Compare · 2 funds side by side · dividends reinvested

QLV and MTUM

QLVFlexShares×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,725QLV · best of the two

02 / 04

QLV and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Northern Trust US Quality Low Volatility ETFUS Stock Styles · Factor0.09%1.41%+16.6%+18.8%+19.6%+10.8%−6.2%7.8%$188M1.1

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.68%+9.4%+8.4%+26.9%+9.1%−20.8%27.9%$17.4B1.9

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: QLV 2019 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust US Quality Low Volatility ETF · $188M$16,725

QLV

MTUM

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

$10,000 five years ago, dividends reinvested · they hold 18.9% in common

QLVMeasureMTUM

+16.6%Year to dateJan 1 → Nov 4+9.4%

+18.8%1 yearTotal return+8.4%

+19.6%3 years · per year$10,000 became $17,100 · $20,414+26.9%

+10.8%5 years · per year$10,000 became $16,725 · $15,425+9.1%

0.09%Expense ratio$9 · $15 a year on $10k · lower is better0.15%

1.41%Trailing 12-mo yield$141 · $68 a year on $10k0.68%

−6.2%Worst dropSmaller is better−20.8%

7.8%VolatilityLower is calmer27.9%

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

7–1QLV wins

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

More Ways to See the Pairs

QLV vs MTUM: Top 5 Holdings

Today

QLV

24.9%in top 5

MTUM

in top 521.0%

QLVStockMTUM

6.4%MSFTnot top 5

5.9%NVDAnot top 5

5.9%AAPLnot top 5

not top 5AMD5.6%

not top 5MU5.0%

4.2%JNJ3.7%

not top 5CSCO3.6%

2.5%XOM3.1%

Held in common18.9%

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

QLV vs MTUM Returns, Every Period

FlexSharesQLV

+10.8%

5 years, per year

MTUMiShares

+9.1%

5 years, per year

QLVMTUMFaded: behind in that period

3–1QLV wins

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

QLV vs MTUM

YTD

FlexSharesQLV

+16.6%

MTUMiShares

+9.4%

+16.6%Year to date+9.4%

−6.2%Worst drop · 1Y−20.8%

7.8%Volatility · 1Y27.9%

1.4%Yield0.7%

$188MAssets$17.4B

4–0QLV wins

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

Cost, Income and Risk

Fees: QLV, MTUM

Today

0.09%lowest, QLV

FundExpense ratioFee$10k

QLV0.09%$9

MTUM0.15%$15

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

Yields: QLV, MTUM

1.41%highest, QLV

FundTrailing yieldYield$10k

QLV1.41%$141

MTUM0.68%$68

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

Income After Fees on $10,000

$132most kept, QLV

QLV$141 − $9 = $132

MTUM$68 − $15 = $53

KeptFee

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

Overlap: QLV, MTUM

Today

18.9%most shared, QLV and MTUM

QLVMTUM

QLV—18.9%

MTUM18.9%—

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

Return vs Bumpiness: 2 ETFs

+18.8%QLV, at 7.8% volatility

QLVWorst drop−6.2%7.8% 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

QLVMTUM

+16.6%Year to date+9.4%

1.4%Yield0.7%

+18.8%Past year+8.4%

0.09%Fee0.15%

4–0QLV 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%

$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