MTUM vs VOO

AMTUM

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · MTUM $14,159

Lowest cost0.03%VOO · $3 on $10k

Most income2.20%MTUM · $220 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common28.4%MTUM and VOO

MTUM

VOO

iShares MSCI USA Momentum Factor ETF · $15.8BVanguard S&P 500 ETF · $1.00T

+23.2%3 years · per year$18,709 · $18,079+21.8%

+7.2%5 years · per year$14,159 · $17,177+11.4%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

2.20%12-mo yield$220 · $110 on $10k1.10%

−27.3%Worst dropSmaller wins−8.9%

29.2%VolatilityLower wins13.5%

2–4VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsMTUM · VOO

2.8%GOOGL3.1%

2.2%GOOG2.5%

4.2%MU1.8%

5.2%AMD1.5%

Held in common28.4%

End-of-day Nov 6, 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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	2.20%	+1.9%	+2.3%	+2.6%	+23.2%	+7.2%	−27.3%	$15.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	2.20%	+1.9%	+2.3%	+2.6%	+23.2%	+7.2%	−27.3%	$15.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MTUM vs VOO

MTUM

iShares MSCI USA Momentum Factor

$14,159

VOO

Vanguard S&P 500

$17,177

MeasureMTUMVOO

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield2.20%1.10%

5 years, per year+7.2%+11.4%

3 years, per year+23.2%+21.8%

Worst drop · 1Y−27.3%−8.9%

Volatility · 1Y29.2%13.5%

4–2measures won
VOO first

28.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: MTUM, VOO

Today

28.4%most shared, MTUM and VOO

MTUMVOO

MTUM—28.4%

VOO28.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$205most kept, MTUM

MTUM$220 − $15 = $205

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee