ETF comparison

MTUMvsQQQ

Momentum Factor vs US Large Cap Growth.

iShares MSCI USA Momentum Factor ETF · Invesco QQQ Trust

Holdings overlap

Weighted by ISIN/CUSIP
42.5%

30 positions appear in both funds. Buying equal dollars of MTUM and QQQ would leave roughly42.5%of each dollar exposed to the same underlying securities.

MTUM only 57.4%Shared 42.5%QQQ only 57.5%
In MTUM only
95 positions
Shared
30 positions
In QQQ only
72 positions

Side by side

MTUM

iShares MSCI USA Momentum Factor ETF

iShares · Momentum Factor

84composite / 100
Expense ratio
0.15%
Net assets
$24.23B
TTM yield
0.61%
Top-10 conc.
40.4%
QQQ

Invesco QQQ Trust

Invesco · US Large Cap Growth

83composite / 100
Expense ratio
0.18%
Net assets
$488.98B
TTM yield
0.43%
Top-10 conc.
45.0%

Sub-score comparison

85
Cost
82
84
Tax efficiency
90
100
Liquidity
100
57
Concentration
50
Tracking quality
MTUMsub-scoreQQQ

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

MTUM is 3 bps cheaper than QQQ. On a $100,000 position that's about $30/yr more in fees for QQQ.

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 MTUM vs QQQ.

Top shared holdings

30 shared in total
#HoldingIn MTUMIn QQQOverlap
1MICRON TECHNOLOGY, INC.5.56%5.64%5.56%
2NVIDIA CORPORATION4.64%7.60%4.64%
3ADVANCED MICRO DEVICES, INC.4.03%4.10%4.03%
4INTEL CORPORATION3.83%3.04%3.04%
5ALPHABET INC.2.94%3.27%2.94%
6BROADCOM INC.5.40%2.81%2.81%
7WALMART INC.2.75%2.39%2.39%
8ALPHABET INC.2.39%3.02%2.39%
9APPLIED MATERIALS, INC.2.36%2.49%2.36%
10LAM RESEARCH CORPORATION3.61%2.35%2.35%
11KLA CORPORATION1.61%1.71%1.61%
12PALANTIR TECHNOLOGIES INC.1.52%1.16%1.16%

Only in MTUM

95 total
  • JOHNSON & JOHNSON3.76%
  • EXXON MOBIL CORPORATION3.43%
  • CATERPILLAR INC.3.21%
  • JPMORGAN CHASE & CO.2.87%
  • GE VERNOVA INC.2.53%
  • GENERAL ELECTRIC COMPANY1.90%
  • THE GOLDMAN SACHS GROUP, INC.1.69%
  • AMPHENOL CORPORATION1.55%
  • RTX CORPORATION1.46%
  • MORGAN STANLEY1.32%

Only in QQQ

72 total
  • Apple Inc.6.67%
  • Microsoft Corp.4.35%
  • Amazon.com, Inc.4.02%
  • Tesla, Inc.3.30%
  • Meta Platforms, Inc.2.62%
  • Cisco Systems, Inc.2.01%
  • Costco Wholesale Corp.1.80%
  • Sandisk Corp.1.46%
  • Netflix, Inc.1.30%
  • Palo Alto Networks, Inc.1.21%

Open MTUM or QQQ 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.