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iShares MSCI USA Momentum Factor ETF, ETF

MTUM

BTQ

$219.07

-$0.06

(-0.03%)

Provider: iShares Category: Large Blend

Overview Returns Holdings Sector Breakdown FAQs

Price Chart

Key Metrics

Expense Ratio info-icon

The expense ratio is how much you pay a mutual fund or ETF per year, expressed as a percent of your investments. It is a measure of the fund's operating costs relative to assets.

0.15%

Volume

This is the total number of shares traded during the most recent trading day.

1.07M

Avg Volume info-icon

This is the average number of shares traded during the most recent 30 days.

Dividend Yield info-icon

This ratio shows how much income you earn in dividend payouts per year for every dollar invested in the stock (or the stock’s annual dividend payment expressed as a percentage of its current price).

0.75%

Beta

This measures the expected move in a stock’s price relative to movements in the overall market. The market, such as the S&P 500 Index, has a beta of 1.0. If a stock has a Beta greater (or lower) than 1.0, it suggests that the stock is more (or less) volatile than the broader market.

0.98

52-week Range
This shows the range of the stock’s price between the 52-week high (the highest price of the stock for the past 52 weeks) and the 52-week low (the lowest price of the stock for the past 52 weeks).

$167.54 L

$224.03 H

$219.07

About iShares MSCI USA Momentum Factor ETF, ETF

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. more

Provider: iSharesCategory: Large Blend

Returns

Time Frame	MTUM	S&P500
1-Week Return	2.41%	0.38%
1-Month Return	3.7%	1.64%
3-Month Return	8.82%	5.64%
6-Month Return	24.85%	16.44%
1-Year Return	26.4%	22.25%
3-Year Return	33.04%	34.76%
5-Year Return	66.59%	85.78%
10-Year Return	218.69%	194.65%

Time Frame	MTUM	S&P500
1-Week Return	246.16%	21.87%
1-Month Return	55.59%	21.89%
3-Month Return	40.89%	24.92%
6-Month Return	56.84%	36.16%
1-Year Return	26.40%	22.25%
3-Year Return	9.98%	10.46%
5-Year Return	10.75%	13.19%
10-Year Return	12.29%	11.41%

Largest Holdings

Stock name	Ticker	Weight
Broadcom Inc	AVGO	5.93%
JPMorgan Chase & Co	JPM	5.31%
Walmart Inc	WMT	5.27%
NVIDIA Corporation	NVDA	4.06%
Costco Wholesale Corp	COST	3.69%
Oracle Corporation	ORCL	3.06%
AbbVie Inc	ABBV	2.84%
Philip Morris International Inc	PM	2.37%
Intuitive Surgical Inc	ISRG	2.14%
Palantir Technologies Inc. Class A Common Stock	PLTR	1.96%