Expense Ratio
0.15%
AUM
$21.9B
Yield
0.74%
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.
Performance Chart
Indexed to 100 at start (5-year comparison)
MTUM +54.3%
Returns
1M
+6.2%
3M
+2.0%
6M
+3.7%
YTD
+4.5%
1Y
+36.7%
3Y
+84.5%
5Y
+54.3%
Top Holdings
| # | Name | Ticker | Weight |
|---|---|---|---|
| 1 | Broadcom Inc. | AVGO | 4.96% |
| 2 | Micron Technology, Inc. | MU | 4.78% |
| 3 | NVIDIA Corporation | NVDA | 4.63% |
| 4 | Johnson & Johnson | JNJ | 4.31% |
| 5 | Exxon Mobil Corporation | XOM | 3.80% |
| 6 | Lam Research Corporation | LRCX | 3.78% |
| 7 | JPMorgan Chase & Co. | JPM | 3.08% |
| 8 | Caterpillar Inc. | CAT | 3.04% |
| 9 | Walmart Inc. | WMT | 2.90% |
| 10 | Advanced Micro Devices, Inc. | AMD | 2.88% |