QUAL vs MTUM
YTDYear to date
QUAL wins+5.5 pts
Past year
QUAL wins+8.5 pts
Fee
Level
Yield
QUAL wins+0.2 pts
AUM
QUAL2.8× more
3–0QUAL wins
QUAL and MTUM · year-to-date · as of Nov 5, 2026 · AUM not scored
MTUM vs S&P 500
YTD$272.86 · −2.0% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−2.0%−15.9%−11.3%+9.4%+8.4%+104.1%+54.2%+527.3%
Peer average+1.1%−1.0%−0.5%+13.4%+14.6%+76.7%+61.1%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
iShares MTUM and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
MTUM’s Holdings
TodayAMD5.6%MU5.0%JNJ3.7%CSCO3.6%XOM3.1%INTC2.7%PANW2.7%AMAT2.6%GOOGL2.5%UNH2.4%SNDK2.2%KO2.2%MRK2.0%GOOG2.0%LRCX1.9%CAT1.8%STX1.8%CRWD1.8%CVX1.7%DELL1.7%WDCGEV103 more
TechnologyHealthcareEnergyIndustrialsCommunication ServicesOther
iShares MTUM · 125 holdings · tile size = share of the fund · as of Nov 4, 2026
All 62 Factor ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | QUAL | MSCI USA Quality FactorReadDesk | 0.15% | 0.8% | +15.0% | +15.0% | $48.0B | |
| 2 | USMV | MSCI USA Min Vol FactorReadDesk | 0.15% | 1.3% | +12.1% | +12.1% | $24.1B | |
| 3 | MTUM | MSCI USA Momentum FactorReadDesk | 0.15% | 0.7% | +9.4% | +9.4% | $17.4B | |
| 4 | IQLT | MSCI Intl Quality FactorReadDesk | 0.30% | 2.3% | +14.6% | +14.6% | $13.7B | |
| 5 | JQUA | JPMorgan U.S. Quality FactorReadDesk | 0.12% | 1.0% | +21.9% | +21.9% | $9.5B | |
| 6 | SPLV | S&P 500 Low VolatilityReadDesk | 0.25% | 2.1% | +12.0% | +12.0% | $7.6B | |
| 7 | QLTY | GMO US QualityReadDesk | 0.50% | 0.6% | +17.2% | +17.2% | $5.4B | |
| 8 | OMFL | Russell 1000 Dynamic MultifactorReadDesk | 0.29% | 0.8% | +19.0% | +19.0% | $4.7B | |
| 9 | IMTM | MSCI Intl Momentum FactorReadDesk | 0.30% | 4.5% | +8.0% | +8.0% | $4.1B | |
| 10 | GARP | MSCI USA Quality GARPReadDesk | 0.15% | 0.3% | +14.5% | +14.5% | $3.5B | |
| 11 | JMOM | JPMorgan U.S. Momentum FactorReadDesk | 0.12% | 0.8% | +16.6% | +16.6% | $2.7B | |
| 12 | FSMD | Fidelity Small-Mid MultifactorReadDesk | 0.15% | 1.3% | +16.5% | +16.5% | $2.5B | |
| 13 | VFMO | U.S. Momentum FactorReadDesk | 0.13% | 0.6% | +12.3% | +12.3% | $1.9B | |
| 14 | FQAL | Fidelity Quality FactorReadDesk | 0.15% | 1.1% | +13.1% | +13.1% | $1.4B | |
| 15 | FDLO | Fidelity Low Volatility FactorReadDesk | 0.15% | 1.3% | +15.7% | +15.7% | $1.4B | |
| 16 | PDP | Dorsey Wright MomentumReadDesk | 0.62% | — | +12.8% | +12.8% | $1.4B |
1–16 of 62Page 1 of 4
Factor · current AUM · as of Nov 5, 2026
MTUM Payouts by Year
13YLatest payout, Sep 2026
$0.60
a share · every quarter
0.7% yield
0.7% yield
13 years added up
$18.86 a share
$18.86 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% | 0.8% | +2.3% | +15.0% | +16.9% | $48.0B | |
| 2 | USMV | iShares MSCI USA Min Vol Factor ETFReadVersus | 0.15% | 1.3% | +1.7% | +12.1% | +14.3% | $24.1B | |
| 3 | MTUM | iShares MSCI USA Momentum Factor ETFThis fund | 0.15% | 0.7% | −2.0% | +9.4% | +8.4% | $17.4B | |
| 4 | IQLT | iShares MSCI Intl Quality Factor ETFReadVersus | 0.30% | 2.3% | +2.0% | +14.6% | +18.2% | $13.7B | |
| 5 | JQUA | JPMorgan U.S. Quality Factor ETFReadVersus | 0.12% | 1.0% | +1.4% | +21.9% | +23.6% | $9.5B | |
| 6 | SPLV | Invesco S&P 500 Low Volatility ETFReadVersus | 0.25% | 2.1% | +2.1% | +12.0% | +14.2% | $7.6B |
#44 of 58 this year · #15 cheapest of 62 · sorted by assetsOpen the US Stock Styles table →
MTUM and its peer group · total return · as of Nov 5, 2026
Cards for This View
MTUM’s Top 10 Holdings
Today33.9%of MTUM sits in these 10
iShares MTUM · weight in the fund · as of Nov 4, 2026
MTUM’s Holdings
TodayAMD5.6%MU5.0%JNJ3.7%CSCO3.6%XOM3.1%INTC2.7%PANW2.7%AMAT2.6%GOOGL2.5%UNH2.4%SNDK2.2%KO2.2%MRK2.0%GOOG2.0%LRCX1.9%CAT1.8%STX1.8%CRWD1.8%CVX1.7%DELL1.7%WDCGEV103 more
TechnologyHealthcareEnergyIndustrialsCommunication ServicesOther
iShares MTUM · 125 holdings · tile size = share of the fund · as of Nov 4, 2026
MTUM vs Peer Average
YTDMTUMAvsBPeer average
1D−2.0%+1.1%
1M−15.9%−1.0%
3M−11.3%−0.5%
YTD+9.4%+13.4%
1Y+8.4%+14.6%
3Y+104.1%+76.7%
5Y+54.2%+61.1%
1–6Peer average wins
61 Factor peers · each row scaled to its leader