fee0.15%

3–0USMV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026