Compare · 2 funds side by side · dividends reinvested

QUAL and MTUM

QUALiShares×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,737QUAL · best of the two

02 / 04

QUAL and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.85%+12.4%+14.1%+21.4%+10.8%−9.0%11.9%$48.0B1.1

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.67%+11.6%+10.2%+28.2%+9.2%−20.1%27.8%$17.4B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: QUAL 2013 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Quality Factor ETF · $48.0B$16,737

QUAL

MTUM

iShares MSCI USA Momentum Factor ETF · $17.4B$15,541

$10,000 five years ago, dividends reinvested · they hold 21.1% in common

QUALMeasureMTUM

+12.4%Year to dateJan 1 → Nov 3+11.6%

+14.1%1 yearTotal return+10.2%

+21.4%3 years · per year$10,000 became $17,912 · $21,049+28.2%

+10.8%5 years · per year$10,000 became $16,737 · $15,541+9.2%

0.15%Expense ratio$15 · $15 a year on $10k · lower is better0.15%

0.85%Trailing 12-mo yield$85 · $67 a year on $10k0.67%

−9.0%Worst dropSmaller is better−20.1%

11.9%VolatilityLower is calmer27.8%

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

6–1QUAL wins

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

More Ways to See the Pairs

QUAL vs MTUM: Top 5 Holdings

Today

QUAL

29.8%in top 5

MTUM

in top 521.3%

QUALStockMTUM

8.0%MSFTnot top 5

7.4%AAPLnot top 5

5.9%NVDAnot top 5

not top 5AMD5.8%

not top 5MU5.0%

4.5%LLYnot top 5

4.0%METAnot top 5

not top 5JNJ3.7%

not top 5CSCO3.6%

not top 5XOM3.2%

Held in common21.1%

End-of-day Nov 3, 2026 · share of each fund

QUAL vs MTUM Returns, Every Period

iSharesQUAL

+10.8%

5 years, per year

MTUMiShares

+9.2%

5 years, per year

QUALMTUMFaded: behind in that period

3–1QUAL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

QUAL vs MTUM

YTD

iSharesQUAL

+12.4%

MTUMiShares

+11.6%

+12.4%Year to date+11.6%

−9.0%Worst drop · 1Y−20.1%

11.9%Volatility · 1Y27.8%

0.9%Yield0.7%

$48.0BAssets$17.4B

4–0QUAL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QUAL, MTUM

Today

0.15%lowest, QUAL

FundExpense ratioFee$10k

QUAL0.15%$15

MTUM0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: QUAL, MTUM

0.85%highest, QUAL

FundTrailing yieldYield$10k

QUAL0.85%$85

MTUM0.67%$67

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, QUAL

QUAL$85 − $15 = $70

MTUM$67 − $15 = $52

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: QUAL, MTUM

Today

21.1%most shared, QUAL and MTUM

QUALMTUM

QUAL—21.1%

MTUM21.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.1%QUAL, at 11.9% volatility

QUALWorst drop−9.0%11.9% vol

MTUMWorst drop−20.1%27.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

QUALMTUM

+12.4%Year to date+11.6%

0.9%Yield0.7%

+14.1%Past year+10.2%

0.15%Fee0.15%

3–0QUAL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026