iShares MSCI USA Momentum Factor ETF
$MTUM · BlackRock · tracks MSCI USA Momentum SR Variant Index · since 2013
Dividend yield
0.68%
Expense ratio
0.15%
Assets
$14.2B
Weighted P/E
28.4x
About MTUM
Tracks U.S. large- and mid-cap stocks exhibiting strong recent price momentum. MTUM systematically tilts toward securities with the best risk-adjusted returns over the prior 6–12 months, rotating its portfolio semi-annually as momentum signals shift. A popular choice for investors seeking exposure to market trends without sector concentration bets.
Top holdings
Sector exposure
- Technology42.8%
- Financials14.2%
- Healthcare12.6%
- Consumer Discretionary11.4%
- Communication9.8%
- Industrials5.4%
- Other3.8%
How StockWorthy analyses MTUM
ETFs hold companies rather than generating cash flow themselves, so MTUM is assessed on cost, income and the valuation of what it owns: the expense ratio, the current yield against its own 0.84% long-run average, and a holdings-weighted P/E and growth rate built from the underlying positions. Figures are educational and not investment advice.
Sign in to see live pricing, yield history and the full holdings breakdown, or browse all ETFs.