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FMTM vs MTUM
MarketDesk Focused U.S. Momentum ETF vs iShares MSCI USA Momentum Factor ETF
Key differences
- MTUM costs 0.30% less per year.
- MTUM is significantly larger than FMTM — larger funds tend to be more liquid and less likely to close.
- FMTM follows a active selection strategy; MTUM uses index tracking.
- MTUM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMTM | MTUM | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.15% |
| Fund size (AUM) | $116M | $24.2B |
| Since | 2025 | 2013 |
| Dividend yield | 0.24% | 0.69% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +57.3% | +35.3% |
| CAGR 3Y | N/A | +30.8% |
| CAGR 5Y | N/A | +14.5% |
| Sharpe 3Y | N/A | 1.26 |
| Volatility 1Y | 22.65% | 18.65% |
| Max drawdown | -12.12% | -34.08% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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