RWLC vs MTUM

ARWLC

BMTUM

Measures won3–2RWLC wins · of 6 · 5Y

$10,000 · 5Y$15,541MTUM

Lowest cost0.15%MTUM · $15 on $10k

Most income12.77%RWLC · $1,277 on $10k

Smallest drop−9.3%RWLC · worst fall in 1Y

Held in common25.6%RWLC and MTUM

RWLC

MTUM

Rayliant NxtGen Multifactor US Equity ETF · $101MiShares MSCI USA Momentum Factor ETF · $17.4B

+26.4%3 years · per year$20,217 · $21,049+28.2%

[…]5 years · per year[…] · $15,541+9.2%

0.32%Expense ratio$32 · $15 on $10k · lower wins0.15%

12.77%12-mo yield$1,277 · $67 on $10k0.67%

−9.3%Worst dropSmaller wins−20.1%

14.7%VolatilityLower wins27.8%

3–2RWLC wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWLC · MTUM

2.8%GOOGL2.4%

2.2%MU5.0%

2.4%GOOG1.9%

1.6%LRCX2.0%

Held in common25.6%

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	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	0.67%	+1.2%	+11.6%	+10.2%	+28.2%	+9.2%	−20.1%	$17.4B
2	ARWLC	Rayliant NxtGen Multifactor US Equity ETFRead Desk		0.32%	12.77%	−0.2%	+15.0%	+16.3%	+26.4%	new	−9.3%	$101M

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	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	0.67%	+1.2%	+11.6%	+10.2%	+28.2%	+9.2%	−20.1%	$17.4B
2	ARWLC	Rayliant NxtGen Multifactor US Equity ETFRead Desk		0.32%	12.77%	−0.2%	+15.0%	+16.3%	+26.4%	new	−9.3%	$101M

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

RWLC vs MTUM

RWLC

Rayliant NxtGen Multifactor US Equity

[…]

MTUM

iShares MSCI USA Momentum Factor

$15,541

MeasureRWLCMTUM

Fee0.32%0.15%

Cost on $10k a year$32$15

Yield12.77%0.67%

5 years, per year[…]+9.2%

3 years, per year+26.4%+28.2%

Worst drop · 1Y−9.3%−20.1%

Volatility · 1Y14.7%27.8%

3–2measures won
RWLC first

25.6%

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: RWLC, MTUM

Today

25.6%most shared, RWLC and MTUM

RWLCMTUM

RWLC—25.6%

MTUM25.6%—

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

Income After Fees on $10,000

$1,245most kept, RWLC

RWLC$1,277 − $32 = $1,245

MTUM$67 − $15 = $52

KeptFee

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