Compare · 2 funds side by side · dividends reinvested

USMV and MTUM

USMViShares×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

USMV and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.2%+11.9%+15.2%+7.5%−6.5%8.6%$24.1B1.4

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.67%+11.6%+10.2%+28.2%+9.2%−20.1%27.8%$17.4B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: USMV 2011 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,352

USMV

MTUM

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

$10,000 five years ago, dividends reinvested · they hold 23.2% in common

USMVMeasureMTUM

+10.2%Year to dateJan 1 → Nov 3+11.6%

+11.9%1 yearTotal return+10.2%

+15.2%3 years · per year$10,000 became $15,272 · $21,049+28.2%

+7.5%5 years · per year$10,000 became $14,352 · $15,541+9.2%

0.15%Expense ratio$15 · $15 a year on $10k · lower is better0.15%

1.37%Trailing 12-mo yield$137 · $67 a year on $10k0.67%

−6.5%Worst dropSmaller is better−20.1%

8.6%VolatilityLower is calmer27.8%

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

4–3USMV wins

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

More Ways to See the Pairs

USMV vs MTUM: Top 5 Holdings

Today

USMV

7.7%in top 5

MTUM

in top 521.3%

USMVStockMTUM

not top 5AMD5.8%

not top 5MU5.0%

not top 5JNJ3.7%

not top 5CSCO3.6%

1.6%XOM3.2%

1.6%MSFTnot top 5

1.5%CBnot top 5

1.5%MSInot top 5

1.5%BRK-Bnot top 5

Held in common23.2%

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

USMV vs MTUM Returns, Every Period

iSharesUSMV

+7.5%

5 years, per year

MTUMiShares

+9.2%

5 years, per year

USMVMTUMFaded: behind in that period

1–3MTUM wins

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

USMV vs MTUM

YTD

iSharesUSMV

+10.2%

MTUMiShares

+11.6%

+10.2%Year to date+11.6%

−6.5%Worst drop · 1Y−20.1%

8.6%Volatility · 1Y27.8%

1.4%Yield0.7%

$24.1BAssets$17.4B

3–1USMV wins

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

Cost, Income and Risk

Fees: USMV, MTUM

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

MTUM0.15%$15

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

Yields: USMV, MTUM

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

MTUM0.67%$67

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

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

MTUM$67 − $15 = $52

KeptFee

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

Overlap: USMV, MTUM

Today

23.2%most shared, USMV and MTUM

USMVMTUM

USMV—23.2%

MTUM23.2%—

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

Return vs Bumpiness: 2 ETFs

+11.9%USMV, at 8.6% volatility

USMVWorst drop−6.5%8.6% 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

USMVMTUM

+10.2%Year to date+11.6%

1.4%Yield0.7%

+11.9%Past year+10.2%

0.15%Fee0.15%

2–1USMV 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