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VLUE vs MTUM

iShares MSCI USA Value Factor ETF vs iShares MSCI USA Momentum Factor ETF

VLUE

iShares MSCI USA Value Factor ETF

iShares

Annual cost

0.15%

Fund size

$12.0B

MTUM

iShares MSCI USA Momentum Factor ETF

iShares

Annual cost

0.15%

Fund size

$24.2B

Side-by-side comparison

VLUEMTUM
Annual cost (TER)0.15%0.15%
Fund size (AUM)$12.0B$24.2B
Since20132013
Dividend yield1.70%0.69%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+88.7%+39.9%
CAGR 3Y+33.0%+32.0%
CAGR 5Y+16.3%+15.4%
Sharpe 3Y1.601.30
Volatility 1Y17.28%18.95%
Max drawdown-39.47%-34.08%

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

Similar to VLUE and MTUM