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USMV vs MTUM
iShares MSCI USA Min Vol Factor ETF vs iShares MSCI USA Momentum Factor ETF
Key differences
- Over the last 3 years, MTUM has delivered higher annualized returns.
Side-by-side comparison
| USMV | MTUM | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.15% |
| Fund size (AUM) | $22.9B | $24.2B |
| Since | 2011 | 2013 |
| Dividend yield | 1.55% | 0.69% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.6% | +39.9% |
| CAGR 3Y | +11.4% | +32.0% |
| CAGR 5Y | +7.7% | +15.4% |
| Sharpe 3Y | 0.76 | 1.30 |
| Volatility 1Y | 8.57% | 18.95% |
| Max drawdown | -33.10% | -34.08% |
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