QUAL vs MTUM
YTDYear to date
QUAL wins+8.8 pts
Past year
QUAL wins+10.7 pts
Fee
Level
Yield
QUAL wins+0.6 pts
AUM
QUAL3.1× more
3–0QUAL wins
QUAL and MTUM · year-to-date · as of Nov 6, 2026 · AUM not scored
MTUM vs S&P 500
MAX$63.76 · +1.9% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return+1.9%−19.6%−16.8%+2.3%+2.6%+87.1%+41.6%+486.0%
Peer average+0.1%−4.3%−5.1%+8.9%+10.6%+67.1%+52.8%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
iShares MTUM and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
MTUM’s Holdings
TodayAMDAdvanced Micro Devices5.2%MU4.2%JNJ4.2%CSCO3.7%XOM3.3%GOOGL2.8%PANW2.7%INTC2.6%UNH2.6%KO2.5%AMAT2.4%MRK2.2%GOOG2.2%CVX1.8%SNDK1.8%CAT1.8%CRWD1.8%LRCX1.7%STX1.5%TXN1.5%GEV1.5%103 more
TechnologyHealthcareEnergyIndustrialsCommunication ServicesOther
iShares MTUM · 125 holdings · tile size = share of the fund · as of Nov 6, 2026
All 62 Factor ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | QUAL | MSCI USA Quality FactorReadDesk | 0.15% | 2.8% | +11.1% | +11.1% | $47.5B | |
| 2 | USMV | MSCI USA Min Vol FactorReadDesk | 0.15% | 1.4% | +8.6% | +8.6% | $23.8B | |
| 3 | MTUM | MSCI USA Momentum FactorReadDesk | 0.15% | 2.2% | +2.3% | +2.3% | $15.6B | |
| 4 | IQLT | MSCI Intl Quality FactorReadDesk | 0.30% | 2.4% | +10.5% | +10.5% | $13.6B | |
| 5 | JQUA | JPMorgan U.S. Quality FactorReadDesk | 0.12% | 1.1% | +17.0% | +17.0% | $9.8B | |
| 6 | SPLV | S&P 500 Low VolatilityReadDesk | 0.25% | 2.2% | +9.7% | +9.7% | $7.6B | |
| 7 | QLTY | GMO US QualityReadDesk | 0.50% | 0.7% | +12.8% | +12.8% | $5.6B | |
| 8 | OMFL | Russell 1000 Dynamic MultifactorReadDesk | 0.29% | 0.8% | +14.7% | +14.7% | $4.8B | |
| 9 | IMTM | MSCI Intl Momentum FactorReadDesk | 0.30% | 4.8% | +2.7% | +2.7% | $4.0B | |
| 10 | GARP | MSCI USA Quality GARPReadDesk | 0.15% | 0.3% | +8.5% | +8.5% | $3.3B | |
| 11 | JMOM | JPMorgan U.S. Momentum FactorReadDesk | 0.12% | 0.8% | +10.9% | +10.9% | $2.7B | |
| 12 | FSMD | Fidelity Small-Mid MultifactorReadDesk | 0.15% | 1.3% | +12.2% | +12.2% | $2.5B | |
| 13 | VFMO | U.S. Momentum FactorReadDesk | 0.13% | 0.7% | +7.0% | +7.0% | $1.9B | |
| 14 | FQAL | Fidelity Quality FactorReadDesk | 0.15% | 1.2% | +9.0% | +9.0% | $1.6B | |
| 15 | FDLO | Fidelity Low Volatility FactorReadDesk | 0.15% | 1.3% | +12.6% | +12.6% | $1.5B | |
| 16 | PDP | Dorsey Wright MomentumReadDesk | 0.62% | — | +7.3% | +7.3% | $1.4B |
1–16 of 62Page 1 of 4
Factor · current AUM · as of Nov 6, 2026
MTUM Payouts by Year
13YLatest payout, Sep 2026
$0.15
a share · every quarter
2.2% yield
2.2% yield
13 years added up
$7.75 a share
$7.75 a share
iShares MTUM · per-share distributions by ex-date · 2014–2026
MTUM’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | QUAL | iShares MSCI USA Quality Factor ETFReadVersus | 0.15% | 2.8% | +0.1% | +11.1% | +13.3% | $47.5B | |
| 2 | USMV | iShares MSCI USA Min Vol Factor ETFReadVersus | 0.15% | 1.4% | −0.5% | +8.6% | +10.5% | $23.8B | |
| 3 | MTUM | iShares MSCI USA Momentum Factor ETFThis fund | 0.15% | 2.2% | +1.9% | +2.3% | +2.6% | $15.6B | |
| 4 | IQLT | iShares MSCI Intl Quality Factor ETFReadVersus | 0.30% | 2.4% | −0.8% | +10.5% | +14.3% | $13.6B | |
| 5 | JQUA | JPMorgan U.S. Quality Factor ETFReadVersus | 0.12% | 1.1% | −0.1% | +17.0% | +19.2% | $9.8B | |
| 6 | SPLV | Invesco S&P 500 Low Volatility ETFReadVersus | 0.25% | 2.2% | −0.9% | +9.7% | +11.0% | $7.6B |
#50 of 58 this year · #18 cheapest of 62 · sorted by assetsOpen the US Stock Styles table →
MTUM and its peer group · total return · as of Nov 7, 2026
Cards for This View
MTUM’s Top 10 Holdings
Today33.8%of MTUM sits in these 10
iShares MTUM · weight in the fund · as of Nov 6, 2026
MTUM’s Holdings
TodayAMDAdvanced Micro Devices5.2%MU4.2%JNJ4.2%CSCO3.7%XOM3.3%GOOGL2.8%PANW2.7%INTC2.6%UNH2.6%KO2.5%AMAT2.4%MRK2.2%GOOG2.2%CVX1.8%SNDK1.8%CAT1.8%CRWD1.8%LRCX1.7%STX1.5%TXN1.5%GEV1.5%103 more
TechnologyHealthcareEnergyIndustrialsCommunication ServicesOther
iShares MTUM · 125 holdings · tile size = share of the fund · as of Nov 6, 2026
MTUM vs Peer Average
YTDMTUMAvsBPeer average
1D+1.9%+0.1%
1M−19.6%−4.3%
3M−16.8%−5.1%
YTD+2.3%+8.9%
1Y+2.6%+10.6%
3Y+87.1%+67.1%
5Y+41.6%+52.8%
2–5Peer average wins
61 Factor peers · each row scaled to its leader