MTUM
Momentum FactoriShares MSCI USA Momentum Factor ETF
iShares·Tracks MSCI USA Momentum SR Variant Index·Inception Apr 16, 2013
Composite score
Based on a 0.15% expense ratio.
Based on $24.23B in net assets.
Top-10 holdings represent 40.4% of net assets.
Momentum Factor base · ETF wrapper · 0.61% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. Seemethodologyfor formulas, thetracking-qualitypartial-coverage rationale, and the dimensions we deliberatelydon't score(methodology v0.5.1).
Use MTUM in our tools
Tool · Look-through
See what MTUM actually holds, in a portfolio
Add your other funds and weights; every underlying position is summed across the basket.
Tool · Cost
Compare MTUM's fee against another fund
Compounds the 0.15% expense ratio against a peer over decades.
Tool · Overlap
Compare MTUM's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Momentum Factor funds.
Tool · TLH
Find a tax-loss harvesting partner for MTUM
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
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Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | MICRON TECHNOLOGY, INC. | 5.56% |
| 2 | BROADCOM INC. | 5.40% |
| 3 | NVIDIA CORPORATION | 4.64% |
| 4 | ADVANCED MICRO DEVICES, INC. | 4.03% |
| 5 | INTEL CORPORATION | 3.83% |
| 6 | JOHNSON & JOHNSON | 3.76% |
| 7 | LAM RESEARCH CORPORATION | 3.61% |
| 8 | EXXON MOBIL CORPORATION | 3.43% |
| 9 | CATERPILLAR INC. | 3.21% |
| 10 | ALPHABET INC. | 2.94% |
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