MMTM vs MTUM

AMMTM

BMTUM

Measures won4–2MMTM wins · of 6 · 5Y

$10,000 · 5Y$15,453MMTM · MTUM $14,700

Lowest cost0.12%MMTM · $12 on $10k

Most income2.09%MTUM · $209 on $10k

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

Held in common37.9%MMTM and MTUM

MMTM

MTUM

State Street SPDR S&P 1500 Momentum Tilt ETF · $121MiShares MSCI USA Momentum Factor ETF · $16.8B

+18.0%3 years · per year$16,411 · $19,265+24.4%

+9.1%5 years · per year$15,453 · $14,700+8.0%

0.12%Expense ratio$12 · $15 on $10k · lower wins0.15%

0.94%12-mo yield$94 · $209 on $10k2.09%

−12.8%Worst dropSmaller wins−27.3%

16.6%VolatilityLower wins29.6%

4–2MMTM wins

$10,000 · 5 yearsOne scale

Shared top holdingsMMTM · MTUM

3.2%GOOGL2.7%

2.3%MU4.4%

2.4%GOOG2.2%

2.1%AMD5.7%

Held in common37.9%

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

Both

5Y2 funds

#			Trend
1	AMMTM	State Street SPDR S&P 1500 Momentum Tilt ETFRead Desk		0.12%	0.94%	+2.8%	0.0%	+1.6%	+18.0%	+9.1%	−12.8%	$121M
2	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	2.09%	+4.9%	+7.3%	+9.1%	+24.4%	+8.0%	−27.3%	$16.8B

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

Both

5Y2 funds

#			Trend
1	AMMTM	State Street SPDR S&P 1500 Momentum Tilt ETFRead Desk		0.12%	0.94%	+2.8%	0.0%	+1.6%	+18.0%	+9.1%	−12.8%	$121M
2	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	2.09%	+4.9%	+7.3%	+9.1%	+24.4%	+8.0%	−27.3%	$16.8B

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

MMTM vs MTUM

MMTM

SPDR S&P 1500 Momentum Tilt

$15,453

MTUM

iShares MSCI USA Momentum Factor

$14,700

MeasureMMTMMTUM

Fee0.12%0.15%

Cost on $10k a year$12$15

Yield0.94%2.09%

5 years, per year+9.1%+8.0%

3 years, per year+18.0%+24.4%

Worst drop · 1Y−12.8%−27.3%

Volatility · 1Y16.6%29.6%

4–2measures won
MMTM first

37.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: MMTM, MTUM

Today

37.9%most shared, MMTM and MTUM

MMTMMTUM

MMTM—37.9%

MTUM37.9%—

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

Income After Fees on $10,000

$194most kept, MTUM

MTUM$209 − $15 = $194

MMTM$94 − $12 = $82

KeptFee

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