MTUM vs. IAI ETF Comparison
Comparison of iShares MSCI USA Momentum Factor ETF (MTUM) to iShares U.S. Broker-Dealers ETF (IAI)
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
$201.57
Average Daily Volume
685,213
123
IAI
iShares U.S. Broker-Dealers ETF
IAI Description
The investment seeks to track the investment results of an index composed of U.S. equities in the investment services sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Investment Services Index (the "underlying index"), which measures the performance of the investment services sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$128.02
Average Daily Volume
95,204
33
Performance
| Period | MTUM | IAI |
|---|---|---|
| 30 Days | 1.98% | 2.52% |
| 60 Days | 3.70% | 4.27% |
| 90 Days | 3.15% | 10.20% |
| 12 Months | 44.89% | 39.75% |
MTUM Overweight 117 Positions Relative to IAI
| Symbol | Grade | Weight | |
|---|---|---|---|
| ALLY | D | 1.0% | |
| CG | D | 1.0% | |
| FNF | B | 1.0% | |
| DVA | B | 1.0% | |
| TOST | A | 1.0% | |
| DKS | D | 1.0% | |
| OC | D | 1.0% | |
| L | D | 1.0% | |
| HEI | A | 1.0% | |
| HUBB | A | 1.0% | |
| IP | C | 1.0% | |
| UHS | B | 1.0% | |
| UTHR | C | 1.0% | |
| PSTG | F | 1.0% | |
| HEI | A | 1.0% | |
| PKG | B | 1.0% | |
| SYF | C | 1.0% | |
| STX | C | 1.0% | |
| WDC | D | 1.0% | |
| ERIE | B | 1.0% | |
| SW | C | 1.0% | |
| TPL | A | 1.0% | |
| AXON | A | 1.0% | |
| DOV | B | 1.0% | |
| CSL | B | 1.0% | |
| TYL | C | 1.0% | |
| WTW | C | 1.0% | |
| FITB | B | 1.0% | |
| VMC | D | 1.0% | |
| LDOS | B | 1.0% | |
| NVR | B | 1.0% | |
| ARES | A | 1.0% | |
| LII | B | 1.0% | |
| NRG | A | 1.0% | |
| WSM | D | 1.0% | |
| BRO | C | 1.0% | |
| EBAY | B | 1.0% | |
| MLM | D | 1.0% | |
| APP | B | 1.0% | |
| DECK | D | 1.0% | |
| DFS | B | 1.0% | |
| GDDY | C | 1.0% | |
| WAB | A | 1.0% | |
| LEN | C | 1.0% | |
| NTAP | D | 1.0% | |
| EME | A | 1.0% | |
| CBRE | A | 1.0% | |
| FERG | D | 1.0% | |
| VLTO | B | 1.0% | |
| SMCI | F | 1.0% | |
| PHM | B | 1.0% | |
| MSTR | D | 1.0% | |
| PWR | B | 1.0% | |
| RSG | D | 1.0% | |
| IR | C | 1.0% | |
| MPWR | C | 1.0% | |
| GRMN | D | 1.0% | |
| HLT | B | 1.0% | |
| ALL | B | 1.0% | |
| APO | B | 1.0% | |
| URI | B | 1.0% | |
| DELL | C | 1.0% | |
| BK | A | 1.0% | |
| DHI | C | 1.0% | |
| WMB | B | 1.0% | |
| AEP | C | 1.0% | |
| HIG | B | 1.0% | |
| VRT | C | 1.0% | |
| TRGP | B | 1.0% | |
| VST | A | 1.0% | |
| PEG | A | 1.0% | |
| FICO | B | 1.0% | |
| IRM | B | 1.0% | |
| EMR | D | 1.0% | |
| PLTR | A | 1.0% | |
| GD | B | 1.0% | |
| AJG | D | 1.0% | |
| HWM | B | 1.0% | |
| WELL | C | 1.0% | |
| MSI | B | 1.0% | |
| PH | A | 1.0% | |
| TDG | B | 1.0% | |
| FI | A | 1.0% | |
| CL | C | 1.0% | |
| MCK | F | 1.0% | |
| CTAS | C | 1.0% | |
| APH | C | 1.0% | |
| C | D | 1.0% | |
| MU | F | 1.0% | |
| CB | B | 1.0% | |
| MMM | A | 1.0% | |
| KLAC | D | 1.0% | |
| VRTX | D | 1.0% | |
| LMT | B | 1.0% | |
| TT | A | 1.0% | |
| CEG | A | 1.0% | |
| KKR | A | 1.0% | |
| TJX | C | 1.0% | |
| ANET | A | 1.0% | |
| ISRG | C | 1.0% | |
| BSX | B | 1.0% | |
| AMAT | D | 1.0% | |
| QCOM | F | 1.0% | |
| AXP | B | 1.0% | |
| PM | C | 1.0% | |
| RTX | C | 1.0% | |
| ETN | C | 1.0% | |
| PGR | A | 1.0% | |
| GE | A | 1.0% | |
| WMT | B | 1.0% | |
| COST | B | 1.0% | |
| JPM | D | 1.0% | |
| NVDA | D | 1.0% | |
| AMZN | C | 1.0% | |
| LLY | C | 1.0% | |
| AVGO | C | 1.0% | |
| META | A | 1.0% |
MTUM Underweight 27 Positions Relative to IAI
| Symbol | Grade | Weight | |
|---|---|---|---|
| JEF | B | -1.0% | |
| IBKR | A | -1.0% | |
| LPLA | F | -1.0% | |
| FDS | C | -1.0% | |
| RJF | C | -1.0% | |
| SPGI | A | -1.0% | |
| SCHW | D | -1.0% | |
| CME | C | -1.0% | |
| MSCI | C | -1.0% | |
| MCO | A | -1.0% | |
| MS | C | -1.0% | |
| CBOE | C | -1.0% | |
| RILY | F | -1.0% | |
| LPRO | D | -1.0% | |
| DFIN | C | -1.0% | |
| SNEX | B | -1.0% | |
| PJT | B | -1.0% | |
| MKTX | C | -1.0% | |
| VIRT | C | -1.0% | |
| MC | B | -1.0% | |
| PIPR | A | -1.0% | |
| LAZ | A | -1.0% | |
| HLI | A | -1.0% | |
| MORN | B | -1.0% | |
| EVR | A | -1.0% | |
| SF | A | -1.0% | |
| BGC | B | -1.0% |
MTUM: Top Represented Industries & Keywords
IAI: Top Represented Industries & Keywords
Compare ETFs
