MTUM
+8.30 · +3.38%
$254.06 · BATS

iShares MSCI USA Momentum Factor ETF (MTUM) ETF Analysis | Large Blend

iShares · United States
AUM:$21.5B
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 19.4% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.15% — among the lowest available for this category.

What is MTUM?

The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
MTUM delivered 19.4% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.15% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 38.0% of the ETF — a moderate level of name concentration.
ETF Information
AUM$21.5B
Expense Ratio0.15%
Dividend Yield0.89%
Holdings125
Inception DateApr 2013
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta1.15
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would MTUM affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+18.6%
1Y
+22.4%
3Y
+109.0%
5Y
+72.8%
OpenBook InsightIf you had invested £10,000 in MTUM 5 years ago, it would have grown to £17,282 — a gain of £7,282.

Annual Returns

Calendar year performance

MTUM delivered positive returns in 4 of the last 5 calendar years.
YearMTUM
2026 YTD+18.7%
2025+21.5%
2024+35.4%
2023+10.9%
2022-18.4%
CAGR 4yr+10.4%
4/5 positive yearsAvg return: +13.6%Worst year: -18.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
32.0%
High
Momentum
-1.0%
30-day change
Support Level
299.71
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.