Compare · 2 funds side by side · dividends reinvested

SMOM and MTUM

SMOMSymmetry Panoramic×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,159MTUM · best of the two

02 / 04

SMOM and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Symmetry Panoramic Sector Momentum ETFUS Stock Styles · Factor0.63%0.15%+9.4%+9.6%[…][…]−7.5%12.5%$71M1.3

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%2.20%+2.3%+2.6%+23.2%+7.2%−27.3%29.2%$15.8B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: SMOM 2025 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Symmetry Panoramic Sector Momentum ETF · $71M[…]

SMOM

MTUM

iShares MSCI USA Momentum Factor ETF · $15.8B$14,159

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SMOMMeasureMTUM

+9.4%Year to dateJan 1 → Nov 6+2.3%

+9.6%1 yearTotal return+2.6%

[…]3 years · per year$10,000 became […] · $18,709+23.2%

[…]5 years · per year$10,000 became […] · $14,159+7.2%

0.63%Expense ratio$63 · $15 a year on $10k · lower is better0.15%

0.15%Trailing 12-mo yield$15 · $220 a year on $10k2.20%

−7.5%Worst dropSmaller is better−27.3%

12.5%VolatilityLower is calmer29.2%

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

4–2SMOM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMOM vs MTUM: Top 5 Holdings

Today

SMOM

100.3%in top 5

MTUM

in top 520.6%

SMOMStockMTUM

31.1%XLKnot top 5

30.2%XLVnot top 5

28.0%XLEnot top 5

11.0%XLFnot top 5

not top 5AMD5.2%

not top 5MU4.2%

not top 5JNJ4.2%

not top 5CSCO3.7%

not top 5XOM3.3%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SMOM vs MTUM Returns, Every Period

Symmetry PanoramicSMOM

+9.6%

past year

MTUMiShares

+2.6%

past year

SMOMMTUMFaded: behind in that period

2–0SMOM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SMOM vs MTUM

YTD

Symmetry PanoramicSMOM

+9.4%

MTUMiShares

+2.3%

+9.4%Year to date+2.3%

−7.5%Worst drop · 1Y−27.3%

12.5%Volatility · 1Y29.2%

0.1%Yield2.2%

$71.2MAssets$15.8B

3–1SMOM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMOM, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

SMOM0.63%$63

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SMOM, MTUM

2.20%highest, MTUM

FundTrailing yieldYield$10k

MTUM2.20%$220

SMOM0.15%$15

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$205most kept, MTUM

MTUM$220 − $15 = $205

SMOM$15 − $63 = −$48

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SMOM, MTUM

Today

0.0%most shared, SMOM and MTUM

SMOMMTUM

SMOM—0.0%

MTUM0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.6%SMOM, at 12.5% volatility

SMOMWorst drop−7.5%12.5% vol

MTUMWorst drop−27.3%29.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MTUMSMOM

+2.3%Year to date+9.4%

2.2%Yield0.1%

+2.6%Past year+9.6%

0.15%Fee0.63%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026