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MFMO vs MTUM

Motley Fool Momentum Factor ETF vs iShares MSCI USA Momentum Factor ETF

MFMO

Motley Fool Momentum Factor ETF

Motley Fool

Annual cost

0.50%

Fund size

$7M

MTUM

iShares MSCI USA Momentum Factor ETF

iShares

Annual cost

0.15%

Fund size

$24.2B

Key differences

  • MTUM costs 0.35% less per year.
  • MTUM is significantly larger than MFMO — larger funds tend to be more liquid and less likely to close.
  • MTUM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MFMOMTUM
Annual cost (TER)0.50%0.15%
Fund size (AUM)$7M$24.2B
Since20252013
Dividend yield0.69%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+35.3%
CAGR 3YN/A+30.8%
CAGR 5YN/A+14.5%
Sharpe 3YN/A1.26
Volatility 1Y18.65%
Max drawdown-12.05%-34.08%

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

Similar to MFMO and MTUM