Compare · 2 funds side by side · dividends reinvested

MTUM and VIG

MTUMiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,495VIG · best of the two

02 / 04

MTUM and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.1

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.67%+11.6%+10.2%+28.2%+9.2%−20.1%27.8%$17.4B1.9

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

MTUM

VIG

Vanguard Dividend Appreciation ETF · $109B$16,495

$10,000 five years ago, dividends reinvested · they hold 26.9% in common

MTUMMeasureVIG

+11.6%Year to dateJan 1 → Nov 3+14.0%

+10.2%1 yearTotal return+15.9%

+28.2%3 years · per year$10,000 became $21,049 · $17,369+20.2%

+9.2%5 years · per year$10,000 became $15,541 · $16,495+10.5%

0.15%Expense ratio$15 · $4 a year on $10k · lower is better0.04%

0.67%Trailing 12-mo yield$67 · $147 a year on $10k1.47%

−20.1%Worst dropSmaller is better−7.9%

27.8%VolatilityLower is calmer10.0%

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

1–7VIG 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 VIG: Top 5 Holdings

Today

MTUM

21.3%in top 5

VIG

in top 522.1%

MTUMStockVIG

5.8%AMDnot top 5

5.0%MUnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.7%JNJnot top 5

3.6%CSCOnot top 5

3.2%XOMnot top 5

Held in common26.9%

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

MTUM vs VIG Returns, Every Period

iSharesMTUM

+9.2%

5 years, per year

VIGVanguard

+10.5%

5 years, per year

MTUMVIGFaded: behind in that period

1–3VIG wins

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

Stocks vs Income: MTUM vs VIG

YTD

iSharesMTUM

+11.6%

VIGVanguard

+14.0%

+11.6%Year to date+14.0%

−20.1%Worst drop · 1Y−7.9%

27.8%Volatility · 1Y10.0%

0.7%Yield1.5%

$17.4BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: MTUM, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MTUM0.15%$15

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

Yields: MTUM, VIG

1.47%highest, VIG

FundTrailing yieldYield$10k

VIG1.47%$147

MTUM0.67%$67

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

Income After Fees on $10,000

$143most kept, VIG

VIG$147 − $4 = $143

MTUM$67 − $15 = $52

KeptFee

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

Overlap: MTUM, VIG

Today

26.9%most shared, MTUM and VIG

MTUMVIG

MTUM—26.9%

VIG26.9%—

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

Return vs Bumpiness: 2 ETFs

+15.9%VIG, at 10.0% volatility

VIGWorst drop−7.9%10.0% 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

VIGMTUM

+14.0%Year to date+11.6%

1.5%Yield0.7%

+15.9%Past year+10.2%

0.04%Fee0.15%

4–0VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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