Compare MTUM and IWF | ETF Tracker

MTUM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%2.20%+2.3%+2.6%+23.2%+7.2%−27.3%29.2%$15.8B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: MTUM 2013 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Momentum Factor ETF · $15.8B$14,159

MTUM

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 23.4% in common

MTUMMeasureIWF

+2.3%Year to dateJan 1 → Nov 6−5.3%

+2.6%1 yearTotal return−6.5%

+23.2%3 years · per year$10,000 became $18,709 · $17,022+19.4%

+7.2%5 years · per year$10,000 became $14,159 · $15,442+9.1%

0.15%Expense ratio$15 · $18 a year on $10k · lower is better0.18%

2.20%Trailing 12-mo yield$220 · $39 a year on $10k0.39%

−27.3%Worst dropSmaller is better−14.6%

29.2%VolatilityLower is calmer19.4%

MTUMIWF Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3MTUM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MTUM vs IWF: Top 5 Holdings

Today

MTUM

20.6%in top 5

IWF

in top 539.8%

MTUMStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

5.2%AMDnot top 5

not top 5AVGO4.5%

4.2%MUnot top 5

4.2%JNJnot top 5

3.7%CSCOnot top 5

3.3%XOMnot top 5

Held in common23.4%

End-of-day Nov 6, 2026 · share of each fund

MTUM vs IWF Returns, Every Period

5Y

iSharesMTUM

+7.2%

5 years, per year

IWFiShares

+9.1%

5 years, per year

MTUMIWFFaded: behind in that period

3–1MTUM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

MTUM vs IWF

YTD

iSharesMTUM

+2.3%

IWFiShares

−5.3%

+2.3%Year to date−5.3%

−27.3%Worst drop · 1Y−14.6%

29.2%Volatility · 1Y19.4%

2.2%Yield0.4%

$15.8BAssets$115B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MTUM, IWF

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

IWF0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MTUM, IWF

1Y

2.20%highest, MTUM

FundTrailing yieldYield$10k

MTUM2.20%$220

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$205most kept, MTUM

MTUM$220 − $15 = $205

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MTUM, IWF

Today

23.4%most shared, MTUM and IWF

MTUMIWF

MTUM—23.4%

IWF23.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+2.6%MTUM, at 29.2% volatility

IWFWorst drop−14.6%19.4% vol

MTUMWorst drop−27.3%29.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MTUMIWF

+2.3%Year to date−5.3%

2.2%Yield0.4%

+2.6%Past year−6.5%

0.15%Fee0.18%

4–0MTUM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026