Compare · 2 funds side by side · dividends reinvested

QLTY and MTUM

QLTYGMO×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,425MTUM · best of the two

02 / 04

QLTY and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

GMO US Quality ETFUS Stock Styles · Factor0.50%0.63%+17.2%+21.1%[…][…]−11.7%12.6%$5.4B1.3

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.68%+9.4%+8.4%+26.9%+9.1%−20.8%27.9%$17.4B1.5

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: QLTY 2023 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

GMO US Quality ETF · $5.4B[…]

QLTY

MTUM

iShares MSCI USA Momentum Factor ETF · $17.4B$15,425

$10,000 five years ago, dividends reinvested · they hold 16.6% in common

QLTYMeasureMTUM

+17.2%Year to dateJan 1 → Nov 4+9.4%

+21.1%1 yearTotal return+8.4%

[…]3 years · per year$10,000 became […] · $20,414+26.9%

[…]5 years · per year$10,000 became […] · $15,425+9.1%

0.50%Expense ratio$50 · $15 a year on $10k · lower is better0.15%

0.63%Trailing 12-mo yield$63 · $68 a year on $10k0.68%

−11.7%Worst dropSmaller is better−20.8%

12.6%VolatilityLower is calmer27.9%

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

4–2QLTY wins

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

More Ways to See the Pairs

QLTY vs MTUM: Top 5 Holdings

Today

QLTY

24.6%in top 5

MTUM

in top 521.0%

QLTYStockMTUM

7.8%MSFTnot top 5

not top 5AMD5.6%

not top 5MU5.0%

4.3%TMOnot top 5

4.3%JNJ3.7%

4.1%GOOGLnot top 5

4.0%METAnot top 5

not top 5CSCO3.6%

not top 5XOM3.1%

Held in common16.6%

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

QLTY vs MTUM Returns, Every Period

GMOQLTY

+21.1%

past year

MTUMiShares

+8.4%

past year

QLTYMTUMFaded: behind in that period

2–0QLTY wins

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

QLTY vs MTUM

YTD

GMOQLTY

+17.2%

MTUMiShares

+9.4%

+17.2%Year to date+9.4%

−11.7%Worst drop · 1Y−20.8%

12.6%Volatility · 1Y27.9%

0.6%Yield0.7%

$5.4BAssets$17.4B

3–1QLTY wins

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

Cost, Income and Risk

Fees: QLTY, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

QLTY0.50%$50

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

Yields: QLTY, MTUM

0.68%highest, MTUM

FundTrailing yieldYield$10k

MTUM0.68%$68

QLTY0.63%$63

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

Income After Fees on $10,000

$53most kept, MTUM

MTUM$68 − $15 = $53

QLTY$63 − $50 = $13

KeptFee

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

Overlap: QLTY, MTUM

Today

16.6%most shared, QLTY and MTUM

QLTYMTUM

QLTY—16.6%

MTUM16.6%—

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

Return vs Bumpiness: 2 ETFs

+21.1%QLTY, at 12.6% volatility

QLTYWorst drop−11.7%12.6% 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

MTUMQLTY

+9.4%Year to date+17.2%

0.7%Yield0.6%

+8.4%Past year+21.1%

0.15%Fee0.50%

2–2level

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026