Compare · 2 funds side by side · dividends reinvested

SQS and MTUM

SQSSapient×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 / 03

SQS and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.67%+11.6%+10.2%+28.2%+9.2%−20.1%27.8%$17.4B1.0

Sapient Quality Select ETFUS Stock Styles · Factor0.80%0.00%[…][…][…][…][…][…]$1.3B2.0

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Sapient Quality Select ETF · $1.3B[…]

SQS

MTUM

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

$10,000 five years ago, dividends reinvested · they hold 15.7% in common

SQSMeasureMTUM

[…]Year to dateJan 1 → Nov 3+11.6%

[…]1 yearTotal return+10.2%

[…]3 years · per year$10,000 became […] · $21,049+28.2%

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

0.80%Expense ratio$80 · $15 a year on $10k · lower is better0.15%

0.00%Trailing 12-mo yield$0 · $67 a year on $10k0.67%

[…]Worst dropSmaller is better−20.1%

[…]VolatilityLower is calmer27.8%

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

0–2MTUM wins

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

More Ways to See the Pairs

SQS vs MTUM: Top 5 Holdings

Today

SQS

35.7%in top 5

MTUM

in top 521.3%

SQSStockMTUM

9.3%NVDAnot top 5

8.0%AAPLnot top 5

6.4%GOOGLnot top 5

6.1%LLYnot top 5

5.9%MSFTnot top 5

not top 5AMD5.8%

not top 5MU5.0%

not top 5JNJ3.7%

not top 5CSCO3.6%

not top 5XOM3.2%

Held in common15.7%

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

SQS vs MTUM Returns, Every Period

SapientSQS

[…]

past year

MTUMiShares

+10.2%

past year

Returns […]

SQSMTUMFaded: behind in that period

0–0Level

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

SQS vs MTUM

YTD

SapientSQS

[…]

MTUMiShares

+11.6%

[…]Year to date+11.6%

[…]Worst drop · 1Y−20.1%

[…]Volatility · 1Y27.8%

0.0%Yield0.7%

$1.3BAssets$17.4B

1–0MTUM wins

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

Cost, Income and Risk

Fees: SQS, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

SQS0.80%$80

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

Yields: SQS, MTUM

0.67%highest, MTUM

FundTrailing yieldYield$10k

MTUM0.67%$67

SQS0.00%$0

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

Income After Fees on $10,000

$52most kept, MTUM

MTUM$67 − $15 = $52

SQS$0 − $80 = −$80

KeptFee

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

Overlap: SQS, MTUM

Today

15.7%most shared, SQS and MTUM

SQSMTUM

SQS—15.7%

MTUM15.7%—

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

Return vs Bumpiness: 2 ETFs

+10.2%MTUM, at 27.8% volatility

MTUMWorst drop−20.1%27.8% vol

SQSWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

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