BlackRock Model Portfolios Rebalance: Why Active Core Now Has Momentum

The BlackRock Model Portfolio Solutions team made significant allocation shifts during the week ended  September 24, 2026. The team recently managed over $300 billion and often causes shockwaves in the ETF industry.

ETF Trends • Sep 28, 2026

MTUM: Momentum Turns Cheap, But That Doesn't Mean Buy

I reiterate a hold rating on iShares MSCI USA Momentum Factor ETF (MTUM) after a volatile but strong first half of 2026. MTUM's recent alpha was concentrated in a short Q2 rally; otherwise, performance has been sideways or highly volatile. Valuation is now attractive, with MTUM trading at 18.8x P/E, below the S&P 500, and sector exposure has shifted toward Technology, Industrials, and Energy.

Seeking Alpha • Aug 24, 2026

MTUM: The Pricey High-Growth Momentum ETF That's Trying To Catch SPMO

MTUM is a well-established fund that uses six-month and twelve-month momentum signals to select and weight securities. Its expense ratio is 0.15%, and the ETF has $24.9 billion in assets. Although performing well this year, MTUM has struggled to keep pace with SPMO, the gold standard of momentum ETFs, over the last five years, especially. My analysis suggests the six-month signal can be problematic sometimes, such as during the May 2021 rebalance that resulted in an ill-timed hunt for value.

Seeking Alpha • Aug 24, 2026

PDB Lags In Momentum Investing, Consider SPMO And MTUM

Invesco Dorsey Wright Momentum ETF is initiated at Hold due to persistent underperformance versus SPMO and MTUM across return, valuation, and factor metrics. PDP's diversified weighting and lower technology sector exposure limit its ability to capture high-momentum gains seen in peers with more concentrated strategies. The ETF trades at a premium valuation (trailing P/E 34.7, forward P/E 29.5) and carries a higher expense ratio (0.62%) and lower liquidity than competitors.

Seeking Alpha • Aug 19, 2026

Small Caps Challenge Momentum Factor's Throne

The momentum risk factor has been leading the field in recent history, but there are signs that a rotation may be underway, based on a set of ETFs through yesterday's close (July 20). After a long run of relatively weak small-cap results, the recent strength for these shares raises the possibility that a leadership rotation may be developing.

Seeking Alpha • Jul 21, 2026

ETF Prime: ETF Inflows, the Nasdaq 100 Fee War, & Launches

Record ETF inflows and a new fee war in the Nasdaq 100 category were among the highlights on this week's ETF Prime. Host Nate Geraci welcomed Todd Rosenbluth, head of research at VettaFi, followed by Brian Walsh, head of advice and planning at SoFi.

ETF Trends • Jul 15, 2026

MTUM Investors: Watch Micron's Weight at the November Reconstitution

The iShares MSCI USA Momentum Factor ETF (NYSEARCA:MTUM) has run hard this year, climbing 30% year to date and 38% over the past 12 months to roughly $326.

24/7 Wall Street • Jul 1, 2026

Will Micro Caps Steal The Momentum Factor's Performance Crown?

Momentum continues to stand out as the dominant equity risk factor since the war with Iran began on Feb. 28. The iShares MSCI USA Momentum Factor ETF has soared more than 32% since the initial attacks on Iran—an extraordinary gain compared with the rest of the field.

Seeking Alpha • Jun 30, 2026

Build On a Strong Earnings Season With These 3 ETFs

Despite numerous reasons why investors might expect otherwise, 2026 appears to be off to an excellent start across many parts of the market. As evidenced by strong earnings growth often topping analyst expectations, hearty revenue growth, and continued elevation in profit margins, a market buoyed by AI investment has thrived.

MarketBeat • Jun 12, 2026

S&P 500 Momentum Continued Its Dominant Run in May

Physics tells us that something in motion stays in motion. With a month-to-date gain of 7.4% for momentum, according to data from S&P Global, other style-box factors essentially got out of momentum's way.

ETF Trends • Jun 5, 2026