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iShares MSCI USA Momentum Factor ETF (MTUM)

$249.46

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Key data on MTUM

AUM

$20.42B

P/E ratio

32.5

Dividend yield

0.9062%

Expense ratio

0.15%

Beta

0.980918

Price on MTUM

Previous close

$256.06

Today's open

$254.93

Day's range

$248.30 - $254.93

52 week range

$171.52 - $258.96

Profile about MTUM

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Headquarters

US

Exchange

CBOE Global Markets BZX

Issue type

Exchange-Traded Fund

MTUM industries and sectors

Equities

Domestic

Large-Cap

Growth

Top holdings in MTUM
News on MTUM

5 Momentum ETFs With More Room to Run in 2026

AI strength, solid earnings, and upbeat 2026 forecasts fuel momentum plays. These five ETFs -- GDXJ, SLV, KBE, MDYV & IWM -- may still have room to run.

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Zacks Investment Research • Dec 12, 2025

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BlackRock Model Portfolios Drive Factor Rotation, Save a Systematic Bond ETF

After 10 years and under $100 million in assets, many ETFs still trading are on life support, before possibly being sent to the graveyard. However, last week assets in the previously obscure iShares Systematic Bond ETF (SYSB) rose approximately ten-fold.

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ETF Trends • Nov 24, 2025

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Momentum ETFs: SPMO Is The Superior Fund Over MTUM

The Invesco S&P 500 Momentum ETF is rated a buy, while the iShares MSCI USA Momentum Factor ETF receives a hold rating. SPMO offers stronger upside potential, superior risk-adjusted returns, and lower costs due to its high-conviction, semi-annual rebalancing strategy. MTUM's higher turnover and quarterly rebalancing provide flexibility but result in lower performance and similar or higher volatility compared to SPMO.

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Seeking Alpha • Nov 25, 2025

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MTUM: $20B Momentum ETF Not The Best Choice In Its Category

MTUM is a popular $20B large-cap momentum ETF that's comprised of 125 companies with strong short- and long-term risk-adjusted price momentum characteristics. Its expense ratio is 0.15%. MTUM was the second-best-performing momentum fund over the last decade, but several newer funds have surpassed it over the last five. This article compares its fundamentals against four others. One surprising find was that MTUM's short-term momentum statistics don't stand out, a finding possibly caused by the Index's 30% quarterly turnover constraint.

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Seeking Alpha • Nov 22, 2025

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High-Beta Stocks Take The Lead For Equity Risk Factors In 2025

The Invesco S&P 500 High Beta ETF (SPHB) is up a sizzling 27.3% year to date. SPHB targets the stocks in the S&P 500 with the highest sensitivity to market movements, or beta, over the past 12 months.

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Seeking Alpha • Oct 16, 2025

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Value Outshines Growth: 5 ETF Winners Over the Past Week

Value ETFs witness a surge as tech falters, with SPVU, RPV, RZV, RFV and GVLU gaining on rate cut bets and rotation into defensive sectors.

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Zacks Investment Research • Aug 21, 2025

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Momentum ETF (MTUM) Hits New 52-Week High

MTUM hits a new 52-week high, up 42% from its low, as bullish market trends lift momentum-focused strategies.

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Zacks Investment Research • Aug 7, 2025

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ETF Edge: Tax-efficient funds and the rush into momentum ETFs

VettaFi's director of research Todd Rosenbluth and Astoria portfolio advisors COO & head of ETFs Bruce Lavine sit down with CNBC's Leslie Picker to discuss new strategies for investors looking to diversify while still trying to stay tax efficient, as well as the growing popularity of momentum ETFs.

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CNBC Television • Aug 5, 2025

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ETF experts weigh in: Looking beyond big tech and the rush into momentum funds

VettaFi's Director of Research Todd Rosenbluth and Astoria Portfolio Advisors COO & Head of ETFs Bruce Lavine sit down with CNBC's Leslie Picker to discuss looking beyond cap-weighted ETF giants, and the growing popularity of momentum funds.

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CNBC Television • Aug 4, 2025

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MTUM: Capturing U.S. Momentum

The iShares MSCI USA Momentum Factor ETF offers diversified exposure to US large- and mid-cap stocks with strong risk-adjusted momentum, but carries higher volatility. The ETF's high P/E ratio (33x) signals elevated valuations, especially in tech and financials, increasing the risk of sharp corrections if growth expectations falter. Recent performance has lagged peers using pure momentum metrics, partly due to risk-adjusted selection and portfolio turnover limits, despite similar expense ratios.

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Seeking Alpha • Aug 1, 2025

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