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IMTM vs ONEO

iShares MSCI Intl Momentum Factor ETF vs State Street SPDR Russell 1000 Momentum Focus ETF

IMTM

iShares MSCI Intl Momentum Factor ETF

iShares

Annual cost

0.30%

Fund size

$3.9B

ONEO

State Street SPDR Russell 1000 Momentum Focus ETF

State Street Investment Management

Annual cost

0.20%

Fund size

$27M

Key differences

  • ONEO costs 0.10% less per year.
  • IMTM is significantly larger than ONEO — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IMTM has delivered higher annualized returns.

Side-by-side comparison

IMTMONEO
Annual cost (TER)0.30%0.20%
Fund size (AUM)$3.9B$27M
Since20152015
Dividend yield2.13%1.22%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.8%+25.1%
CAGR 3Y+20.5%+18.5%
CAGR 5Y+10.5%+9.9%
Sharpe 3Y0.990.97
Volatility 1Y17.05%12.91%
Max drawdown-30.68%-40.86%

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

Similar to IMTM and ONEO