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MTUM — Ishares MSCI USA Momentum Factor ETF
Over the last 14 years (2013-04 – 2026-09), $10,000 invested in MTUM with dividends reinvested grew to $70,801 — 15.60% a year — with a worst peak-to-trough fall of -30.16%. Past performance doesn't predict future results.
Growth of $10,000 · 2013-04 – 2026-09 · dividends reinvested
About MTUM
iShares MSCI USA Momentum Factor ETF is an exchange-traded fund that seeks to track an index of U.S. large- and mid-cap stocks with relatively high price momentum. The fund is designed to provide diversified exposure to companies whose shares have shown strong recent performance, using a rules-based momentum approach rather than active stock picking. It primarily invests in U.S. equities across sectors such as technology, financials, communication services, industrials, and consumer-related industries, with holdings that can shift as market leadership changes. The ETF is managed by BlackRock’s iShares platform and uses the MSCI USA Momentum SR Variant Index as its benchmark. As a factor-based equity fund, it is commonly used by market participants seeking systematic exposure to momentum-driven segments of the U.S. stock market while maintaining broad portfolio diversification.
Put MTUM to the test
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Backtest MTUM →
Full history, any date range, benchmarks, drawdowns, rolling returns.
Would MTUM survive 2008? →
What actually happened to it in the crisis — real drawdown and recovery.
Project it forward →
Monte Carlo simulation of where it could go from here.
Compare MTUM vs VTI →
Head-to-head against the total US market.
Replay $100/mo into MTUM →
Animated growth of steady monthly contributions.
Fundamentals →
Holdings-level financials where available.
Educational use only — not investment advice. Results are hypothetical.Read full disclaimer
This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.