DVOL vs MTUM

ADVOL

BMTUM

Measures won2–4MTUM wins · of 6 · 5Y

$10,000 · 5Y$14,159MTUM · DVOL $12,730

Lowest cost0.15%MTUM · $15 on $10k

Most income2.20%MTUM · $220 on $10k

Smallest drop−9.8%DVOL · worst fall in 1Y

Held in common12.8%DVOL and MTUM

DVOL

MTUM

First Trust Dorsey Wright Momentum & Low Volatility ETF · $76MiShares MSCI USA Momentum Factor ETF · $15.8B

+13.9%3 years · per year$14,785 · $18,709+23.2%

+4.9%5 years · per year$12,730 · $14,159+7.2%

0.60%Expense ratio$60 · $15 on $10k · lower wins0.15%

0.82%12-mo yield$82 · $220 on $10k2.20%

−9.8%Worst dropSmaller wins−27.3%

12.4%VolatilityLower wins29.2%

2–4MTUM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDVOL · MTUM

2.8%CVX1.8%

1.5%MRK2.2%

3.0%WELL1.2%

1.6%MS1.1%

Held in common12.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	2.20%	+1.9%	+2.3%	+2.6%	+23.2%	+7.2%	−27.3%	$15.8B
2	ADVOL	First Trust Dorsey Wright Momentum & Low Volatility ETFRead Desk		0.60%	0.82%	0.0%	+3.6%	+5.1%	+13.9%	+4.9%	−9.8%	$76M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	2.20%	+1.9%	+2.3%	+2.6%	+23.2%	+7.2%	−27.3%	$15.8B
2	ADVOL	First Trust Dorsey Wright Momentum & Low Volatility ETFRead Desk		0.60%	0.82%	0.0%	+3.6%	+5.1%	+13.9%	+4.9%	−9.8%	$76M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DVOL vs MTUM

DVOL

First Trust Dorsey Wright Momentum & Low Volatility

$12,730

MTUM

iShares MSCI USA Momentum Factor

$14,159

MeasureDVOLMTUM

Fee0.60%0.15%

Cost on $10k a year$60$15

Yield0.82%2.20%

5 years, per year+4.9%+7.2%

3 years, per year+13.9%+23.2%

Worst drop · 1Y−9.8%−27.3%

Volatility · 1Y12.4%29.2%

4–2measures won
MTUM first

12.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: DVOL, MTUM

Today

12.8%most shared, DVOL and MTUM

DVOLMTUM

DVOL—12.8%

MTUM12.8%—

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

Income After Fees on $10,000

$205most kept, MTUM

MTUM$220 − $15 = $205

DVOL$82 − $60 = $22

KeptFee

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