Compare · 2 funds side by side · dividends reinvested

NQLT and MTUM

NQLTNeuberger Berman×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,541MTUM · best of the two

02 / 03

NQLT and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.67%+11.6%+10.2%+28.2%+9.2%−20.1%27.8%$17.4B1.0

Neuberger Quality Select ETFUS Stock Styles · Factor1.52%0.00%[…][…][…][…][…][…]$50M2.0

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: NQLT 2026 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Neuberger Quality Select ETF · $50M[…]

NQLT

MTUM

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

$10,000 five years ago, dividends reinvested · they hold 12.6% in common

NQLTMeasureMTUM

[…]Year to dateJan 1 → Nov 3+11.6%

[…]1 yearTotal return+10.2%

[…]3 years · per year$10,000 became […] · $21,049+28.2%

[…]5 years · per year$10,000 became […] · $15,541+9.2%

1.52%Expense ratio$152 · $15 a year on $10k · lower is better0.15%

0.00%Trailing 12-mo yield$0 · $67 a year on $10k0.67%

[…]Worst dropSmaller is better−20.1%

[…]VolatilityLower is calmer27.8%

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

0–2MTUM wins

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

More Ways to See the Pairs

NQLT vs MTUM: Top 5 Holdings

Today

NQLT

31.4%in top 5

MTUM

in top 521.3%

NQLTStockMTUM

7.4%AMZNnot top 5

7.4%MSFTnot top 5

7.0%AAPLnot top 5

not top 5AMD5.8%

5.3%NVDAnot top 5

not top 5MU5.0%

4.4%JPMnot top 5

not top 5JNJ3.7%

not top 5CSCO3.6%

not top 5XOM3.2%

Held in common12.6%

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

NQLT vs MTUM Returns, Every Period

Neuberger BermanNQLT

[…]

past year

MTUMiShares

+10.2%

past year

Returns […]

NQLTMTUMFaded: behind in that period

0–0Level

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

NQLT vs MTUM

YTD

Neuberger BermanNQLT

[…]

MTUMiShares

+11.6%

[…]Year to date+11.6%

[…]Worst drop · 1Y−20.1%

[…]Volatility · 1Y27.8%

0.0%Yield0.7%

$49.8MAssets$17.4B

1–0MTUM wins

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

Cost, Income and Risk

Fees: NQLT, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

NQLT1.52%$152

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

Yields: NQLT, MTUM

0.67%highest, MTUM

FundTrailing yieldYield$10k

MTUM0.67%$67

NQLT0.00%$0

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

Income After Fees on $10,000

$52most kept, MTUM

MTUM$67 − $15 = $52

NQLT$0 − $152 = −$152

KeptFee

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

Overlap: NQLT, MTUM

Today

12.6%most shared, NQLT and MTUM

NQLTMTUM

NQLT—12.6%

MTUM12.6%—

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

Return vs Bumpiness: 2 ETFs

+10.2%MTUM, at 27.8% volatility

MTUMWorst drop−20.1%27.8% vol

NQLTWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

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

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

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