Compare · 2 funds side by side · dividends reinvested

SMOM and QUAL

SMOMSymmetry Panoramic×QUALiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,382QUAL · best of the two

02 / 04

SMOM and QUAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%2.80%+11.1%+13.3%+19.9%+10.4%−9.0%12.6%$47.5B1.3

Symmetry Panoramic Sector Momentum ETFUS Stock Styles · Factor0.63%0.15%+9.4%+9.6%[…][…]−7.5%12.5%$71M1.7

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 · QUAL 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

SMOM

QUAL

iShares MSCI USA Quality Factor ETF · $47.5B$16,382

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

SMOMMeasureQUAL

+9.4%Year to dateJan 1 → Nov 6+11.1%

+9.6%1 yearTotal return+13.3%

[…]3 years · per year$10,000 became […] · $17,226+19.9%

[…]5 years · per year$10,000 became […] · $16,382+10.4%

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

0.15%Trailing 12-mo yield$15 · $280 a year on $10k2.80%

−7.5%Worst dropSmaller is better−9.0%

12.5%VolatilityLower is calmer12.6%

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

2–4QUAL 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 QUAL: Top 5 Holdings

Today

SMOM

100.3%in top 5

QUAL

in top 529.5%

SMOMStockQUAL

31.1%XLKnot top 5

30.2%XLVnot top 5

28.0%XLEnot top 5

11.0%XLFnot top 5

not top 5MSFT8.3%

not top 5AAPL7.5%

not top 5NVDA5.3%

not top 5LLY4.4%

not top 5META4.0%

Held in common0.0%

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

SMOM vs QUAL Returns, Every Period

Symmetry PanoramicSMOM

+9.6%

past year

QUALiShares

+13.3%

past year

SMOMQUALFaded: behind in that period

0–2QUAL wins

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

SMOM vs QUAL

YTD

Symmetry PanoramicSMOM

+9.4%

QUALiShares

+11.1%

+9.4%Year to date+11.1%

−7.5%Worst drop · 1Y−9.0%

12.5%Volatility · 1Y12.6%

0.1%Yield2.8%

$71.2MAssets$47.5B

2–2level

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

Cost, Income and Risk

Fees: SMOM, QUAL

Today

0.15%lowest, QUAL

FundExpense ratioFee$10k

QUAL0.15%$15

SMOM0.63%$63

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

Yields: SMOM, QUAL

2.80%highest, QUAL

FundTrailing yieldYield$10k

QUAL2.80%$280

SMOM0.15%$15

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

Income After Fees on $10,000

$265most kept, QUAL

QUAL$280 − $15 = $265

SMOM$15 − $63 = −$48

KeptFee

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

Overlap: SMOM, QUAL

Today

0.0%most shared, SMOM and QUAL

SMOMQUAL

SMOM—0.0%

QUAL0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.3%QUAL, at 12.6% volatility

SMOMWorst drop−7.5%12.5% vol

QUALWorst drop−9.0%12.6% vol

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

Paid More vs Made More

YTD

QUALSMOM

+11.1%Year to date+9.4%

2.8%Yield0.1%

+13.3%Past year+9.6%

0.15%Fee0.63%

4–0QUAL wins

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