MTUM vs QUAL
iShares MSCI USA Momentum Factor ETF vs iShares MSCI USA Quality Factor ETF
Last updated: 2026-04-10
iShares MSCI USA Momentum Factor ETF (MTUM) is an exchange-traded fund issued by iShares 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 0.74%. Launched in 2013, the fund has a 13-year track record.
iShares MSCI USA Quality Factor ETF (QUAL) is an exchange-traded fund issued by iShares that provides exposure to us factor - quality securities. It charges a low expense ratio of 0.15%. The fund offers a modest dividend yield of 0.94%. Launched in 2013, the fund has a 13-year track record.
Quick Verdict
Over the past year, MTUM has significantly outperformed with a 36.7% return vs 24.3%.
Key Metrics
Performance Chart
Indexed to 100 at start (5-year comparison)
Performance Comparison
Fee Impact Over Time
Estimated fee cost difference assuming 8% annual returns
Risk Metrics
Based on 5 years of daily returns
Dividend Comparison
Top Holdings
2 of top 10 holdings overlap (20% overlap in top holdings)
MTUM Top Holdings
| Name | Weight |
|---|---|
| Broadcom Inc.AVGO | 4.96% |
| Micron Technology, Inc.MU | 4.78% |
| NVIDIA CorporationNVDA | 4.63% |
| Johnson & JohnsonJNJ | 4.31% |
| Exxon Mobil CorporationXOM | 3.80% |
| Lam Research CorporationLRCX | 3.78% |
| JPMorgan Chase & Co.JPM | 3.08% |
| Caterpillar Inc.CAT | 3.04% |
| Walmart Inc.WMT | 2.90% |
| Advanced Micro Devices, Inc.AMD | 2.88% |
QUAL Top Holdings
| Name | Weight |
|---|---|
| Apple Inc.AAPL | 6.23% |
| NVIDIA CorporationNVDA | 6.18% |
| Microsoft CorporationMSFT | 4.82% |
| Meta Platforms, Inc.META | 3.64% |
| The TJX Companies, Inc.TJX | 3.42% |
| Lam Research CorporationLRCX | 3.21% |
| Eli Lilly and CompanyLLY | 3.10% |
| Visa Inc.V | 3.01% |
| KLA CorporationKLAC | 2.77% |
| Applied Materials, Inc.AMAT | 2.49% |
Which One Should You Choose?
Choose MTUM if...
recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.