Compare · 2 funds side by side · dividends reinvested

QQLV and MTUM

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

02 / 04

QQLV and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETFUS Stock Styles · Factor0.25%1.79%+14.8%+16.0%[…][…]−7.2%12.1%$3M1.2

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.68%+9.4%+8.4%+26.9%+9.1%−20.8%27.9%$17.4B1.6

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: QQLV 2024 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF · $3M[…]

QQLV

MTUM

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

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

QQLVMeasureMTUM

+14.8%Year to dateJan 1 → Nov 4+9.4%

+16.0%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%

0.25%Expense ratio$25 · $15 a year on $10k · lower is better0.15%

1.79%Trailing 12-mo yield$179 · $68 a year on $10k0.68%

−7.2%Worst dropSmaller is better−20.8%

12.1%VolatilityLower is calmer27.9%

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

5–1QQLV wins

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

More Ways to See the Pairs

QQLV vs MTUM: Top 5 Holdings

Today

QQLV

24.8%in top 5

MTUM

in top 521.0%

QQLVStockMTUM

not top 5AMD5.6%

5.1%AEPnot top 5

5.0%LINnot top 5

5.0%COSTnot top 5

not top 5MU5.0%

4.9%EXCnot top 5

4.9%XELnot top 5

not top 5JNJ3.7%

not top 5CSCO3.6%

not top 5XOM3.1%

Held in common2.2%

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

QQLV vs MTUM Returns, Every Period

InvescoQQLV

+16.0%

past year

MTUMiShares

+8.4%

past year

QQLVMTUMFaded: behind in that period

2–0QQLV wins

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

QQLV vs MTUM

YTD

InvescoQQLV

+14.8%

MTUMiShares

+9.4%

+14.8%Year to date+9.4%

−7.2%Worst drop · 1Y−20.8%

12.1%Volatility · 1Y27.9%

1.8%Yield0.7%

$3.2MAssets$17.4B

4–0QQLV wins

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

Cost, Income and Risk

Fees: QQLV, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

QQLV0.25%$25

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

Yields: QQLV, MTUM

1.79%highest, QQLV

FundTrailing yieldYield$10k

QQLV1.79%$179

MTUM0.68%$68

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

Income After Fees on $10,000

$154most kept, QQLV

QQLV$179 − $25 = $154

MTUM$68 − $15 = $53

KeptFee

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

Overlap: QQLV, MTUM

Today

2.2%most shared, QQLV and MTUM

QQLVMTUM

QQLV—2.2%

MTUM2.2%—

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

Return vs Bumpiness: 2 ETFs

+16.0%QQLV, at 12.1% volatility

QQLVWorst drop−7.2%12.1% 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

QQLVMTUM

+14.8%Year to date+9.4%

1.8%Yield0.7%

+16.0%Past year+8.4%

0.25%Fee0.15%

3–1QQLV 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