Screener
MTUM vs DWAS
iShares MSCI USA Momentum Factor ETF vs Invesco DWA SmallCap Momentum ETF
Key differences
- MTUM costs 0.45% less per year.
- MTUM is significantly larger than DWAS — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, MTUM has delivered higher annualized returns.
Side-by-side comparison
| MTUM | DWAS | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.60% |
| Fund size (AUM) | $24.2B | $410M |
| Since | 2013 | 2012 |
| Dividend yield | 0.69% | 0.01% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +35.3% | +41.0% |
| CAGR 3Y | +30.8% | +16.4% |
| CAGR 5Y | +14.5% | +6.8% |
| Sharpe 3Y | 1.26 | 0.60 |
| Volatility 1Y | 18.65% | 22.74% |
| Max drawdown | -34.08% | -46.16% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MTUM and DWAS
Explore further