QUAL vs MTUM
YTDYear to date
QUAL wins+0.8 pts
Past year
QUAL wins+3.9 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 4, 2026 · AUM not scored
MTUM vs S&P 500
YTD$278.33 · +1.2% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+1.2%−13.9%−10.0%+11.6%+10.2%+110.5%+55.4%+539.8%
Peer average+0.1%−1.8%−2.0%+12.1%+13.3%+76.4%+57.7%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
iShares MTUM and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
MTUM’s Holdings
TodayAMD5.8%MU5.0%JNJ3.7%CSCO3.6%XOM3.2%INTC2.9%PANW2.8%AMAT2.6%GOOGL2.4%UNH2.3%SNDK2.2%KO2.2%MRK2.0%LRCX2.0%GOOG1.9%STX1.9%CRWD1.8%CVX1.8%CAT1.8%MRVL1.7%DELLWDC103 more
TechnologyHealthcareEnergyIndustrialsCommunication ServicesOther
iShares MTUM · 125 holdings · tile size = share of the fund · as of Nov 3, 2026
All 62 Factor ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | QUAL | MSCI USA Quality FactorReadDesk | 0.15% | 0.9% | +12.4% | +12.4% | $48.0B | |
| 2 | USMV | MSCI USA Min Vol FactorReadDesk | 0.15% | 1.4% | +10.2% | +10.2% | $24.1B | |
| 3 | MTUM | MSCI USA Momentum FactorReadDesk | 0.15% | 0.7% | +11.6% | +11.6% | $17.4B | |
| 4 | IQLT | MSCI Intl Quality FactorReadDesk | 0.30% | 2.4% | +12.3% | +12.3% | $13.7B | |
| 5 | JQUA | JPMorgan U.S. Quality FactorReadDesk | 0.12% | 1.1% | +20.2% | +20.2% | $9.5B | |
| 6 | SPLV | S&P 500 Low VolatilityReadDesk | 0.25% | 2.2% | +9.7% | +9.7% | $7.6B | |
| 7 | QLTY | GMO US QualityReadDesk | 0.50% | 0.6% | +14.2% | +14.2% | $5.4B | |
| 8 | OMFL | Russell 1000 Dynamic MultifactorReadDesk | 0.29% | 0.8% | +16.5% | +16.5% | $4.7B | |
| 9 | IMTM | MSCI Intl Momentum FactorReadDesk | 0.30% | 4.6% | +6.6% | +6.6% | $4.1B | |
| 10 | GARP | MSCI USA Quality GARPReadDesk | 0.15% | 0.3% | +13.9% | +13.9% | $3.5B | |
| 11 | JMOM | JPMorgan U.S. Momentum FactorReadDesk | 0.12% | 0.8% | +16.8% | +16.8% | $2.7B | |
| 12 | FSMD | Fidelity Small-Mid MultifactorReadDesk | 0.15% | 1.3% | +15.7% | +15.7% | $2.5B | |
| 13 | VFMO | U.S. Momentum FactorReadDesk | 0.13% | 0.6% | +12.9% | +12.9% | $1.9B | |
| 14 | FQAL | Fidelity Quality FactorReadDesk | 0.15% | 1.2% | +11.3% | +11.3% | $1.4B | |
| 15 | FDLO | Fidelity Low Volatility FactorReadDesk | 0.15% | 1.3% | +13.0% | +13.0% | $1.4B | |
| 16 | PDP | Dorsey Wright MomentumReadDesk | 0.62% | — | +12.9% | +12.9% | $1.4B |
1–16 of 62Page 1 of 4
Factor · current AUM · as of Nov 4, 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% | 0.9% | 0.0% | +12.4% | +14.1% | $48.0B | |
| 2 | USMV | iShares MSCI USA Min Vol Factor ETFReadVersus | 0.15% | 1.4% | −0.3% | +10.2% | +11.9% | $24.1B | |
| 3 | MTUM | iShares MSCI USA Momentum Factor ETFThis fund | 0.15% | 0.7% | +1.2% | +11.6% | +10.2% | $17.4B | |
| 4 | IQLT | iShares MSCI Intl Quality Factor ETFReadVersus | 0.30% | 2.4% | −0.5% | +12.3% | +15.7% | $13.7B | |
| 5 | JQUA | JPMorgan U.S. Quality Factor ETFReadVersus | 0.12% | 1.1% | 0.0% | +20.2% | +21.5% | $9.5B | |
| 6 | SPLV | Invesco S&P 500 Low Volatility ETFReadVersus | 0.25% | 2.2% | −0.7% | +9.7% | +11.3% | $7.6B |
#34 of 58 this year · #12 cheapest of 62 · sorted by assetsOpen the US Stock Styles table →
MTUM and its peer group · total return · as of Nov 4, 2026
Cards for This View
MTUM’s Top 10 Holdings
Today34.3%of MTUM sits in these 10
iShares MTUM · weight in the fund · as of Nov 3, 2026
MTUM’s Holdings
TodayAMD5.8%MU5.0%JNJ3.7%CSCO3.6%XOM3.2%INTC2.9%PANW2.8%AMAT2.6%GOOGL2.4%UNH2.3%SNDK2.2%KO2.2%MRK2.0%LRCX2.0%GOOG1.9%STX1.9%CRWD1.8%CVX1.8%CAT1.8%MRVL1.7%DELLWDC103 more
TechnologyHealthcareEnergyIndustrialsCommunication ServicesOther
iShares MTUM · 125 holdings · tile size = share of the fund · as of Nov 3, 2026
MTUM vs Peer Average
YTDMTUMAvsBPeer average
1D+1.2%+0.1%
1M−13.9%−1.8%
3M−10.0%−2.0%
YTD+11.6%+12.1%
1Y+10.2%+13.3%
3Y+110.5%+76.4%
5Y+55.4%+57.7%
2–5Peer average wins
61 Factor peers · each row scaled to its leader