MTUM
iShares MSCI USA Momentum Factor ETF
Expense Ratio
0.15%
AUM
$20.0B
Yield
0.80%
iShares MSCI USA Momentum Factor ETF (MTUM) is an exchange-traded fund that provides exposure to us factor - momentum securities. It charges a low expense ratio of 0.15%. The fund offers a modest dividend yield of 0.80%. Launched in 2013, the fund has a 13-year track record.
Performance Chart
Indexed to 100 at start (5-year comparison)
MTUM +48.0%
Returns
1M
-3.3%
3M
-3.0%
6M
-3.5%
YTD
-3.0%
1Y
+20.5%
3Y
+72.9%
5Y
+48.0%
Top Holdings
| # | Name | Ticker | Weight |
|---|---|---|---|
| 1 | Johnson & Johnson | JNJ | 4.73% |
| 2 | NVIDIA Corporation | NVDA | 4.69% |
| 3 | Broadcom Inc. | AVGO | 4.68% |
| 4 | Micron Technology, Inc. | MU | 4.62% |
| 5 | Exxon Mobil Corporation | XOM | 4.58% |
| 6 | Lam Research Corporation | LRCX | 3.56% |
| 7 | JPMorgan Chase & Co. | JPM | 3.12% |
| 8 | Walmart Inc. | WMT | 3.08% |
| 9 | Caterpillar Inc. | CAT | 3.01% |
| 10 | Advanced Micro Devices, Inc. | AMD | 2.76% |