VFMV vs MTUM

AVFMV

BMTUM

Measures won5–1VFMV wins · of 6 · 5Y

$10,000 · 5Y$15,978VFMV · MTUM $15,541

Lowest cost0.13%VFMV · $13 on $10k

Most income1.55%VFMV · $155 on $10k

Smallest drop−6.0%VFMV · worst fall in 1Y

Held in common20.0%VFMV and MTUM

VFMV

MTUM

Vanguard U.S. Minimum Volatility ETF · $460MiShares MSCI USA Momentum Factor ETF · $17.4B

+18.1%3 years · per year$16,488 · $21,049+28.2%

+9.8%5 years · per year$15,978 · $15,541+9.2%

0.13%Expense ratio$13 · $15 on $10k · lower wins0.15%

1.55%12-mo yield$155 · $67 on $10k0.67%

−6.0%Worst dropSmaller wins−20.1%

8.5%VolatilityLower wins27.8%

5–1VFMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVFMV · MTUM

1.6%XOM3.2%

1.6%JNJ3.7%

1.6%CVX1.8%

1.6%TXN1.5%

Held in common20.0%

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	AVFMV	Vanguard U.S. Minimum Volatility ETFRead Desk		0.13%	1.55%	−0.1%	+14.6%	+16.8%	+18.1%	+9.8%	−6.0%	$460M
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	AVFMV	Vanguard U.S. Minimum Volatility ETFRead Desk		0.13%	1.55%	−0.1%	+14.6%	+16.8%	+18.1%	+9.8%	−6.0%	$460M
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

VFMV vs MTUM

VFMV

Vanguard U.S. Minimum Volatility

$15,978

MTUM

iShares MSCI USA Momentum Factor

$15,541

MeasureVFMVMTUM

Fee0.13%0.15%

Cost on $10k a year$13$15

Yield1.55%0.67%

5 years, per year+9.8%+9.2%

3 years, per year+18.1%+28.2%

Worst drop · 1Y−6.0%−20.1%

Volatility · 1Y8.5%27.8%

5–1measures won
VFMV first

20.0%

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: VFMV, MTUM

Today

20.0%most shared, VFMV and MTUM

VFMVMTUM

VFMV—20.0%

MTUM20.0%—

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

Income After Fees on $10,000

$142most kept, VFMV

VFMV$155 − $13 = $142

MTUM$67 − $15 = $52

KeptFee

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