Compare · 2 funds side by side · dividends reinvested

QMOM and MTUM

QMOMAlpha Architect×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,700MTUM · best of the two

02 / 04

QMOM and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%2.09%+7.3%+9.1%+24.4%+8.0%−27.3%29.6%$15.8B1.3

Alpha Architect U.S. Quantitative Momentum ETFUS Stock Styles · Factor0.28%0.52%+5.1%+5.3%+17.8%+6.1%−19.9%27.1%$383M1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: QMOM 2015 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Alpha Architect U.S. Quantitative Momentum ETF · $383M$13,420

QMOM

MTUM

iShares MSCI USA Momentum Factor ETF · $15.8B$14,700

$10,000 five years ago, dividends reinvested · they hold 18.8% in common

QMOMMeasureMTUM

+5.1%Year to dateJan 1 → Nov 9+7.3%

+5.3%1 yearTotal return+9.1%

+17.8%3 years · per year$10,000 became $16,364 · $19,265+24.4%

+6.1%5 years · per year$10,000 became $13,420 · $14,700+8.0%

0.28%Expense ratio$28 · $15 a year on $10k · lower is better0.15%

0.52%Trailing 12-mo yield$52 · $209 a year on $10k2.09%

−19.9%Worst dropSmaller is better−27.3%

27.1%VolatilityLower is calmer29.6%

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

2–6MTUM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QMOM vs MTUM: Top 5 Holdings

Today

QMOM

12.9%in top 5

MTUM

in top 521.1%

QMOMStockMTUM

not top 5AMD5.7%

not top 5MU4.4%

not top 5JNJ4.2%

not top 5CSCO3.6%

not top 5XOM3.2%

2.7%SYREnot top 5

2.7%HNGEnot top 5

2.5%RPRXnot top 5

2.5%CRLnot top 5

2.5%CNCnot top 5

Held in common18.8%

End-of-day Nov 9, 2026 · share of each fund

QMOM vs MTUM Returns, Every Period

Alpha ArchitectQMOM

+6.1%

5 years, per year

MTUMiShares

+8.0%

5 years, per year

QMOMMTUMFaded: behind in that period

0–4MTUM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

QMOM vs MTUM

YTD

Alpha ArchitectQMOM

+5.1%

MTUMiShares

+7.3%

+5.1%Year to date+7.3%

−19.9%Worst drop · 1Y−27.3%

27.1%Volatility · 1Y29.6%

0.5%Yield2.1%

$383MAssets$15.8B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QMOM, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

QMOM0.28%$28

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: QMOM, MTUM

2.09%highest, MTUM

FundTrailing yieldYield$10k

MTUM2.09%$209

QMOM0.52%$52

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$194most kept, MTUM

MTUM$209 − $15 = $194

QMOM$52 − $28 = $24

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: QMOM, MTUM

Today

18.8%most shared, QMOM and MTUM

QMOMMTUM

QMOM—18.8%

MTUM18.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.1%MTUM, at 29.6% volatility

QMOMWorst drop−19.9%27.1% vol

MTUMWorst drop−27.3%29.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MTUMQMOM

+7.3%Year to date+5.1%

2.1%Yield0.5%

+9.1%Past year+5.3%

0.15%Fee0.28%

4–0MTUM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026