MMTM vs QUAL

AMMTM

BQUAL

Measures won2–4QUAL wins · of 6 · 5Y

$10,000 · 5Y$16,737QUAL · MMTM $15,843

Lowest cost0.12%MMTM · $12 on $10k

Most income0.93%MMTM · $93 on $10k

Smallest drop−9.0%QUAL · worst fall in 1Y

Held in common40.3%MMTM and QUAL

MMTM

QUAL

State Street SPDR S&P 1500 Momentum Tilt ETF · $126MiShares MSCI USA Quality Factor ETF · $48.0B

+20.4%3 years · per year$17,461 · $17,912+21.4%

+9.6%5 years · per year$15,843 · $16,737+10.8%

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

0.93%12-mo yield$93 · $85 on $10k0.85%

−9.9%Worst dropSmaller wins−9.0%

15.6%VolatilityLower wins11.9%

2–4QUAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsMMTM · QUAL

9.8%AAPL7.4%

7.0%NVDA5.9%

2.5%MSFT8.0%

2.4%LLY4.5%

Held in common40.3%

End-of-day Nov 3, 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	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	0.85%	0.0%	+12.4%	+14.1%	+21.4%	+10.8%	−9.0%	$48.0B
2	AMMTM	State Street SPDR S&P 1500 Momentum Tilt ETFRead Desk		0.12%	0.93%	+0.4%	+1.1%	+0.4%	+20.4%	+9.6%	−9.9%	$126M

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

Both

5Y2 funds

#			Trend
1	BQUAL	iShares MSCI USA Quality Factor ETFRead Desk		0.15%	0.85%	0.0%	+12.4%	+14.1%	+21.4%	+10.8%	−9.0%	$48.0B
2	AMMTM	State Street SPDR S&P 1500 Momentum Tilt ETFRead Desk		0.12%	0.93%	+0.4%	+1.1%	+0.4%	+20.4%	+9.6%	−9.9%	$126M

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

Cards for this view

MMTM vs QUAL

MMTM

SPDR S&P 1500 Momentum Tilt

$15,843

QUAL

iShares MSCI USA Quality Factor

$16,737

MeasureMMTMQUAL

Fee0.12%0.15%

Cost on $10k a year$12$15

Yield0.93%0.85%

5 years, per year+9.6%+10.8%

3 years, per year+20.4%+21.4%

Worst drop · 1Y−9.9%−9.0%

Volatility · 1Y15.6%11.9%

4–1measures won
QUAL first

40.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: MMTM, QUAL

Today

40.3%most shared, MMTM and QUAL

MMTMQUAL

MMTM—40.3%

QUAL40.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$81most kept, MMTM

MMTM$93 − $12 = $81

QUAL$85 − $15 = $70

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee