IMTM vs MTUM

AIMTM

BMTUM

Measures won4–2IMTM wins · of 6 · 5Y

$10,000 · 5Y$14,614IMTM · MTUM $14,159

Lowest cost0.15%MTUM · $15 on $10k

Most income4.77%IMTM · $477 on $10k

Smallest drop−12.8%IMTM · worst fall in 1Y

Held in common0.0%IMTM and MTUM

IMTM

MTUM

iShares MSCI Intl Momentum Factor ETF · $4.0BiShares MSCI USA Momentum Factor ETF · $15.8B

+19.7%3 years · per year$17,145 · $18,709+23.2%

+7.9%5 years · per year$14,614 · $14,159+7.2%

0.30%Expense ratio$30 · $15 on $10k · lower wins0.15%

4.77%12-mo yield$477 · $220 on $10k2.20%

−12.8%Worst dropSmaller wins−27.3%

20.1%VolatilityLower wins29.2%

4–2IMTM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIMTM · MTUM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AIMTM	iShares MSCI Intl Momentum Factor ETFRead Desk		0.30%	4.77%	−0.1%	+2.7%	+6.9%	+19.7%	+7.9%	−12.8%	$4.0B
2	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

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	AIMTM	iShares MSCI Intl Momentum Factor ETFRead Desk		0.30%	4.77%	−0.1%	+2.7%	+6.9%	+19.7%	+7.9%	−12.8%	$4.0B
2	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

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

IMTM vs MTUM

IMTM

iShares MSCI Intl Momentum Factor

$14,615

MTUM

iShares MSCI USA Momentum Factor

$14,159

MeasureIMTMMTUM

Fee0.30%0.15%

Cost on $10k a year$30$15

Yield4.77%2.20%

5 years, per year+7.9%+7.2%

3 years, per year+19.7%+23.2%

Worst drop · 1Y−12.8%−27.3%

Volatility · 1Y20.1%29.2%

4–2measures won
IMTM first

0.0%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IMTM, MTUM

Today

0.0%most shared, IMTM and MTUM

IMTMMTUM

IMTM—0.0%

MTUM0.0%—

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

Income After Fees on $10,000

$447most kept, IMTM

IMTM$477 − $30 = $447

MTUM$220 − $15 = $205

KeptFee

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