IMTM vs USMV

AIMTM

BUSMV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,443IMTM · USMV $14,754

Lowest cost0.15%USMV · $15 on $10k

Most income4.54%IMTM · $454 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common0.0%IMTM and USMV

IMTM

USMV

iShares MSCI Intl Momentum Factor ETF · $4.2BiShares MSCI USA Min Vol Factor ETF · $24.5B

+22.3%3 years · per year$18,274 · $15,388+15.5%

+9.1%5 years · per year$15,443 · $14,754+8.1%

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

4.54%12-mo yield$454 · $135 on $10k1.35%

−12.8%Worst dropSmaller wins−6.5%

19.5%VolatilityLower wins8.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIMTM · USMV

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

Held in common0.0%

End-of-day Nov 4, 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%	4.54%	+1.4%	+8.0%	+12.2%	+22.3%	+9.1%	−12.8%	$4.2B
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.5B

End-of-day Nov 4, 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%	4.54%	+1.4%	+8.0%	+12.2%	+22.3%	+9.1%	−12.8%	$4.2B
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IMTM vs USMV

IMTM

iShares MSCI Intl Momentum Factor

$15,443

USMV

iShares MSCI USA Min Vol Factor

$14,754

MeasureIMTMUSMV

Fee0.30%0.15%

Cost on $10k a year$30$15

Yield4.54%1.35%

5 years, per year+9.1%+8.1%

3 years, per year+22.3%+15.5%

Worst drop · 1Y−12.8%−6.5%

Volatility · 1Y19.5%8.7%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IMTM, USMV

Today

0.0%most shared, IMTM and USMV

IMTMUSMV

IMTM—0.0%

USMV0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$424most kept, IMTM

IMTM$454 − $30 = $424

USMV$135 − $15 = $120

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee