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MTUM

iShares MSCI USA Momentum Factor ETF

Tracks the MSCI USA Momentum SR Variant Index, selecting US stocks with strong recent price momentum. Factor-tilted ETF based on academic momentum premium research. High turnover (semiannual reconstitution) results in higher implicit trading costs.

TER
0.15%
AUM
$13B
CAGR
15.0%
Volatility
15.8%
Max Drawdown
-30.7%
Data Range
2013-04 → 2026-04

Performance Analysis

Maximum Drawdown History

How far the ETF has fallen from its all-time high at each point. Deeper = more painful.

Current DD0.0%
Worst DD-30.7%
Worst date2022-09

Rolling Returns

Annualized returns over rolling windows. Shows the range of outcomes depending on when you invested.

Avg return13.4%
Best26.7%
Worst-0.5%
% positive98%
121 periods

Key Facts

ISIN
US46432F8842
Issuer
BlackRock
Benchmark
MSCI USA Momentum SR Variant Index
Total Expense Ratio (TER)
0.15%
Assets Under Management
$13B approx.
Inception Date
2013-04-16
Domicile
United States
Legal Structure
Open-Ended Fund
Dividend Policy
Distributing (pays dividends)
Replication Method
Physical (Full Replication)
UCITS Status
✗ Not UCITS
Fund Currency
USD
Primary Exchange
NYSE Arca
Number of Holdings
~125

Top 10 Holdings

Top 10 represent 47.0% of the fund.

1
NVDANVIDIA Corp.
9.00%
2
METAMeta Platforms Inc.
7.00%
3
AVGOBroadcom Inc.
5.50%
4
LLYEli Lilly & Co.
5.00%
5
AAPLApple Inc.
4.50%
6
COSTCostco Wholesale Corp.
4.00%
7
GEGE Aerospace
3.50%
8
AMZNAmazon.com Inc.
3.20%
9
JPMJPMorgan Chase & Co.
2.80%
10
NOWServiceNow Inc.
2.50%

Sector Breakdown

Technology
38%
Healthcare
12%
Financials
12%
Consumer Discretionary
10%
Communication Services
9%
Industrials
8%
Consumer Staples
6%
Energy
3%

Source: Official issuer data · Last updated: 2026-04-17

Backtest this ETFOfficial Fund Page

Who Is This ETF For?

✓General portfolio building block for the asset class it covers.

Key Risks to Consider

• Market risk: equity values can drop 30-50% in severe bear markets.

• Non-UCITS: may have unfavorable tax treatment for non-US investors (US estate tax, withholding tax).

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Data & Methodology

Metadata sourced from official issuer documentation. Price data from Yahoo Finance (monthly adjusted close, includes reinvested dividends and splits). AUM figures are approximate and updated quarterly.

Data source: Yahoo Finance (adjusted close), BlackRock (metadata)Last verified: 2026-04-17