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IMTM vs EVLU

iShares MSCI Intl Momentum Factor ETF vs iShares MSCI Emerging Markets Value Factor ETF

IMTM

iShares MSCI Intl Momentum Factor ETF

iShares

Annual cost

0.30%

Fund size

$3.9B

EVLU

iShares MSCI Emerging Markets Value Factor ETF

iShares

Annual cost

0.35%

Fund size

$13M

Key differences

  • IMTM is significantly larger than EVLU — larger funds tend to be more liquid and less likely to close.
  • IMTM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IMTMEVLU
Annual cost (TER)0.30%0.35%
Fund size (AUM)$3.9B$13M
Since20152024
Dividend yield2.13%4.54%
Asset classequityequity
Region
Strategyindex trackingindex tracking
CAGR 1Y+25.2%+66.3%
CAGR 3Y+20.5%N/A
CAGR 5Y+10.5%N/A
Sharpe 3Y0.99N/A
Volatility 1Y17.12%18.74%
Max drawdown-30.68%-17.17%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IMTM and EVLU