QLTY vs MTUM

AQLTY

BMTUM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,425MTUM

Lowest cost0.15%MTUM · $15 on $10k

Most income0.68%MTUM · $68 on $10k

Smallest drop−11.7%QLTY · worst fall in 1Y

Held in common16.6%QLTY and MTUM

QLTY

MTUM

GMO US Quality ETF · $5.5BiShares MSCI USA Momentum Factor ETF · $17.0B

[…]3 years · per year[…] · $20,414+26.9%

[…]5 years · per year[…] · $15,425+9.1%

0.50%Expense ratio$50 · $15 on $10k · lower wins0.15%

0.63%12-mo yield$63 · $68 on $10k0.68%

−11.7%Worst dropSmaller wins−20.8%

12.6%VolatilityLower wins27.9%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsQLTY · MTUM

4.3%JNJ3.7%

4.1%GOOGL2.5%

2.6%UNH2.4%

3.3%LRCX1.9%

Held in common16.6%

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	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	0.68%	−2.0%	+9.4%	+8.4%	+26.9%	+9.1%	−20.8%	$17.0B
2	AQLTY	GMO US Quality ETFRead Desk		0.50%	0.63%	+2.6%	+17.2%	+21.1%	new	new	−11.7%	$5.5B

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	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	0.68%	−2.0%	+9.4%	+8.4%	+26.9%	+9.1%	−20.8%	$17.0B
2	AQLTY	GMO US Quality ETFRead Desk		0.50%	0.63%	+2.6%	+17.2%	+21.1%	new	new	−11.7%	$5.5B

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

QLTY vs MTUM

QLTY

GMO US Quality

[…]

MTUM

iShares MSCI USA Momentum Factor

$15,425

MeasureQLTYMTUM

Fee0.50%0.15%

Cost on $10k a year$50$15

Yield0.63%0.68%

5 years, per year[…]+9.1%

3 years, per year[…]+26.9%

Worst drop · 1Y−11.7%−20.8%

Volatility · 1Y12.6%27.9%

2–2measures won
level

16.6%

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: QLTY, MTUM

Today

16.6%most shared, QLTY and MTUM

QLTYMTUM

QLTY—16.6%

MTUM16.6%—

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

Income After Fees on $10,000

$53most kept, MTUM

MTUM$68 − $15 = $53

QLTY$63 − $50 = $13

KeptFee

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