MTUM vs SPHQ — stock comparison tool

MTUM currently yields 0.63% TTM versus SPHQ at 1.03%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

MTUMSPHQ
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
MTUM
SPHQ

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

MTUM Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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SPHQ Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
MTUM$295.84
—

iShares MSCI USA Momentum Factor ETF

SPHQ$84.34
—

Invesco S&P 500 Quality ETF

Dividend Information

Dividend Yield
0.63%
1.03%
Annual Dividend
$1.85
$0.87
Dividend Growth (5yr)
-
-
Years of Growth
1
1
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

MTUM

125 holdings
Technology51.40%
Information Technology51.04%
Industrials10.31%
Healthcare10.16%
Health Care10.08%
Energy9.91%
Financial Services6.04%
Financials5.45%
Communication5.07%
Communication Services4.96%
Consumer Staples3.12%
Other10.69%

Top 10 holdings

NameWeight
AMDADVANCED MICRO DEVICES5.90%
MUMICRON TECHNOLOGY4.94%
AVGOBROADCOM INC4.47%
INTCINTEL CORPORATION3.90%
CSCOCISCO SYSTEMS INC3.53%
JNJJOHNSON & JOHNSON3.30%
XOMEXXONMOBIL HOLDINGS CORP2.97%
GOOGLALPHABET CLASS A2.85%
AMATAPPLIED MATERIAL INC2.68%
SNDKSANDISK2.57%
Top 1037.10%

SPHQ

100 holdings
Technology39.53%
Industrials17.02%
Financial Services16.88%
Consumer Defensive7.89%
Consumer Cyclical5.50%
Communication Services5.17%
Utilities4.47%
Healthcare3.65%
Basic Materials2.96%
Energy1.39%
Cash & Others0.01%

Top 10 holdings

NameWeight
MAMastercard Inc6.29%
VVisa Inc6.22%
AAPLApple Inc5.86%
COSTCostco Wholesale Corp4.24%
GEVGE Vernova Inc3.84%
LRCXLam Research Corp3.74%
NFLXNetflix Inc3.67%
CSCOCisco Systems Inc3.49%
GEGeneral Electric Co3.47%
PGProcter & Gamble Co/The3.15%
Top 1043.98%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

782278
MTUMSharedSPHQ

Overlap by weight

24%

Share of portfolio weight that appears in both funds.

# overlapping holdings

22

MTUM: 22% also in SPHQSPHQ: 22% also in MTUM

MTUM: showing top 100 holdings by weight (of 125). Overlap counts use this top slice, not the full fund book.

Sector drift (MTUM vs SPHQ)

Left = heavier in MTUM. Right = heavier in SPHQ.

MTUM overweight (left)SPHQ overweight (right)
22 shown

Overlapping tickers

CSCO		3.5%3.5%3.5%
SNDK		2.6%2.7%2.6%
AMAT		2.7%2.2%2.2%
LRCX		2.2%3.7%2.2%
WDC		1.5%2.0%1.5%
GEV		1.5%3.8%1.5%
TXN		1.3%2.2%1.3%
VLO		1.3%1.2%1.2%
STX		1.8%1.2%1.2%
KLAC		1.1%2.2%1.1%

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MTUM vs SPHQ Dividend Comparison | DRIP Tool | Dividend Wealth