Compare · 2 funds side by side · dividends reinvested

ONEO and MTUM

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,453ONEO · best of the two

02 / 04

ONEO and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Russell 1000 Momentum Focus ETFUS Stock Styles · Factor0.20%1.21%+21.9%+24.4%+22.2%+10.5%−7.4%12.8%$31M1.3

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.68%+9.4%+8.4%+26.9%+9.1%−20.8%27.9%$17.0B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: ONEO 2015 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Russell 1000 Momentum Focus ETF · $31M$16,453

ONEO

MTUM

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

$10,000 five years ago, dividends reinvested · they hold 16.7% in common

ONEOMeasureMTUM

+21.9%Year to dateJan 1 → Nov 4+9.4%

+24.4%1 yearTotal return+8.4%

+22.2%3 years · per year$10,000 became $18,232 · $20,414+26.9%

+10.5%5 years · per year$10,000 became $16,453 · $15,425+9.1%

0.20%Expense ratio$20 · $15 a year on $10k · lower is better0.15%

1.21%Trailing 12-mo yield$121 · $68 a year on $10k0.68%

−7.4%Worst dropSmaller is better−20.8%

12.8%VolatilityLower is calmer27.9%

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

6–2ONEO wins

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

More Ways to See the Pairs

ONEO vs MTUM: Top 5 Holdings

Today

ONEO

3.2%in top 5

MTUM

in top 521.0%

ONEOStockMTUM

not top 5AMD5.6%

not top 5MU5.0%

not top 5JNJ3.7%

not top 5CSCO3.6%

not top 5XOM3.1%

0.7%REGNnot top 5

0.7%AUnot top 5

0.7%ALLnot top 5

0.6%MCKnot top 5

0.6%EXPEnot top 5

Held in common16.7%

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

ONEO vs MTUM Returns, Every Period

SPDRONEO

+10.5%

5 years, per year

MTUMiShares

+9.1%

5 years, per year

ONEOMTUMFaded: behind in that period

3–1ONEO wins

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

ONEO vs MTUM

YTD

SPDRONEO

+21.9%

MTUMiShares

+9.4%

+21.9%Year to date+9.4%

−7.4%Worst drop · 1Y−20.8%

12.8%Volatility · 1Y27.9%

1.2%Yield0.7%

$30.9MAssets$17.0B

4–0ONEO wins

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

Cost, Income and Risk

Fees: ONEO, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

ONEO0.20%$20

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

Yields: ONEO, MTUM

1.21%highest, ONEO

FundTrailing yieldYield$10k

ONEO1.21%$121

MTUM0.68%$68

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

Income After Fees on $10,000

$101most kept, ONEO

ONEO$121 − $20 = $101

MTUM$68 − $15 = $53

KeptFee

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

Overlap: ONEO, MTUM

Today

16.7%most shared, ONEO and MTUM

ONEOMTUM

ONEO—16.7%

MTUM16.7%—

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

Return vs Bumpiness: 2 ETFs

+24.4%ONEO, at 12.8% volatility

ONEOWorst drop−7.4%12.8% 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

ONEOMTUM

+21.9%Year to date+9.4%

1.2%Yield0.7%

+24.4%Past year+8.4%

0.20%Fee0.15%

3–1ONEO 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