Compare · 2 funds side by side · dividends reinvested

SMOM and USMV

SMOMSymmetry Panoramic×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,273USMV · best of the two

02 / 04

SMOM and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.39%+9.2%+11.2%+14.2%+7.4%−6.5%9.1%$24.5B1.0

Symmetry Panoramic Sector Momentum ETFUS Stock Styles · Factor0.63%0.15%+9.0%+9.8%[…][…]−7.5%12.5%$74M2.0

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: SMOM 2025 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

Symmetry Panoramic Sector Momentum ETF · $74M[…]

SMOM

USMV

iShares MSCI USA Min Vol Factor ETF · $24.5B$14,273

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

SMOMMeasureUSMV

+9.0%Year to dateJan 1 → Nov 5+9.2%

+9.8%1 yearTotal return+11.2%

[…]3 years · per year$10,000 became […] · $14,878+14.2%

[…]5 years · per year$10,000 became […] · $14,273+7.4%

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

0.15%Trailing 12-mo yield$15 · $139 a year on $10k1.39%

−7.5%Worst dropSmaller is better−6.5%

12.5%VolatilityLower is calmer9.1%

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

0–6USMV wins

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

More Ways to See the Pairs

SMOM vs USMV: Top 5 Holdings

Today

SMOM

100.3%in top 5

USMV

in top 57.9%

SMOMStockUSMV

32.3%XLKnot top 5

29.6%XLVnot top 5

27.6%XLEnot top 5

10.8%XLFnot top 5

not top 5MSFT1.7%

not top 5BRK-B1.6%

not top 5MCK1.6%

not top 5CB1.6%

not top 5WELL1.5%

Held in common0.0%

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

SMOM vs USMV Returns, Every Period

Symmetry PanoramicSMOM

+9.8%

past year

USMViShares

+11.2%

past year

SMOMUSMVFaded: behind in that period

0–2USMV wins

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

SMOM vs USMV

YTD

Symmetry PanoramicSMOM

+9.0%

USMViShares

+9.2%

+9.0%Year to date+9.2%

−7.5%Worst drop · 1Y−6.5%

12.5%Volatility · 1Y9.1%

0.1%Yield1.4%

$74.5MAssets$24.5B

4–0USMV wins

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

Cost, Income and Risk

Fees: SMOM, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

SMOM0.63%$63

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

Yields: SMOM, USMV

1.39%highest, USMV

FundTrailing yieldYield$10k

USMV1.39%$139

SMOM0.15%$15

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

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

SMOM$15 − $63 = −$48

KeptFee

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

Overlap: SMOM, USMV

Today

0.0%most shared, SMOM and USMV

SMOMUSMV

SMOM—0.0%

USMV0.0%—

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

Return vs Bumpiness: 2 ETFs

+11.2%USMV, at 9.1% volatility

USMVWorst drop−6.5%9.1% vol

SMOMWorst drop−7.5%12.5% vol

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

Paid More vs Made More

YTD

USMVSMOM

+9.2%Year to date+9.0%

1.4%Yield0.1%

+11.2%Past year+9.8%

0.15%Fee0.63%

4–0USMV wins

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