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ETF comparison

IJH vs MTUM

US Mid Cap vs Momentum Factor.

iShares Core S&P Mid-Cap ETF · iShares MSCI USA Momentum Factor ETF

Holdings overlap

Weighted by ISIN/CUSIP
1.1 %

8 positions appear in both funds. Buying equal dollars of IJH and MTUM would leave roughly 1.1% of each dollar exposed to the same underlying securities.

IJH unmatched 98.7% Shared 1.1% MTUM unmatched 98.8%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In IJH only
392 positions
Shared
8 positions
In MTUM only
118 positions

Side by side

IJH

iShares Core S&P Mid-Cap ETF

iShares · US Mid Cap

95 composite / 100
Expense ratio
0.050%
Net assets
$120.93B
TTM yield
1.24%
Top-10 conc.
10.9%
MTUM

iShares MSCI USA Momentum Factor ETF

iShares · Momentum Factor

84 composite / 100
Expense ratio
0.15%
Net assets
$20.43B
TTM yield
0.63%
Top-10 conc.
40.0%

Sub-score comparison

95
Cost
85
88
Tax efficiency
84
100
Liquidity
100
99
Concentration
57
—
Tracking quality
—
IJH sub-score MTUM

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

IJH is 10 bps cheaper than MTUM. On a $100,000 position that's about $100/yr more in fees for MTUM.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IJH vs MTUM.

Top shared holdings

8 shared in total
# Holding In IJH In MTUM Overlap
1 TECHNIPFMC PLC 0.73% 0.27% 0.27%
2 CURTISS-WRIGHT CORP 0.77% 0.16% 0.16%
3 MASTEC INC 0.71% 0.15% 0.15%
4 XPO INC 0.66% 0.12% 0.12%
5 FABRINET 0.55% 0.10% 0.10%
6 UNITED THERAPEUTICS CORP 0.63% 0.10% 0.10%
7 ENTEGRIS INC 0.75% 0.09% 0.09%
8 SHARKNINJA INC 0.30% 0.06% 0.06%

Only in IJH

392 total
  • TWILIO INC 0.86%
  • CARPENTER TECHNOLOGY CORP 0.84%
  • MKS INC 0.83%
  • NVENT ELECTRIC PLC 0.75%
  • ATI INC 0.74%
  • ILLUMINA INC 0.73%
  • STERLING INFRASTRUCTURE INC 0.71%
  • WOODWARD INC 0.70%
  • MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 0.69%
  • EVERPURE INC 0.68%

Only in MTUM

118 total
  • MICRON TECHNOLOGY, INC. 5.87%
  • ADVANCED MICRO DEVICES, INC. 5.11%
  • BROADCOM INC. 4.72%
  • INTEL CORPORATION 4.06%
  • EXXONMOBIL HOLDINGS CORPORATION 3.77%
  • CATERPILLAR INC. 3.65%
  • JOHNSON & JOHNSON 3.54%
  • APPLIED MATERIALS, INC. 3.10%
  • LAM RESEARCH CORPORATION 3.09%
  • GE VERNOVA INC. 3.07%

Percentages are holdings overlap with the named fund.

Open IJH or MTUM at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.