MMTM vs USMV

AMMTM

BUSMV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,030MMTM · USMV $14,754

Lowest cost0.12%MMTM · $12 on $10k

Most income1.35%USMV · $135 on $10k

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

Held in common33.7%MMTM and USMV

MMTM

USMV

State Street SPDR S&P 1500 Momentum Tilt ETF · $126MiShares MSCI USA Min Vol Factor ETF · $24.5B

+20.1%3 years · per year$17,329 · $15,388+15.5%

+9.9%5 years · per year$16,030 · $14,754+8.1%

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

0.93%12-mo yield$93 · $135 on $10k1.35%

−9.9%Worst dropSmaller wins−6.5%

15.7%VolatilityLower wins8.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMMTM · USMV

2.6%MSFT1.6%

1.8%XOM1.5%

1.6%JNJ1.4%

7.0%NVDA1.4%

Held in common33.7%

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	AMMTM	State Street SPDR S&P 1500 Momentum Tilt ETFRead Desk		0.12%	0.93%	+0.7%	+1.8%	+0.9%	+20.1%	+9.9%	−9.9%	$126M
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	AMMTM	State Street SPDR S&P 1500 Momentum Tilt ETFRead Desk		0.12%	0.93%	+0.7%	+1.8%	+0.9%	+20.1%	+9.9%	−9.9%	$126M
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

MMTM vs USMV

MMTM

SPDR S&P 1500 Momentum Tilt

$16,030

USMV

iShares MSCI USA Min Vol Factor

$14,754

MeasureMMTMUSMV

Fee0.12%0.15%

Cost on $10k a year$12$15

Yield0.93%1.35%

5 years, per year+9.9%+8.1%

3 years, per year+20.1%+15.5%

Worst drop · 1Y−9.9%−6.5%

Volatility · 1Y15.7%8.7%

3–3measures won
level

33.7%

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: MMTM, USMV

Today

33.7%most shared, MMTM and USMV

MMTMUSMV

MMTM—33.7%

USMV33.7%—

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

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

MMTM$93 − $12 = $81

KeptFee

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