ETF comparison
IWD vs MTUM
US Value vs Momentum Factor.
iShares Russell 1000 Value ETF · iShares MSCI USA Momentum Factor ETF
Holdings overlap
84 positions appear in both funds. Buying equal dollars of IWD and MTUM would leave roughly 19.2% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
MTUM is 3 bps cheaper than IWD. On a $100,000 position that's about $30/yr more in fees for IWD.
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 IWD vs MTUM.
Top shared holdings
84 shared in total| # | Holding | In IWD | In MTUM | Overlap |
|---|---|---|---|---|
| 1 | INTEL CORPORATION | 1.72% | 4.06% | 1.72% |
| 2 | JOHNSON & JOHNSON | 1.71% | 3.54% | 1.71% |
| 3 | CISCO SYSTEMS, INC. | 1.30% | 2.55% | 1.30% |
| 4 | WALMART INC. | 1.27% | 2.64% | 1.27% |
| 5 | CHEVRON CORPORATION | 0.86% | 1.75% | 0.86% |
| 6 | THE GOLDMAN SACHS GROUP, INC. | 0.82% | 1.38% | 0.82% |
| 7 | MORGAN STANLEY | 0.66% | 1.08% | 0.66% |
| 8 | CITIGROUP INC. | 0.56% | 1.22% | 0.56% |
| 9 | ANALOG DEVICES, INC. | 0.50% | 1.45% | 0.50% |
| 10 | WELLTOWER INC. | 0.45% | 0.80% | 0.45% |
| 11 | CONOCOPHILLIPS | 0.36% | 0.82% | 0.36% |
| 12 | Altria Group, Inc. | 0.34% | 0.59% | 0.34% |
Only in IWD
786 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- EXXON MOBIL CORPORATION 1.59%
- ABBVIE INC. 1.15%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
- BANK OF AMERICA CORPORATION 0.98%
- THE PROCTER & GAMBLE COMPANY 0.96%
Only in MTUM
42 total- MICRON TECHNOLOGY, INC. 5.87%
- ADVANCED MICRO DEVICES, INC. 5.11%
- BROADCOM INC. 4.72%
- EXXONMOBIL HOLDINGS CORPORATION 3.77%
- CATERPILLAR INC. 3.65%
- APPLIED MATERIALS, INC. 3.10%
- LAM RESEARCH CORPORATION 3.09%
- GE VERNOVA INC. 3.07%
- ALPHABET INC. 2.58%
- WESTERN DIGITAL CORPORATION 2.23%
Related comparisons
More comparisons with IWD
- IWD vs JGRO · JPMorgan Active Growth ETF 19.0%
- IWD vs MGK · Vanguard Morningstar Mega Cap Growth ETF 18.6%
- IWD vs SPMO · Invesco S&P 500 Momentum ETF 18.3%
- IWD vs FELG · Fidelity Enhanced Large Cap Growth ETF 18.1%
- IWD vs CGGR · Capital Group Growth ETF 17.9%
- IWD vs VOE · Vanguard Morningstar Mid-Cap Value ETF 17.0%
More comparisons with MTUM
- MTUM vs SCHD · Schwab U.S. Dividend Equity ETF 6.9%
- MTUM vs VB · Vanguard Morningstar Small-Cap ETF 4.1%
- MTUM vs IJH · iShares Core S&P Mid-Cap ETF 1.1%
- MTUM vs IJR · iShares Core S&P Small-Cap ETF 0.0%
- MTUM vs IMTM · iShares MSCI Intl Momentum Factor ETF 0.0%
- MTUM vs IWM · iShares Russell 2000 ETF 0.0%
Percentages are holdings overlap with the named fund.
Open IWD 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.