ETF comparison
IWFvsMTUM
US Large Cap Growth vs Momentum Factor.
iShares Russell 1000 Growth ETF · iShares MSCI USA Momentum Factor ETF
Holdings overlap
75 positions appear in both funds. Buying equal dollars of IWF and MTUM would leave roughly39.7%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with IWF vs MTUM.
Top shared holdings
75 shared in total| # | Holding | In IWF | In MTUM | Overlap |
|---|---|---|---|---|
| 1 | BROADCOM INC. | 5.21% | 5.40% | 5.21% |
| 2 | NVIDIA CORPORATION | 13.83% | 4.64% | 4.64% |
| 3 | MICRON TECHNOLOGY, INC. | 3.86% | 5.56% | 3.86% |
| 4 | ALPHABET INC. | 6.17% | 2.94% | 2.94% |
| 5 | ADVANCED MICRO DEVICES, INC. | 2.80% | 4.03% | 2.80% |
| 6 | ALPHABET INC. | 4.98% | 2.39% | 2.39% |
| 7 | APPLIED MATERIALS, INC. | 1.70% | 2.36% | 1.70% |
| 8 | LAM RESEARCH CORPORATION | 1.60% | 3.61% | 1.60% |
| 9 | CATERPILLAR INC. | 1.43% | 3.21% | 1.43% |
| 10 | KLA CORPORATION | 1.17% | 1.61% | 1.17% |
| 11 | GENERAL ELECTRIC COMPANY | 1.14% | 1.90% | 1.14% |
| 12 | GE VERNOVA INC. | 0.94% | 2.53% | 0.94% |
Only in IWF
293 total- APPLE INC.6.72%
- MICROSOFT CORPORATION4.11%
- TESLA, INC.3.64%
- META PLATFORMS, INC.3.00%
- ELI LILLY AND COMPANY2.84%
- VISA INC.1.68%
- MASTERCARD INCORPORATED1.23%
- SANDISK CORPORATION0.98%
- NETFLIX, INC.0.89%
- PALO ALTO NETWORKS, INC.0.81%
Only in MTUM
50 total- INTEL CORPORATION3.83%
- JOHNSON & JOHNSON3.76%
- EXXON MOBIL CORPORATION3.43%
- JPMORGAN CHASE & CO.2.87%
- THE GOLDMAN SACHS GROUP, INC.1.69%
- SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY1.51%
- RTX CORPORATION1.46%
- MORGAN STANLEY1.32%
- WELLS FARGO & COMPANY1.26%
- INTERNATIONAL BUSINESS MACHINES CORPORATION1.20%
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 methodologyand 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.