MTUM Fund Comparisons

MTUM is shown with FundQuant's current comparable-fund evidence. Current comparable funds include FUMIX, SPMO, PWB. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
MTUM
Name
iShares MSCI USA Momentum Factor ETF
Type
1940 Act ETF
Originator
BlackRock / iShares
Asset class
equity
Net expense ratio
0.15%
AUM
$24.2B

Comparable Funds

FundQuant reviewed 1,046 active searchable funds, 271 ETFs, 775 mutual funds and returned 3 comparable funds for MTUM.

  1. FUMIX - Fidelity SAI U.S. Momentum Index Fund (Mutual Fund; Fidelity; equity; Strong Fit; fit score 83)
  2. SPMO - Invesco S&P 500 Momentum ETF (1940 Act ETF; Invesco; equity; Strong Fit; fit score 77)
  3. PWB - Invesco Large Cap Growth ETF (1940 Act ETF; Invesco; equity; Possible Fit; fit score 73)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/MTUM/comps