iShares MSCI USA Momentum Factor ETF MTUM
iShares MSCI USA Momentum Factor ETF Price Chart
MTUM Key Statistics
MTUM Top 10 Holdings
Holdings are the fund's largest positions and shift over time. Source: fund data, updated daily.
MTUM Sector Allocation
MTUM — bull case vs bear case
- Top-heavy: the largest holding is 6.50% of the fund, so a few names drive much of the performance.
- All ETFs carry market risk — the price can fall, and past performance does not predict future results.
- Prices can trade slightly away from NAV, and small tracking error can open a gap versus the benchmark.
- Instant diversification across many holdings in one liquid ticker, with no stock-picking required.
- A large, established fund ($26.66B AUM) means deep liquidity and tight bid-ask spreads.
- Trades all day like a stock, with transparent holdings and no minimum investment.
About iShares MSCI USA Momentum Factor ETF
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.
This page tracks MTUM's live price, holdings, expense ratio and returns, refreshed daily. For how we source market data, see our methodology.
MTUM ETF FAQ
What does MTUM hold?
iShares MSCI USA Momentum Factor ETF (MTUM) holds a portfolio led by MU, AMD, AVGO among its top positions. See the full top-10 holdings and sector breakdown above.
What is the MTUM expense ratio?
The iShares MSCI USA Momentum Factor ETF expense ratio is 0.15% per year — that is about $15.00 annually on a $10,000 investment.
Is MTUM a good investment?
Whether MTUM suits you depends on your goals, time horizon and risk tolerance. Weigh the bull case and bear case above, the cost, and how it fits your overall portfolio. Nothing here is financial advice.
Does MTUM pay dividends?
iShares MSCI USA Momentum Factor ETF distributes income with a current yield of about 0.62%. Distributions vary with the underlying holdings.
What index does MTUM track?
iShares MSCI USA Momentum Factor ETF is a thematic / factor ETF from iShares. Its objective and benchmark index are detailed in the fund prospectus on the issuer's site.
ETF data is for information only and may be delayed. Nothing here is investment advice or a recommendation to buy or sell MTUM. Markets are volatile and investing carries risk — always do your own research and read the fund prospectus.