VFMF vs MTUM

AVFMF

BMTUM

Measures won4–2VFMF wins · of 6 · 5Y

$10,000 · 5Y$19,381VFMF · MTUM $15,541

Lowest cost0.15%MTUM · $15 on $10k

Most income1.38%VFMF · $138 on $10k

Smallest drop−7.1%VFMF · worst fall in 1Y

Held in common22.2%VFMF and MTUM

VFMF

MTUM

Vanguard U.S. Multifactor ETF · $1.1BiShares MSCI USA Momentum Factor ETF · $17.4B

+26.2%3 years · per year$20,082 · $21,049+28.2%

+14.1%5 years · per year$19,381 · $15,541+9.2%

0.18%Expense ratio$18 · $15 on $10k · lower wins0.15%

1.38%12-mo yield$138 · $67 on $10k0.67%

−7.1%Worst dropSmaller wins−20.1%

12.1%VolatilityLower wins27.8%

4–2VFMF wins

$10,000 · 5 yearsOne scale

Shared top holdingsVFMF · MTUM

1.1%MU5.0%

1.1%VLO1.2%

1.0%DELL1.7%

0.9%MPC1.3%

Held in common22.2%

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	AVFMF	Vanguard U.S. Multifactor ETFRead Desk		0.18%	1.38%	−0.6%	+25.1%	+32.1%	+26.2%	+14.1%	−7.1%	$1.1B
2	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

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	AVFMF	Vanguard U.S. Multifactor ETFRead Desk		0.18%	1.38%	−0.6%	+25.1%	+32.1%	+26.2%	+14.1%	−7.1%	$1.1B
2	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

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

VFMF vs MTUM

VFMF

Vanguard U.S. Multifactor

$19,381

MTUM

iShares MSCI USA Momentum Factor

$15,541

MeasureVFMFMTUM

Fee0.18%0.15%

Cost on $10k a year$18$15

Yield1.38%0.67%

5 years, per year+14.1%+9.2%

3 years, per year+26.2%+28.2%

Worst drop · 1Y−7.1%−20.1%

Volatility · 1Y12.1%27.8%

4–2measures won
VFMF first

22.2%

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: VFMF, MTUM

Today

22.2%most shared, VFMF and MTUM

VFMFMTUM

VFMF—22.2%

MTUM22.2%—

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

Income After Fees on $10,000

$120most kept, VFMF

VFMF$138 − $18 = $120

MTUM$67 − $15 = $52

KeptFee

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