Compare · 2 funds side by side · dividends reinvested

PDP and MTUM

PDPInvesco×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 / 04

PDP 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%$17.4B1.4

Invesco Dorsey Wright Momentum ETFUS Stock Styles · Factor0.62%0.00%+12.9%+8.1%+21.9%+6.7%−17.6%26.7%$1.4B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: PDP 2007 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Momentum ETF · $1.4B$13,843

PDP

MTUM

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

$10,000 five years ago, dividends reinvested · they hold 25.7% in common

PDPMeasureMTUM

+12.9%Year to dateJan 1 → Nov 3+11.6%

+8.1%1 yearTotal return+10.2%

+21.9%3 years · per year$10,000 became $18,101 · $21,049+28.2%

+6.7%5 years · per year$10,000 became $13,843 · $15,541+9.2%

0.62%Expense ratio$62 · $15 a year on $10k · lower is better0.15%

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

−17.6%Worst dropSmaller is better−20.1%

26.7%VolatilityLower is calmer27.8%

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

3–5MTUM wins

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

More Ways to See the Pairs

PDP vs MTUM: Top 5 Holdings

Today

PDP

13.6%in top 5

MTUM

in top 521.3%

PDPStockMTUM

not top 5AMD5.8%

not top 5MU5.0%

not top 5JNJ3.7%

not top 5CSCO3.6%

3.3%AAPLnot top 5

not top 5XOM3.2%

3.1%APHnot top 5

2.9%TRGPnot top 5

2.4%GWWnot top 5

2.0%LITEnot top 5

Held in common25.7%

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

PDP vs MTUM Returns, Every Period

InvescoPDP

+6.7%

5 years, per year

MTUMiShares

+9.2%

5 years, per year

PDPMTUMFaded: behind in that period

1–3MTUM wins

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

PDP vs MTUM

YTD

InvescoPDP

+12.9%

MTUMiShares

+11.6%

+12.9%Year to date+11.6%

−17.6%Worst drop · 1Y−20.1%

26.7%Volatility · 1Y27.8%

0.0%Yield0.7%

$1.4BAssets$17.4B

3–1PDP wins

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

Cost, Income and Risk

Fees: PDP, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

PDP0.62%$62

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

Yields: PDP, MTUM

0.67%highest, MTUM

FundTrailing yieldYield$10k

MTUM0.67%$67

PDP0.00%$0

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

Income After Fees on $10,000

$52most kept, MTUM

MTUM$67 − $15 = $52

PDP$0 − $62 = −$62

KeptFee

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

Overlap: PDP, MTUM

Today

25.7%most shared, PDP and MTUM

PDPMTUM

PDP—25.7%

MTUM25.7%—

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

PDPWorst drop−17.6%26.7% 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

MTUMPDP

+11.6%Year to date+12.9%

0.7%Yield0.0%

+10.2%Past year+8.1%

0.15%Fee0.62%

3–1MTUM 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

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