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MTUM — Ishares MSCI USA Momentum Factor ETF
Over the last 13 years (2013-04 – 2026-07), $10,000 invested in MTUM with dividends reinvested grew to $66,917 — 15.32% 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 – 2026-07 · dividends reinvested
About MTUM
iShares MSCI USA Momentum Factor ETF is an exchange-traded fund that seeks to track the performance of the MSCI USA Momentum SR Variant Index. This index focuses on U.S. large- and mid-capitalization stocks selected and weighted based on their price momentum, measured by recent price appreciation over 6- and 12-month periods, combined with low volatility over the past three years. The ETF holds approximately 125 stocks, providing diversified exposure to companies exhibiting relatively high price momentum while aiming to capture market trends through a systematic, rules-based approach. It emphasizes risk-adjusted momentum to balance potential growth with stability. iShares MSCI USA Momentum Factor ETF serves investors interested in factor-based strategies within the U.S. equity market, offering a targeted way to access the momentum factor alongside traditional market-cap weighted investments. Launched in 2013 and managed by BlackRock, it features a low expense ratio and quarterly rebalancing to reflect evolving momentum characteristics.
Put MTUM to the test
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Would MTUM survive 2008? →
What actually happened to it in the crisis — real drawdown and recovery.
Project it forward →
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Fundamentals →
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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.