Momentum & Quality ETFs

MTUM iShares MSCI USA Momentum Factor ETF

iShares · MSCI USA Momentum SR · since 2013

Rotates into stocks with the strongest risk-adjusted 6 and 12-month returns.

Expense ratio
0.15%
AUM
$18.4B
Dividend yield
0.7%
1Y return
+27.6%
3Y ann.
+19.4%
5Y ann.
+15.1%
10Y ann.
Since inception

Top holdings

  • Nvidia6.40%
  • Broadcom5.60%
  • Palantir5.10%
  • JPMorgan Chase4.40%
  • Walmart4.10%

125 total holdings · 42.0% in the top 10

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