ETF comparison
IWF vs MTUM
US Large Cap Growth vs Momentum Factor.
iShares Russell 1000 Growth ETF · iShares MSCI USA Momentum Factor ETF
Holdings overlap
69 positions appear in both funds. Buying equal dollars of IWF and MTUM would leave roughly 32.7% 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 IWF. On a $100,000 position that's about $30/yr more in fees for IWF.
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 IWF vs MTUM.
Top shared holdings
69 shared in total| # | Holding | In IWF | In MTUM | Overlap |
|---|---|---|---|---|
| 1 | BROADCOM INC. | 5.21% | 4.72% | 4.72% |
| 2 | MICRON TECHNOLOGY, INC. | 3.86% | 5.87% | 3.86% |
| 3 | ADVANCED MICRO DEVICES, INC. | 2.80% | 5.11% | 2.80% |
| 4 | ALPHABET INC. | 6.17% | 2.58% | 2.58% |
| 5 | ALPHABET INC. | 4.98% | 2.02% | 2.02% |
| 6 | APPLIED MATERIALS, INC. | 1.70% | 3.10% | 1.70% |
| 7 | LAM RESEARCH CORPORATION | 1.60% | 3.09% | 1.60% |
| 8 | CATERPILLAR INC. | 1.43% | 3.65% | 1.43% |
| 9 | KLA CORPORATION | 1.17% | 1.53% | 1.17% |
| 10 | GE VERNOVA INC. | 0.94% | 3.07% | 0.94% |
| 11 | TEXAS INSTRUMENTS INCORPORATED | 0.80% | 1.87% | 0.80% |
| 12 | MARVELL TECHNOLOGY, INC. | 0.77% | 1.03% | 0.77% |
Only in IWF
299 total- NVIDIA CORPORATION 13.83%
- APPLE INC. 6.72%
- MICROSOFT CORPORATION 4.11%
- TESLA, INC. 3.64%
- META PLATFORMS, INC. 3.00%
- ELI LILLY AND COMPANY 2.84%
- VISA INC. 1.68%
- MASTERCARD INCORPORATED 1.23%
- GENERAL ELECTRIC COMPANY 1.14%
- SANDISK CORPORATION 0.98%
Only in MTUM
57 total- INTEL CORPORATION 4.06%
- EXXONMOBIL HOLDINGS CORPORATION 3.77%
- JOHNSON & JOHNSON 3.54%
- CISCO SYSTEMS, INC. 2.55%
- SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY 2.21%
- CHEVRON CORPORATION 1.75%
- THE GOLDMAN SACHS GROUP, INC. 1.38%
- MORGAN STANLEY 1.08%
- CONOCOPHILLIPS 0.82%
- WELLTOWER INC. 0.80%
Related comparisons
More comparisons with IWF
- IWF vs DLN · WisdomTree U.S. LargeCap Dividend Fund 32.6%
- IWF vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 30.8%
- IWF vs RPG · Invesco S&P 500 Pure Growth ETF 30.2%
- IWF vs DTD · WisdomTree U.S. Total Dividend Fund 30.2%
- IWF vs FNDX · Schwab Fundamental U.S. Large Company ETF 28.9%
- IWF vs PRF · Invesco RAFI US 1000 ETF 27.6%
More comparisons with MTUM
- MTUM vs VTV · Vanguard Morningstar Value ETF 30.3%
- MTUM vs SPYM · State Street SPDR Portfolio S&P 500 ETF 30.0%
- MTUM vs IVV · iShares Core S&P 500 ETF 30.0%
- MTUM vs VOO · Vanguard S&P 500 ETF 29.9%
- MTUM vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 29.9%
- MTUM vs SPY · State Street SPDR S&P 500 ETF Trust 29.0%
Percentages are holdings overlap with the named fund.
Open IWF 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.