Compare · 2 funds side by side · dividends reinvested

ROUS and MTUM

ROUSHartford×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,234ROUS · best of the two

02 / 04

ROUS and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Multifactor US Equity ETFUS Stock Styles · Factor0.19%1.33%+16.1%+18.1%+20.9%+11.5%−6.0%12.0%$777M1.4

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%2.96%+0.4%+1.1%+23.1%+6.8%−27.3%29.2%$17.0B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: ROUS 2015 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Multifactor US Equity ETF · $777M$17,234

ROUS

MTUM

iShares MSCI USA Momentum Factor ETF · $17.0B$13,927

$10,000 five years ago, dividends reinvested · they hold 28.7% in common

ROUSMeasureMTUM

+16.1%Year to dateJan 1 → Nov 5+0.4%

+18.1%1 yearTotal return+1.1%

+20.9%3 years · per year$10,000 became $17,675 · $18,653+23.1%

+11.5%5 years · per year$10,000 became $17,234 · $13,927+6.8%

0.19%Expense ratio$19 · $15 a year on $10k · lower is better0.15%

1.33%Trailing 12-mo yield$133 · $296 a year on $10k2.96%

−6.0%Worst dropSmaller is better−27.3%

12.0%VolatilityLower is calmer29.2%

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

5–3ROUS wins

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

More Ways to See the Pairs

ROUS vs MTUM: Top 5 Holdings

Today

ROUS

5.8%in top 5

MTUM

in top 521.2%

ROUSStockMTUM

not top 5AMD5.8%

not top 5MU4.7%

not top 5JNJ3.9%

1.1%CSCO3.7%

not top 5XOM3.1%

1.5%AAPLnot top 5

1.3%MSFTnot top 5

1.0%NVDAnot top 5

1.0%0Y0Y.Lnot top 5

Held in common28.7%

End-of-day Nov 5, 2026 · share of each fund

ROUS vs MTUM Returns, Every Period

HartfordROUS

+11.5%

5 years, per year

MTUMiShares

+6.8%

5 years, per year

ROUSMTUMFaded: behind in that period

3–1ROUS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ROUS vs MTUM

YTD

HartfordROUS

+16.1%

MTUMiShares

+0.4%

+16.1%Year to date+0.4%

−6.0%Worst drop · 1Y−27.3%

12.0%Volatility · 1Y29.2%

1.3%Yield3.0%

$777MAssets$17.0B

3–1ROUS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROUS, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

ROUS0.19%$19

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ROUS, MTUM

2.96%highest, MTUM

FundTrailing yieldYield$10k

MTUM2.96%$296

ROUS1.33%$133

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$281most kept, MTUM

MTUM$296 − $15 = $281

ROUS$133 − $19 = $114

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ROUS, MTUM

Today

28.7%most shared, ROUS and MTUM

ROUSMTUM

ROUS—28.7%

MTUM28.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.1%ROUS, at 12.0% volatility

ROUSWorst drop−6.0%12.0% vol

MTUMWorst drop−27.3%29.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MTUMROUS

+0.4%Year to date+16.1%

3.0%Yield1.3%

+1.1%Past year+18.1%

0.15%Fee0.19%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026