Compare · 2 funds side by side · dividends reinvested

PSET and MTUM

PSETPrincipal×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,057PSET · best of the two

02 / 04

PSET and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Principal Quality ETFUS Stock Styles · Factor0.15%0.76%+5.2%+4.5%+14.6%+8.5%−12.9%12.8%$26M1.3

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%2.96%+0.4%+1.1%+23.1%+6.8%−27.3%29.2%$17.0B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: PSET 2016 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Principal Quality ETF · $26M$15,057

PSET

MTUM

iShares MSCI USA Momentum Factor ETF · $17.0B$13,927

$10,000 five years ago, dividends reinvested

PSETMeasureMTUM

+5.2%Year to dateJan 1 → Nov 5+0.4%

+4.5%1 yearTotal return+1.1%

+14.6%3 years · per year$10,000 became $15,052 · $18,653+23.1%

+8.5%5 years · per year$10,000 became $15,058 · $13,927+6.8%

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

0.76%Trailing 12-mo yield$76 · $296 a year on $10k2.96%

−12.9%Worst dropSmaller is better−27.3%

12.8%VolatilityLower is calmer29.2%

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

5–2PSET wins

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

More Ways to See the Pairs

PSET vs MTUM: Top 5 Holdings

Today

PSET

[…]in top 5

MTUM

in top 521.2%

PSETStockMTUM

not top 5AMD5.8%

not top 5MU4.7%

not top 5JNJ3.9%

not top 5CSCO3.7%

not top 5XOM3.1%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

PSET vs MTUM Returns, Every Period

PrincipalPSET

+8.5%

5 years, per year

MTUMiShares

+6.8%

5 years, per year

PSETMTUMFaded: behind in that period

3–1PSET wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PSET vs MTUM

YTD

PrincipalPSET

+5.2%

MTUMiShares

+0.4%

+5.2%Year to date+0.4%

−12.9%Worst drop · 1Y−27.3%

12.8%Volatility · 1Y29.2%

0.8%Yield3.0%

$25.5MAssets$17.0B

3–1PSET wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSET, MTUM

Today

0.15%lowest, PSET

FundExpense ratioFee$10k

PSET0.15%$15

MTUM0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PSET, MTUM

2.96%highest, MTUM

FundTrailing yieldYield$10k

MTUM2.96%$296

PSET0.76%$76

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$281most kept, MTUM

MTUM$296 − $15 = $281

PSET$76 − $15 = $61

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PSET, MTUM

Today

[…]holdings […]

PSETMTUM

PSET—[…]

MTUM[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.5%PSET, at 12.8% volatility

PSETWorst drop−12.9%12.8% vol

MTUMWorst drop−27.3%29.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MTUMPSET

+0.4%Year to date+5.2%

3.0%Yield0.8%

+1.1%Past year+4.5%

0.15%Fee0.15%

2–1PSET wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026