Compare · 2 funds side by side · dividends reinvested

MTUM and VOO

MTUMiShares×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

MTUM 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%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.3

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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

MTUM

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 27.8% in common

MTUMMeasureVOO

+11.6%Year to dateJan 1 → Nov 3+11.5%

+10.2%1 yearTotal return+11.9%

+28.2%3 years · per year$10,000 became $21,049 · $19,094+24.1%

+9.2%5 years · per year$10,000 became $15,541 · $17,749+12.2%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

0.67%Trailing 12-mo yield$67 · $107 a year on $10k1.07%

−20.1%Worst dropSmaller is better−8.9%

27.8%VolatilityLower is calmer12.7%

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

2–6VOO 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 VOO: Top 5 Holdings

Today

MTUM

21.3%in top 5

VOO

in top 528.3%

MTUMStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

5.8%AMDnot top 5

5.0%MUnot top 5

not top 5AMZN3.7%

3.7%JNJnot top 5

3.6%CSCOnot top 5

3.2%XOMnot top 5

not top 5GOOGL3.1%

Held in common27.8%

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

MTUM vs VOO Returns, Every Period

iSharesMTUM

+9.2%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

MTUMVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: MTUM vs VOO

YTD

iSharesMTUM

+11.6%

VOOVanguard

+11.5%

+11.6%Year to date+11.5%

−20.1%Worst drop · 1Y−8.9%

27.8%Volatility · 1Y12.7%

0.7%Yield1.1%

$17.4BAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: MTUM, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MTUM0.15%$15

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

Yields: MTUM, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

MTUM0.67%$67

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

MTUM$67 − $15 = $52

KeptFee

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

Overlap: MTUM, VOO

Today

27.8%most shared, MTUM and VOO

MTUMVOO

MTUM—27.8%

VOO27.8%—

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

Return vs Bumpiness: 2 ETFs

+11.9%VOO, at 12.7% volatility

VOOWorst drop−8.9%12.7% 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

VOOMTUM

+11.5%Year to date+11.6%

1.1%Yield0.7%

+11.9%Past year+10.2%

0.03%Fee0.15%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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