SQS vs MTUM

ASQS

BMTUM

Measures won0–2MTUM wins · of 6 · 5Y

$10,000 · 5Y$15,541MTUM

Lowest cost0.15%MTUM · $15 on $10k

Most income0.67%MTUM · $67 on $10k

Smallest drop−20.1%MTUM · worst fall in 1Y

Held in common15.7%SQS and MTUM

SQS

MTUM

Sapient Quality Select ETF · $1.3BiShares MSCI USA Momentum Factor ETF · $17.4B

[…]3 years · per year[…] · $21,049+28.2%

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

0.80%Expense ratio$80 · $15 on $10k · lower wins0.15%

0.00%12-mo yield$0 · $67 on $10k0.67%

[…]Worst dropSmaller wins−20.1%

[…]VolatilityLower wins27.8%

0–2MTUM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSQS · MTUM

3.7%MU5.0%

2.6%PANW2.8%

6.4%GOOGL2.4%

2.1%JNJ3.7%

Held in common15.7%

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	ASQS	Sapient Quality Select ETFRead Desk		0.80%	0.00%	+0.9%	new	new	new	new	[…]	$1.3B

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	ASQS	Sapient Quality Select ETFRead Desk		0.80%	0.00%	+0.9%	new	new	new	new	[…]	$1.3B

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

SQS vs MTUM

SQS

Sapient Quality Select

[…]

MTUM

iShares MSCI USA Momentum Factor

$15,541

MeasureSQSMTUM

Fee0.80%0.15%

Cost on $10k a year$80$15

Yield0.00%0.67%

5 years, per year[…]+9.2%

3 years, per year[…]+28.2%

Worst drop · 1Y[…]−20.1%

Volatility · 1Y[…]27.8%

2–0measures won
MTUM first

15.7%

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: SQS, MTUM

Today

15.7%most shared, SQS and MTUM

SQSMTUM

SQS—15.7%

MTUM15.7%—

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

Income After Fees on $10,000

$52most kept, MTUM

MTUM$67 − $15 = $52

SQS$0 − $80 = −$80

KeptFee

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