IMTM vs USMV

AIMTM

BUSMV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IMTM $14,941

Lowest cost0.03%VUG · $3 on $10k

Most income4.62%IMTM · $462 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 · $4.1BiShares MSCI USA Min Vol Factor ETF · $24.1B

+20.2%3 years · per year$17,367 · $14,761+13.9%

+8.4%5 years · per year$14,941 · $14,412+7.6%

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

4.62%12-mo yield$462 · $137 on $10k1.37%

−12.8%Worst dropSmaller wins−6.5%

20.4%VolatilityLower wins9.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIMTM · USMV

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

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AIMTM	iShares MSCI Intl Momentum Factor ETFRead Desk	0.30%	4.62%	+3.2%	+6.0%	+10.5%	+20.2%	+8.4%	−12.8%	$4.1B
3	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.37%	+1.7%	+10.5%	+13.1%	+13.9%	+7.6%	−6.5%	$24.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AIMTM	iShares MSCI Intl Momentum Factor ETFRead Desk	0.30%	4.62%	+3.2%	+6.0%	+10.5%	+20.2%	+8.4%	−12.8%	$4.1B
3	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.37%	+1.7%	+10.5%	+13.1%	+13.9%	+7.6%	−6.5%	$24.1B

End-of-day Nov 9, 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

$14,941

USMV

iShares MSCI USA Min Vol Factor

$14,412

MeasureIMTMUSMV

Fee0.30%0.15%

Cost on $10k a year$30$15

Yield4.62%1.37%

5 years, per year+8.4%+7.6%

3 years, per year+20.2%+13.9%

Worst drop · 1Y−12.8%−6.5%

Volatility · 1Y20.4%9.3%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IMTM, USMV, VUG

Today

21.1%most shared, USMV and VUG

IMTMUSMVVUG

IMTM—0.0%0.0%

USMV0.0%—21.1%

VUG0.0%21.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$432most kept, IMTM

IMTM$462 − $30 = $432

USMV$137 − $15 = $122

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee