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MTUMiShares MSCI USA Momentum Factor ETF

Grow my money#107 of 2944 for Grow my money

Seeks to track the investment results of an index composed of U.S. large- and mid-cap stocks exhibiting higher price momentum.

iShares · Since 2013 (13 years)

Annual Cost

0.15%

#583 out of 5,332 ETFs

Fund Size

$20.2B

#127 out of 5,332 ETFs

Dividend Yield

0.82%

Track Record

13 years

#1082 out of 5,332 ETFs

Performance

1 Year

+37.1%

3 Years

+27.9%

5 Years

+11.4%

What's inside

Asset class
Strategy
index tracking
Cap
multi cap
Factor
momentum

Asset allocation

Stocks
99.9%
Cash
0.1%

Sector breakdown

Technology
38.9%
Industrials
16.3%
Financial Services
11.3%
Healthcare
8.6%
Communication
7.0%
Energy
4.5%
Consumer Cyclical
4.1%
Consumer Defensive
3.7%
Other
5.7%

Top holdings

NVIDIA CorpNVDA4.8%
Broadcom IncAVGO4.7%
Johnson & JohnsonJNJ4.7%
Exxon Mobil CorpXOM4.5%
Micron Technology IncMU4.3%
Lam Research CorpLRCX3.5%
JPMorgan Chase & CoJPM3.2%
Walmart IncWMT3.1%
Caterpillar IncCAT3.0%
Advanced Micro Devices IncAMD2.7%

Risk profile

Volatility (1Y)

18.0%

Moderate

Max drawdown

-34.1%

Worst peak-to-trough loss

Sharpe (3Y)

1.16

Excellent risk-adjusted returns

Sortino (3Y)

1.70

Good downside protection

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Data updated on 2026-05-05