Compare · 2 funds side by side · dividends reinvested

RWLC and MTUM

RWLCRayliant×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,541MTUM · best of the two

02 / 04

RWLC and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Rayliant NxtGen Multifactor US Equity ETFUS Stock Styles · Factor0.32%12.77%+15.0%+16.3%+26.4%[…]−9.3%14.7%$101M1.3

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.67%+11.6%+10.2%+28.2%+9.2%−20.1%27.8%$17.4B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: RWLC 2021 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Rayliant NxtGen Multifactor US Equity ETF · $101M[…]

RWLC

MTUM

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

$10,000 five years ago, dividends reinvested · they hold 25.6% in common

RWLCMeasureMTUM

+15.0%Year to dateJan 1 → Nov 3+11.6%

+16.3%1 yearTotal return+10.2%

+26.4%3 years · per year$10,000 became $20,217 · $21,049+28.2%

[…]5 years · per year$10,000 became […] · $15,541+9.2%

0.32%Expense ratio$32 · $15 a year on $10k · lower is better0.15%

12.77%Trailing 12-mo yield$1,277 · $67 a year on $10k0.67%

−9.3%Worst dropSmaller is better−20.1%

14.7%VolatilityLower is calmer27.8%

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

5–2RWLC wins

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

More Ways to See the Pairs

RWLC vs MTUM: Top 5 Holdings

Today

RWLC

24.9%in top 5

MTUM

in top 521.3%

RWLCStockMTUM

9.1%AAPLnot top 5

6.1%NVDAnot top 5

not top 5AMD5.8%

not top 5MU5.0%

3.9%MSFTnot top 5

not top 5JNJ3.7%

not top 5CSCO3.6%

not top 5XOM3.2%

3.0%MAnot top 5

2.8%GOOGLnot top 5

Held in common25.6%

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

RWLC vs MTUM Returns, Every Period

RayliantRWLC

+16.3%

past year

MTUMiShares

+10.2%

past year

RWLCMTUMFaded: behind in that period

2–1RWLC wins

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

RWLC vs MTUM

YTD

RayliantRWLC

+15.0%

MTUMiShares

+11.6%

+15.0%Year to date+11.6%

−9.3%Worst drop · 1Y−20.1%

14.7%Volatility · 1Y27.8%

12.8%Yield0.7%

$101MAssets$17.4B

4–0RWLC wins

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

Cost, Income and Risk

Fees: RWLC, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

RWLC0.32%$32

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

Yields: RWLC, MTUM

12.77%highest, RWLC

FundTrailing yieldYield$10k

RWLC12.77%$1,277

MTUM0.67%$67

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

Income After Fees on $10,000

$1,245most kept, RWLC

RWLC$1,277 − $32 = $1,245

MTUM$67 − $15 = $52

KeptFee

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

Overlap: RWLC, MTUM

Today

25.6%most shared, RWLC and MTUM

RWLCMTUM

RWLC—25.6%

MTUM25.6%—

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

Return vs Bumpiness: 2 ETFs

+16.3%RWLC, at 14.7% volatility

RWLCWorst drop−9.3%14.7% 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

RWLCMTUM

+15.0%Year to date+11.6%

12.8%Yield0.7%

+16.3%Past year+10.2%

0.32%Fee0.15%

3–1RWLC 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