QLV vs MTUM

AQLV

BMTUM

Measures won4–2QLV wins · of 6 · 5Y

$10,000 · 5Y$16,186QLV · MTUM $13,927

Lowest cost0.09%QLV · $9 on $10k

Most income2.24%MTUM · $224 on $10k

Smallest drop−6.2%QLV · worst fall in 1Y

Held in common18.9%QLV and MTUM

QLV

MTUM

Northern Trust US Quality Low Volatility ETF · $188MiShares MSCI USA Momentum Factor ETF · $15.6B

+18.4%3 years · per year$16,587 · $18,653+23.1%

+10.1%5 years · per year$16,186 · $13,927+6.8%

0.09%Expense ratio$9 · $15 on $10k · lower wins0.15%

1.45%12-mo yield$145 · $224 on $10k2.24%

−6.2%Worst dropSmaller wins−27.3%

8.3%VolatilityLower wins29.2%

4–2QLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsQLV · MTUM

4.3%JNJ3.9%

2.3%XOM3.1%

1.6%GOOGL2.6%

1.2%KO2.3%

Held in common18.9%

End-of-day Nov 5, 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	AQLV	Northern Trust US Quality Low Volatility ETFRead Desk		0.09%	1.45%	−2.5%	+13.7%	+15.9%	+18.4%	+10.1%	−6.2%	$188M
2	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	2.24%	−8.2%	+0.4%	+1.1%	+23.1%	+6.8%	−27.3%	$15.6B

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

Both

5Y2 funds

#			Trend
1	AQLV	Northern Trust US Quality Low Volatility ETFRead Desk		0.09%	1.45%	−2.5%	+13.7%	+15.9%	+18.4%	+10.1%	−6.2%	$188M
2	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	2.24%	−8.2%	+0.4%	+1.1%	+23.1%	+6.8%	−27.3%	$15.6B

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

Cards for this view

QLV vs MTUM

QLV

Northern Trust US Quality Low Volatility

$16,186

MTUM

iShares MSCI USA Momentum Factor

$13,927

MeasureQLVMTUM

Fee0.09%0.15%

Cost on $10k a year$9$15

Yield1.45%2.24%

5 years, per year+10.1%+6.8%

3 years, per year+18.4%+23.1%

Worst drop · 1Y−6.2%−27.3%

Volatility · 1Y8.3%29.2%

4–2measures won
QLV first

18.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: QLV, MTUM

Today

18.9%most shared, QLV and MTUM

QLVMTUM

QLV—18.9%

MTUM18.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$209most kept, MTUM

MTUM$224 − $15 = $209

QLV$145 − $9 = $136

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee