Momentum Factor

Stocks selected for recent price-momentum. Higher turnover than other factor funds, which moderately erodes tax efficiency.

3 funds in the catalog. Scored using methodology v0.5.1.

Top score

MTUM84 / 100

iShares MSCI USA Momentum Factor ETF

Cheapest

SPMO0.13%

Invesco S&P 500 Momentum ETF

Largest by AUM

MTUM$24.23B

iShares MSCI USA Momentum Factor ETF

All Momentum Factor funds

Score	Ticker	Name	Expense	AUM	Yield
84	MTUM	iShares MSCI USA Momentum Factor ETF	0.15%	$24.23B	0.61%
82	SPMO	Invesco S&P 500 Momentum ETF	0.13%	$22.15B	0.71%
77	IMTM	iShares MSCI Intl Momentum Factor ETF	0.30%	$4.26B	4.36%

Compare within Momentum Factor

Run a side-by-side on any pair of Momentum Factor funds — holdings overlap, cost difference, score breakdown. Start with thecompare hubor jump directly to a fund page and use the picker.

Methodology v0.5.1. See /methodology/for every threshold and weight used to score these funds.