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iShares MSCI USA Momentum Factor ETF (MTUM)

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ISINUS46432F3964
TER0.00%
ReplicationSynthetic
DistributionAccumulating
Launch Year2013
AUM$16.79 billion
ProvideriShares
ExchangeUSA Stocks (USA)
CurrencyUSD
CountryUSA
TypeETF

iShares MSCI USA Momentum Factor ETF Price Chart

Live Price (Delayed)
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Description

The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ Visa Inc. Class A
4.31%
๐Ÿ“ˆ Philip Morris International Inc
3.29%
๐Ÿ“ˆ JPMorgan Chase & Co
4.48%
๐Ÿ“ˆ Walmart Inc
4.33%
๐Ÿ“ˆ Broadcom Inc
5.35%
๐Ÿ“ˆ Meta Platforms Inc.
5.11%
๐Ÿ“ˆ Netflix Inc
4.85%
๐Ÿ“ˆ Palantir Technologies Inc. Class A Common Stock
3.66%
๐Ÿ“ˆ Tesla Inc
4.25%
๐Ÿ“ˆ Berkshire Hathaway Inc
4.57%

Sector Allocation

โšก Energy
2.27%
๐Ÿ”Œ Utilities
2.43%
๐Ÿ’Š Healthcare
6.65%
๐Ÿ’ป Technology
16.61%
๐Ÿ—๏ธ Industrials
10.06%
๐Ÿ˜๏ธ Real Estate
1.74%
๐Ÿ“Š Basic Materials
0.00%
๐Ÿ“Š Consumer Cyclicals
9.21%
๐Ÿ“Š Consumer Defensive
13.03%
๐Ÿ“Š Financial Services
23.01%
๐Ÿ“ก Communication Services
14.97%

Currency Exposure

๐Ÿ’ฐ Bond
0.00%
๐Ÿ’ฐ Cash
0.02%
๐Ÿ’ฐ Other
0.00%
๐Ÿ’ฐ Stock US
99.02%
๐Ÿ’ฐ Stock non-US
0.96%
๐Ÿ’ฐ NotClassified
0.00%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month15.51%
3 Months3.09%
6 Months5.86%
1 Year15.67%
3 Years76.55%
5 Years93.19%
Since Inception414.01%

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๐Ÿ’ธ
Dividends & Risk

Distribution: Accumulating

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

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Listings & FAQ

Exchange: USA Stocks (USA)

Currency: USD


Is this ETF accumulating?
Yes, it reinvests dividends.

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