Compare · 2 funds side by side · dividends reinvested

VFQY and MTUM

VFQYVanguard×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,902VFQY · best of the two

02 / 04

VFQY and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard U.S. Quality Factor ETFUS Stock Styles · Factor0.13%1.03%+13.3%+16.0%+18.1%+8.3%−9.1%13.3%$493M1.3

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%2.20%+2.3%+2.6%+23.2%+7.2%−27.3%29.2%$15.6B1.8

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: VFQY 2018 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard U.S. Quality Factor ETF · $493M$14,902

VFQY

MTUM

iShares MSCI USA Momentum Factor ETF · $15.6B$14,159

$10,000 five years ago, dividends reinvested · they hold 18.6% in common

VFQYMeasureMTUM

+13.3%Year to dateJan 1 → Nov 6+2.3%

+16.0%1 yearTotal return+2.6%

+18.1%3 years · per year$10,000 became $16,460 · $18,709+23.2%

+8.3%5 years · per year$10,000 became $14,902 · $14,159+7.2%

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

1.03%Trailing 12-mo yield$103 · $220 a year on $10k2.20%

−9.1%Worst dropSmaller is better−27.3%

13.3%VolatilityLower is calmer29.2%

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

6–2VFQY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VFQY vs MTUM: Top 5 Holdings

Today

VFQY

6.9%in top 5

MTUM

in top 520.6%

VFQYStockMTUM

not top 5AMD5.2%

not top 5MU4.2%

not top 5JNJ4.2%

not top 5CSCO3.7%

not top 5XOM3.3%

1.5%GILDnot top 5

1.5%FTNTnot top 5

1.3%MMMnot top 5

1.3%AAPLnot top 5

1.3%CTASnot top 5

Held in common18.6%

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

VFQY vs MTUM Returns, Every Period

VanguardVFQY

+8.3%

5 years, per year

MTUMiShares

+7.2%

5 years, per year

VFQYMTUMFaded: behind in that period

3–1VFQY wins

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

VFQY vs MTUM

YTD

VanguardVFQY

+13.3%

MTUMiShares

+2.3%

+13.3%Year to date+2.3%

−9.1%Worst drop · 1Y−27.3%

13.3%Volatility · 1Y29.2%

1.0%Yield2.2%

$493MAssets$15.6B

3–1VFQY wins

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

Cost, Income and Risk

Fees: VFQY, MTUM

Today

0.13%lowest, VFQY

FundExpense ratioFee$10k

VFQY0.13%$13

MTUM0.15%$15

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

Yields: VFQY, MTUM

2.20%highest, MTUM

FundTrailing yieldYield$10k

MTUM2.20%$220

VFQY1.03%$103

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

Income After Fees on $10,000

$205most kept, MTUM

MTUM$220 − $15 = $205

VFQY$103 − $13 = $90

KeptFee

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

Overlap: VFQY, MTUM

Today

18.6%most shared, VFQY and MTUM

VFQYMTUM

VFQY—18.6%

MTUM18.6%—

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

Return vs Bumpiness: 2 ETFs

+16.0%VFQY, at 13.3% volatility

VFQYWorst drop−9.1%13.3% vol

MTUMWorst drop−27.3%29.2% vol

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

Paid More vs Made More

YTD

MTUMVFQY

+2.3%Year to date+13.3%

2.2%Yield1.0%

+2.6%Past year+16.0%

0.15%Fee0.13%

3–1VFQY 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