Compare · 2 funds side by side · dividends reinvested

VFMV and MTUM

VFMVVanguard×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,978VFMV · best of the two

02 / 04

VFMV and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard U.S. Minimum Volatility ETFUS Stock Styles · Factor0.13%1.55%+14.6%+16.8%+18.1%+9.8%−6.0%8.5%$460M1.1

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.67%+11.6%+10.2%+28.2%+9.2%−20.1%27.8%$17.4B1.9

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: VFMV 2018 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard U.S. Minimum Volatility ETF · $460M$15,978

VFMV

MTUM

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

$10,000 five years ago, dividends reinvested · they hold 20.0% in common

VFMVMeasureMTUM

+14.6%Year to dateJan 1 → Nov 3+11.6%

+16.8%1 yearTotal return+10.2%

+18.1%3 years · per year$10,000 became $16,488 · $21,049+28.2%

+9.8%5 years · per year$10,000 became $15,978 · $15,541+9.2%

0.13%Expense ratio$13 · $15 a year on $10k · lower is better0.15%

1.55%Trailing 12-mo yield$155 · $67 a year on $10k0.67%

−6.0%Worst dropSmaller is better−20.1%

8.5%VolatilityLower is calmer27.8%

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

7–1VFMV wins

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

More Ways to See the Pairs

VFMV vs MTUM: Top 5 Holdings

Today

VFMV

8.0%in top 5

MTUM

in top 521.3%

VFMVStockMTUM

not top 5AMD5.8%

not top 5MU5.0%

1.6%JNJ3.7%

not top 5CSCO3.6%

1.6%XOM3.2%

1.7%ADInot top 5

1.6%TXNnot top 5

1.6%MSFTnot top 5

Held in common20.0%

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

VFMV vs MTUM Returns, Every Period

VanguardVFMV

+9.8%

5 years, per year

MTUMiShares

+9.2%

5 years, per year

VFMVMTUMFaded: behind in that period

3–1VFMV wins

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

VFMV vs MTUM

YTD

VanguardVFMV

+14.6%

MTUMiShares

+11.6%

+14.6%Year to date+11.6%

−6.0%Worst drop · 1Y−20.1%

8.5%Volatility · 1Y27.8%

1.6%Yield0.7%

$460MAssets$17.4B

4–0VFMV wins

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

Cost, Income and Risk

Fees: VFMV, MTUM

Today

0.13%lowest, VFMV

FundExpense ratioFee$10k

VFMV0.13%$13

MTUM0.15%$15

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

Yields: VFMV, MTUM

1.55%highest, VFMV

FundTrailing yieldYield$10k

VFMV1.55%$155

MTUM0.67%$67

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

Income After Fees on $10,000

$142most kept, VFMV

VFMV$155 − $13 = $142

MTUM$67 − $15 = $52

KeptFee

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

Overlap: VFMV, MTUM

Today

20.0%most shared, VFMV and MTUM

VFMVMTUM

VFMV—20.0%

MTUM20.0%—

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

Return vs Bumpiness: 2 ETFs

+16.8%VFMV, at 8.5% volatility

VFMVWorst drop−6.0%8.5% 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

VFMVMTUM

+14.6%Year to date+11.6%

1.6%Yield0.7%

+16.8%Past year+10.2%

0.13%Fee0.15%

4–0VFMV 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