Compare · 2 funds side by side · dividends reinvested

QLC and MTUM

QLCFlexShares×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,252QLC · best of the two

02 / 04

QLC and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Northern Trust US Quality Large Cap ETFUS Stock Styles · Factor0.26%0.96%+12.3%+14.1%+26.2%+14.0%−8.8%13.1%$1.1B1.3

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: QLC 2015 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust US Quality Large Cap ETF · $1.1B$19,252

QLC

MTUM

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

$10,000 five years ago, dividends reinvested · they hold 26.6% in common

QLCMeasureMTUM

+12.3%Year to dateJan 1 → Nov 4+9.4%

+14.1%1 yearTotal return+8.4%

+26.2%3 years · per year$10,000 became $20,109 · $20,414+26.9%

+14.0%5 years · per year$10,000 became $19,252 · $15,425+9.1%

0.26%Expense ratio$26 · $15 a year on $10k · lower is better0.15%

0.96%Trailing 12-mo yield$96 · $68 a year on $10k0.68%

−8.8%Worst dropSmaller is better−20.8%

13.1%VolatilityLower is calmer27.9%

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

6–2QLC wins

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

More Ways to See the Pairs

QLC vs MTUM: Top 5 Holdings

Today

QLC

23.7%in top 5

MTUM

in top 521.0%

QLCStockMTUM

7.4%NVDAnot top 5

6.0%AAPLnot top 5

not top 5AMD5.6%

not top 5MU5.0%

4.2%MSFTnot top 5

not top 5JNJ3.7%

not top 5CSCO3.6%

3.3%GOOGLnot top 5

not top 5XOM3.1%

2.9%GOOGnot top 5

Held in common26.6%

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

QLC vs MTUM Returns, Every Period

FlexSharesQLC

+14.0%

5 years, per year

MTUMiShares

+9.1%

5 years, per year

QLCMTUMFaded: behind in that period

3–1QLC wins

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

QLC vs MTUM

YTD

FlexSharesQLC

+12.3%

MTUMiShares

+9.4%

+12.3%Year to date+9.4%

−8.8%Worst drop · 1Y−20.8%

13.1%Volatility · 1Y27.9%

1.0%Yield0.7%

$1.1BAssets$17.0B

4–0QLC wins

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

Cost, Income and Risk

Fees: QLC, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

QLC0.26%$26

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

Yields: QLC, MTUM

0.96%highest, QLC

FundTrailing yieldYield$10k

QLC0.96%$96

MTUM0.68%$68

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

Income After Fees on $10,000

$70most kept, QLC

QLC$96 − $26 = $70

MTUM$68 − $15 = $53

KeptFee

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

Overlap: QLC, MTUM

Today

26.6%most shared, QLC and MTUM

QLCMTUM

QLC—26.6%

MTUM26.6%—

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

Return vs Bumpiness: 2 ETFs

+14.1%QLC, at 13.1% volatility

QLCWorst drop−8.8%13.1% 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

QLCMTUM

+12.3%Year to date+9.4%

1.0%Yield0.7%

+14.1%Past year+8.4%

0.26%Fee0.15%

3–1QLC 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