Screener
MTUM vs IMOM
iShares MSCI USA Momentum Factor ETF vs Alpha Architect International Quantitative Momentum ETF
Key differences
- MTUM costs 0.23% less per year.
- MTUM is significantly larger than IMOM — larger funds tend to be more liquid and less likely to close.
- MTUM covers north america markets; IMOM covers global.
- MTUM follows a index tracking strategy; IMOM uses active selection.
- Over the last 3 years, MTUM has delivered higher annualized returns.
Side-by-side comparison
| MTUM | IMOM | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.38% |
| Fund size (AUM) | $24.2B | $153M |
| Since | 2013 | 2015 |
| Dividend yield | 0.69% | 2.19% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +35.3% | +49.2% |
| CAGR 3Y | +30.8% | +23.8% |
| CAGR 5Y | +14.5% | +10.2% |
| Sharpe 3Y | 1.26 | 1.03 |
| Volatility 1Y | 18.65% | 19.42% |
| Max drawdown | -34.08% | -45.74% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MTUM and IMOM
Explore further