IYJ vs. MTUM ETF Comparison
Comparison of iShares U.S. Industrials ETF (IYJ) to iShares MSCI USA Momentum Factor ETF (MTUM)
IYJ
iShares U.S. Industrials ETF
IYJ Description
The investment seeks to track the investment results of an index composed of U.S. equities in the industrials sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Industrials Index (the "underlying index"), which measures the performance of the industrials sector of the U.S. equity market.
Grade (RS Rating)
Last Trade
$133.86
Average Daily Volume
37,166
190
MTUM
iShares MSCI USA Momentum Factor ETF
MTUM Description
The investment seeks to track the performance of an index that measures the performance of U.S. large- and mid-capitalization stocks exhibiting relatively higher momentum characteristics, before fees and expenses. The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The MSCI USA Momentum Index (the "underlying index") consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization stocks.Grade (RS Rating)
Last Trade
$203.76
Average Daily Volume
612,801
123
Performance
Period | IYJ | MTUM |
---|---|---|
30 Days | 5.06% | 6.74% |
60 Days | 12.33% | 16.38% |
90 Days | 12.50% | 2.77% |
12 Months | 35.82% | 48.11% |
37 Overlapping Holdings
Symbol | Grade | Weight in IYJ | Weight in MTUM | Overlap | |
---|---|---|---|---|---|
AXON | A | 0.43% | 0.21% | 0.21% | |
AXP | A | 2.26% | 1.48% | 1.48% | |
CSL | A | 0.31% | 0.23% | 0.23% | |
CTAS | C | 1.05% | 0.88% | 0.88% | |
DOV | C | 0.39% | 0.22% | 0.22% | |
EME | B | 0.3% | 0.34% | 0.3% | |
EMR | B | 0.93% | 0.57% | 0.57% | |
ETN | B | 1.96% | 1.79% | 1.79% | |
FERG | F | 0.6% | 0.34% | 0.34% | |
FI | A | 1.55% | 0.78% | 0.78% | |
FICO | C | 0.68% | 0.52% | 0.52% | |
GD | C | 1.25% | 0.57% | 0.57% | |
GE | B | 3.03% | 3.52% | 3.03% | |
HEI | C | 0.17% | 0.15% | 0.15% | |
HEI | C | 0.17% | 0.12% | 0.12% | |
HEI | C | 0.25% | 0.15% | 0.15% | |
HEI | C | 0.25% | 0.12% | 0.12% | |
HUBB | A | 0.34% | 0.14% | 0.14% | |
HWM | A | 0.61% | 0.66% | 0.61% | |
IR | A | 0.59% | 0.41% | 0.41% | |
LII | C | 0.29% | 0.25% | 0.25% | |
LMT | A | 1.94% | 1.03% | 1.03% | |
MLM | F | 0.49% | 0.27% | 0.27% | |
MMM | C | 1.13% | 1.01% | 1.01% | |
OC | C | 0.23% | 0.12% | 0.12% | |
PH | A | 1.21% | 0.81% | 0.81% | |
PKG | B | 0.29% | 0.15% | 0.15% | |
PWR | A | 0.64% | 0.4% | 0.4% | |
RTX | A | 2.48% | 1.61% | 1.61% | |
SW | C | 0.38% | 0.22% | 0.22% | |
SYF | A | 0.29% | 0.17% | 0.17% | |
TDG | A | 1.17% | 0.79% | 0.79% | |
TT | A | 1.31% | 1.09% | 1.09% | |
URI | C | 0.8% | 0.48% | 0.48% | |
VLTO | A | 0.41% | 0.33% | 0.33% | |
VMC | D | 0.49% | 0.24% | 0.24% | |
WAB | A | 0.47% | 0.32% | 0.32% |
IYJ Overweight 155 Positions Relative to MTUM
Symbol | Grade | Weight | |
---|---|---|---|
V | B | 6.55% | |
MA | A | 6.14% | |
ACN | B | 3.31% | |
CAT | A | 2.87% | |
UNP | F | 2.24% | |
HON | C | 2.01% | |
ADP | A | 1.72% | |
DE | C | 1.57% | |
UPS | D | 1.45% | |
SHW | C | 1.34% | |
BA | F | 1.34% | |
PYPL | A | 1.19% | |
ITW | C | 1.16% | |
NOC | B | 1.12% | |
GEV | A | 1.05% | |
CSX | D | 1.01% | |
CARR | A | 1.0% | |
CRH | C | 0.93% | |
FDX | F | 0.91% | |
NSC | C | 0.84% | |
COF | A | 0.83% | |
JCI | C | 0.77% | |
PCAR | D | 0.75% | |
FIS | A | 0.7% | |
LHX | A | 0.69% | |
GWW | B | 0.68% | |
PAYX | B | 0.68% | |
CMI | A | 0.67% | |
OTIS | A | 0.63% | |
AME | C | 0.58% | |
ODFL | F | 0.57% | |
VRSK | D | 0.57% | |
DOW | B | 0.57% | |
SQ | D | 0.55% | |
DD | C | 0.55% | |
EFX | D | 0.53% | |
XYL | C | 0.49% | |
MTD | C | 0.47% | |
PPG | D | 0.46% | |
ROK | D | 0.45% | |
FTV | C | 0.41% | |
KEYS | B | 0.4% | |
GPN | F | 0.38% | |
BLDR | C | 0.35% | |
CPAY | A | 0.32% | |
BALL | C | 0.31% | |
BAH | C | 0.31% | |
TRU | C | 0.3% | |
TDY | A | 0.3% | |
MAS | C | 0.28% | |
ZBRA | B | 0.28% | |
EXPD | D | 0.27% | |
WSO | C | 0.26% | |
J | F | 0.25% | |
SWK | C | 0.25% | |
PNR | C | 0.24% | |
IEX | D | 0.24% | |
AMCR | C | 0.24% | |
TXT | F | 0.24% | |
RPM | A | 0.23% | |
GGG | C | 0.22% | |
NDSN | C | 0.22% | |
TRMB | B | 0.22% | |
SNA | C | 0.22% | |
FIX | A | 0.21% | |
JBHT | D | 0.21% | |
ACM | A | 0.21% | |
JKHY | A | 0.2% | |
TTEK | A | 0.19% | |
ALLE | A | 0.19% | |
CHRW | C | 0.19% | |
CW | A | 0.19% | |
BLD | D | 0.19% | |
XPO | F | 0.18% | |
ITT | C | 0.18% | |
CCK | C | 0.17% | |
NVT | C | 0.17% | |
SAIA | D | 0.17% | |
HII | F | 0.16% | |
LECO | D | 0.16% | |
ATR | A | 0.16% | |
AOS | C | 0.16% | |
RRX | B | 0.16% | |
FBIN | C | 0.16% | |
WMS | D | 0.16% | |
CNH | C | 0.15% | |
BWXT | A | 0.15% | |
WWD | C | 0.15% | |
AYI | A | 0.14% | |
GNRC | B | 0.14% | |
EXP | C | 0.14% | |
MHK | C | 0.13% | |
CNM | F | 0.13% | |
ALSN | A | 0.13% | |
WEX | C | 0.13% | |
DCI | B | 0.13% | |
GPK | D | 0.13% | |
AFRM | C | 0.13% | |
TTC | F | 0.13% | |
AXTA | C | 0.12% | |
SSD | B | 0.12% | |
FCN | C | 0.12% | |
ATI | C | 0.12% | |
KNX | D | 0.12% | |
MKSI | F | 0.11% | |
KEX | C | 0.11% | |
PCTY | C | 0.11% | |
WCC | D | 0.11% | |
AAON | A | 0.11% | |
TREX | D | 0.11% | |
MIDD | D | 0.11% | |
APG | F | 0.11% | |
CR | A | 0.11% | |
MTZ | A | 0.11% | |
BERY | C | 0.11% | |
LFUS | C | 0.1% | |
MSA | F | 0.1% | |
OSK | F | 0.1% | |
LSTR | F | 0.1% | |
AZEK | D | 0.1% | |
RHI | D | 0.1% | |
FLS | A | 0.1% | |
CGNX | F | 0.1% | |
WSC | D | 0.1% | |
G | A | 0.1% | |
LPX | C | 0.1% | |
VMI | B | 0.09% | |
AWI | A | 0.09% | |
ESAB | C | 0.09% | |
GXO | D | 0.09% | |
AGCO | D | 0.09% | |
R | C | 0.09% | |
VNT | F | 0.08% | |
BILL | D | 0.08% | |
ST | F | 0.08% | |
SON | D | 0.08% | |
FOUR | A | 0.08% | |
MDU | C | 0.08% | |
BC | C | 0.08% | |
AL | D | 0.07% | |
SEE | C | 0.07% | |
SPR | D | 0.06% | |
MSM | D | 0.06% | |
SLGN | B | 0.06% | |
EEFT | F | 0.06% | |
AMTM | D | 0.05% | |
WU | D | 0.05% | |
MAN | D | 0.05% | |
GTES | C | 0.05% | |
CXT | F | 0.04% | |
VSTS | D | 0.03% | |
ADT | D | 0.03% | |
HAYW | C | 0.03% | |
SNDR | D | 0.02% | |
LOAR | B | 0.01% |
IYJ Underweight 88 Positions Relative to MTUM
Symbol | Grade | Weight | |
---|---|---|---|
META | A | -5.16% | |
AVGO | B | -4.99% | |
NVDA | B | -4.58% | |
AMZN | C | -4.54% | |
LLY | D | -4.44% | |
JPM | C | -4.25% | |
COST | C | -3.62% | |
WMT | A | -3.39% | |
PGR | B | -1.89% | |
GS | B | -1.68% | |
PM | D | -1.51% | |
QCOM | D | -1.43% | |
CEG | A | -1.39% | |
AMAT | C | -1.38% | |
ANET | A | -1.22% | |
BSX | A | -1.19% | |
KKR | A | -1.17% | |
MU | D | -1.14% | |
ISRG | C | -1.13% | |
TJX | D | -1.1% | |
KLAC | B | -1.04% | |
C | B | -0.99% | |
VRTX | D | -0.96% | |
CB | A | -0.93% | |
APH | D | -0.92% | |
MCK | F | -0.79% | |
CL | D | -0.79% | |
MSI | A | -0.76% | |
ICE | A | -0.75% | |
WELL | C | -0.73% | |
VST | A | -0.69% | |
PLTR | A | -0.58% | |
AJG | C | -0.56% | |
PEG | A | -0.52% | |
VRT | B | -0.52% | |
IRM | B | -0.51% | |
APO | A | -0.47% | |
MSTR | B | -0.47% | |
TRGP | A | -0.47% | |
COIN | F | -0.46% | |
HIG | A | -0.46% | |
BK | A | -0.45% | |
DELL | C | -0.45% | |
AEP | C | -0.44% | |
DHI | C | -0.44% | |
WMB | A | -0.44% | |
HLT | A | -0.42% | |
ALL | A | -0.4% | |
MPWR | B | -0.39% | |
PHM | C | -0.36% | |
GRMN | D | -0.36% | |
RSG | D | -0.35% | |
CBRE | C | -0.33% | |
APP | A | -0.33% | |
NTAP | D | -0.32% | |
SMCI | F | -0.32% | |
DFS | A | -0.31% | |
LEN | C | -0.31% | |
DECK | B | -0.3% | |
GDDY | B | -0.3% | |
NRG | A | -0.28% | |
WSM | C | -0.28% | |
EBAY | A | -0.26% | |
ARES | A | -0.26% | |
NVR | C | -0.25% | |
BRO | A | -0.25% | |
FITB | C | -0.24% | |
LDOS | A | -0.24% | |
NDAQ | C | -0.24% | |
WTW | C | -0.23% | |
TPL | A | -0.22% | |
TYL | D | -0.22% | |
STX | C | -0.18% | |
TW | A | -0.18% | |
ERIE | A | -0.18% | |
WDC | C | -0.18% | |
PSTG | F | -0.15% | |
UTHR | C | -0.14% | |
UHS | D | -0.13% | |
IP | C | -0.13% | |
L | C | -0.12% | |
HOOD | B | -0.11% | |
DKS | D | -0.1% | |
TOST | B | -0.09% | |
FNF | C | -0.09% | |
DVA | C | -0.08% | |
CG | B | -0.07% | |
ALLY | F | -0.06% |
IYJ: Top Represented Industries & Keywords
MTUM: Top Represented Industries & Keywords