What is the expense ratio for MTUM?

MTUM (iShares MSCI USA Momentum Factor) has an annual expense ratio of 0.15%, issued by iShares. This means for every $10,000 invested, you pay $15 per year in fund fees.

Is MTUM a good ETF to buy?

iShares MSCI USA Momentum Factor suits investors seeking exposure to Factor / Smart Beta. View the full analysis including performance score, tracking quality, diversification, and macro regime fit on Fisclear.

MTUM — iShares MSCI USA Momentum Factor | Fisclear

Today

+2.81%

3 Month

+27.02%

YTD

+24.78%

1 Year

+37.23%

Price Chart

251 trading days · Use "Compare" tab to overlay other ETFs + regimes

Price History

Compare — add ETFs, toggle regime overlay

Base 100 = start of period

MTUM

Technical Analysis

Technical Signals

Daily closes · 1-year data

ETF Structural Score

ETF Score evaluates fund wrapper quality, historical performance, and macro regime fit. Not financial advice.

Key Statistics

AUM

—

Expense Ratio

0.15%

Trailing Yield

—

Equity

—

Fixed Income

—

Issuer

iShares

vs S&P 500 (SPY) — 1 Year

Beta

1.38

MTUM is 38% more volatile than the S&P 500. Higher risk, higher potential swing.

Correlation to SPY

0.83

Moderately correlated. Provides partial diversification — returns are related but not identical.

Annualised Volatility

20.2%

Standard deviation of daily returns annualised. S&P 500 long-run avg ≈ 15%.

Relative Performance — MTUM vs SPY (base 100)

Base: 100 (day 1)

MTUM: 137.2

SPY: 124.7

Alpha: +12.55 (outperformed)

About MTUM

US stocks with the highest recent price momentum.

Macro Regime Alignment

Historical analysis of which macro regimes have favoured MTUM. Based on the regime's characteristic interest rate environment, growth conditions, and sector rotation patterns.

Goldilocks

Growth ↑ · Inflation ↓

The ideal environment: expanding economy, inflation under control, central banks neutral or accommodative. Equities historically deliver their best returns here.

Liquidity Boom

QE · ZIRP · Fed BS ↑

The Fed is printing money and rates are near zero. Every asset inflates as cheap liquidity floods markets. The 'don't fight the Fed' regime — risk assets outperform.

Current regime: Inflationary Boom — this ETF is not historically among the strongest performers in the current macro environment. Consider checking which ETFs are regime-aligned on the ETF Explorer.

Disclaimer: All data sourced from Yahoo Finance and is for informational purposes only. Holdings, sector weights, and AUM update daily but may lag official fund disclosures. Performance figures are price-based and do not include dividends. Regime alignment reflects historical observations and does not guarantee future returns. Nothing on this page constitutes investment advice. Always consult a qualified financial adviser before making investment decisions.