Compare · 2 funds side by side · dividends reinvested

QARP and MTUM

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,154QARP · best of the two

02 / 04

QARP and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Xtrackers Russell 1000 US Quality at a Reasonable Price ETFUS Stock Styles · Factor0.19%0.97%+20.2%+23.1%+22.4%+12.7%−7.3%10.6%$79M1.3

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: QARP 2018 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · $79M$18,154

QARP

MTUM

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

$10,000 five years ago, dividends reinvested · they hold 23.9% in common

QARPMeasureMTUM

+20.2%Year to dateJan 1 → Nov 4+9.4%

+23.1%1 yearTotal return+8.4%

+22.4%3 years · per year$10,000 became $18,333 · $20,414+26.9%

+12.7%5 years · per year$10,000 became $18,154 · $15,425+9.1%

0.19%Expense ratio$19 · $15 a year on $10k · lower is better0.15%

0.97%Trailing 12-mo yield$97 · $68 a year on $10k0.68%

−7.3%Worst dropSmaller is better−20.8%

10.6%VolatilityLower is calmer27.9%

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

6–2QARP wins

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

More Ways to See the Pairs

QARP vs MTUM: Top 5 Holdings

Today

QARP

20.2%in top 5

MTUM

in top 521.0%

QARPStockMTUM

not top 5AMD5.6%

5.3%AAPLnot top 5

5.0%MSFTnot top 5

not top 5MU5.0%

4.0%METAnot top 5

not top 5JNJ3.7%

not top 5CSCO3.6%

3.3%BRK-Bnot top 5

2.7%XOM3.1%

Held in common23.9%

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

QARP vs MTUM Returns, Every Period

XtrackersQARP

+12.7%

5 years, per year

MTUMiShares

+9.1%

5 years, per year

QARPMTUMFaded: behind in that period

3–1QARP wins

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

QARP vs MTUM

YTD

XtrackersQARP

+20.2%

MTUMiShares

+9.4%

+20.2%Year to date+9.4%

−7.3%Worst drop · 1Y−20.8%

10.6%Volatility · 1Y27.9%

1.0%Yield0.7%

$79.3MAssets$17.0B

4–0QARP wins

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

Cost, Income and Risk

Fees: QARP, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

QARP0.19%$19

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

Yields: QARP, MTUM

0.97%highest, QARP

FundTrailing yieldYield$10k

QARP0.97%$97

MTUM0.68%$68

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

Income After Fees on $10,000

$78most kept, QARP

QARP$97 − $19 = $78

MTUM$68 − $15 = $53

KeptFee

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

Overlap: QARP, MTUM

Today

23.9%most shared, QARP and MTUM

QARPMTUM

QARP—23.9%

MTUM23.9%—

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

Return vs Bumpiness: 2 ETFs

+23.1%QARP, at 10.6% volatility

QARPWorst drop−7.3%10.6% 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

QARPMTUM

+20.2%Year to date+9.4%

1.0%Yield0.7%

+23.1%Past year+8.4%

0.19%Fee0.15%

3–1QARP 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